The Future of Finance with ChatGPT and Power BI: Transform your trading, investing, and financial reporting with ChatGPT and Power BI - Softcover

Bryant, James; Mukherjee, Aloke

Softcover

ISBN 10: 1805123343 ISBN 13: 9781805123347

Publisher: Packt Publishing, 2023

Synopsis

Enhance decision-making, transform your market approach, and find investment opportunities by exploring AI, finance, and data visualization with ChatGPT's analytics and Power BI's visuals

Key Features

• Automate Power BI with ChatGPT for quick and competitive financial insights, giving you a strategic edge
• Make better data-driven decisions with practical examples of financial analysis and reporting
• Learn the step-by-step integration of ChatGPT, financial analysis, and Power BI for real-world success
• Purchase of the print or Kindle book includes a free PDF eBook

Book Description

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.

What you will learn

• Dominate investing, trading, and reporting with ChatGPT's game-changing insights
• Master Power BI for dynamic financial visuals, custom dashboards, and impactful charts
• Apply AI and ChatGPT for advanced finance analysis and natural language processing (NLP) in news analysis
• Tap into ChatGPT for powerful market sentiment analysis to seize investment opportunities
• Unleash your financial analysis potential with data modeling, source connections, and Power BI integration
• Understand the importance of data security and adopt best practices for using ChatGPT and Power BI

Who this book is for

This book is for students, academics, data analysts, and AI enthusiasts eager to leverage ChatGPT for financial analysis and forecasting. It's also suitable for investors, traders, financial pros, business owners, and entrepreneurs interested in analyzing financial data using Power BI. To get started with this book, understanding the fundamentals of finance, investment, trading, and data analysis, along with proficiency in tools like Power BI and Microsoft Excel, is necessary. While prior knowledge of AI and ChatGPT is beneficial, it is not a prerequisite.

Table of Contents

1. Financial Mastery with ChatGPT: From Basics to AI Insights
2. Creating Financial Narratives with Power BI and ChatGPT
3. Tesla's Financial Journey: AI Analysis and Bias Unveiled
4. John Deere's AgTech Revolution – AI Insights and Challenges
5. Salesforce Reimagined: Navigating Software and LLMs
6. SVB's Downfall and Ethical AI: Smart AI Regulation
7. Moderna and OpenAI – Biotech and AGI Breakthroughs
8. CrowdStrike: Cybersecurity in the Era of Deepfakes

About this title

About the Author

James Bryant, a finance and technology expert, excels at identifying untapped opportunities and leveraging cutting-edge tools to optimize financial processes. With expertise in finance automation, risk management, investments, trading, and banking, he's known for staying ahead of trends and driving innovation in the financial industry. James has built corporate treasuries like Salesforce and transformed companies like Stanford Health Care through digital innovation. He is passionate about sharing his knowledge and empowering others to excel in finance. Outside of work, James enjoys skiing with his family in Lake Tahoe, running half marathons, and exploring new destinations and culinary experiences with his wife and daughter.

Aloke Mukherjee is a seasoned technologist with over a decade of experience in business architecture, digital transformation, and solutions architecture. He excels at applying data-driven solutions to real-world problems and has proficiency in data analytics and planning. Aloke worked at EMC Corp and Genentech and currently spearheads the digital transformation of Finance Business Intelligence at Stanford Health Care. In addition to his work, Aloke is a Certified Personal Trainer and is passionate about helping his clients stay fit. Aloke also has a passion for wine and exploring new vineyards.

Edition details

• Publisher: Packt Publishing
• Publication date: 2023
• Language: English
• ISBN 10: 1805123343
• ISBN 13: 9781805123347
• Binding: Paperback
• Edition number: 1
• Number of pages: 406