In this tutorial, I venture into the exciting world of OpenAI and LLM and share my experience of building an Investment Portfolio GPT Companion web application using OpenAI, Llama, and Python Flask. If you’re curious to see a product demo and explore the code behind this app, I invite you to read the rest of this article, which includes step-by-step guidance on how I brought together these cutting-edge technologies to create an insightful tool for investment portfolio analysis.

The Investment Portfolio GPT Companion is a single-page application (SPA) that utilizes a proprietary investment portfolio LLM model to provide answers and insights related to the assets in the investment portfolio. I will explain how to construct the LLaMA model using OpenAI and contextual information obtained from a market data API. You can find the complete code for this application in this GitHub repository.

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