Text Generation
Transformers
Safetensors
English
gpt2
conversational-ai
finance
fintech
wealth-management
financial-advisor
investment-advisory
financial-planning
lora
private-banking
portfolio-management
financial-qa
client-advisory
robo-advisor
financial-consultation
conversational
text-generation-inference
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README.md
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---
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base_model: microsoft/DialoGPT-small
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pipeline_tag: text-generation
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library_name: transformers
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tags:
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- conversational-ai
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- finance
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- fintech
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- wealth-management
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- financial-advisor
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- investment-advisory
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- financial-planning
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- lora
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- private-banking
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- portfolio-management
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- financial-qa
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- client-advisory
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- robo-advisor
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- financial-consultation
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language:
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- en
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license: mit
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datasets:
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- ChanceFocus/flare-finqa
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metrics:
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- perplexity
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- accuracy
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widget:
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- text: "<|user|> As my financial advisor, please help me understand: What is the impact of interest rate changes on my bond portfolio? <|bot|>"
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example_title: "Interest Rate Risk Advisory"
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- text: "<|user|> As my financial advisor, please help me understand: How should I diversify my investment portfolio for retirement planning? <|bot|>"
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example_title: "Portfolio Diversification"
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- text: "<|user|> As my financial advisor, please help me understand: What are the tax implications of selling my stocks this year? <|bot|>"
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example_title: "Tax Planning Consultation"
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---
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# DialoGPT-Financial-Wealth-Management-Advisor
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Fine-tuned DialoGPT-small for financial advisory conversations, wealth management guidance, and comprehensive investment consultation services.
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## Overview
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- **Base Model:** microsoft/DialoGPT-small (117M parameters)
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- **Fine-tuning Method:** LoRA (4-bit quantization)
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- **Dataset:** Financial Q&A dataset (1K expert-level samples)
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- **Training:** 3 epochs with optimized hyperparameters
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## Key Features
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- Comprehensive financial advisory consultations
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- Investment portfolio analysis and recommendations
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- Risk assessment and management strategies
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- Tax planning and wealth optimization advice
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- Retirement and financial planning guidance
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- Client-focused conversational interface
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## Usage
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```python
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from transformers import AutoTokenizer, AutoModelForCausalLM
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model = AutoModelForCausalLM.from_pretrained("sweatSmile/DialoGPT-Financial-Wealth-Management-Advisor")
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tokenizer = AutoTokenizer.from_pretrained("sweatSmile/DialoGPT-Financial-Wealth-Management-Advisor")
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# Financial advisory consultation example
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prompt = "<|user|> As my financial advisor, please help me understand: How do foreign currency fluctuations affect my international investments? <|bot|>"
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inputs = tokenizer(prompt, return_tensors="pt")
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outputs = model.generate(**inputs, max_new_tokens=200, pad_token_id=tokenizer.eos_token_id)
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print(tokenizer.decode(outputs[0], skip_special_tokens=True))
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```
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## Applications
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- Wealth management client consultations
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- Investment advisory services automation
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- Financial planning and retirement guidance
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- Private banking client support
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- Robo-advisor conversation engines
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- Financial education and client onboarding
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## Training Details
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- LoRA rank: 8, alpha: 16
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- 4-bit NF4 quantization with fp16 precision
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- Learning rate: 2e-4 with linear scheduling
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- Batch size: 8, Max length: 320 tokens
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- 3 epochs on curated financial advisory dataset
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Optimized for sophisticated wealth management and investment advisory conversations in professional financial services environments.
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