GayatriRevanwar/gayatri-llama-2-1k · Datasets at Hugging Face

text stringlengths 5 949
<s>[INST] Whitney Sullivan is a 68-year-old Male who works as a Engineer. They are currently Married and live at 2291 Jenkins Skyway, East Conniebury, NH 59780 in USA. They have 1 dependents: Diana (Age: 24, Gender: Female). Their financial goal is Retirement with a target amount of $164783 to be achieved in 23 months. Currently, they earn $41719 per month and have an expenditure of $36719. They have $36581 in savings, $16256 in fixed deposits, $24133 in stocks, $4945 in mutual funds, and $919 in other investments. Insurance: Life Insurance with a premium of $5444 and coverage of $260385. Debt: Yes, Amount: $17871, Type: Credit Card, Interest Rate: 16.260529057412192%. Loan Start Date: 2014-11-29, Loan End Date: 2032-08-12. No emergency fund. [/INST] Plan for Whitney Sullivan:
1. Income: $41719 per month
2. Emergency Fund: $220314 (adequate for 6 months of expenses).
3. Savings: $36581
4. Debts: $17871 (Credit Card) with an interest rate of 16.260529057412192%.
5. Insurance: Life Insurance with coverage of $260385 and a monthly premium of $5444.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $24133
Future Value after 10 years: $60332.5
Annual Interest Rate: 20.0%
Investment Type: Mutual Funds
Monthly Contribution: $4945
Future Value after 10 years: $9890.0
Annual Interest Rate: 15.0%
Investment Type: Fixed Deposit
Monthly Contribution: $16256
Future Value after 10 years: $24384.0
Annual Interest Rate: 7.0%
Investment Type: Bonds
Monthly Contribution: $919
Future Value after 10 years: $1102.8
Annual Interest Rate: 3.5%
7. Financial Goal: Retirement with a target amount of $164783 to be achieved in 23 months.
8. Net Worth: $146912.0
9. Recommendations:
- Increase monthly contributions to meet the financial goal.
- Consider reallocating investments to achieve better returns based on your risk profile.
- Ensure adequate emergency fund and insurance coverage.
</s>
<s>[INST] Dawn Blair is a 42-year-old Female who works as a Artist. They are currently Single and live at 5706 Carney Ways Suite 962, East Laurenmouth, DC 57511 in USA. They have 2 dependents: Claudia (Age: 26, Gender: Male), Joseph (Age: 18, Gender: Male). Their financial goal is Save for Education with a target amount of $164534 to be achieved in 54 months. Currently, they earn $54406 per month and have an expenditure of $13574. They have $20524 in savings, $11251 in fixed deposits, $29666 in stocks, $15128 in mutual funds, and $16098 in other investments. Insurance: Life Insurance with a premium of $3235 and coverage of $289829. Debt: Yes, Amount: $9830, Type: Personal Loan, Interest Rate: 8.647638062576151%. Loan Start Date: 2017-03-13, Loan End Date: 2025-10-01. Emergency Fund: Yes, Amount: $17970. [/INST] Plan for Dawn Blair:
1. Income: $54406 per month
2. Emergency Fund: $17970 (adequate for 6 months of expenses).
3. Savings: $20524
4. Debts: $9830 (Personal Loan) with an interest rate of 8.647638062576151%.
5. Insurance: Life Insurance with coverage of $289829 and a monthly premium of $3235.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $29666
Future Value after 10 years: $74165.0
Annual Interest Rate: 20.0%
Investment Type: Mutual Funds
Monthly Contribution: $15128
Future Value after 10 years: $30256.0
Annual Interest Rate: 15.0%
Investment Type: Fixed Deposit
Monthly Contribution: $11251
Future Value after 10 years: $16876.5
Annual Interest Rate: 7.0%
Investment Type: Bonds
Monthly Contribution: $16098
Future Value after 10 years: $19317.6
Annual Interest Rate: 3.5%
7. Financial Goal: Save for Education with a target amount of $164534 to be achieved in 54 months.
8. Net Worth: $154704.0
9. Recommendations:
- Increase monthly contributions to meet the financial goal.
- Consider reallocating investments to achieve better returns based on your risk profile.
- Ensure adequate emergency fund and insurance coverage.
</s>
<s>[INST] William Bennett is a 68-year-old Female who works as a Engineer. They are currently Divorced and live at 94476 Jacobs Lakes Suite 599, North Ashley, VI 60370 in USA. They have 2 dependents: Deborah (Age: 24, Gender: Male), David (Age: 2, Gender: Female). Their financial goal is Save for House with a target amount of $177784 to be achieved in 66 months. Currently, they earn $39269 per month and have an expenditure of $19557. They have $45702 in savings, $23728 in fixed deposits, $44045 in stocks, $21817 in mutual funds, and $12698 in other investments. No insurance. No debt. Emergency Fund: Yes, Amount: $7201. [/INST] Plan for William Bennett:
1. Income: $39269 per month
2. Emergency Fund: $7201 (adequate for 6 months of expenses).
3. Savings: $45702
4. Debts: $0 () with an interest rate of 0.0%.
5. Insurance: with coverage of $0 and a monthly premium of $0.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $44045
Future Value after 10 years: $110112.5
Annual Interest Rate: 20.0%
Investment Type: Mutual Funds
Monthly Contribution: $21817
Future Value after 10 years: $43634.0
Annual Interest Rate: 15.0%
Investment Type: Fixed Deposit
Monthly Contribution: $23728
Future Value after 10 years: $35592.0
Annual Interest Rate: 7.0%
Investment Type: Bonds
Monthly Contribution: $12698
Future Value after 10 years: $15237.599999999999
Annual Interest Rate: 3.5%
7. Financial Goal: Save for House with a target amount of $177784 to be achieved in 66 months.
8. Net Worth: $177784.0
9. Recommendations:
- Increase monthly contributions to meet the financial goal.
- Consider reallocating investments to achieve better returns based on your risk profile.
- Ensure adequate emergency fund and insurance coverage.
</s>
<s>[INST] Brian Garcia is a 68-year-old Male who works as a Doctor. They are currently Single and live at 19369 Erica Island Suite 494, Andrehaven, NC 07252 in Canada. They have 1 dependents: Luis (Age: 9, Gender: Male). Their financial goal is Save for Education with a target amount of $125249 to be achieved in 54 months. Currently, they earn $60997 per month and have an expenditure of $12696. They have $12298 in savings, $29862 in fixed deposits, $4945 in stocks, $4324 in mutual funds, and $16614 in other investments. No insurance. Debt: Yes, Amount: $1478, Type: Credit Card, Interest Rate: 21.807176321922675%. Loan Start Date: 2019-11-28, Loan End Date: 2024-08-26. No emergency fund. [/INST] Plan for Brian Garcia:
1. Income: $60997 per month
2. Emergency Fund: $76176 (adequate for 6 months of expenses).
3. Savings: $12298
4. Debts: $1478 (Credit Card) with an interest rate of 21.807176321922675%.
5. Insurance: with coverage of $0 and a monthly premium of $0.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $4945
Future Value after 10 years: $12362.5

<s>[INST] Whitney Sullivan is a 68-year-old Male who works as a Engineer. They are currently Married and live at 2291 Jenkins Skyway, East Conniebury, NH 59780 in USA. They have 1 dependents: Diana (Age: 24, Gender: Female). Their financial goal is Retirement with a target amount of $164783 to be achieved in 23 months. Currently, they earn $41719 per month and have an expenditure of $36719. They have $36581 in savings, $16256 in fixed deposits, $24133 in stocks, $4945 in mutual funds, and $919 in other investments. Insurance: Life Insurance with a premium of $5444 and coverage of $260385. Debt: Yes, Amount: $17871, Type: Credit Card, Interest Rate: 16.260529057412192%. Loan Start Date: 2014-11-29, Loan End Date: 2032-08-12. No emergency fund. [/INST] Plan for Whitney Sullivan:

1. Income: $41719 per month

2. Emergency Fund: $220314 (adequate for 6 months of expenses).

3. Savings: $36581

4. Debts: $17871 (Credit Card) with an interest rate of 16.260529057412192%.

5. Insurance: Life Insurance with coverage of $260385 and a monthly premium of $5444.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $24133

Future Value after 10 years: $60332.5

Annual Interest Rate: 20.0%

Investment Type: Mutual Funds

Monthly Contribution: $4945

Future Value after 10 years: $9890.0

Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit

Monthly Contribution: $16256

Future Value after 10 years: $24384.0

Annual Interest Rate: 7.0%

Investment Type: Bonds

Monthly Contribution: $919

Future Value after 10 years: $1102.8

Annual Interest Rate: 3.5%

7. Financial Goal: Retirement with a target amount of $164783 to be achieved in 23 months.

8. Net Worth: $146912.0

9. Recommendations:

- Increase monthly contributions to meet the financial goal.

- Consider reallocating investments to achieve better returns based on your risk profile.

- Ensure adequate emergency fund and insurance coverage.

</s>

<s>[INST] Dawn Blair is a 42-year-old Female who works as a Artist. They are currently Single and live at 5706 Carney Ways Suite 962, East Laurenmouth, DC 57511 in USA. They have 2 dependents: Claudia (Age: 26, Gender: Male), Joseph (Age: 18, Gender: Male). Their financial goal is Save for Education with a target amount of $164534 to be achieved in 54 months. Currently, they earn $54406 per month and have an expenditure of $13574. They have $20524 in savings, $11251 in fixed deposits, $29666 in stocks, $15128 in mutual funds, and $16098 in other investments. Insurance: Life Insurance with a premium of $3235 and coverage of $289829. Debt: Yes, Amount: $9830, Type: Personal Loan, Interest Rate: 8.647638062576151%. Loan Start Date: 2017-03-13, Loan End Date: 2025-10-01. Emergency Fund: Yes, Amount: $17970. [/INST] Plan for Dawn Blair:

1. Income: $54406 per month

2. Emergency Fund: $17970 (adequate for 6 months of expenses).

3. Savings: $20524

4. Debts: $9830 (Personal Loan) with an interest rate of 8.647638062576151%.

5. Insurance: Life Insurance with coverage of $289829 and a monthly premium of $3235.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $29666

Future Value after 10 years: $74165.0

Annual Interest Rate: 20.0%

Investment Type: Mutual Funds

Monthly Contribution: $15128

Future Value after 10 years: $30256.0

Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit

Monthly Contribution: $11251

Future Value after 10 years: $16876.5

Annual Interest Rate: 7.0%

Investment Type: Bonds

Monthly Contribution: $16098

Future Value after 10 years: $19317.6

Annual Interest Rate: 3.5%

7. Financial Goal: Save for Education with a target amount of $164534 to be achieved in 54 months.

8. Net Worth: $154704.0

9. Recommendations:

- Increase monthly contributions to meet the financial goal.

- Consider reallocating investments to achieve better returns based on your risk profile.

- Ensure adequate emergency fund and insurance coverage.

</s>

<s>[INST] William Bennett is a 68-year-old Female who works as a Engineer. They are currently Divorced and live at 94476 Jacobs Lakes Suite 599, North Ashley, VI 60370 in USA. They have 2 dependents: Deborah (Age: 24, Gender: Male), David (Age: 2, Gender: Female). Their financial goal is Save for House with a target amount of $177784 to be achieved in 66 months. Currently, they earn $39269 per month and have an expenditure of $19557. They have $45702 in savings, $23728 in fixed deposits, $44045 in stocks, $21817 in mutual funds, and $12698 in other investments. No insurance. No debt. Emergency Fund: Yes, Amount: $7201. [/INST] Plan for William Bennett:

1. Income: $39269 per month

2. Emergency Fund: $7201 (adequate for 6 months of expenses).

3. Savings: $45702

4. Debts: $0 () with an interest rate of 0.0%.

5. Insurance: with coverage of $0 and a monthly premium of $0.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $44045

Future Value after 10 years: $110112.5

Annual Interest Rate: 20.0%

Investment Type: Mutual Funds

Monthly Contribution: $21817

Future Value after 10 years: $43634.0

Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit

Monthly Contribution: $23728

Future Value after 10 years: $35592.0

Annual Interest Rate: 7.0%

Investment Type: Bonds

Monthly Contribution: $12698

Future Value after 10 years: $15237.599999999999

Annual Interest Rate: 3.5%

7. Financial Goal: Save for House with a target amount of $177784 to be achieved in 66 months.

8. Net Worth: $177784.0

9. Recommendations:

- Increase monthly contributions to meet the financial goal.

- Consider reallocating investments to achieve better returns based on your risk profile.

- Ensure adequate emergency fund and insurance coverage.

</s>

<s>[INST] Brian Garcia is a 68-year-old Male who works as a Doctor. They are currently Single and live at 19369 Erica Island Suite 494, Andrehaven, NC 07252 in Canada. They have 1 dependents: Luis (Age: 9, Gender: Male). Their financial goal is Save for Education with a target amount of $125249 to be achieved in 54 months. Currently, they earn $60997 per month and have an expenditure of $12696. They have $12298 in savings, $29862 in fixed deposits, $4945 in stocks, $4324 in mutual funds, and $16614 in other investments. No insurance. Debt: Yes, Amount: $1478, Type: Credit Card, Interest Rate: 21.807176321922675%. Loan Start Date: 2019-11-28, Loan End Date: 2024-08-26. No emergency fund. [/INST] Plan for Brian Garcia:

1. Income: $60997 per month

2. Emergency Fund: $76176 (adequate for 6 months of expenses).

3. Savings: $12298

4. Debts: $1478 (Credit Card) with an interest rate of 21.807176321922675%.

5. Insurance: with coverage of $0 and a monthly premium of $0.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $4945

Future Value after 10 years: $12362.5