The Future of Finance with ChatGPT and Power BI Transform your trading, investing, and financial reporting with ChatGPT

Cover
Copyright
Contributors
Table of Contents
Preface
Part 1: From Financial Fundamentals to Frontier Tech: Navigating the New Paradigms of Data, EVs, and AgTech
Chapter 1: Financial Mastery with ChatGPT: From Basics to AI Insights
	Technical requirements
	An introduction to key financial concepts and investment principles
		Basic investment types and investment strategies
	Introducing financial statements
	Understanding financial ratios and metrics
		Interpreting financial ratios and metrics
	The fundamentals of technical analysis
		Combining fundamental and technical analysis
	Understanding the power of ChatGPT in financial analysis
		Integrating ChatGPT into Your Financial Analysis Workflow
	Getting started with ChatGPT for finance
		Refining your interactions with ChatGPT
	ChatGPT for financial analysis – analyzing earnings reports for Palo Alto Networks
		Instructions to access and store Palo Alto Networks’ 10-Q reports using sec-api (September 2021–March 2023)
		Instructions for analyzing 10-Q reports with ChatGPT
		ChatGPT’s analysis and insights
		Further exploration with ChatGPT
	Combining ChatGPT with fundamental analysis
	Summary
Chapter 2: Creating Financial Narratives with Power BI and ChatGPT
	Technical requirements
	A brief overview of Power BI and its applications in finance
		The benefits of combining Power BI with ChatGPT insights
	The importance of structuring data in financial analysis
		Importing data into Power BI
	Visualization techniques in Power BI
		Selecting appropriate visualizations for financial data
		Tips for creating effective financial visualizations
	Creating financial dashboards with Power BI
		Arranging financial visuals for clarity in Power BI
		Illustration – Power BI dashboard of finance data
	Best practices for data modeling, visualization, and ChatGPT integration
		Ensuring clean and well-structured data modeling
		Choosing the right visualizations for effective communication
		Leveraging ChatGPT insights to enhance financial analysis
		Ensuring data security and privacy
	Walk-through use case – analyzing financial data using Power BI
	Walk-through use case – analyzing financial ratios using Power BI and ChatGPT
	Summary
Chapter 3: Tesla’s Financial Journey: AI Analysis and Bias Unveiled
	Introduction to ChatGPT and AI in financial analysis
		Venturing beyond convention—exploring Tesla’s unconventional data sources
		Shifting gears—rethinking metrics and KPIs for Tesla
		News and earnings call transcripts—unveiling the sentiment spectrum
		Tesla: growth drivers and potential risks
		Benchmarking and ratio analysis: AI-driven insights
		Trading strategies based on risk preference
	Case study: Tesla Inc.
		Evaluating investment opportunities and risks with AI-driven insights
		Tesla trading strategy (aggressive and conservative)
		Aggressive trading strategy using options
		Conservative trading strategy using position trading
		News and market sentiment integration for trading strategies: aggressive and conservative
		Power BI visualizations—Tesla
		Financial visualizations—data extraction to Power BI visualizations
		Instructions
		Market competition visualizations–data extraction to Power BI visualization
		KPI visualizations–data extraction to Power BI visualization
		Final thoughts: leveraging ChatGPT and the OpenAI API in your data visualization workflow
		Best practices and ethics in AI-driven financial analysis
	Understanding AI model bias
	Summary
Chapter 4: John Deere’s AgTech Revolution – AI Insights and Challenges
	Digitizing the fields – unleashing a tech revolution with John Deere
		Future opportunities and predictions
		Digital seedbed – a comparative analysis of AgTech titans
		The hidden goldmine – unearthing unconventional data for strategic investments in John Deere
	John Deere’s AgTech Revolution – AI Insights and Challenges
		Unlocking the power of quantitative investing – a game-changer for agri-business
		Quantitative trading example – John Deere
		Power BI visualization for quantitative trading example – John Deere
		Unveiling the power of advanced financial metrics and valuation methods through Power BI visualization
		Unveiling value – harnessing AI for discounted cash flow analysis
		Visualizing the future – leveraging Power BI to explore John Deere’s potential in emerging markets with DCF analysis
	Embracing the AI revolution with AutoGPT – reshaping financial analysis and trading through autonomous AI
		The pros and cons of AutoGPT in financial analysis
		Using AutoGPT in finance, investment, and trading
		Using AutoGPT for automated trading (moving average trading example)
		AutoGPT – financial analysis Monte Carlo simulation
		Portfolio rebalancing strategy – AutoGPT
	Python power play – fueling financial analysis with advanced code
		Weather score calculation – weather trade
		Location and crop type – weather trade
		Trade threshold suggestions – weather trade
	Seeds of fortune – unraveling the correlation between weather patterns and John Deere’s stock performance
		Connecting OpenAI with Power BI
	Understanding and mitigating LLM “hallucinations” in financial analysis and data visualization
		Understanding hallucinations
		How can we spot hallucinations?
		What can we do about hallucinations?
		Minimizing hallucinations in the future
		OpenAI is on the case
		Trading examples
		Power BI visualization examples
	Summary
Part 2: Pioneers and Protectors: AI Transformations in Software, Finance, Biotech, and Cybersecurity
Chapter 5: Salesforce Reimagined: Navigating Software and LLMs
	Salesforce’s turnaround – a market sentiment perspective
		The phoenix’s first flight – recognizing the downtrend
		The game plan – activist investors move in
		Restoring faith – a bold new direction
		Seeing the change – sentiment analysis at work
		The payoff – the turnaround
		Igniting the AI revolution – Salesforce’s rise into the next era
	A comprehensive SWOT analysis for Salesforce
		Salesforce – strategic inflection point
	Leveraging AI and sentiment – Salesforce sentiment-adjusted options straddle
		AI, the Rule of 40 (SaaS metric), and sentiment – mastering the Salesforce stock trade
		Visualizing the Salesforce strategy – Power BI meets the Rule of 40
	ActivistGPT – activist persona
		ActivistGPT – LangChain, ChatGPT, and Streamlit activist AI agent
	Open source versus proprietary LLMs
		Proprietary models
		Open source models
		Future of open source versus proprietary models
		Best model choice for finance use cases (investing, trading, and financial analysis)
		Best model for Power BI narratives – data visualizations
		Other major factors when training LLMs
		Data quality versus data size
		What is OpenAI doing about open source model competition?
	Summary
Chapter 6: SVB’s Downfall and Ethical AI: Smart AI Regulation
	The pastry chef’s tale – unpacking the collapse of SVB
		The silicon storm – dissecting the downfall of SVB
	Harnessing the social pulse – the Sentinel Strategy for banking trading decisions
		Obtain the Twitter (now X) API (if you don’t have one already)
		Data collection
		Next steps – pre-processing, applying NLP, and quantifying sentiment
		Pre-processing, NLP application, and quantifying sentiment
		Tracking traditional indicators
		Formulating trading signals
		The backtest strategy
		Implementing the strategy
	Implementing the Financial Fortress trading strategy – a data-driven approach using Python and Power BI
		The steps to obtain a FRED API key
		Portfolio rebalancing
		Risk management
	Integrating Twitter (now X) sentiment and CAR – Power BI data visualization
		Extracting the data
		Loading data into Power BI
		Transforming data
		Visualizing data with a heat map
	Revolutionizing Financial Oversight with BankRegulatorGPT – An AI Persona
		Regulatory Actions and Audits – Provide official confirmation of a bank’s financial health
		BankRegulatorGPT – Langchain, GPT-4, Pinecone, and the Databutton financial regulation AI agent
		BankRegulatorGPT (reflecting traits from leading regulatory bodies such as the Federal Reserve, the Office of the Comptroller of the Currency, and the Federal Deposit Insurance Corporation)
	Implementing the Regional Bank ETF trade – a commercial real estate strategy
		Visualizing the ETF trade – a Power BI dashboard for the commercial real estate market
		The importance of smart AI regulation – navigating pitfalls and seizing opportunities
		Navigating the AI revolution – a cautionary tale from the lack of regulation in social media
		Global cooperation – a key to ethical AI in finance
		AI regulation – a necessary safeguard for the future of finance
		AI regulation – a balancing act in the future of finance
		AI regulation and legislation – a comprehensive timeline
	Summary
Chapter 7: Moderna and OpenAI – Biotech and AGI Breakthroughs
	The blockbuster saga – understanding the success of Moderna’s COVID-19 vaccine
	Moderna’s mRNA odyssey and the transformation of biomedicine
		The impact of mRNA-1273 – battling a pandemic
		Harnessing the power of mRNA – a new medicinal frontier
		Applications across medical domains
		Redefining vaccine development
		A new paradigm for pharmaceutical innovation
		Strategic partnerships and collaborations
	SWOT analysis of Moderna’s strategic landscape
	The integration of AI and quantum computing in Moderna’s therapeutic landscape
		AI in Moderna’s drug discovery process
		AI in Moderna’s clinical trials
		AI in Moderna’s pharmacovigilance and post-marketing surveillance
		AI in Moderna’s supply chain and manufacturing efficiency
		AI in Moderna’s drug development strategy
		Integration with quantum computing
	The future reimagined – Moderna’s AI-driven symphony in medicine and biotechnology
		Moderna – orchestrating the AI symphony in biotechnology
		The collaboration with IBM – a milestone in innovation
		Digital infrastructure – a backbone of innovation
	A new chapter – the Moderna-IBM partnership
		IBM partnership – quantum computing and AI
	Moderna’s AI Academy – a partnership with CMU for technological innovation
		Moderna’s AI Academy in partnership with CMU
	Confronting future pandemics – Moderna’s innovation in multi-valent vaccines and AI-driven antivirals
		Revolutionizing cancer care – Moderna’s mRNA ambitions in oncology
		The brave new world of medicine – Moderna’s pioneering path to personalized therapies
		Moderna’s strategic move toward outsourcing pharma manufacturing
	Moderna Momentum – a data-driven, sentiment-sensitive strategy for an mRNA masterstroke
	The future of biotech trading – the Moderna Momentum trade visualization
		Prerequisites
	Introducing the future of drug development and regulatory approval with FoodandDrugAdminGPT – an AI persona
	Unleashing collaborative intelligence – Microsoft Jarvis (GitHub)
		A new epoch in AI – the multifaceted excellence of HuggingGPT and its integration with Gradio models
		Unleashing creativity with Gradio – a gateway to simplified demos and GUIs for Hugging Face models
		Choosing the right AI model – HuggingGPT (Jarvis) versus GPT-4 for domain-specific expertise
		Harnessing specialized intelligence – FoodandDrugAdminGPT’s implementation using HuggingGPT for multimodal solutions in the regulatory landscape
		HuggingGPT model and Gradio demo
	Section 1 – investment insight with FoodandDrugAdminGPT – a comprehensive query guide
		Why it matters
	Section 2 – Moderna’s drug pipeline – tailored insight for investment and Wall Street analysis
		Why it matters
	Section 3 – Unlocking Moderna’s pipeline – critical questions for investors using HuggingfaceGPT
		Why it matters
		Overall implications
		Section 1 – investment insight with FoodandDrugAdminGPT – a comprehensive query guide
		Section 2 – Moderna’s drug pipeline – tailored insight for investment and Wall Street analysis
		Section 3 – unlocking Moderna’s pipeline – critical questions for investors using HuggingfaceGPT
	Revolutionizing biotech with GPT-4 – Moderna’s pathway to accelerated drug discovery
		OpenAI’s pinnacle against tech giants
		OpenAI and Moderna – a new frontier in drug discovery
		OpenAI’s history and focus on AGI
		OpenAI’s AGI initiatives – a trailblazing journey toward intelligence revolution
		AGI – alignment and why it matters – conducting the symphony of intelligence
		AGI principles and future scenarios in finance – your financial partner of tomorrow
	Summary
Chapter 8: CrowdStrike: Cybersecurity in the Era of Deepfakes
	The concert and cybersecurity analogy – concert security for the digital stage
	GPT-4, multimodal activity, and financial exposure – a cautionary tale
		The multimodal capabilities of GPT-4
		Amazon One and the age of biometrics
		Cybersecurity risks in finance
		The implications for data visualization
		Protecting sensitive information
		Understanding CrowdStrike’s security capabilities
		CrowdScore – a paradigm shift in threat management
		The SCORE analysis of CrowdStrike – navigating financial cyber risks and opportunities
	CrowdStrike and Dell Technologies: a strategic alliance in commercial cybersecurity
		The alliance: building a comprehensive cyber defense
		Financial implications and cybersecurity
		The power of data visualization
		Conclusion: the future of cybersecurity and finance
	Analyzing CrowdStrike’s earnings call transcripts with AI and NLP
		The role of earnings call transcripts in finance
		Aggressive trading (using options) – buying call options on Beazley and Hiscox and selling put options on CrowdStrike
		Example functions with highlighted replacement areas
		Conservative trading (using stock) – buying stock in Beazley and Hiscox and buying stock in CrowdStrike once it falls 5% from its current price
		Example functions with highlighted replacement areas
	The ultimate guide to investment dashboards – Power BI meets ChatGPT
		Power BI visualizations
		Aggressive trading using options on Beazley, Hiscox, and CrowdStrike
		Conservative trade: buying stock in Beazley, Hiscox, and CrowdStrike after a 5% fall
		Power BI alert configuration (example for CrowdStrike put alert but can be used for Crowdstrike stock alert too)
		Harnessing Python’s power for aggressive trading: a code-driven odyssey
		The Zen of conservative trade: unleashing Python for steady gains
	Visual alchemy: transmuting raw data into golden insights with Power BI
		Creating Power BI visualizations
	Integration with ChatGPT (GPT-4)
	HackerGPT (AI Persona) – monitoring and analyzing cybersecurity regulatory changes and breaches
		HackerGPT – reflecting traits from leading cybersecurity experts
		HackerGPT meets FinGPT – a comprehensive guide to analyzing the financial cybersecurity landscape
	Revolutionizing the future of AI-driven development with MetaGPT – the ultimate catalyst for multi-agent systems
		What is MetaGPT?
		Role-based collaboration in MetaGPT
		MetaGPT workflow
	Introduction to the MetaGPT model (cybersecurity investment opportunities)
		Roles and responsibilities
	Compromising real-world LLM-integrated applications with indirect prompt injection
	Future-proofing LLMs – solutions on the horizon
	Deepfakes and their multi-faceted impact – a closer look with AI and data visualization
		AI literacy – your passport to the future
		Navigating AI’s landscape – considerations and guidelines
	Summary
Index
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