Learn to Train and Deploy a Real-Time Financial Advisor

Hands-on LLMs Course

Learn to Train and Deploy a Real-Time Financial Advisor

by Paul Iusztin, Pau Labarta Bajo and Alexandru Razvant

1. Building Blocks

Using the 3-pipeline design, this is what you will learn to build within this course ↓

1.1. Training Pipeline

Training pipeline that:

loads a proprietary Q&A dataset
fine-tunes an open-source LLM using QLoRA
logs the training experiments on Comet ML's experiment tracker & the inference results on Comet ML's LLMOps dashboard
stores the best model on Comet ML's model registry

The training pipeline is deployed using Beam as a serverless GPU infrastructure.

-> Found under the modules/training_pipeline directory.

💻 Minimum Hardware Requirements

CPU: 4 Cores
RAM: 14 GiB
VRAM: 10 GiB (mandatory CUDA-enabled Nvidia GPU)

Note: Do not worry if you don't have the minimum hardware requirements. We will show you how to deploy the training pipeline to Beam's serverless infrastructure and train the LLM there.

1.2. Streaming Real-time Pipeline

Real-time feature pipeline that:

ingests financial news from Alpaca
cleans & transforms the news documents into embeddings in real-time using Bytewax
stores the embeddings into the Qdrant Vector DB

The streaming pipeline is automatically deployed on an AWS EC2 machine using a CI/CD pipeline built in GitHub actions.

-> Found under the modules/streaming_pipeline directory.

💻 Minimum Hardware Requirements

CPU: 1 Core
RAM: 2 GiB
VRAM: -

1.3. Inference Pipeline

Inference pipeline that uses LangChain to create a chain that:

downloads the fine-tuned model from Comet's model registry
takes user questions as input
queries the Qdrant Vector DB and enhances the prompt with related financial news
calls the fine-tuned LLM for financial advice using the initial query, the context from the vector DB, and the chat history
persists the chat history into memory
logs the prompt & answer into Comet ML's LLMOps monitoring feature

The inference pipeline is deployed using Beam as a serverless GPU infrastructure, as a RESTful API. Also, it is wrapped under a UI for demo purposes, implemented in Gradio.

-> Found under the modules/financial_bot directory.

💻 Minimum Hardware Requirements

CPU: 4 Cores
RAM: 14 GiB
VRAM: 8 GiB (mandatory CUDA-enabled Nvidia GPU)

Note: Do not worry if you don't have the minimum hardware requirements. We will show you how to deploy the inference pipeline to Beam's serverless infrastructure and call the LLM from there.

1.4. Financial Q&A Dataset

We used GPT3.5 to generate a financial Q&A dataset to fine-tune our open-source LLM to specialize in using financial terms and answering financial questions. Using a large LLM, such as GPT3.5 to generate a dataset that trains a smaller LLM (e.g., Falcon 7B) is known as fine-tuning with distillation.

→ To understand how we generated the financial Q&A dataset, check out this article written by Pau Labarta.

→ To see a complete analysis of the financial Q&A dataset, check out the dataset_analysis subsection of the course written by Alexandru Razvant.

2. Setup External Services

Before diving into the modules, you have to set up a couple of additional external tools for the course.

NOTE: You can set them up as you go for every module, as we will point you in every module what you need.

2.1. Alpaca

financial news data source

Follow this document to show you how to create a FREE account and generate the API Keys you will need within this course.

Note: 1x Alpaca data connection is FREE.

2.2. Qdrant

serverless vector DB

Go to Qdrant and create a FREE account.

After, follow this document on how to generate the API Keys you will need within this course.

Note: We will use only Qdrant's freemium plan.

2.3. Comet ML

serverless ML platform

Go to Comet ML and create a FREE account.

After, follow this guide to generate an API KEY and a new project, which you will need within the course.

Note: We will use only Comet ML's freemium plan.

2.4. Beam

serverless GPU compute | training & inference pipelines

Go to Beam and create a FREE account.

After, you must follow their installation guide to install their CLI & configure it with your Beam credentials.

To read more about Beam, here is an introduction guide.

Note: You have ~10 free compute hours. Afterward, you pay only for what you use. If you have an Nvidia GPU >8 GB VRAM & don't want to deploy the training & inference pipelines, using Beam is optional.

Troubleshooting

When using Poetry, we had issues locating the Beam CLI inside a Poetry virtual environment. To fix this, after installing Beam, we create a symlink that points to Poetry's binaries, as follows:

 export COURSE_MODULE_PATH=<your-course-module-path> # e.g., modules/training_pipeline
 cd $COURSE_MODULE_PATH
 export POETRY_ENV_PATH=$(dirname $(dirname $(poetry run which python)))

 ln -s /usr/local/bin/beam ${POETRY_ENV_PATH}/bin/beam

2.5. AWS

cloud compute | feature pipeline

Go to AWS, create an account, and generate a pair of credentials.

After, download and install their AWS CLI v2.11.22 and configure it with your credentials.

Note: You will pay only for what you use. You will deploy only a t2.small EC2 VM, which is only ~$0.023 / hour. If you don't want to deploy the feature pipeline, using AWS is optional.

3. Install & Usage

Every module has its dependencies and scripts. In a production setup, every module would have its repository, but in this use case, for learning purposes, we put everything in one place:

Thus, check out the README for every module individually to see how to install & use it: