Ai For Investing: Analyze Stocks And Etfs With Genai Tools

Use ChatGPT, Gemini, Copilot, DeepSeek and Perplexity to Power Your Investment Research

What you'll learn

Apply GenAI tools like ChatGPT, Gemini, Perplexity AI, Copilot and DeepSeek to analyze stocks and ETFs

Use a 5-step prompting framework to get actionable insights from AI tools

Screen stocks using thematic criteria and simulate macro scenarios with Perplexity AI

Learn to use Microsoft Copilot to analyze earnings reports

Value a company using DCF model with DeepSeek

Screen ETFs using thematic criteria and simulate macro scenarios

Identify key risks by summarizing earnings call transcripts

Requirements

Familiarity with finance terms; no prior AI or programming knowledge needed

Description

Generative artificial intelligence is transforming investment decision-making, enabling long-term investors to make smarter decisions. This course gives you the hands-on training to apply AI tools across the full spectrum of fundamental investment research — from analyzing individual companies to evaluating ETFs. Whether you're a long-term investor, finance professional, or a student, you'll learn how to best leverage GenAI.GenAI Tools CoveredChatGPTGoogle GeminiDeepSeekPerplexity AIMicrosoft CopilotCase Studies: Real Companies and ETFs FeaturedCompanies:NvidiaMicrosoftTarget CorpNetflixPalantirUnileverETFs:Rize Cybersecurity ETFiShares Blockchain and Technology ETFInvesco Internet ETF Learning OutcomesTransferrable GenAI Skills:Apply GenAI tools like ChatGPT, Gemini, Perplexity AI, Copilot and DeepSeek to analyze stocks and ETFsUse a 5-step GenAI prompting framework to get actionable insights from AI tools ETF Analysis with GenAI:Screen Exchange Traded Funds (ETFs) by thematic criteriaGenerate SWOT analysis of an ETFCompare risk profile and characteristics of two ETFsSimulate ETF performance based on future macroeconomic scenariosSet Up AI Assistant to help with investment researchStock Analysis with GenAI:Screen Stocks by Thematic CriteriaExtract Key Insights from Investor PresentationsAnalyze Earnings ReportsIdentify Key Risks from Earnings CallsBuild a DCF Valuation ModelGenerate SWOT Analysis and Scenario SimulationsWho Should EnrollIndividual investors focusing on long term horizon seeking to enhance their fundamental research using AI toolsFinance professionals aiming to streamline equity and ETF analysisBusiness students interested in practical applications of AI in financePortfolio managers and analysts exploring new ways to assess investments.Take your investment research to the next level with GenAI.This course is for educational purposes only and does not offer financial advice.

Overview

Section 1: Introduction to AI Tools for Investing

Lecture 1 Course Objectives: Master AI Tools for Investment Research

Lecture 2 Prompting Framework: Structure Effective Prompts

Lecture 3 Define Your Investment Objectives with GenAI

Section 2: Index Fund and ETF Analysis using GenAI

Lecture 4 Screen Exchange Traded Funds (ETFs) by Theme using ChatGPT

Lecture 5 Cybersecurity vs Blockchain ETFs with ChatGPT (Part I)

Lecture 6 Cybersecurity vs Bockchain ETFs using ChatGPT (Part II)

Lecture 7 SWOT Analysis of Invesco Internet ETF with ChatGPT

Lecture 8 Automate ETF Analysis with GenAI Assistant using DeepSeek

Section 3: Analyzing Individual Stocks with GenAI

Lecture 9 Screen Stocks by Thematic Criteria using Perplexity AI

Lecture 10 Extract Key Insights from Palantir's Investor Presentation with ChatGPT

Lecture 11 Analyze Microsoft's Earnings Report using Microsoft Copilot

Lecture 12 Identify Key Risks from Target Corp Earnings Call with ChatGPT

Lecture 13 Value Unilever Using DCF Valuation Model with DeepSeek

Lecture 14 Generate SWOT Analysis of Netflix with DeepSeek

Lecture 15 Course Recap

Individual investors seeking to enhance their research using AI tools,Finance professionals aiming to streamline equity and ETF analysis,Business students interested in practical applications of AI in finance,Portfolio managers and advisors exploring new ways to apply AI