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AI for Investing: Analyze Stocks and ETFs with GenAI Tools
Rating: 3.6 out of 5(10 ratings)
65 students

AI for Investing: Analyze Stocks and ETFs with GenAI Tools

Use ChatGPT, Gemini, Copilot, DeepSeek and Perplexity to Power Your Investment Research
Created byTalent Growth Lab
Last updated 5/2025
English

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

Course content

3 sections • 15 lectures • 3h 13m total length

  • Course Objectives: Master AI Tools for Investment Research9:42

    You will understand the structure and scope of the course.  We will also go over ethical use of GenAI tools in investment research.


  • Prompting Framework: Structure Effective Prompts16:13

    Learn a 5-step prompting framework—Task, Context, References, Evaluate, Iterate—to craft precise prompts for GenAI tools like ChatGPT in investment analysis.


  • Define Your Investment Objectives with GenAI15:52

    Learn how to use GenAI to clearly define your personal investment goals by simulating various financial scenarios based on income, expenses, savings, and market conditions. This lecture guides you through applying a structured prompting framework to forecast wealth outcomes using savings accounts, ETFs, and custom stock portfolios.

  • Section 1 Quiz

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 tools.


GenAI Tools Covered

  • ChatGPT

  • Google Gemini

  • DeepSeek

  • Perplexity AI

  • Microsoft Copilot


Case Studies: Real Companies and ETFs Featured

Companies:

  • Nvidia

  • Microsoft

  • Target Corp

  • Netflix

  • Palantir

  • Unilever

ETFs:

  • Rize Cybersecurity ETF

  • iShares Blockchain and Technology ETF

  • Invesco Internet ETF


Learning Outcomes

Transferrable GenAI Skills:

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

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


ETF Analysis with GenAI:

  • Screen Exchange Traded Funds (ETFs) by thematic criteria

  • Generate SWOT analysis of an ETF

  • Compare risk profile and characteristics of two ETFs

  • Simulate ETF performance based on future macroeconomic scenarios

  • Set Up AI Assistant to help with investment research


Stock Analysis with GenAI:

  • Screen Stocks by Thematic Criteria

  • Extract Key Insights from Investor Presentations

  • Analyze Earnings Reports

  • Identify Key Risks from Earnings Calls

  • Build a DCF Valuation Model

  • Generate SWOT Analysis and Scenario Simulations


Who Should Enroll

  • Individual investors focusing on long term horizon seeking to enhance their fundamental 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 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.

Who this course is for:

  • 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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