Build A Personalised AI Financial Advisor

In Collaboration With
GradioGradio
GoogleGoogle

Course Outline

Automate personal or business transaction analysis using generative AI and real-time financial data from spreadsheets. This is a great entry level python project, utilizing AI models for financial transaction analysis

Learning Outcomes

  • Build a basic AI notebook to analyze personal or business bank transaction data from Google Sheets
  • Integrate real-time financial data into your AI workflows to provide financial insights and trends
  • Automate the generation of spending summaries, expense tracking, and personalized financial reports

Who Is This Course For?

  • Great starter notebook using an easy to follow example for anyone starting in PythonBeginners to AI engineering, utilizing Google Collab Jupyter notebooks so no need to host

Pre-requisites

  • Basic working knowledge of PythonAccess to a working OpenAI or Azure OpenAI model key to access modelsEnvironment to run the notebook or utilizing Jupyter Notebooks with Google Collab (free)
LevelBeginner
Your Instructor
I
Instructor
Duration1 hour
Showcasing
GradioGradio
Progress0/3 chapters complete
0%
Your certificateComplete course to get your certificate
Certificate of Completion
Course Name
Why Enroll?
This project will teach you how to build a personalized AI financial assistant that analyzes personal or business transaction data from Google Sheets. By integrating real-time financial data, the AI will automate tasks such as categorizing expenses, tracking income, providing spending summaries, and generating personalized financial advice. This bite-sized project will cover setting up your transaction data pipeline, implementing AI for financial analysis, and automating report generation.
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