ChatGPT/AI for Finance

Course content

Sections: 11

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Activities: 0

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Resources: 105

001-How to Take this Course Research Report Financial Model Templates Attached

002-Intro to AI ChatGPT for Basic Financial Research What Why How of Section
003-Tell ChatGPT AI Products Who You are and How to Respond Role Prompting
004-Few Shot Prompting Can Help with Basic Report Generation
005-Chain of Thought Prompting
006-In Style Prompting
007-Structuring Your Data Using Tables
008-Text Summarization
009-Optional Side Note Risk with Using AI
010-Exercise on Getting Incredible AI Prompt Results
011-Answer to Exercise on Getting Incredible AI Prompt Results

014-How to Use ChatGPT to Get Financial Data to Import to Excel Google Sheets PDF
015-How to Use Bing Chat Bard Claude to Get Financial Data to Import to Files
016-Exercise on Using ChatGPT to Get Access to Data
017-Answer to Exercise on Using ChatGPT to get access to Data

019-Introduction to Investment Research Using AI Research Document Instructions
020-Introduction to Investment Research Using AI Excel Document Instructions
021-Start of Qualitative Analysis and Assessing the Quality of the Management Team
023-Products and Services Analysis Using ChatGPT
024-Catalysts and Drivers Analysis Using ChatGPT
025-Cyclical and Secular Trends Analysis Using ChatGPT
026-Target Market Analysis Using ChatGPT
027-Competition Analysis Using ChatGPT
028-Production and Distribution Analysis Using ChatGPT
029-Suppliers and Components Analysis Using ChatGPT
030-Commodities Exposure Analysis Using ChatGPT
031-Research Development Analysis Using ChatGPT
032-Intellectual Property Analysis Using ChatGPT
033-Lawsuits Analysis Using ChatGPT
034-Ethics Analysis Using ChatGPT
035-Customer Service Analysis Using ChatGPT
036-Recruiting and Retention i e Stock Options Analysis Using ChatGPT
037-Sales Strategy Analysis Using ChatGPT
038-Culture and Innovation Analysis Using ChatGPT
039-Porter 5 Forces Model Analysis Using ChatGPT
040-Product Lifecycle Analysis Using ChatGPT
041-Boston Consulting Group BCG Framework Analysis Using ChatGPT
042-SWOT Analysis Using ChatGPT
044-General Corporate Strategy Analysis Using ChatGPT

046-Start of Quantitative Analysis and Total Addressable Market TAM Analysis
047-Market Growth Analysis Using ChatGPT Bard and Bing Chat
048-Market Share Analysis Using ChatGPT
049-Geographic Exposure Analysis Using ChatGPT and Bard
050-Vertical Exposure Analysis Using ChatGPT
051-Products and Services Analysis Using ChatGPT
051-Products and Services Analysis Using ChatGPT (copy)
052-Foreign Exchange Exposure Analysis Using ChatGPT Bard and Bing Chat
053-Average Selling Price ASP and Volume Analysis Using ChatGPT
054-Cost of Production Analysis Using ChatGPT
055-Inventory Analysis Using ChatGPT
056-Lifetime Value of a Customer Analysis Using ChatGPT
057-Cost of Acquisition CAC Analysis Using ChatGPT and Google Bard
059-Shareholder Concentration Analysis Using ChatGPT
060-Number of Employees Locations Analysis Using ChatGPT Bard and Bing Chat
061-Insider Transactions Analysis Using ChatGPT
062-Global GDP Impact on Revenue Analysis Using ChatGPT
063-MAU and DAU Analysis Using ChatGPT Bard and Bing Chat
064-Social Media Subscriber Analysis Using ChatGPT Bard and Bing Chat

066-Introduction to Financial Analysis Using ChatGPT
067-Stock Details Analysis Using ChatGPT Google Bard and Microsoft Bing Chat
068-Guidance Analysis Using ChatGPT Bard Bing Chat Double Check AI s Results
069-Revenue and EPS Expectations Analysis Using ChatGPT Bard and Bing Chat
070-Historical Revenue Growth Analysis Using ChatGPT
071-Competition s Revenue Growth Analysis Using ChatGPT
072-Historical EPS Growth Analysis Using ChatGPT
074-How Does An Income Statement Work
075-How Does a Balance Sheet Work
076-How Does a Cash Flow Statement Work
077-Historical Gross Margin Analysis Using ChatGPT
079-Historical Operating Margin Analysis Using ChatGPT
081-Price to Earnings P E and Price to Revenue P R Explained
082-Historical P E and PEG Ratio Analysis Using Google Bard
084-Price to Revenue Analysis Using Bard
085-Competition s Price to Revenue Analysis Using ChatGPT and Bard
086-Analyzing Seasonality Using Bing Chat
087-Accounting Red Flags Auditor Change Analysis Using AI Products
088-Accounting Red Flags CFO Change Analysis Using ChatGPT
089-Accounting Red Flags Accounts Receivable Versus Revenue Growth Using ChatGPT
090-Accounting Red Flags Revenue Versus Deferred Revenue Growth Analysis Using Bard
091-Accounting Red Flags Inventory Vs COGS Growth Analysis Using ChatGPT
092-Accounting Red Flags Earnings Restatement Analysis Using ChatGPT
093-Accounting Red Flags Changes in Disclosure Analysis Using ChatGPT
094-Accounting Red Flags Organic Growth Analysis using ChatGPT
095-Accounting Red Flags GAAP Vs Non GAAP Changes Analysis Using ChatGPT
096-Accounting Red Flags Changes in Revenue Recognition Analysis Using ChatGPT
097-Accounting Red Flags Charges and Write offs Analysis Using Chat GPT and Bard
098-Accounting Red Flags Lawsuits Analysis Using ChatGPT
099-Accounting Red Flags Other Accounting Issues Analysis Using ChatGPT

101-Introduction to Financial Modeling
102-25 Financial Modeling Best Practices Part 1
103-25 Financial Modeling Best Practices Part 2
104-Part 1 of Adding FInancial Data to Models With ChatGPT Bard Bing Chat Claude
105-Part 2 of Adding Financial Data to Models With ChatGPT Bard Bing Chat Claude
106-Forecasting Revenue
107-Forecasting the Financial Statements