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Financial Modeling Using ChatGPT

Name: Financial Modeling Using ChatGPT
Rating: 4.5 (2 reviews)

Master fundamental analysis & financial modeling using ChatGPT with real-world, practical applications

Created byDheeraj Vaidya, CFA, FRM

Last updated 4/2026

English

What you'll learn

Perform end-to-end fundamental analysis of any company using ChatGPT
Build a complete 3-statement financial model in Excel from scratch
Forecast revenue, costs, cash flows, and key financial metrics
Use AI for deep research, data extraction, and smarter assumptions
Create investor-ready dashboards, reports, and presentations
Audit and validate financial models using ChatGPT for accuracy

Course content

4 sections • 81 lectures • 15h 39m total length

Introduction13:01
This video explains why fundamental analysis is important and how to conduct it with the help of ChatGPT. Moreover, it dives into why individuals should take this course.
Understanding Netflix Using ChatGPT24:57
In this video, the learners can go through the first step of fundamental analysis, which in this case involves understanding what Netflix is all about. In other words, it explores the business side of things.
MCQ-Understanding Netflix Using ChatGPT
Deep Research of Netflix using ChatGPT22:58
This video explains how to use ChatGPT for conducting deep research regarding Netflix.
MCQ-Deep Research of Netflix using ChatGPT
Limitation of Databases9:08
In this video, one can learn how to accumulate the right data for the calculation required for the fundamental analysis process. Moreover, it discusses the limitations of databases and shows how ChatGPT can help expedite the data gathering process.
MCQ-Limitations of Databases
Using ChatGPT to Collect Financial Data16:54
This video shows how to download Netflix’s annual reports and upload them to ChatGPT so that the generative AI tool can provide financial data in a structure that is suitable for an analyst.
MCQ-Using ChatGPT to Collect Financial Data
ChatGPT Prompt13:58
In this video, learners can understand the master prompt that can help them generate the consolidated financials of Netflix. While the prompt works for Netflix only, the instructor tells how to customize the prompt to download the consolidated financials of any company.
MCQ-ChatGPT Prompt
Consolidated Data Audit34:44
This video helps understand how to audit the consolidated financials generated by ChatGPT.
MCQ-Consolidated Data Audit
Formatting Financials23:36
In this video, individuals can learn step #2 of fundamental analysis with AI, which involves transferring analyst-friendly data into another template so that it appears to be much more professional. Moreover, the video shows how to format the balance sheet, income statement, and cash flow statement.
MCQ-Formatting Financials
Ratio Analysis Framework using ChatGPT26:53
This video shows how to use ChatGPT through a 5-step process to create a customized ratio analysis framework for Netflix. Simply, it explains 5 prompts that one can use to build a ratio analysis framework suitable for Netflix’s business model.
MCQ-Ratio Analysis Framework using ChatGPT
Horizontal Analysis14:59
In this video, the instructor explains the horizontal analysis of the income statement of Netflix.
MCQ-Horizontal Analysis
Vertical Analysis19:44
The video explains how to conduct vertical analysis of the income statement.
MCQ-Vertical Analysis
Growth and Scale Metrics16:48
In this video, one can learn how to compute 3 key metrics of the growth and scale trends category, which are net total paid memberships, net subscriber additions, and average revenue per membership or ARPU.
MCQ-Growth and Scale Metrics
EBITDA Margin26:13
This video explains the process of computing EBITDA Margin, one of the key profitability and returns ratios.
MCQ-EBITDA Margin
Netflix Specific Profitability Ratios20:49
This video covers 3 key profitability and returns ratios that are specific to Netflix. The 3 ratios calculated and analyzed in this one are content cost as % of revenue, content amortization ratio, and operating income per subscriber.
MCQ-Netflix Specific Profitability Ratios
ROA and ROE15:09
In this video, learns can develop a practical understanding of return ratios, like return on assets or ROA and return on equity or ROE.
MCQ-ROA and ROE
Core Liquidity Ratios24:49
In this video, the instructor explains how to calculate and analyze 3 important liquidity ratios — quick ratio, cash ratio, and current ratio.
MCQ-Core Liquidity Ratios
Operating Cash Flow Ratio11:26
In this video, individuals can get in-depth knowledge of the operating cash flow ratio, including its meaning, interpretation, and calculation.
MCQ-Operating Cash Flow Ratio
Debt to Equity Ratio10:34
In this video, individuals can learn how to compute the debt-to-equity ratio for Netflix. Moreover, one can learn how to use ChatGPT to better understand the ratio and figure out why certain trends are materializing.
MCQ-Debt to Equity Ratio
Debt to Assets Ratio.6:01
This video explains the debt-to-assets ratio, a key metric that measures what portion of a company’s assets is financed by debt.
MCQ-Debt to Assets Ratio.
Interest Coverage Ratio8:16
In this video, individuals can find out how to compute the interest coverage ratio. It represents a company’s ability to fulfill interest obligations by utilizing its income. Moreover, the instructor shows how to analyze the trend concerning the ratio using generative AI.
MCQ-Interest Coverage Ratio
Net Debt to EBITDA Ratio8:08
In this video, individuals develop a practical understanding of Netflix’s net debt to EBITDA ratio, the fourth ratio within the solvency and leverage category.
Net Debt to EBITDA Ratio
Asset Turnover Ratio10:45
In this video, the instructor explains the meaning, formula, calculation, and interpretation of the asset turnover ratio.
MCQ-Asset Turnover Ratio
Content Asset Turnover7:05
The video covers the content assets turnover ratio calculation and analysis for Netflix.
MCQ -Content Asset Turnover
Operating Cash Flow Margin11:29
This video explains how to compute and interpret a key cash flow quality and earning strength ratio called the operating cash flow margin.
MCQ-Operating Cash Flow Ratio
Free Cash Flow8:02
In this video, individuals can understand the meaning, formula, and calculation of free cash flow. Moreover, they can find out how to use ChatGPT to analyze this ratio and gain clear insights that can improve decision-making.
MCQ-Free Cash Flow
FCF Conversion Ratio8:06
In this video, individuals can find out how to compute the free cash flow conversion ratio and its importance. Like in the case of other ratios calculated in the course, the capabilities of ChatGPT are leveraged to get an in-depth analysis.
MCQ- FCF Conversion Ratio
FCF Per Subscriber6:57
This video provides a comprehensive understanding of free cash flow per subscriber, including its importance. You will also find out how to analyze this ratio with the help of ChatGPT.
MCQ-FCF Per Subscriber
Setting Up Consolidated View14:02
In this video, individuals can find out how to build a consolidated view of all 25 ratios computed across different sheets with the help of ChatGPT.
MCQ-Setting Up Consolidated View
Analyst Commentary using ChatGPT13:25
In this video, individuals can develop a practical understanding of how to create analyst commentary using ChatGPT
MCQ-Analyst Commentary using ChatGPT
Creating Slide Deck Using ChatGPT13:06
This video explains the process of converting all the analyses into a visually appealing slide deck quickly using ChatGPT.
MCQ-Creating Slide Deck Using ChatGPT
Conclusion5:41

Quick Recap of Fundamental Analysis12:59
Revisit the core concepts of fundamental analysis and understand how they form the foundation of
financial modeling. This lecture connects past analysis with future forecasting using ChatGPT.
MCQ- Fundamental Analysis
Getting Started9:08
In this video, the learners can go through the first step of fundamental analysis, which in this
case involves understanding what Netflix is all about. In other words, it explores the business
side of things.
MCQ-Getting started
Using Prompt to Generate Financial Model4:35
Explore how ChatGPT responds to a basic prompt for building a full financial model. Understand the
limitations of generic prompts and why a structured approach works better.
MCQ-Using Prompt to Generate Financial Model
Modular Structure for Revenue Forecast10:47
Learn how to break down revenue forecasting into a structured, modular approach used by
professionals. Understand key drivers like memberships, pricing, and segmentation.
MCQ-Modular Structure for Revenue Forecast
Using ChatGPT for Revenue Forecast18:26
Use ChatGPT to guide your revenue forecasting process step by step. Learn how to structure
assumptions and translate them into a working Excel model.
MCQ- UsingChatGPT for Revenue Forecast
ChatGPT Deep Research for Assumptions11:42
Leverage ChatGPT’s deep research capabilities to build strong, data-backed assumptions. Save hours
of manual research by extracting insights from multiple sources.
MCQ-ChatGPT Deep Research for Assumptions
Creating Heatmap using ChatGPT4:55
This video helps understand how to audit the consolidated financials generated by ChatGPT.
MCQ-Creating Heatmap using ChatGPT
ChatGPT for Forecasting Cost of Revenue19:26
Understand how to use ChatGPT to analyze cost structures from financial reports. Learn key
components driving cost of revenues.
mcq-ChatGPT for Forecasting Cost of Revenue
Calculating Cost of Revenues4:25
Apply assumptions to calculate cost of revenues and gross margins. Build this critical section of the
financial model step by step.
MCQ-Calculating Cost of Revenues
ChatGPT for Opex Forecast10:39
Use ChatGPT to understand operating expense structures. Learn how to forecast key cost
components like marketing and admin expenses.
MCQ-ChatGPT for Opex Forecast
Calculating Opex3:05
Build operating expense forecasts using historical trends and assumptions. Learn how to integrate
them into the income statement.
MCQ-Calculating Opex
ChatGPT for Tax Forecast7:16
Understand how to forecast taxes using effective tax rate methodology. Learn how ChatGPT
simplifies identifying tax assumptions.
MCQ-ChatGPT for Tax Forecast
Using ChatGPT for Modular Approach11:56
Discover how to break complex modeling problems into modular components. Improve clarity and
accuracy in your financial models.
MCQ-Using ChatGPT for Modular Approach
Forecasting Content Assets18:31
Learn how to forecast content assets using real disclosures. Understand how content investments
impact financial statements.
MCQ-Forecasting Content Assets
Forecasting Content Amortization9:13
Build a structured amortization schedule using a waterfall approach. Learn how costs are spread
over time.
MCQ-Forecasting Content Amortization
Forecasting Content Liabilities17:15
Understand content liabilities and their impact on cash flows. Learn how to model them logically.
MCQ-Forecasting Content Liabilities
Linking the Core Statements7:03
Connect income statement, balance sheet, and cash flow statement. Ensure your three-statement
model works seamlessly.
MCQ-Linking the Core Statements
Using ChatGPT for Current Assets11:00
Use ChatGPT to structure current asset forecasting approaches. Learn how working capital
components are analyzed.
MCQ-Using ChatGPT for Current Assets
Forecasting Current Assets5:36
Build forecasts for current assets using simple drivers. Learn how to link them with revenue.
MCQ-Forecasting Current Assets
Using ChatGPT for Current Liabilities5:22
Understand how to forecast current liabilities using practical methods. Learn how ChatGPT simplifies
analysis.
MCQ-Using ChatGPT for Current Liabilities
Forecasting Current Liabilities11:12
Model accounts payable, accrued expenses, and deferred revenue. Learn structured forecasting
techniques.
MCQ-Forecasting Current Liabilities
Linking to Core Statements.12:21
Understand how working capital impacts cash flow and balance sheet. Learn how changes flow
through the model.
MCQ-Linking to Core Statements.
Using ChatGPT for Forecasting3:56
Use ChatGPT to design a structured approach for depreciation and CapEx forecasting. Identify key
modeling drivers.
MCQ-Using ChatGPT for Forecasting
Forecasting Depreciation and Capex14:38
Build depreciation and CapEx schedules using a roll-forward approach. Link them to revenue
assumptions.
MCQ-Forecasting Depreciation and Capex
Core Statement Links2:39
Ensure depreciation and CapEx are correctly linked across all statements. Maintain model
consistency.
MCQ-Core Statement Links
Using ChatGPT for Forecasting SE8:04
Understand the structure of shareholders’ equity using ChatGPT. Learn key components like
retained earnings and treasury stock.
MCQ-Using ChatGPT for Forecasting SE
Forecasting Share Repurchase11:05
Extract historical buyback data and calculate repurchase prices. Understand management behavior
and valuation signals.
MCQ-Forecasting Share Repurchase
Forecasting Share Repurchase- 213:20
Forecast share repurchases using free cash flow and valuation drivers. Build a realistic buyback
model.
MCQ- Forecasting Share Repurchase- 2
Using ChatGPT for Stock Options4:40
Understand stock-based compensation and stock options. Learn how they impact dilution and
financial models.
MCQ-Using ChatGPT for Stock Options
Forecasting SBCs6:07
Forecast stock-based compensation using revenue-linked assumptions. Learn validation techniques.
MCQ-Forecasting SBCs
Using ChatGPT for Stock Options.8:48
Use ChatGPT to understand stock option structures. Learn key concepts like dilution and exercise
price.
MCQ-Using ChatGPT for Stock Options.
Forecasting Stock Options8:40
Build a stock options schedule using historical trends. Estimate grants, exercises, and expiries.
MCQ-Forecasting Stock Options
Forecasting Shares Outstanding7:21
Calculate the impact of buybacks and dilution on shares outstanding. Understand implications for
valuation.
MCQ-Forecasting Shares Outstanding
Linking Core Statements.8:22
Integrate equity changes into financial statements. Handle circular references effectively.
MCQ-Linking Core Statements.
Circular References in Stockholder5:46
Understand why circular references arise in equity modeling. Learn how to resolve them using
iteration.
MCQ- Circular References in Stockholder
Using Chatgpt for ONCA and ONCL7:15
Understand other non-current assets and liabilities using ChatGPT. Learn their role in financial
models.
MCQ-Using Chatgpt for ONCA and ONCL
Forecasting ONCA and ONCL9:41
Forecast these items using drivers like revenue and expenses. Refine assumptions for better
accuracy.
MCQ-Forecasting ONCA and ONCL
Forecasting Cash Flow Statement7:33
Complete the cash flow statement and link it with other statements. Ensure model consistency and
accuracy.
MCQ-Forecasting Cash Flow Statement
Using ChatGPT for Debt Forecast8:26
Understand debt structures and forecasting approaches using ChatGPT. Learn professional modeling
techniques.
MCQ-Using ChatGPT for Debt Forecast
Forecasting Cash Available for Debt Payments8:29
Calculate free cash available for debt repayment. Understand how operations drive financing
decisions.
MCQ- Forecasting Cash Available for Debt Payments
Forecasting Cash Available for Revolving Credit Facility5:23
Learn how revolving credit facilities work in financial models. Model borrowing and repayment
scenarios.
MCQ-Forecasting Cash Available for Revolving Credit Facility
Forecasting Revolving Credit Facility10:42
Learn how revolving credit facilities work in financial models. Model borrowing and repayment
scenarios.
MCQ- Forecasting Revolving Credit Facility
Forecasting Interest Expense and Interest Income11:24
Build a structured revolving credit model. Handle real-world cases like excess cash and funding gaps.
MCQ-Forecasting Interest Expense and Interest Income
Linking the Core Statements13:14
Calculate interest using effective rates and average balances. Understand impact on profitability.
MCQ-Linking the Core Statements
Circular References in Debt Forecast5:40
Link debt schedule outputs across all financial statements. Ensure full integration.
MCQ-Circular References in Debt Forecast
Completing Fundamental Analysis of Forecasts5:38
Analyze forecasted financials and validate assumptions. Use ratio analysis to refine your model.
MCQ-Completing Fundamental Analysis of Forecasts
Netflix Fundamental Dashboard21:06
Create an investor-style dashboard using forecast data. Learn how to visualize key insights
effectively.
MCQ-Netflix Fundamental Dashboard
Financial Model Quality Check using ChatGPT15:05
Validate assumptions and identify inconsistencies using ChatGPT. Improve model reliability and
accuracy.
MCQ-Financial Model Quality Check using ChatGPT
Netflix Financial Model Dashboard7:19
Build a complete dashboard integrating all financial statements. Present insights in a professional
format.
MCQ-Netflix Financial Model Dashboard
What Next5:01
Understand how financial modeling leads to valuation and investment decisions. Learn the next
steps in your finance journey.
MCQ-What Next

Requirements

Stable internet connection for uninterrupted learning and research
Access to ChatGPT (free or paid) to complete AI-based exercises
A computer, laptop, or tablet that can stream videos smoothly
Microsoft Excel installed on your device to practice using financial modeling templates

Description

This course contains the use of artificial intelligence.

What if you could analyze any company, build a complete financial model, and create

investor-ready dashboards, all powered by AI?

This powerful bundle combines Fundamental Analysis using ChatGPT and ChatGPT-Powered

Financial Modeling to give you a complete, end-to-end finance skillset, designed for the

modern, AI-driven world.

You’ll start by learning how to break down a company like Netflix from scratch,

understanding its business model, industry dynamics, and financial statements. Using

ChatGPT, you’ll perform deep research, extract structured data from annual reports, and

build a professional-grade analysis framework, including ratio analysis, profitability metrics,

cash flow insights, and more.

But this is just the beginning.

You’ll then move into financial modeling, where you’ll transform insights into action. Learn

how to build a complete three-statement financial model in Excel, forecast revenues, costs,

debt, and cash flows, and even handle advanced concepts like circular references and model

validation using AI.

This bundle goes beyond theory:

 Build real-world models and dashboards

 Use ChatGPT for deep research, automation, and quality checks

 Create investor-ready reports, presentations, and visual dashboards

Whether are a student, aspiring analyst, or working professional, this course teaches you

how to think like an analyst and work like one, faster and smarter with AI.

If you want to future-proof your finance skills and gain a real competitive edge, this bundle

is for you.

Don’t just learn finance. Learn how to do it 10x faster with AI. Enroll now

Who this course is for:

Students who want to break into finance, equity research, or investment banking
Beginners looking to learn financial analysis and modeling from scratch using AI
Finance professionals who want to speed up their workflow using ChatGPT
Aspiring analysts who want practical, job-ready financial modeling skills
Anyone interested in combining finance knowledge with AI capabilities
Investors who want to deeply understand company fundamentals and valuations

Financial Modeling Using ChatGPT

What you'll learn

Explore related topics

Course content

Fundamental Analysis Using ChatGPT31 lectures • 7hr 48min

Final Assessment : Fundamental Analysis Using ChatGPT0