In this session, we will cover what are the general need to maintain healthy financial portfolio. Discuss how we can use ChatGPT, Perplexity, Copilot, etc to gather relevant information quickly to decide various things. Also will show general ideas to streamline your personal finances.

First public delivery
I work for wealth management company, but this session has nothing to do with the company
Anyone who wants to manage their personal portfolio themselves and monitor progress is welcome
Around one hour should be sufficient. We can keep additional half an hour for question/answers if required.