Udemy - ChatGPT/AI for Finance Professionals: Investing & Analysis Free Download

Udemy – ChatGPT/AI for Finance Professionals: Investing & Analysis
English | Tutorial | Size: 11.09 GB

By the #1 Online Finance Instructor and One of the Top AI Experts in the World According to Google Developers

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

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