ChatGPT/AI for Finance Professionals: Investing & Analysis

In this course you will learn how to use ChatGPT and other AI products to do investment research on any company, including in depth qualitative, quantitative research and financial and accounting research. In addition, we will teach you how to use ChatGPT and other AI products to help you create a financial model from scratch and how to value companies using 3 different valuation methodologies, plus technical analysis and so much more.

We provide you with 100 prompts and a comprehensive research document template and a 7 step financial model, which is EVERYTHING you need to do investment research on ANY company.

If you don’t have finance or accounting or business experience, no problem as we teach you everything from scratch.

Here are the contents of this comprehensive course:

Section 1: Welcome and How to Take this Course

• How to Take this Course (Research Report & Financial Model Templates Attached)

Section 2: AI/ChatGPT for Basic/Quick Financial Questions & Research Analysis

• Intro to AI/ChatGPT for Basic Financial Research (What, Why & How of Section 2)

• Tell ChatGPT/AI Products Who You are and How to Respond [“Role Prompting”]

• Few Shot Prompting (Can Help with Basic Report Generation)

• Chain of Thought Prompting

• In Style Prompting

• Structuring Your Data & Using Tables

• Text Summarization

• Side Note/ Risk with Using AI

• Exercise on Getting Incredible AI Prompt Results

• Answer to Exercise on Getting Incredible AI Prompt Results

• Optional Quiz for Section 2

Section 3: Use AI/ChatGPT for Financial Statement Data Access (Great for Reports/Analysis)

• Introduction to Financial Statement Data Access (What, Why & How of Section 3)

• How to Use ChatGPT to Get Financial Data to Import to Excel, Google Sheets & PDF

• How to Use Bing Chat, Bard & Claude to Get Financial Data to Import to Files

• Exercise on Using ChatGPT to Get Access to Data

• Answer to Exercise on Using ChatGPT to get access to Data

• Optional Quiz for Section 3

Section 4: AI/ChatGPT for Comprehensive Questions/Analysis: Part 1: Qualitative Research

• Introduction to Investment Research Using AI (Research Document Instructions)

• Introduction to Investment Research Using AI (Excel Document Instructions)

• Start of Qualitative Analysis and Assessing the Quality of the Management Team

• Company History Analysis Using ChatGPT

• Products and Services Analysis Using ChatGPT

• Catalysts and Drivers Analysis Using ChatGPT

• Cyclical and Secular Trends Analysis Using ChatGPT

• Target Market Analysis Using ChatGPT

• Competition Analysis Using ChatGPT

• Production and Distribution Analysis Using ChatGPT

• Suppliers and Components Analysis Using ChatGPT

• Commodities Exposure Analysis Using ChatGPT

• Research & Development Analysis Using ChatGPT

• Intellectual Property Analysis Using ChatGPT

• Lawsuits Analysis Using ChatGPT

• Ethics Analysis Using ChatGPT

• Customer Service Analysis Using ChatGPT

• Recruiting and Retention (i.e., Stock Options) Analysis Using ChatGPT

• Sales Strategy Analysis Using ChatGPT

• Culture and Innovation Analysis Using ChatGPT

• Porter 5 Forces Model Analysis Using ChatGPT

• Product Lifecycle Analysis Using ChatGPT

• Boston Consulting Group (BCG) Framework Analysis Using ChatGPT

• SWOT Analysis Using ChatGPT

• Mergers & Acquisitions (M&A) History and Strategy Analysis Using ChatGPT

• General Corporate Strategy Analysis Using ChatGPT

• Optional Quiz for Section 4

Section 5: AI/ChatGPT forComprehensive Questions/Analysis: Part 2: Quantitative Research

• Start of Quantitative Analysis and Total Addressable Market (TAM) Analysis

• Market Growth Analysis Using ChatGPT, Bard and Bing Chat

• Market Share Analysis Using ChatGPT

• Geographic Exposure Analysis Using CHatGPT and Bard

• Vertical Exposure Analysis Using ChatGPT

• Products and Services Analysis Using ChatGPT

• Foreign Exchange Exposure Analysis Using ChatGPT, Bard and Bing Chat

• Average Selling Price (ASP) and Volume Analysis Using ChatGPT

• Cost of Production Analysis Using ChatGPT

• Inventory Analysis Using ChatGPT

• Lifetime Value of a Customer Analysis Using ChatGPT

• Cost of Acquisition (CAC) Analysis Using ChatGPT and Google Bard

• Customer Concentration Analysis Using ChatGPT

• Shareholder Concentration Analysis Using ChatGPT

• Number of Employees & Locations Analysis Using ChatGPT, Bard and Bing Chat

• Insider Transactions Analysis Using ChatGPT

• Global GDP Impact on Revenue Analysis Using ChatGPT

• MAU and DAU Analysis Using ChatGPT, Bard and Bing Chat

• Social Media Subscriber Analysis Using ChatGPT, Bard and Bing Chat

• Optional Quiz for Section 5

Section 6: AI/ChatGPT for Comprehensive Questions/Analysis: Part 3: Financial Research

• Introduction to Financial Analysis Using ChatGPT

• Stock Details Analysis Using ChatGPT, Google Bard and Microsoft Bing Chat

• Guidance Analysis Using ChatGPT, Bard & Bing Chat (Double Check AI’s Results)

• Revenue and EPS Expectations Analysis Using ChatGPT, Bard and Bing Chat

• Historical Revenue Growth Analysis Using ChatGPT

• Competition’s Revenue Growth Analysis Using ChatGPT

• Historical EPS Growth Analysis Using ChatGPT

• Competition’s Historical EPS Growth Analysis Using Google Bard

• How Does An Income Statement Work?

• How Does a Balance Sheet Work?

• How Does a Cash Flow Statement Work?

• Historical Gross Margin Analysis Using ChatGPT

• Competition’s Historical Gross Margin Analysis Using ChatGPT

• Historical Operating Margin Analysis Using ChatGPT

• Competition’s Historical Operating Margin Analysis Using ChatGPT

• Price to Earnings (P E) and Price to Revenue (P R) Explained

• Historical P E and PEG Ratio Analysis Using Google Bard

• Competition’s Historical P E and PEG Valuation Analysis Using ChatGPT and Bard

• Price to Revenue Analysis Using Bard

• Competition’s Price to Revenue Analysis Using ChatGPT and Bard 1

• Analyzing Seasonality Using Bing Chat

• Accounting Red Flags: Auditor Change Analysis Using AI Products

• Accounting Red Flags: CFO Change Analysis Using ChatGPT

• Accounting Red Flags: Accounts Receivable Versus Revenue Growth Using ChatGPT

• Accounting Red Flags: Revenue Versus Deferred Revenue Growth Analysis Using Bard

• Accounting Red Flags: Inventory Vs. COGS Growth Analysis Using ChatGPT

• Accounting Red Flags: Earnings Restatement Analysis Using ChatGPT

• Accounting Red Flags: Changes in Disclosure Analysis Using ChatGPT

• Accounting Red Flags: Organic Growth Analysis using ChatGPT

• Accounting Red Flags: GAAP Vs. Non-GAAP Changes Analysis Using ChatGPT

• Accounting Red Flags: Changes in Revenue Recognition Analysis Using ChatGPT

• Accounting Red Flags: Lawsuits Analysis Using ChatGPT

• Accounting Red Flags: Other Accounting Issues Analysis Using ChatGPT

• Optional Quiz for Section 6

Section 7: AI/ChatGPT for Comprehensive Analysis: Part 4: Financial Model & Forecasting

• Introduction to Financial Modeling

• 25 Financial Modeling Best Practices Part 1

• 25 Financial Modeling Best Practices Part 2

• Part 1 of Adding FInancial Data to Models With ChatGPT, Bard, Bing Chat & Claude

• Part 2 of Adding FInancial Data to Models With ChatGPT, Bard, Bing Chat & Claude

• Forecasting Revenue

• Forecasting the Financial Statements

• Optional Quiz for Section 7

Section 8: AI/ChatGPT for Comprehensive Analysis: Part 5: Valuation & Target Price Forecast

• Introduction to Valuation

• Part 1 of Discounted Cash Flow (DCF) Valuation

• Part 2 of Discounted Cash Flow (DCF) Valuation

• Price to Revenue Valuation

• Price to Earnings Valuation

• Blended Average Target Price

• Optional Quiz for Section 8

Section 9: AI/ChatGPT for Comprehensive Questions/Analysis: Part 6: Technical Analysis

• Introduction to Technical Analysis

• Technical Analysis Using ChatGPT, Bard and Bing Chat

• Optional Quiz for Section 9

Section 10: Using AI to Create an Executive Summary of Our Research Report

• Doing a One Page Executive Summary on Our Research Document Using AI

Everything you need to understand finance, accounting and business analysis from scratch using ChatGPT and other AI products is included in this comprehensive course.

See you in class; thanks,
Chris Haroun and Luca Anicin