
SparklyPenguin
Using GenAI for financial planning
I have been using a bunch of GenAI tools including Perpelxity, Meta, Claudepro (subscription model) for financial planning. I have been super impressed with the advice that comes through. Here’s how I am using it:
- Leverage a subscribed / pro model so that your data is secure. 2. Provide context about your salary, age, kids, existing liabilities , insurance, basic points like yearly travel, etc. This ensures the model is context aware. 3. Upload your investment reports (MFs, equity, FD statements, insurance)
- Then the fun begins - ask questions on providing guidance on your MFs against index performance, debt equity ratio, changes you could potentially do?
- Prompt with specific questions in considering alternative investments such as REITs, Debt funds over liquid if you have loans ? 6. Ask to prepare a deployment plan. 7. Rebalancing 8. Coverage on medical, life insurance against your current aged liabilities, income .
It has been super fun and a learning for me. Now I am comparing credit card choices against my spend patterns. Provide/ upload data sheets of credit card points, rewards to get suggestions.
Any experiences you have had? Please share .
2mo ago2K2K views

FluffyCupcake
Amazon2mo
I am curious to learn more on financial pivots which GenAI suggested to you and impact on outcomes
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