ChatGPT/AI for Finance Professionals: Investing & Analysis

Description
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

Who this course is for:
Anyone at any knowledge level that wants to learn how to use AI products like ChatGPT to do investment research on any company
Corporate finance executives that want to take their investment research skills to the next level
Anyone at any knowledge level that wants to learn how to become a better investor using AI products like ChatGPT
Anyone at any knowledge level that wants to learn how to do financial analysis using AI products like ChatGPT
Anyone at any knowledge level that wants to learn how to do qualitative research using AI products like ChatGPT
Anyone at any knowledge level that wants to learn how to do quantitative research using AI products like ChatGPT
Anyone at any knowledge level that wants to learn how to forecast financial statements using AI products like ChatGPT
Anyone at any knowledge level that wants to learn how value companies using AI products like ChatGPT
Anyone at any knowledge level that wants to learn how to do forensic accounting research using AI products like ChatGPT
Anyone at any knowledge level that wants to learn how to do financial technical analysis using AI products like ChatGPT
Investment Bankers that want to take their investment research skills to the next level
Retail investors that want to take their investment research skills to the next level
Hedge Fund and Mutual Fund employees that want to take their investment research skills to the next level

Requirements
No finance or accounting or investment or business experience is required to take this course as we teach ALL finance and accounting and business topics from scratch in many optional lectures.

Last Updated 12/2023

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