Dataset Viewer
Auto-converted to Parquet Duplicate
text
stringlengths
4.2k
10.3k
length
int64
941
3.31k
category
stringclasses
8 values
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,610
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,437
Tax Planning & Optimization
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,602
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,532
Tax Planning & Optimization
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,712
Investing & Wealth Building
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,798
Investing & Wealth Building
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,425
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,576
Budgeting & Cash Flow Management
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,618
Budgeting & Cash Flow Management
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,771
Retirement Planning
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,487
Investing & Wealth Building
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,543
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,615
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,421
Investing & Wealth Building
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
2,017
Investing & Wealth Building
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,596
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,692
Tax Planning & Optimization
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,497
Tax Planning & Optimization
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,648
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,725
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,444
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,479
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,799
Investing & Wealth Building
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,602
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,669
Tax Planning & Optimization
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,361
Budgeting & Cash Flow Management
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,662
Debt Management & Credit
<s> [INST] <<SYS>> You are a financial assistant specializing in personal financial advice. For each query: 1) Categorize it appropriately 2) Provide step-by-step chain of thought 3) Give a comprehensive response Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Opt...
1,784
Tax Planning & Optimization
End of preview. Expand in Data Studio

References

You can find the original dataset at Kuvera-PersonalFinance-V2.1. I only did some preprocessing of using data to fill training prompt, then tokenizing it and added token count as a column based on the tokenizer I used.

Chat Template or Conversation Format Training Prompt

[ { "role": "system", "content": """You are a financial assistant specializing in personal financial advice. For each query:

  1. Categorize it appropriately
  2. Provide step-by-step chain of thought
  3. Give a comprehensive response

Categories: Debt Management & Credit, Retirement Planning, Investing & Wealth Building, Tax Planning & Optimization, Budgeting & Cash Flow Management, Insurance & Risk Management, Savings & Emergency Funds, Estate Planning & Legacy""" }, { "role": "user", "content": "{query}" }, { "role": "assistant", "content": """## Category {category}

## Chain of Thought {chain_of_thought}

## Response {response}""" } ]

Downloads last month
11