Managing personal finances in today’s dynamic financial world is challenging. Wealth Wiser, a generative AI assistant, addresses this by offering personalized financial advice through LLaMA 2, fine-tuned via QLoRA on a custom dataset from Money control and financial blogs. It helps users achieve financial goals by recommending career strategies, SIP options, and short-term stock investments using real-time data from 5Paisa and other sources. Incorporating income, expenses, and savings goals, it performs dynamic analyses to provide customized investment strategies. Advanced features like sentiment analysis and named entity recognition track market trends, ensuring advice aligns with financial conditions. VectorDB and ChromaDB manage data efficiently, enabling relevant insights. By emphasizing accessible and data-driven decision-making, Wealth Wiser empowers users to optimize financial planning. Adaptive learning ensures continuous improvement, simplifying financial management and maximizing returns for users.

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Wealth Wiser—Building a Personal Finance Assistant Using LLaMA2 and QLoRA to Support Investors

  • M. H. Akil Sadik,
  • R. Aswini,
  • T. Palanimuthu,
  • V. Mohanraj,
  • J. Senthilkumar,
  • Y. Suresh

摘要

Managing personal finances in today’s dynamic financial world is challenging. Wealth Wiser, a generative AI assistant, addresses this by offering personalized financial advice through LLaMA 2, fine-tuned via QLoRA on a custom dataset from Money control and financial blogs. It helps users achieve financial goals by recommending career strategies, SIP options, and short-term stock investments using real-time data from 5Paisa and other sources. Incorporating income, expenses, and savings goals, it performs dynamic analyses to provide customized investment strategies. Advanced features like sentiment analysis and named entity recognition track market trends, ensuring advice aligns with financial conditions. VectorDB and ChromaDB manage data efficiently, enabling relevant insights. By emphasizing accessible and data-driven decision-making, Wealth Wiser empowers users to optimize financial planning. Adaptive learning ensures continuous improvement, simplifying financial management and maximizing returns for users.