Financial Valuation with GPT-3.5 API

Alex Lew, CFA
2 min readApr 11, 2023

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Source from Techgoing

Develop a financial valuation tool that leverages GPT-3.5 API to generate textual explanations for financial valuation estimates, catering to university students in finance, accounting, or related fields.

Data Collection:

  • Collect financial data from public sources like Yahoo Finance or Google Finance.
  • Gather financial statements, historical prices, industry benchmarks, and other relevant information.

Data Pre-processing:

  • Clean and transform data into a suitable format for analysis.
  • Remove missing values, calculate financial ratios, and normalize data.

Fine-tune GPT-3.5 API:

  • Fine-tune GPT-3.5 API with pre-processed financial data.
  • Train the model to recognize patterns in financial data and generate coherent textual descriptions of financial valuation estimates.

Development of Valuation Tool:

  • Create a user-friendly tool for university students to input financial data and receive valuation estimates.
  • Allow customization of valuation assumptions and generation of multiple scenarios.
  • Integrate the fine-tuned GPT-3.5 API to provide textual explanations for valuation estimates.

Testing and Evaluation:

  • Test the accuracy and effectiveness of the valuation tool using real-world companies or assets.
  • Evaluate the performance of the fine-tuned GPT-3.5 API in generating accurate and coherent textual explanations for financial valuation estimates.

Expected Deliverables:

A financial valuation tool that uses GPT-3.5 API to generate textual explanations for financial valuation estimates, designed for university students in finance, accounting, or related fields. A user-friendly interface that allows users to input financial data, customize valuation assumptions, and obtain valuation estimates along with textual explanations generated by the fine-tuned GPT-3.5 API. A comprehensive report detailing the data collection process, fine-tuning process, development of the valuation tool, and testing and evaluation results.

BackLinks:

Geekflare

TechGoing

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Alex Lew, CFA
Alex Lew, CFA

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