I’ve recently been reflecting on my personal achievements for 2024 and leveraging AI tools to streamline this process. To summarize my financial activities, I provided my bank statement files to the Gemini 2.0 Flash Thinking model, which converted them into a structured table format. I then combined this data with CSV reports of my U.S. stock investments (provided by my brokerage firm) and processed everything using OpenAI’s o1 model to generate a comprehensive annual financial report.

The results were impressive: #

• Accuracy: The data was error-free and meticulously accurate.
• Insights: The report provided actionable suggestions for optimizing my spending and investment strategies.

Suggestions for o1 Model Improvement: #

• Expand attachment support beyond images to include formats like PDFs and spreadsheets.
• Increase context length to handle larger datasets for more comprehensive analysis.

Potential Risks: #

While I’m willing to share my data with AI for analysis, I recognize that many people are more concerned about their privacy. I hope future large models will operate with greater transparency in data usage. Additionally, I look forward to a future where local models can be as powerful as today’s cloud-based ones, offering similar capabilities without needing to compromise on data privacy.

Looking Ahead in 2025: #

I plan to systematically document my daily activities and fragmented thoughts in Notion, complete with timestamps. These will be regularly exported for analysis by the o1 model, aiming to generate valuable insights and personalized recommendations for both personal and professional growth.

Of course, this workflow could eventually be handled by more advanced AI agents. For example, an AI agent could collect more diverse data from devices like smartphones, smartwatches or smartglasses, autonomously decide to incorporate external data (such as financial reports of public companies) to enhance the analysis, and even model my decision-making processes to uncover further areas for optimization.

Excited to see how AI continues to empower decision-making and optimize productivity this year~