Teach on Udemy

Turn what you know into an opportunity and reach millions around the world.

Learn More

Your cart is empty.

Keep shopping

AI Stock Research with ChatGPT: Stock Analysis & Investing

Name: AI Stock Research with ChatGPT: Stock Analysis & Investing
Rating: 3.5 (8 reviews)

Step-by-Step AI Equity Research: Analyze Stocks & Key Ratios Using ChatGPT Prompt Templates—NO Excel, Coding or Jargon

Created bySudeep Suresh

Last updated 9/2025

English

What you'll learn

Use ChatGPT to analyze global stocks using only Yahoo Finance and structured ChatGPT prompts — NO finance background, NO Excel (spreadsheets)
Use ChatGPT to interpret key financial ratios like P/E, ROE, EPS, and Free Cash Flow to assess valuation, profitability, and risk.
Use ChatGPT to detect red flags, evaluate a company's competitive positioning, and synthesize insights like an equity research analyst.
How to create a professional 1-page investment summary using ChatGPT responses and publicly available stock market data.
How to apply AI for equity research, stock investing, and fundamental analysis across markets like the U.S., India, Hong Kong, and more.
How to use a complete library of prompt templates to guide GPT through every step of the stock analysis process.

Course content

6 sections • 43 lectures • 1h 35m total length

Welcome to the Course2:54
Instructor Introduction1:43
What You’ll Learn & Build2:23
Disclaimer0:25
How ChatGPT , Gemini, Microsoft Copilot, Claude, etc.. Fits In2:46
Types of Stock Analysis2:23
Tools You'll Need (Free Tools Only)2:23
How to Search Stocks Globally on Yahoo Finance2:08
Data Collection Cheat Sheet & Template - DOWNLOADs0:45
AI Stock Research Worksheet Template - Use for Research & Analysis - DOWNLOAD0:27
Final Investment Summary Template- DOWNLOAD0:53

What Is Prompt Engineering and Why It Matters2:02
Learn prompt engineering for equity research using AI tools like ChatGPT to generate accurate stock analysis, interpret financial ratios, assess company performance, and streamline investment research with effective, well-structured prompts.
Types of Prompts and When to Use Them3:42
Learn the five most effective types of prompts for AI-driven equity research—zero-shot, one-shot, few-shot, chain-of-thought, and instructional. Discover when to use each prompt type to analyze financial ratios, ensure consistent analysis, guide step-by-step reasoning, and control AI-generated stock research outputs with clarity and precision.
How to Structure a Good Prompt2:37
Good vs Bad Prompts2:38
Modify and Refine Prompts Like a Pro2:51
High-Value AI Prompt Templates for Equity Research + DOWNLOAD7:13

Why Understanding the Business Comes First2:27
Before analyzing PE ratios, ROE, or financial charts, every investor must understand the company’s business model—what it sells, who it serves, and how it earns revenue. This foundational step in equity research ensures financial metrics are interpreted correctly based on industry, scalability, and risk profile, making your AI-powered stock analysis far more accurate and meaningful.
How to Find Business Info on Yahoo Finance2:19
Learn how to quickly gather key company details, company’s sector, industry, and business overview using Yahoo Finance for your stock research
Use ChatGPT to Summarize the Business Model2:07
Business Overview Section - Worksheet0:26
Prompt Library (For Report): Business Model Summary Templates 11:16

PE Ratio (Valuation)3:22
Learn how equity research analysts use the PE ratio (Price-to-Earnings) to assess stock valuation in financial analysis. This lesson explains how to apply ratio analysis in stock market investing, compare valuations across peers, and use ChatGPT for AI-powered insights. Ideal for anyone exploring stock trading, fundamental analysis, or becoming a financial analyst in the Indian stock market or globally.
EPS (Earnings Power)2:14
Discover how equity research analysts use EPS (Earnings Per Share) to measure a company’s profitability per share. This lesson explains the meaning of EPS in stock fundamental analysis, how to interpret its trends using AI tools like ChatGPT, and why tracking EPS is essential for financial analysis in both the Indian and US stock markets.
ROE (Return on Equity)2:18
Understand how equity research analysts use ROE (Return on Equity) to evaluate a company’s financial efficiency and ability to generate profit from shareholder capital. This lesson breaks down ROE in simple terms, shows how it fits into stock market fundamental analysis, and uses ChatGPT to interpret this key ratio across Indian, US stock markets or any global market.
Profit Margin (Operational Moat)2:08
Explore how profit margin reveals a company’s pricing power, cost efficiency, and potential operational moat. In this lesson, equity research analysts learn how to interpret profit margin in fundamental analysis using AI tools like ChatGPT. Ideal for analyzing stock fundamentals across the Indian stock market, US stock markets, & other global stock markets supported by yahoo finance and understanding how profitability impacts long-term stock investing decisions.
Revenue and Net Income (Scalability & Bottom Line Strength)2:17
Learn how equity research analysts evaluate a company’s revenue and net income to assess business scalability and long-term profitability. This lesson explains how to interpret top-line and bottom-line trends using financial analysis and AI tools like ChatGPT—essential for stock market investing.
Cash Flow (Financial Health)2:08
Understand how equity research analysts use free cash flow to assess a company’s financial health, liquidity, and stability. This lesson explains how to evaluate cash flow in stock market fundamental analysis using ChatGPT, helping investors identify companies with strong financial flexibility across the global markets.
Debt/Equity Ratio (Risk)2:10
Learn how to evaluate a company’s financial risk using the Debt-to-Equity (D/E) ratio in stock fundamental analysis. This lesson shows how equity research analysts assess leverage levels and interpret them with AI tools like ChatGPT—essential for understanding stock market risk.
Combine Multiple Metrics (Advanced Prompt)1:48
Key Metrics Section - Worksheet1:55
Prompt Library (For Report): Key Metrics Templates 27:19

What Are Red Flags in Stock Research?1:57
Learn how to identify red flags in stock research that may signal financial risk or business instability. This lesson helps equity research analysts and investors spot warning signs in stock fundamentals—like high PE with falling EPS, rising debt, or negative cash flow—and use these insights to make smarter investment decisions across the Indian market, US stock markets or other global stock markets.
Use ChatGPT to Detect Red Flags2:03
Understanding Competitive Positioning & Moat2:09
Learn how to assess a company’s competitive positioning and economic moat in stock market fundamental analysis. This lesson explains how equity research analysts use metrics like profit margin, ROE, and cash flow to identify competitive advantages that protect long-term profitability—crucial for making informed stock investing decisions.
Use ChatGPT to Evaluate the Company’s Moat2:13
Red Flag + Moat Prompt Combo1:38
Red Flags & Competitive Positioning Section – Worksheet1:02
Prompt Library (For Report): Red Flags & Competitive Positioning Templates 31:38

What Goes in a Final Investment Summary1:08
Create a clean one-page investment summary that explains the business, financial performance, strengths, risks, and tracking potential, using GPT interpretation and reflection to form a final recommendation.
Use GPT to Write the Final Recommendation1:45
Use ChatGPT to generate a neutral professional investment summary from your research, producing a final recommendation in a concise analyst-style narrative without a buy or sell decision.
How to Review and Improve GPT’s Summary3:01
Prompt Library (For Report) : Final Investment Recommendation Prompt Templates 40:56

Requirements

No experience required. The course is designed for all learners — from complete beginners to active investors.
Course includes ChatGPT prompts for Equity Research along with Research template and step by step process.

Description

This course contains the use of artificial intelligence.

Confidently analyze any stock and write a professional investment summary using AI—NO spreadsheets required.
Learn how to analyze stocks like a pro — using only Yahoo Finance and ChatGPT, taught by a NISM-Certified Analyst and Salesforce & AWS-Certified AI Specialist.

Beginner Friendly/No Experience Needed

This hands-on course guides you step by step through the entire equity research process using free, beginner-friendly tools and artificial intelligence. You'll discover how to collect real stock market data, interpret key financial ratios, detect red flags, assess a company’s competitive moat, and write a professional-grade fundamental analysis report using ChatGPT as your AI research assistant — all WITHOUT Excel models or complex tools.

Downloadable AI prompt worksheets and templates included, plus global coverage for all major stock exchanges.

Whether you're an individual investor, a student, or someone exploring smarter ways to conduct stock research, this beginner friendly course will teach you how to think like an analyst and write like an investor — using ChatGPT (or any other Generative AI tool) as your assistant. No finance background needed.

Whether you're focused on investment analysis of the Indian stock market, U.S. equities, or global stocks, this approach to stock market fundamental analysis will help you build strong, repeatable research habits and make informed investment decisions.

Yahoo Finance provides free financial data from over 90 stock exchanges globally — including the U.S., India, Hong Kong, Japan, the U.K., Germany, and more.

By the end of this course, you’ll be able to:

Use Yahoo Finance to extract key stock market data in minutes
Prompt ChatGPT to analyze valuation, earnings power, and financial health
Evaluate Profitability (ROE, EPS) and Valuation (P/E Ratio)
Assess Risk (Debt/Equity, Free Cash Flow) and Operational Moats
Identify red flags in financials using AI-powered fundamental analysis
Create a complete 1-page investment summary — GPT-assisted but human-guided
Apply your skills to any stock — even with no finance background

What Makes This Course Unique:

No fluff. No spreadsheets. Just real stock market investing research using GPT + Yahoo Finance
Structured learning with worksheets, templates, and prompt engineering examples
Ready-to-Use Equity Research Prompts included
Step-by-step guide to research stock from any stock market and prompting techniques for equity research with ready prompt templates
Focused on reasoning, not memorization
Includes final synthesis: ChatGPT-powered stock investing recommendation

Ideal for: (Beginner Friendly/No Experience Needed)

Retail and long-term stock investors
finance professionals , equity analysts and students building equity research skills
Investment advisors and independent analysts
Learners exploring the share market or anyone wanting to improve their stock analysis approach using AI tools.
Anyone who wants to use ChatGPT and prompt engineering to improve their stock market investment decisions using Gen AI

Tools You’ll Use:

ChatGPT (Free or Plus) or any other GPT-based Generative AI tool (e.g., Claude, Gemini, Microsoft Copilot)
Yahoo Finance (Free)
Downloadable worksheets and GPT prompt templates

Who this course is for:

Individual investors who want to analyze stocks smarter and faster using ChatGPT
Finance and business students looking to build real-world equity research skills using AI
Investment advisors and independent analysts exploring AI-driven research workflows
Stock market learners interested in mastering fundamental analysis without Excel
Anyone who wants to use ChatGPT and prompt templates for stock research and valuation
Investors from any country — including the U.S., India, Hong Kong, U.K., Japan, and more — using globally available Yahoo Finance data
Learners with no finance background who want a structured, step-by-step approach to stock analysis using ChatGPT

AI Stock Research with ChatGPT: Stock Analysis & Investing

What you'll learn

Explore related topics

Course content

Getting Started with AI-Powered Equity Research11 lectures • 19min

Prompt Engineering for Equity Research with AI6 lectures • 21min

Understand the Business5 lectures • 9min

Analyze Key Metrics10 lectures • 28min

Red Flags & Competitive Positioning7 lectures • 13min

Final Investment Summary4 lectures • 7min

Requirements

Description

Who this course is for: