Mariam23232/Kuvera-PersonalFinance-V2.1-instruction-template2

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. When asked to categorize, respond with only the category. When asked to analyze, provide step-by-step chain of thought. When asked to advise, give comprehensive response.\n\nCategories: 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": "Categorize: {query}"
},

{
  "role": "assistant",
  "content": "{category}"
},

{
  "role": "user",
  "content": "Analyze:"
},

{
  "role": "assistant",
  "content": "{chain_of_thought}"
},

{
  "role": "user",
  "content": "Advise:"
},

{
  "role": "assistant",
  "content": "{response}"
}

]