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Ai For Investing: Analyze Stocks And Etfs With Genai Tools
Published 5/2025
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 5.78 GB | Duration: 3h 13m
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
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