Mastering AI FinBot Development: Tutorial Guide to LangChain, Prompt Engineering, & Tree of Thoughts

Unlock Financial Insights with AI: Multi-Model FinBot Development using LangChain & Advanced Prompt Engineering.

Welcome back to our series on building a FinBot using AI and the LangChain framework with Richard Walker from Lucidate. In this comprehensive guide, we navigate the future of AI in Capital Markets, showcasing the potential of integrating multiple specialized Large Language Models (LLMs) to overcome limitations in knowledge recency and visual presentation.

Discover our innovative approach of assembling an AI ensemble to mimic high-performing business teams in finance, marketing, and product management. In this video, we use a simple architecture with three AI LLMs to illustrate the potential of multi-model AI in financial advice and market analysis.

TIMESTAMPS

00:00 Introduction
02:04 Building an AI Ensemble
05:09 Demo: Using Three AI LLMs
07:35 Introduce the Portfolio Chat LLM
08:27 Interacting with Starburst Charts
12:07 Future developments in AI powered apps
14:29 Closing thoughts
Follow along as we demonstrate how our FinBot engages the user, sources real-time market information, and uses interactive charts and tables to provide a personalized portfolio analysis and advice. You'll see how this FinBot not only engages with the user but also generates dynamic reports and insightful visual representations of the user's portfolio.

Stay tuned for our next video, where we will introduce LangChain agents and the ReAct prompting technique to enhance the FinBot's responses with real-time information from company financials.

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#FinBot #AI #LangChain #PromptEngineering #FinancialAdvice"

[joser]

Hi Richard, excellent video, as usual, for the content, absolutely... but I really posted this one to applaud your unique skills as "speaker", superb pausing, cadence, and all, makes the listening of a normally dry and complex subject a real pleasure... thanks

[interspacer]

Great video! We all want AI assist in our finance (that's what essentially got me interested in ML years ago, aside from AGI).
Transformers changed the game, of course. It's a creepy paradigm, akin to KNN for financials but on crack. Makes my head hurt.

[spicer]

👍info! Thanks for creating and uploading!
How can this be applied to Land investing / Real estate?

[andym]

This is a great video! I would like to try it out on various use cases. Can you please guide me on how to join your membership program to gain access to the source code?

[iliagerman]

Hi, i became a member but i dont see the discord server in my app and i can ask for github access

[Dr_Tripper]

You are a massive influence on some of the environment.