The Assistants function in OpenAI simplifies the process of constructing your individual custom designed AI agent. Your AI assistant can have get admission to to the latest GPT models, a code interpreter, and any more instructions or knowledge you provide.
In this article, we will knowledge you by the use of creating a simple customized AI assistant that can analyze and calculate knowledge from stock market stories in PDF form, sourced from Yahoo Finance. You’ll learn to pose any question and procure detailed analyses and calculations immediately from your custom designed assistant.
Let’s get started.
First, make sure to have an OpenAI account. This is necessary to get admission to the assistant introduction apparatus. Once ready, go to platform.openai.com/assistants and click on on on the “Create” button.
Next, provide a name on your assistant and enter the instructions you wish to have it to follow.
In this tutorial, we will assemble an assistant this is serving to us solution questions about Apple’s stock worth.
Next, you’ll select the Language Finding out Taste (LLM) that matches your needs. The ones models are available on a pay-as-you-go basis, allowing you to select the most productive are compatible on your value vary and prerequisites. I can be using gpt-4-turbo for this example.
After setting the whole lot up, you’ll test your assistant. Go to the right-hand panel, enter any question or message on your assistant, and then click on on “Run“.
For example, I asked the assistant, “What’s Apple’s stock opening worth on 18th of June 2024?” Unfortunately, it couldn’t provide a useful solution on account of we had now not however uploaded the necessary knowledge for it to use. Let’s get that fastened.
If you wish to have your assistant to be simpler than just using ChatGPT, you’ll have to believe together with custom designed knowledge or knowledge particular to your device. This typically is a text document, a PDF, or in all probability a CSV table containing knowledge now not usually in the market to ChatGPT thru default.
For our problem, I’ve downloaded historical stock worth knowledge for Apple from Yahoo Finance. This dataset incorporates opening, best, low, and closing prices from June 24, 2023, to June 24, 2024, and will serve as our custom designed knowledge provide.
If you’re following this tutorial and need to download the identical knowledge, discuss with this web page and click on at the “Download” button. Feel free to use any knowledge you favor if you have different prerequisites.
So to upload this to your assistant, navigate to the “Tools” segment, activate “File Search“, and then click on on “+ Knowledge“.
Upload the document, and as quickly because it’s uploaded, click on on “Attach“.
Let’s test our assistant all over again to appear if it will now get admission to our knowledge. I’m going to ask it the identical question all over again and take note to click on at the down arrow on the “Run” button and select “Require tool title“.
This time, the response is much more informative. It equipped me with Apple’s stock opening worth on June 18, 2024, retrieved from the document I uploaded earlier.
Will have to you check out the response, you’ll understand a small numbered annotation. Hovering over this annotation will show you a snippet of the guidelines provide from where the guidelines was once as soon as retrieved.
As you’ll see, the assistant performs smartly with our knowledge, delivering proper information by the use of a user-friendly interface.
Now, you’ll ask additional complicated questions to save some time. For example, I asked it to resolve which day in 2023 Apple had the very best opening worth.
Alternatively, you’ll ask it to provide a tick list of the very best opening prices all over 2023.
With the equipped knowledge, you’ll ask all types of technical questions, enabling the assistant to type and calculate information quickly, saving you really extensive time compared to guide calculations.
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