Financial Guidance Generator: Dataset # 2 Portfolio Management (250 Convos)

$1,299.99

About the Financial Guidance Generator (FGG)

The Financial Guidance Generator (FGG) is an AI-Driven synthetic conversation dataset generator with a focus on financial advice. This python system uses commercial AI models like ChatGPT to realistically simulate financial advising conversations.

This system is able to produce conversational datasets for:

  • Investment Strategy

  • Portfolio Management

  • Client Education

  • Market Commentary

  • Performance Analysis

Conversational datasets for niche use cases like this can be hard to source. Therefore using ChatGPT or another commercial model is a practical alternative.

This system is closed source. This dataset was generated with version 1 of this system.

About the Dataset

Details

This dataset contains 249 conversations about financial advice focusing on portfolio management. The dataset is in `*.json` format with meta-data provided.

Generation Process

These datasets are AI driven (ChatGPT) and the datasets are meant to be used in the training/fine-tuning of different LLMs.

The datasets are generated by using an AI model and clever prompt engineering where a financial advisor and client roles are simulated with realistic characteristics. The outputs of these simulated conversations are saved in a format that is readable and ready for training or fine-tuning of a LLM.

Intended Usage

This conversational dataset is meant for the training and fine-tuning of an AI model. It also has educational value. A usage guide for this dataset will be provided if demand is significant.

For a one time purchase, usage of this dataset is royalty free.

Disclaimer

This dataset is synthetic, and mostly AI-driven. I am not a financial professional, so I am unable to give a skilled review of the dataset before sale. I am not responsible for any further use of the dataset (including any evil AI models) after purchase.

Citation

If you decide to use this dataset, please use this information for citation.

@dataset{gbl-fgg-portfolio-management-2-premium,
  title={Grandma's Boy Labs: Financial Guidance Generator - Dataset #2 - Portfolio Management},
  author={Emmitt J Tucker},
  year={2025},
  publisher={Grandma's Boy Labs},
  url={https://grandmasboylabs.com}
}

About the Financial Guidance Generator (FGG)

The Financial Guidance Generator (FGG) is an AI-Driven synthetic conversation dataset generator with a focus on financial advice. This python system uses commercial AI models like ChatGPT to realistically simulate financial advising conversations.

This system is able to produce conversational datasets for:

  • Investment Strategy

  • Portfolio Management

  • Client Education

  • Market Commentary

  • Performance Analysis

Conversational datasets for niche use cases like this can be hard to source. Therefore using ChatGPT or another commercial model is a practical alternative.

This system is closed source. This dataset was generated with version 1 of this system.

About the Dataset

Details

This dataset contains 249 conversations about financial advice focusing on portfolio management. The dataset is in `*.json` format with meta-data provided.

Generation Process

These datasets are AI driven (ChatGPT) and the datasets are meant to be used in the training/fine-tuning of different LLMs.

The datasets are generated by using an AI model and clever prompt engineering where a financial advisor and client roles are simulated with realistic characteristics. The outputs of these simulated conversations are saved in a format that is readable and ready for training or fine-tuning of a LLM.

Intended Usage

This conversational dataset is meant for the training and fine-tuning of an AI model. It also has educational value. A usage guide for this dataset will be provided if demand is significant.

For a one time purchase, usage of this dataset is royalty free.

Disclaimer

This dataset is synthetic, and mostly AI-driven. I am not a financial professional, so I am unable to give a skilled review of the dataset before sale. I am not responsible for any further use of the dataset (including any evil AI models) after purchase.

Citation

If you decide to use this dataset, please use this information for citation.

@dataset{gbl-fgg-portfolio-management-2-premium,
  title={Grandma's Boy Labs: Financial Guidance Generator - Dataset #2 - Portfolio Management},
  author={Emmitt J Tucker},
  year={2025},
  publisher={Grandma's Boy Labs},
  url={https://grandmasboylabs.com}
}