Generative AI for Finance and Investing
Workshop Details
Language
English
Date
31st July, 2024
Time
1800 to 2030 (GMT+7)
Medium
Zoom Conferencing (Online)
Bundled Learning Experience
Practical, hands-on introduction to programming an AI agent that can be valuable for financial research, investment analysis and asset management. Suitable for beginners and anyone with an interest in the financial market or learning to code with real financial data.
During the workshop, your instructor will guide you through the thought process of architecting a generative AI using the latest breakthroughs in LLM (large language models). You will then learn how to build a simple AI agent that can generate financial insights, investment ideas, and do factual question-answering based on real-time financial data.
Add $5 for Workshop + Practicum
For an extra $5, you can upgrade your participation to the Workshop + Practicum tier (optional). Here's the offer:
- $9 workshop admission included
- $98 worth of Sectors API subscription included
- $39 worth of Supertype Fellowship+ included (peer to peer learning group, mentorship, post-workshop implementation support)
After the workshop, all Practicum members are invited to join the Supertype Fellowship, where you can continue building your financial analytics dashboard, access live financial data, and collaborate with other community members using the free API credits provided to you. Whether you're new to working with live financial data, looking to enhance your financial analysis skills, or simply curious about creating interactive dashboards with a low-code approach, this workshop is designed for you.
Follow along the last 1 hour of the workshop as a Workshop + Practicum member to earn a certificate of completion. We issue this certificate of completion as proof of demonstrable proficiency, with a difficulty level suited for non-programmers. You will be asked to submit your dashboard, and a mentor will assess it and award a certificate as acknowledgment of your competency.
Your Instructor
Samuel Chan
I am a 3-time software entrepreneur (currently Sectors, Algoritma and Supertype). Between 2014 and 2016, I have built and sold a company that operates in the space of chatbots, natural language AI and marketing automation whilst living between Beijing, Tokyo and my home town Singapore.
I am also a prolific contributor on GitHub, with many open source tools, libraries, and open courses on Large Language Model and Computer Vision.
- Prolific software entrepreneur (Audience Kit, HyperGrowth, Growth Bot, Sectors Financial Data Suite) over 2 decades
- First in Southeast Asia to receive certification in Microsoft Data Science professional program, MongoDB (2014). Also recipient of Graph Analytics for Big Data from UC San Diego, Machine Learning by Stanford (2016)
- Accredited instructor (NTUC Singapore, IBF Singapore) and guest lecturer in various institutions including University of Indonesia and Ngee Ann Polytechnic
- In-house consultant to SEGA-backed goGame, publisher of Disney Crossy Road, Big Hero 6, Adaro (IDX: ADRO) group of companies and ex-employment at DNP Group (TYO:7912), Gumi (TYO:3903), DianDian FunPlus (600634.SH), year-long consulting at Beijing, Tokyo between 2011 and 2016.
- Contributor to various publication including the Logistics Institute by NUS (National University of Singapore)
Experienced LLM Instructor & Educator
> 250,000
YouTube Views on LLM Generative AI Series (youtube.com/samuelchan)
798 Stars
on LLM education series: GitHub (@onlyphantom/llm-python)
40+
Open source scripts and LLM tooling resources on GitHub
Active, Hands-on Learning
Step by Step, with LangChain
Tired of outdated tutorials in the fast-moving landscape of AI? Us, too. This workshop is constantly updated in an ongoing Github Repository by the course author, and uses the latest version of all libraries (crucially LangChain and LangGraph). It teaches you all the skills required to build intelligent conversational AI Agents, using the same toolkit that we deploy for our clients at Supertype.
A Complete Introduction to Generative AI
This workshop walks you through the foundations that make LLM (Large Language Models, e.g. Claude, GPT-4, Gemini, Llama) work, and the orchestration that enable these AI to act as incredible chat assistants.
Syllabus
Introduction to Generative AI
The foundations that make LLM (Large Language Models) work, and the underlying ideas that make them so powerful.
Stock research fundamentals
How I approach stock research, and how you can use the same principles to build your own AI agent.
Industrial-level AI agents
Scaling your LLM to handle more complex tasks, with higher accuracy and fidelity requires a set of strategies like fine-tuning, tool-calling, vector stores, and caching.
Python programming with API
How to use Python to interact with Sectors API, and how to collect up-to-date financial market data for your AI agent.
Building a simple AI agent
Writing no more than 20 lines of code, you too can build AI that uses real-time financial data to generate insights and investment ideas.
Post-workshop Learning Path
How to continue your journey in building AI agents, using all the resources available to you in the Supertype Fellowship and the Sectors API (worth $137 combined).
