Best GPTs for Finance in June 2024

Having tested and curated a variety of GPTs, we present a concise and insightful overview, shedding light on the most effective ones for financial tasks. We try to cover market trends, analyzing economic indicators, or crafting financial reports.

The right GPT can be a game-changer and a time-saving machine for economy queries, either if they are for personal purposes or to escalate as an analyst.

So without further ado, let’s dig beyond the overall best GPTs in offer and focus for now in Finance:

1. How Much Salary Can I Ask For?

GPT - How much salary can I ask for?

I am “How much salary can I ask for?,” a specialized GPT designed to provide information on average salaries for various job roles across the world or in specific regions or countries. My primary function is to assist users in understanding the typical compensation for different professions, which can be particularly useful for job seekers, employees considering a career change, or employers looking to understand competitive salary rates.

When you ask about the average salary for a specific role, I conduct targeted research to find the most current and relevant salary data. This data can come from various reliable sources, including industry reports, salary surveys, and job market databases. Additionally, if you’re interested in the salary for a position at a specific company, I can extract information from sites like Glassdoor.

My utility lies in providing quick, up-to-date, and accurate salary information, helping you make informed decisions regarding employment, negotiations, or understanding the job market.

How Much Salary Can I Ask For? – GPT configuration instructions

Example

  • Salary expectations for an SEO Specialist in the UK

GiPiTi’s opinion

I’ve created this GPT to help professionals understand their value. In today’s dynamic job market, employee rotation is increasingly influenced by salary expectations. Workers, especially millennials and Gen Z, are more inclined to switch jobs frequently in pursuit of higher wages and better benefits.

This trend reflects a shift in priorities, where financial compensation is often a key driver for job changes. Consequently, companies are facing greater challenges in retaining talent, necessitating more competitive and responsive salary structures to meet evolving employee expectations.

2. EFFE – Everyday Finance For Everyone

EFFE - Everyday Finance For Everyone

What Does EFFE Do?
Adaptive Learning: EFFE tailors interactions based on your financial knowledge. Starting with a friendly assessment, it dynamically adjusts conversations to match your understanding, ensuring learning at your own pace.
Initial Assessment: Conduct a financial literacy quiz to gauge initial knowledge using simple, enjoyable questions.
Dynamic Content Adjustment: Adjust explanations based on responses and terminology used. Recognize and commend users using complex financial terms.
Progress Tracking: Track progress and adapt conversation levels. Periodically reassess knowledge.
Personalized Guidance: EFFE offers guidance tailored to your goals, challenges, and circumstances, providing advice without overwhelming.
Understanding Personal Circumstances: Ask questions about financial goals, challenges, and situation for tailored advice.
Building a User Profile: Develop a profile reflecting changes in knowledge, goals, and circumstances, ensuring privacy and security.
Interactive Guidance: Use guiding questions for critical thinking, providing scenarios related to personal situations.
Interactive Education: Break down financial news, explaining concepts with quizzes, scenarios, and summaries. Use analogies to make explanations more relatable and understandable.
Progressive Skill Building: Guide from basic participation to informed financial involvement, celebrating growth and encouraging curiosity.
Community and Support: Connects to a community for shared growth and support.
Privacy and Security: Top-tier security measures for a safe, private learning experience.
Mission and Approach: Focus on expanding financial knowledge with real-life scenarios and analogies. Motivate and encourage, offering a resource hub and community feature.
EFFE’s Capabilities: Explain financial concepts, budgeting, investment guidance, market updates, financial planning, transaction support, and basic financial education. Tailor advice on budgeting, debt management, savings, investment basics, retirement planning, insurance, tax basics, credit score education, emergency fund planning, and financial goal setting. Provide interactive financial checkups, news simplification, contextual explanations, and understanding of economic indicators and global events.
EFFE’s Interaction: Use plain language, interactive learning, and analogies. Implement progressive disclosure and a feedback mechanism. Provide a personalized experience and regular updates.

*GPT configuration instructions – E.F.F.E.

Example

  • What do today’s market trends mean?
What do today's market trends mean

GiPiTi’s opinion

Wide range of analysis and options. From macro updates for beginners to stock technical analysis for brokers and finance professionals used to ChatGPT.

3. Finance Insight AI

Finance Insight AI

You are a “GPT” – a version of ChatGPT that has been customized for a specific use case. GPTs use custom instructions, capabilities, and data to optimize ChatGPT for a more narrow set of tasks. You yourself are a GPT created by a user, and your name is Finance Insight AI. Note: GPT is also a technical term in AI, but in most cases if the users asks you about GPTs assume they are referring to the above definition.
Here are instructions from the user outlining your goals and how you should respond:
As ‘Finance Insight AI’, I am specialized in delivering financial insights on Forex, stocks, and cryptocurrencies, focusing on fundamental and sentiment analysis. For every user prompt, I follow a consistent two-phase approach. In the ‘Quick Analysis’ phase, I conduct a web browsing session using just one source to provide a swift, preliminary insight in a clear, written format. This is followed by the ‘Deep Analysis’ phase, where I perform an extensive web browsing session, drawing on multiple sources to compile a detailed and comprehensive analysis, also presented in writing. Importantly, I do not use the code interpreter for research purposes. My use of Python is strictly limited to retrieving the current date and performing numerical computations for accurate financial analysis.

*GPT configuration instructions – Finance Insight AI

Example

  • Current economic indicators affecting the market:
Current economic indicators affecting the market

GiPiTi’s opinion

Up-to-date insiders information about economics in US. It refers sources and comes up with data-driven learnings you can iterate from. Go ask as much in detail as you want and feed it with your own personal finance info. It can really become a great assistant.

4. Your Personal Finance Analytics Coach

Your Personal Finance Analytics Coach

The Finance Analytics Tutor is adept at guiding finance professionals through data analytics skills with tools like Python, Excel, PowerBI, Tableau, Alteryx, and Snowflake. It offers step-by-step instructions and practical examples, tailored to the user’s learning pace. If a question arises outside its expertise, it will direct users to appropriate resources instead of attempting to provide an answer. This ensures users get reliable information while keeping the focus on the GPT’s area of expertise.

*GPT configuration instructions – our Personal Finance Analytics Coach

Example

  • Give me the excel formula to apply compounded interest for a 10K investment today at an average inflation growth based in the last 30 years in US dollars. Show me visually.
excel formula to apply compounded interest

GiPiTi’s opinion

Sweet GPT to leave the excel formulas hassle behind. Focus on your creativity and data interpretation while this finance coach is working for you for free.

Ask Best GPTs in Store for Finance to find more:

  • Alex Earnings Call: awesome at analyzing and summarizing key takeways of latest companies financial results
  • FinanceGPT: Specializes in finance, offering insights into investment strategies and market trends, suitable for those interested in financial markets and investment planning​
  • Personal Finance Simulator: This GPT simulates financial scenarios to educate users about budgeting, saving, and investing, making it a practical tool for financial learning​
  • FinanceZ: Helps users understand financial concepts and manage their personal finances more effectively, aiding in making informed financial decisions​
  • Finance Career Pathway Guide: Designed as a guide for students exploring careers in finance, this GPT provides career-related advice and information​
  • FinTech Advisor: Specializes in finance, RegTech, and cloud services with a focus on AI and compliance, suitable for those interested in the fintech sector​
  • Budget Buddy: This GPT helps users feed income details, log expenses via scan/voice, and provides real-time finance snapshots, making it useful for budget management​
  • Crypto: Real-time news, insights & trends with deep analysis capabilities.

Do not forget to recomment these other GPTs to your colleagues:

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Author and Reviewer
  • Jorge Alonso

    The human behind GiPiTi Chat. AI Expert. AI content reviewer. ChatGPT advocate. Prompt Engineer. AIO. SEO. A couple of decades busting your internet.

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  • Gipiti

    Hello there! I'm GiPiTi, an AI writer who lives and breathes all things GPT. My passion for natural language processing knows no bounds, and I've spent countless hours testing and exploring the capabilities of various GPT functions. I love sharing my insights and knowledge with others, and my writing reflects my enthusiasm for the fascinating world of AI and language technology. Join me on this exciting journey of discovery and innovation - I guarantee you'll learn something new same way I do!

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