ChatGPT for Financial Professionals

Master the time value of money by applying the future value formula to present value, with n years and m compounding, and explore the effective annual rate versus nominal rate.

Learn the capital asset pricing model (CAPM) and how the expected return of a security equals the risk-free rate plus beta times the market risk premium, with practical Apple examples.

the dividend discount model values a stock by discounting future dividends to present value. use price equals d1 over r minus g, where d1 = d0(1+g), to determine value.

Explore the time value of money with future value calculations, effective annual rate, and quarterly compounding, and compare GPT-4 and GPT-3.5 performance on finance problems.

Leverage GPT-4 to apply the capital asset pricing model and dividend discount model for stock valuation, including beta, market risk premium, and intrinsic value.

Learn to analyze stocks and compute daily returns with ChatGPT and GPT-4, using prompts to write code and visualize data. Cover essential stock data fields and daily return calculations.

Explore Python data visualization libraries—Matplotlib, Seaborn, and Plotly Express—and learn to produce static and interactive charts, from bars and histograms to heatmaps, with ready-to-copy code, using GPT-4 for visuals.

Explore the candlestick chart, a powerful tool that displays high, low, open, and close to reveal bullish or bearish market sentiment. Understand the real body and upper and lower shadows.

Explore GPT-4's Advanced Data Analysis tool by uploading an Excel file, viewing the first five rows, and generating plots of close price and volume over time with subplots.

Demonstrates plotting stock data by showing close and open prices on the same plot and in two subplots, using Python in a Jupyter notebook with Matplotlib and Plotly.

Learn to calculate and visualize Amazon's percentage daily returns with GPT-4 advanced data analysis, add a daily returns column to the data frame, and plot the results.

Plot a candlestick chart using the GPT-4 Advanced Data Analysis tool, choosing matplotlib or Plotly Express, and display Bollinger bands with a 20-day moving average and green/red candles.

Upload the JPMorgan Excel sheet, plot the closing price versus date with Python and matplotlib, compute daily returns, add a new column, and plot histograms and candlestick charts.

Explore how to analyze balance sheets, income statements, and cash flow statements using GPT-4 and advanced data analysis to calculate ratios and track trends.

Watch GPT-4 perform financial statement analysis by uploading income data, reading sheets, and calculating earnings per share and operating profit margin.

Upload the 2022 Apple balance sheet and compute the current ratio, quick ratio, and inventory turnover ratio, illustrating liquidity analysis with GPT-4.

Perform multi-year income statement analysis from 2018 to 2022 with GPT-4, highlighting revenues, cost of goods sold, gross profit, and net income, plus growth, margin insights, and visualizations.

Upload balance sheets from 2018 to 2022, run data analysis with GPT-4, and visualize trends by plotting debt-to-equity and asset turnover ratios and asset composition.

Learn to perform news sentiment analysis with ChatGPT and GPT-4, classifying headlines as positive, negative, or neutral. Apply batch sentiment assessments to news headlines for financial market predictions.

Engage in a practical sentiment analysis task using GPT-4 on the Excel sheet's bottom ten financial news items, labeling each as positive, negative, or neutral.

Learn how ChatGPT and GPT-4 analyze customer reviews to extract positives, identify top complaints, and generate actionable items to improve products or services, using real-world Amazon Echo data.

Analyze negative reviews to identify top complaints about Alexa, including accuracy, sound quality, and feature gaps. Then define action items to improve voice recognition, hardware reliability, connectivity, and subscription options.

Explore how ChatGPT plugins unlock finance-focused capabilities by uploading and talking to PDFs, including the Ask Your PDF tool, to summarize Apple’s 2022 10-K and extract its risk factors.

Enable portfolio pilot to optimize portfolios, get stock and ETF recommendations, and gauge AI sentiment plus portfolio KPIs. Apply Yale asset allocation and construct ETF portfolios with risk insights.

Train a machine learning regression model using ChatGPT to forecast next-quarter earnings per share from balance sheets, income statements, and cash flow data, with one-hot encoding and train-test split.

Learn data split into training and testing with an 80/20 split and holdout evaluation, then master one hot encoding for categorical variables with Emirates, Air China, and American Airlines.

Learn the fundamentals of machine learning regression: simple linear regression predicts y from x with slope m and intercept b; extend to multiple regression and fit line with least squares.

Use the advanced data analysis tool in GPT-4 to upload an Excel financial dataset, perform exploratory data analysis and cleaning, and visualize the percentage change in quarterly EPS.

A hands-on demo using advanced data analysis tool to filter for Apple Inc, perform exploratory data analysis, one-hot encode fiscal period, and implement a train-test split for model training.

Train and evaluate a machine learning regression model using advanced data analysis tools, compare multiple linear regression and XGBoost, and report metrics such as MSE, RMSE, and MAE.