text stringlengths 4.2k 10.3k | length int64 941 3.31k | category stringclasses 8
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<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 |
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:
- Categorize it appropriately
- Provide step-by-step chain of thought
- 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}""" } ]
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