AI Investing Mastery: Automate Research & Build Smart Portfolios
in Basic Version (Self-Paced Only)About this course
📚 Course Overview: AI for Smart Investors
Goal: To empower students to use AI tools and technologies to automate and enhance their research and portfolio-building process, making them faster, sharper, and more data-driven investors.
Unlock the power of Artificial Intelligence in stock market investing. This hands-on course teaches you how to use AI tools and Python programming to automate fundamental and technical research, screen high-potential stocks, analyze company data, and build smart, goal-oriented portfolios.
Ideal for retail investors, traders, finance professionals, and data enthusiasts—this course bridges the gap between manual research and data-driven decision-making. Learn to integrate AI models, visualize financial insights, and make faster, smarter investment decisions.
🚀 No prior coding experience required – start your journey towards AI-driven investing today!
Comments (0)
Prompt used in Chatgpt along with Pdf downloaded from Bse Bajajauto:
Can you please analyse the report so that i can understand as an investor of Bajaj Auto
an You please analyse the Company from RHP for investment purposes and research about the company, Indusrtry analysis & outlook, Peer group of companies along with KPI's, Share holding pattern, about the offer, purpose of the offer, Basis of the offer, Financial information along with important financial ratio's like profitability, leverage and earning ratio's, historical performance, Review about shold apply for the IPO or not . (We attached the RHP downloaded from BseIndia)
### 1. **India's Economic Growth**
- **Fastest-Growing Major Economy:** India maintained its status as the world's fastest-growing major economy with a real GDP growth rate of 8.2% in FY23/24. This growth was primarily driven by a significant *rebound in the manufacturing sector* and strong *public infrastructure investments*.
To remain unbiased and goal-oriented, we evaluated major AI tools based on key functions:
✅ ChatGPT (GPT-4o): Best all-rounder for writing, PDF-based research, data analysis, forecasting, image creation, and Excel models.
🌐 Google Bard (Gemini): Strong in real-time web research and multilingual support, but lacks file and media tools.
💼 Microsoft Copilot: Ideal for Office users—excels in Excel, Word, PowerPoint, and business workflows.
📚 Perplexity AI: Excellent for quick, cited, real-time factual research.
✍️ Claude (Anthropic): Best for clean, thoughtful writing and long-form responses.
💬 X Grok (Twitter): Best for short, casual updates—not suitable for deep research or corporate tasks.
Top Use-Case Recommendations:
📈 Investors & Analysts: ChatGPT + Perplexity
🧑🏫 Educators & Writers: ChatGPT + Claude
🧾 Corporate Modeling: Microsoft Copilot + ChatGPT
🎨 Visual Content: ChatGPT + Midjourney/Runway ML
📰 Trending Info: Perplexity + Bard
Different AI_Platform_Comparison
B. AI Profile Customization Guide
B. AI Profile Customization Guide
Different AI_Platform_Comparison
Download the text file from provided link
This shold be the results you would have received and furhter can change the company name and get You desired resutls for other companies.
Step by step for Using Excel to calculate YoY growth, CAGR, and fair value.
Step to step for Using ChatGPT For Stock Market Analysis
Step by step Leaerning on Using ChatGPT for 10 Years Revenue Growth Analysis
ChatGPT Prompt Library for Stock Market Analysis
✅ Recommended Grading Structure (Out of 100)
Criteria Weight
🔍 Correct Data Extraction (Colab) 25
📊 Excel Calculations (Fair Value, CAGR) 25
🧠 ChatGPT Summary (SWOT + Valuation) 30
🎨 Insight + Presentation Quality 20
Total 100
🧪 Pass Grade Recommendation
Type of Student Suggested Pass Grade
✅ Beginner investor 70+
✅ Module 2 Breakdown
🔹 Topics to Cover:
"Track India’s Economy. Compare Globally. Invest Intelligently."
🧠 What's Inside:
Why macro indicators matter in investing
Key Indian indicators: GDP, RBI, Inflation, IIP, PMI
Global indicators for comparison: US inflation, crude, USDINR
Python demo flow (India macro data)
ChatGPT for explaining macro reports
Excel dashboard concept
Assignment structure
Tease for Module 3: Combining Macro + Micro
Google Colab Notebook – India Macro Data Fetcher
Macro Indicator | Source | Notes
USD to INR Rate | yfinance | Live data (last 3 months)
Crude Oil Price | yfinance | Live data (last 6 months)
RBI Repo Rate | Manual | Input latest value (e.g., 6.5%)
Build Your Macro Dashboard in Excel
Template for Macro Dashboard excel
✅ 1. ChatGPT Prompt Library – Macro Edition
This will include:
Prompt Category Example
📢 RBI Policy “Summarize the latest RBI monetary policy in simple terms”
📊 GDP “What are the key drivers of India's GDP growth this year?”
🔄 Inflation “Is India’s inflation cooling off? What could it mean for FMCG stocks?”
🇮🇳 vs 🌍 “Compare India’s economic outlook with the US and its market impact”
💼 Sector Strategy “Based on current macro conditions, which sectors are likely to do well?”
✅ ChatGPT Prompt Library (Macro Focus)
Assignment – India Macro Outlook
The format will be:
Instructions + Objectives
Submission expectations (Excel tracker + ChatGPT summary)
Grading rubric (Accuracy, Insights, Strategy)
✅ 2. Assignment – India Macro Outlook
The format will be:
Instructions + Objectives
Submission expectations (Excel tracker + ChatGPT summary)
Grading rubric (Accuracy, Insights, Strategy)
✅ PROMPT TO USE:
I Am a financial analyst. I will give you a list of companies from a specific industry segment. I want you to conduct a comparative industry analysis covering the following aspects:
Market Share of each company within the industry (based on latest available data).
Consolidated Financial Metrics for each company:
Total Revenue (Latest Year)
Net Profit (Latest Year)
EBITDA Margin
Net Profit Margin
Debt-to-Equity Ratio
Interest Coverage Ratio (ICR)
Return on Equity (ROE) & Return on Capital Employed (ROCE)
Cash Flow from Operations (Latest Year)
Growth Metrics:
Revenue Growth (CAGR for 5 Years and 10 Years)
Net Profit Growth (CAGR for 5 Years and 10 Years)
EPS Growth (5Y, 10Y)
Valuation Metrics:
PE Ratio (TTM)
Price to Book Value (P/B)
PEG Ratio (if available)
Consistency Metrics:
Number of years with positive EPS in the last 10 years
Dividend payout trends (if relevant)
Business Moat and Commentary (brief):
What differentiates each company in this sector (e.g., pricing power, brand, distribution, innovation)?
⚠️ Please use only consolidated data and provide a table for comparison.
📌 After analysis, recommend which companies look best placed for long-term wealth creation based on consistency, profitability, and financial health.
If sector growth outlook is important, add:
“Include current and projected growth rate of this industry in India and globally.”
Provide the whole data in table format
Module Objective:
Train students to leverage AI and Python for automating industry research, demand analysis, and competitor benchmarking — making sector research 10x faster and smarter.
📄 What's inside:
How to open and run each Colab template
Step-by-step usage instructions
Overview of each notebook
Best practices for assignments
Help guidance
✅ All 5 Google Colab templates for your Module 4: Industry Analysis with AI are now created and packed into a ZIP file.
You can download the full ZIP folder here:
Introduction to Industry Analysis for Investors
Fetching Industry Demand Using Google Trends
Practical Code Walkthrough: just copy from below and paste it in colab.google
C. Scraping Sector News Headlines Automatically
C. Scraping Sector News Headlines Automatically
Sentiment Analysis of Sector News Headlines Using AI
D. Sentiment Analysis of Sector News Headlines Using AI
D. Sentiment Analysis of Sector News Headlines Using AI (Code)
E. Mini Project – Complete Industry Analysis Using AI
E. Mini Project – Complete Industry Analysis Using AI
F. Structured GPT Prompts for Custom Code Generation
Structured GPT Prompts for Custom Code Generation
Download All Colab Templates – Industry Research
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