Artificial Intelligence (AI) is fundamentally changing the way we create, learn, and invest. This video unpacks how AI, and especially tools like ChatGPT, Grok, Gemini and Provue.ai, dramatically boost your edge in financial research. We'll spend some time on prompt engineering i.e. how best to structure your instruction clearly using six essential elements: task, context, example, persona, format, and tone
Further, the video explores 8 practical use cases of how AI is revolutionizing investing: 1. Education – Use AI as a financial tutor to simplify complex concepts and learn investment frameworks from investing legends in an iterative and interactive manner 2. Stock Screening using AI – Go beyond basic filters. You can now screen for “monopolies with 20%+ sales growth” or “cash-rich companies with expanding margins” — criteria that traditional screeners struggle with 3. Market News & Analysis – AI can pull analyst commentary, social media trends and brokerage ratings, saving you hours of manual research 4. Stock Analysis using AI – Platforms like Provue and NotebookLM allow deep dives into company financials, business models, risks and more — just by uploading a few PDFs 5. Fundamental Analysis using AI – Build full-fledged investment theses, backed by balance sheet metrics, competitive moats, governance flags and even 5-year outlooks 6. Technical Analysis using AI – AI can still analyze charts and technical indicators, or even set up alerts based on RSI or moving averages 7. Strategy Development using AI – Test investment ideas using scenario planning (e.g., oil price rise, GLP-1 pharma boom) and understand sectoral impacts 8. Portfolio Analysis with AI – Upload your investment data and get insights like performance attribution, risk concentration, asset allocation suggestions — even early retirement feasibility
👉 Video Chapters: 00:00 Artificial Intelligence 00:37 Evolution of AI 02:28 Importance of AI Prompts 04:58 How to Write a Good AI Prompt 11:00 Limitations of AI 12:33 Use Case 1: Education 14:57 Use Case 2: Screening Stocks with AI 16:19 Use Case 3: Market News & Analysis 17:50 Use Case 4: Analyzing Stocks using AI 20:20 Use Case 5: Fundamental Analysis using AI 22:11 Use Case 6: Technical Analysis using AI 23:07 Use Case 7: Strategy Development 24:25 Use Case 8: Portfolio Analysis using AI 25:25 Shankar Nath's Viewpoint
Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links
