Course Information
Course Overview
Step-by-Step AI Equity Research: Analyze Stocks & Key Ratios Using ChatGPT Prompt Templates—NO Excel, Coding or Jargon
This course contains the use of artificial intelligence.
Confidently analyze any stock and write a professional investment summary using AI—NO spreadsheets required.
Learn how to analyze stocks like a pro — using only Yahoo Finance and ChatGPT, taught by a NISM-Certified Analyst and Salesforce & AWS-Certified AI Specialist.
Beginner Friendly/No Experience Needed
This hands-on course guides you step by step through the entire equity research process using free, beginner-friendly tools and artificial intelligence. You'll discover how to collect real stock market data, interpret key financial ratios, detect red flags, assess a company’s competitive moat, and write a professional-grade fundamental analysis report using ChatGPT as your AI research assistant — all WITHOUT Excel models or complex tools.
Downloadable AI prompt worksheets and templates included, plus global coverage for all major stock exchanges.
Whether you're an individual investor, a student, or someone exploring smarter ways to conduct stock research, this beginner friendly course will teach you how to think like an analyst and write like an investor — using ChatGPT (or any other Generative AI tool) as your assistant. No finance background needed.
Whether you're focused on investment analysis of the Indian stock market, U.S. equities, or global stocks, this approach to stock market fundamental analysis will help you build strong, repeatable research habits and make informed investment decisions.
Yahoo Finance provides free financial data from over 90 stock exchanges globally — including the U.S., India, Hong Kong, Japan, the U.K., Germany, and more.
By the end of this course, you’ll be able to:
Use Yahoo Finance to extract key stock market data in minutes
Prompt ChatGPT to analyze valuation, earnings power, and financial health
Evaluate Profitability (ROE, EPS) and Valuation (P/E Ratio)
Assess Risk (Debt/Equity, Free Cash Flow) and Operational Moats
Identify red flags in financials using AI-powered fundamental analysis
Create a complete 1-page investment summary — GPT-assisted but human-guided
Apply your skills to any stock — even with no finance background
What Makes This Course Unique:
No fluff. No spreadsheets. Just real stock market investing research using GPT + Yahoo Finance
Structured learning with worksheets, templates, and prompt engineering examples
Ready-to-Use Equity Research Prompts included
Step-by-step guide to research stock from any stock market and prompting techniques for equity research with ready prompt templates
Focused on reasoning, not memorization
Includes final synthesis: ChatGPT-powered stock investing recommendation
Ideal for: (Beginner Friendly/No Experience Needed)
Retail and long-term stock investors
finance professionals , equity analysts and students building equity research skills
Investment advisors and independent analysts
Learners exploring the share market or anyone wanting to improve their stock analysis approach using AI tools.
Anyone who wants to use ChatGPT and prompt engineering to improve their stock market investment decisions using Gen AI
Tools You’ll Use:
ChatGPT (Free or Plus) or any other GPT-based Generative AI tool (e.g., Claude, Gemini, Microsoft Copilot)
Yahoo Finance (Free)
Downloadable worksheets and GPT prompt templates
Course Content
- 6 section(s)
- 43 lecture(s)
- Section 1 Getting Started with AI-Powered Equity Research
- Section 2 Prompt Engineering for Equity Research with AI
- Section 3 Understand the Business
- Section 4 Analyze Key Metrics
- Section 5 Red Flags & Competitive Positioning
- Section 6 Final Investment Summary
What You’ll Learn
- Use ChatGPT to analyze global stocks using only Yahoo Finance and structured ChatGPT prompts — NO finance background, NO Excel (spreadsheets), Use ChatGPT to interpret key financial ratios like P/E, ROE, EPS, and Free Cash Flow to assess valuation, profitability, and risk., Use ChatGPT to detect red flags, evaluate a company's competitive positioning, and synthesize insights like an equity research analyst., How to create a professional 1-page investment summary using ChatGPT responses and publicly available stock market data., How to apply AI for equity research, stock investing, and fundamental analysis across markets like the U.S., India, Hong Kong, and more., How to use a complete library of prompt templates to guide GPT through every step of the stock analysis process.
Skills covered in this course
Reviews
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NNg Kai Fai
horrible course and not worth to be rated as a course