Book Image

The Future of Finance with ChatGPT and Power BI

By : James Bryant, Aloke Mukherjee
2.5 (4)
Book Image

The Future of Finance with ChatGPT and Power BI

2.5 (4)
By: James Bryant, Aloke Mukherjee

Overview of this book

In today's rapidly evolving economic landscape, the combination of finance, analytics, and artificial intelligence (AI) heralds a new era of decision-making. Finance and data analytics along with AI can no longer be seen as separate disciplines and professionals have to be comfortable in both in order to be successful. This book combines finance concepts, visualizations through Power BI and the application of AI and ChatGPT to provide a more holistic perspective. After a brief introduction to finance and Power BI, you will begin with Tesla's data-driven financial tactics before moving to John Deere's AgTech strides, all through the lens of AI. Salesforce's adaptation to the AI revolution offers profound insights, while Moderna's navigation through the biotech frontier during the pandemic showcases the agility of AI-focused companies. Learn from Silicon Valley Bank's demise, and prepare for CrowdStrike's defensive maneuvers against cyber threats. With each chapter, you'll gain mastery over new investing ideas, Power BI tools, and integrate ChatGPT into your workflows. This book is an indispensable ally for anyone looking to thrive in the financial sector. By the end of this book, you'll be able to transform your approach to investing and trading by blending AI-driven analysis, data visualization, and real-world applications.
Table of Contents (13 chapters)
Free Chapter
1
Part 1: From Financial Fundamentals to Frontier Tech: Navigating the New Paradigms of Data, EVs, and AgTech
6
Part 2: Pioneers and Protectors: AI Transformations in Software, Finance, Biotech, and Cybersecurity

Integration with ChatGPT (GPT-4)

Enable Python scripting in Power BI:

  1. Go to File > Options and Settings > Options.
  2. Under Python scripting, select your installed Python directory.
  3. Install the required Python packages.

    Make sure to install the openai Python package, which will allow you to communicate with the GPT-4 API. You can install it via pip:

    Bash
    pip install openai
  4. Create a Python visual in Power BI:
    • In Power BI Desktop, click on Python script visual.
    • A placeholder Python script visual will appear on your report, and an editor will open where you can input Python code.
  5. Input Python code for GPT-4 API calls.

    Use the following sample Python code as a basis. Replace 'your_openai_api_key_here' with your actual OpenAI API key:

    import openai
    openai.api_key = "your_openai_api_key_here"
    # Your query based on Power BI data
    prompt = "Provide insights based on Power BI visualization of aggressive trade options."
    # API call to GPT-4 for...