Revolutionising portfolio management with large language model

The project focuses on harnessing the capabilities of Large Language Models (LLMs) to enhance the functionality and user experience of Robo-Advisor applications. The primary objective is to develop a sophisticated system capable of providing personalised portfolio recommendations and facilitating...

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Bibliographic Details
Main Author: Kee, Kai Teng
Other Authors: Ng Wee Keong
Format: Final Year Project (FYP)
Language:English
Published: Nanyang Technological University 2024
Subjects:
Online Access:https://hdl.handle.net/10356/174914
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author Kee, Kai Teng
author2 Ng Wee Keong
author_facet Ng Wee Keong
Kee, Kai Teng
author_sort Kee, Kai Teng
collection NTU
description The project focuses on harnessing the capabilities of Large Language Models (LLMs) to enhance the functionality and user experience of Robo-Advisor applications. The primary objective is to develop a sophisticated system capable of providing personalised portfolio recommendations and facilitating fund exploration for investors. Through the integration of advanced natural language processing techniques and the implementation of a Retriever-Augmented Generation (RAG) architecture, the application aims to deliver tailored investment advice based on individual risk profiles and investment preferences. Additionally, the system aims to offer an intuitive interface for users to explore various investment options, analyse performance metrics, and make informed decisions. To ensure users have access to up-to-date information on their portfolios, a robust data pipeline has been set up to continuously ingest and process market data daily.
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spelling ntu-10356/1749142024-04-19T15:45:22Z Revolutionising portfolio management with large language model Kee, Kai Teng Ng Wee Keong School of Computer Science and Engineering AWKNG@ntu.edu.sg Computer and Information Science The project focuses on harnessing the capabilities of Large Language Models (LLMs) to enhance the functionality and user experience of Robo-Advisor applications. The primary objective is to develop a sophisticated system capable of providing personalised portfolio recommendations and facilitating fund exploration for investors. Through the integration of advanced natural language processing techniques and the implementation of a Retriever-Augmented Generation (RAG) architecture, the application aims to deliver tailored investment advice based on individual risk profiles and investment preferences. Additionally, the system aims to offer an intuitive interface for users to explore various investment options, analyse performance metrics, and make informed decisions. To ensure users have access to up-to-date information on their portfolios, a robust data pipeline has been set up to continuously ingest and process market data daily. Bachelor's degree 2024-04-16T04:35:11Z 2024-04-16T04:35:11Z 2024 Final Year Project (FYP) Kee, K. T. (2024). Revolutionising portfolio management with large language model. Final Year Project (FYP), Nanyang Technological University, Singapore. https://hdl.handle.net/10356/174914 https://hdl.handle.net/10356/174914 en SCSE23-0201 application/pdf Nanyang Technological University
spellingShingle Computer and Information Science
Kee, Kai Teng
Revolutionising portfolio management with large language model
title Revolutionising portfolio management with large language model
title_full Revolutionising portfolio management with large language model
title_fullStr Revolutionising portfolio management with large language model
title_full_unstemmed Revolutionising portfolio management with large language model
title_short Revolutionising portfolio management with large language model
title_sort revolutionising portfolio management with large language model
topic Computer and Information Science
url https://hdl.handle.net/10356/174914
work_keys_str_mv AT keekaiteng revolutionisingportfoliomanagementwithlargelanguagemodel