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Workshop Beginner

Building a DIY investment planner using RAG pipelines

Proposal status is Rejected
Session Description

Learn how to build your own AI-powered investment planner using Retrieval-Augmented Generation (RAG) pipelines. This workshop covers data retrieval, LLM fine-tuning, and AI-driven financial insights to help you create a personalized investment assistant. We’ll guide you through the fundamentals of RAG, integrating real-time financial data, and deploying your planner. Ideal for finance professionals, developers, and AI enthusiasts with basic Python knowledge, this hands-on session will equip you with the skills to leverage AI for smarter investment decisions. Join us to explore the future of AI-driven financial planning

Key Takeaways
  • Understanding RAG Pipelines – Learn how Retrieval-Augmented Generation (RAG) enhances AI-driven financial decision-making.
  • Financial Data Retrieval – Integrate APIs like Yahoo Finance, Alpha Vantage to fetch real-time data
  • Vector Databases – Use FAISS for efficient investment-related information retrieval
  • LLM Integration – Fine-tune an LLM (GPT, Llama, etc.) for personalized financial insights.
  • Deployment – Build an interactive Streamlit app for AI-driven investment planning.

References

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FOSS

Speakers

Ekta Shah
Ekta Shah Associate Data Scientist | Morgan Stanley Capital International

A data scientist, machine learning engineer, and mentor. I have experience working with some classical machine learning problems, deep learning, neural networks, and natural language processing. I have worked with various problems in the domains of Consumer Goods, Media, Supply Chain, and Tech consulting. I am a visiting faculty at NMIMS University, Mumbai, Masters Union School of Business and BITS Pilani. I am passionate about research in the field of data science and mentoring young minds in the field of AI.