AI for Investing: Analyze Stocks and ETFs with GenAI Tools

AI for Investing: Analyze Stocks and ETFs with GenAI Tools free download

Use ChatGPT, Gemini, Copilot, DeepSeek and Perplexity to Power Your Investment Research

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.

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.