What this book covers
The book is divided into two parts, each consisting of four chapters that cover different aspects of finance and technology.
In Part 1, you will explore the fundamentals of ChatGPT and Power BI, and how they can be used to create financial mastery. You will also dive into the exciting domains of the electric vehicle industry and the agricultural technology revolution, learning how ChatGPT and Power BI can help you uncover the stories behind the numbers.
This section contains the following chapters.
Chapter 1, Financial Mastery with ChatGPT: From Basics to AI Insights: is your gateway from fundamental concepts to revolutionary AI insights.
Chapter 1 serves as your comprehensive gateway into the world of finance and investment, equipped for both novices and seasoned investors. Dive into essential financial concepts, demystify financial statements, and grasp the critical metrics that matter. Discover how cutting-edge technology such as ChatGPT revolutionizes traditional financial analysis, offering a more efficient and insightful approach to making smart investment choices.
Chapter 2, Creating Financial Narratives with Power BI and ChatGPT: unveils stories through Power BI and ChatGPT insights.
Chapter 2 allows you to unlock the power of data-driven decision-making in finance, providing a focused guide on leveraging Microsoft Power BI and ChatGPT insights. Discover how to create compelling financial dashboards, optimize data modeling, and integrate ChatGPT’s predictive capabilities to illuminate trends, spot opportunities, and drive growth. Learn how to merge the visual strengths of Power BI with the analytical acumen of ChatGPT, and explore the best practices to elevate your financial analyses to new heights.
Chapter 3, Tesla’s Financial Journey: AI Analysis and Bias Unveiled: we seeTesla’s financial saga through the lens of AI and unraveling the maze of AI Bias.
Chapter 3 dives into the transformative impact of ChatGPT and AI on financial analysis, focusing on Tesla and the EV industry. We explore unconventional data sources and redefine performance metrics, while also leveraging AI to dissect news sentiment and earnings call transcripts for predictive insights. Through a blend of traditional and AI-driven tools, we offer a comprehensive guide to trading strategies, bias mitigation in AI models, and vivid Power BI visualizations that dissect Tesla’s growth and market positioning.
Chapter 4, John Deere's AgTech Revolution – AI Insights and Challenges: pioneering technology in the fields and unveiling the mysteries of large language model hallucinations.
Chapter 4 takes you on a technological journey through the world of agriculture, spotlighting John Deere as a case in point for digital transformation and investment potential. We dive deep into AgTech, AI-driven financial analysis, and innovative trading strategies, all brought to life through vivid Power BI visualizations. We harness the power of autonomous AI and weather-based trading, and we provide a cutting-edge playbook to invest in the agri-business sector.
In Part 2, you will discover how ChatGPT and Power BI can be applied to various industry giants in the software, banking, biotechnology, and cybersecurity sectors. You will also learn how to navigate the challenges and opportunities that arise from the intersection of AI and finance, such as ethical AI, artificial general intelligence, deepfakes, and indirect prompt injection.
This section contains the following chapters.
Chapter 5, Salesforce Reimagined: Navigating Software and LLMs: we navigate the software industry while deciphering open source and proprietary Large Language Models (LLMs). It highlights Salesforce’s extraordinary turnaround, examining each pivotal moment, from detecting the initial downtrend to ultimately igniting a new era powered by artificial intelligence. You will gain an expansive view, exploring topics such as market sentiment analysis, option trading strategies, and the impact of AI. The chapter culminates in a comprehensive discussion on the future of open-source and proprietary Large Language Models (LLMs), offering actionable insights for finance professionals looking to navigate this evolving landscape.
Chapter 6, SVB’s Downfall and Ethical AI: Smart AI Regulation: steering smart regulation in the new financial era. It takes an analytical deep-dive into the downfall of Silicon Valley Bank and explores broader themes of data-driven trading strategies and AI’s role in financial oversight. You’ll be guided through AI-driven bank regulation with the persona BankRegulatorGPT, all visualized compellingly through Power BI dashboards. The chapter concludes by laying down the urgent need for smart AI regulation, presenting both a comprehensive timeline and a call for global cooperation to safeguard the future of finance.
Chapter 7, Moderna and OpenAI – Biotech and AGI Breakthroughs: pioneering biotech innovations and unveiling AGI’s potential. It embarks on a robust investment guide through Moderna Momentum, a sentiment-sensitive stock strategy, presented visually using Power BI and ChatGPT insights. As the narrative unfolds, you’ll encounter AI personas such as FoodandDrugAdminGPT and cutting-edge AGI initiatives from OpenAI, wrapping up with an eye-opening discussion on the future alignment and principles of AGI in finance.
Chapter 8, CrowdStrike: Cybersecurity in the Era of Deepfakes: AI literacy in an era of deepfakes and indirect prompt injection. It takes you on a journey through the cutting-edge intersection of finance and cybersecurity, spotlighting the game-changing implications of GPT-4 and deepfakes. Navigate the ethical maze of indirect prompt injections in LLMs, and arm yourself with AI literacy tailored for finance pros and enthusiasts alike. From CrowdStrike’s revolutionary threat management to the transformative power of HackerGPT, the chapter offers both cautionary tales and empowering insights into today’s digital financial landscape.
By the end of this book, you will have gained a comprehensive understanding of how ChatGPT and Power BI can transform your financial analysis, reporting, and decision-making. You will also have developed a critical mindset that can help you evaluate the strengths and limitations of AI in finance. You will be equipped with the tools and techniques to create your own financial stories that can captivate and influence your audience. You will be ready to embrace the future of finance with ChatGPT and Power BI.
