AI for Investing: Analyze Stocks and ETFs with GenAI Tools

About this course

Generative artificial intelligence is transforming investment decision-making, enabling long-term investors to make smarter decisions. This course gives you the hands-on training to apply AI tools across the full spectrum of fundamental investment research — from analyzing individual companies to evaluating ETFs. Whether you're a long-term investor, finance professional, or a student, you'll learn how to best leverage GenAI tools.GenAI Tools CoveredChatGPTGoogle GeminiDeepSeekPerplexity AIMicrosoft CopilotCase Studies: Real Companies and ETFs FeaturedCompanies:NvidiaMicrosoftTarget CorpNetflixPalantirUnileverETFs:Rize Cybersecurity ETFiShares Blockchain and Technology ETFInvesco Internet ETF Learning OutcomesTransferrable GenAI Skills:Apply GenAI tools like ChatGPT, Gemini, Perplexity AI, Copilot and DeepSeek to analyze stocks and ETFsUse a 5-step GenAI prompting framework to get actionable insights from AI tools ETF Analysis with GenAI:Screen Exchange Traded Funds (ETFs) by thematic criteriaGenerate SWOT analysis of an ETFCompare risk profile and characteristics of two ETFsSimulate ETF performance based on future macroeconomic scenariosSet Up AI Assistant to help with investment researchStock Analysis with GenAI:Screen Stocks by Thematic CriteriaExtract Key Insights from Investor PresentationsAnalyze Earnings ReportsIdentify Key Risks from Earnings Calls