ChatGPT/AI for Finance Professionals: Investing & Analysis

سرفصل های دوره

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

1. Introduction and How to Take this Course

1.1 AI Research Report Template in Google Docs Format.html

1.2 AI Research Report Template.docx

1.3 Financial Model and Valuation Template.xlsx

1. How to Take this Course (Research Report & Financial Model Templates Attached)

2. AIChatGPT for BasicQuick Financial Questions & Research Analysis

1. Intro to AIChatGPT for Basic Financial Research (What, Why & How of Section 2)

2.1 Scrip to Use.txt

2. Tell ChatGPTAI Products Who You are and How to Respond [Role Prompting]

3. Few Shot Prompting (Can Help with Basic Report Generation)

4. Chain of Thought Prompting

5. In Style Prompting

6. Structuring Your Data & Using Tables

7. Text Summarization

8. Optional Side Note Risk with Using AI

9. Exercise on Getting Incredible AI Prompt Results

10. Answer to Exercise on Getting Incredible AI Prompt Results

11. Optional Quiz for Section 2.html

3. Use AIChatGPT for Financial Statement Data Access (Great for ReportsAnalysis)

1. Introduction to Financial Statement Data Access (What, Why & How of Section 3)

2. How to Use ChatGPT to Get Financial Data to Import to Excel, Google Sheets & PDF

3. How to Use Bing Chat, Bard & Claude to Get Financial Data to Import to Files

4.1 Exercise.pdf

4. Exercise on Using ChatGPT to Get Access to Data

5. Answer to Exercise on Using ChatGPT to get access to Data

4. AIChatGPT for Comprehensive QuestionsAnalysis Part 1 Qualitative Research

1.1 AI Research Report Template in Google Docs Format.html

1.2 AI Research Report Template.docx

1.3 Financial Model and Valuation Template.xlsx

1. Introduction to Investment Research Using AI (Research Document Instructions)

2.1 AI Research Report Template in Google Docs Format.html

2.2 AI Research Report Template.docx

2.3 Financial Model and Valuation Template.xlsx

2. Introduction to Investment Research Using AI (Excel Document Instructions)

3. Start of Qualitative Analysis and Assessing the Quality of the Management Team

4. Company History Analysis Using ChatGPT

5. Products and Services Analysis Using ChatGPT

6. Catalysts and Drivers Analysis Using ChatGPT

7. Cyclical and Secular Trends Analysis Using ChatGPT

8. Target Market Analysis Using ChatGPT

9. Competition Analysis Using ChatGPT

10. Production and Distribution Analysis Using ChatGPT

11. Suppliers and Components Analysis Using ChatGPT

12. Commodities Exposure Analysis Using ChatGPT

13. Research & Development Analysis Using ChatGPT

14. Intellectual Property Analysis Using ChatGPT

15. Lawsuits Analysis Using ChatGPT

16. Ethics Analysis Using ChatGPT

17. Customer Service Analysis Using ChatGPT

18. Recruiting and Retention (i.e., Stock Options) Analysis Using ChatGPT

19. Sales Strategy Analysis Using ChatGPT

20. Culture and Innovation Analysis Using ChatGPT

21. Porter 5 Forces Model Analysis Using ChatGPT

22. Product Lifecycle Analysis Using ChatGPT

23. Boston Consulting Group (BCG) Framework Analysis Using ChatGPT

24. SWOT Analysis Using ChatGPT

25. Mergers & Acquisitions (M&A) History and Strategy Analysis Using ChatGPT

26. General Corporate Strategy Analysis Using ChatGPT

5. AIChatGPT forComprehensive QuestionsAnalysis Part 2 Quantitative Research

1. Start of Quantitative Analysis and Total Addressable Market (TAM) Analysis

2. Market Growth Analysis Using ChatGPT, Bard and Bing Chat

3. Market Share Analysis Using ChatGPT

4. Geographic Exposure Analysis Using ChatGPT and Bard

5. Vertical Exposure Analysis Using ChatGPT

6. Products and Services Analysis Using ChatGPT

7. Foreign Exchange Exposure Analysis Using ChatGPT, Bard and Bing Chat

8. Average Selling Price (ASP) and Volume Analysis Using ChatGPT

9. Cost of Production Analysis Using ChatGPT

10. Inventory Analysis Using ChatGPT

11. Lifetime Value of a Customer Analysis Using ChatGPT

12. Cost of Acquisition (CAC) Analysis Using ChatGPT and Google Bard

13. Customer Concentration Analysis Using ChatGPT

14. Shareholder Concentration Analysis Using ChatGPT

15. Number of Employees & Locations Analysis Using ChatGPT, Bard and Bing Chat

16. Insider Transactions Analysis Using ChatGPT

17. Global GDP Impact on Revenue Analysis Using ChatGPT

18. MAU and DAU Analysis Using ChatGPT, Bard and Bing Chat

19. Social Media Subscriber Analysis Using ChatGPT, Bard and Bing Chat

6. AIChatGPT for Comprehensive QuestionsAnalysis Part 3 Financial Research

1.1 Financial Model and Valuation Template.xlsx

1. Introduction to Financial Analysis Using ChatGPT

2. Stock Details Analysis Using ChatGPT, Google Bard and Microsoft Bing Chat

3. Guidance Analysis Using ChatGPT, Bard & Bing Chat (Double Check AI's Results)

4. Revenue and EPS Expectations Analysis Using ChatGPT, Bard and Bing Chat

5. Historical Revenue Growth Analysis Using ChatGPT

6. Competitions Revenue Growth Analysis Using ChatGPT

7. Historical EPS Growth Analysis Using ChatGPT

8. Competitions Historical EPS Growth Analysis Using Google Bard

9.1 Financial Model and Valuation Template.xlsx

9. How Does An Income Statement Work

10. How Does a Balance Sheet Work

11. How Does a Cash Flow Statement Work

12. Historical Gross Margin Analysis Using ChatGPT

13. Competitions Historical Gross Margin Analysis Using ChatGPT

14. Historical Operating Margin Analysis Using ChatGPT

15. Competition's Historical Operating Margin Analysis Using ChatGPT

16. Price to Earnings (P E) and Price to Revenue (P R) Explained

17. Historical P E and PEG Ratio Analysis Using Google Bard

18. Competition's Historical P E and PEG Valuation Analysis Using ChatGPT and Bard

19. Price to Revenue Analysis Using Bard

20. Competition's Price to Revenue Analysis Using ChatGPT and Bard 1

21. Analyzing Seasonality Using Bing Chat

22. Accounting Red Flags Auditor Change Analysis Using AI Products

23. Accounting Red Flags CFO Change Analysis Using ChatGPT

24. Accounting Red Flags Accounts Receivable Versus Revenue Growth Using ChatGPT

25. Accounting Red Flags Revenue Versus Deferred Revenue Growth Analysis Using Bard

26. Accounting Red Flags Inventory Vs. COGS Growth Analysis Using ChatGPT

27. Accounting Red Flags Earnings Restatement Analysis Using ChatGPT

28. Accounting Red Flags Changes in Disclosure Analysis Using ChatGPT

29. Accounting Red Flags Organic Growth Analysis using ChatGPT

30. Accounting Red Flags GAAP Vs. Non-GAAP Changes Analysis Using ChatGPT

31. Accounting Red Flags Changes in Revenue Recognition Analysis Using ChatGPT

32. Accounting Red Flags Charges and Write-offs Analysis Using Chat GPT and Bard

33. Accounting Red Flags Lawsuits Analysis Using ChatGPT

34. Accounting Red Flags Other Accounting Issues Analysis Using ChatGPT

7. AIChatGPT for Comprehensive Analysis Part 4 Financial Model & Forecasting

1.1 Financial Model and Valuation Template.xlsx

1. Introduction to Financial Modeling

2. 25 Financial Modeling Best Practices Part 1

3. 25 Financial Modeling Best Practices Part 2

4. Part 1 of Adding FInancial Data to Models With ChatGPT, Bard, Bing Chat & Claude

5. Part 2 of Adding Financial Data to Models With ChatGPT, Bard, Bing Chat & Claude

6. Forecasting Revenue

7. Forecasting the Financial Statements

8. AIChatGPT for Comprehensive Analysis Part 5 Valuation & Target Price Forecast

1. Introduction to Valuation

2. Part 1 of Discounted Cash Flow (DCF) Valuation

3. Part 2 of Discounted Cash Flow (DCF) Valuation

4. Price to Revenue Valuation

5. Price to Earnings Valuation

6. Blended Average Target Price

9. AIChatGPT for Comprehensive QuestionsAnalysis Part 6 Technical Analysis

1. Introduction to Technical Analysis

2. Technical Analysis Using ChatGPT, Bard and Bing Chat

10. Using AI to Create an Executive Summary of Our Research Report

1. Doing a One Page Executive Summary on Our Research Document Using AI

11. Congratulations! Course Conclusion and Next Steps

1. Course Conclusion and Next Steps

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تولید کننده: Udemy