Ai-Powered Equity Research With Chatgpt & Yahoo Finance

Analyze global stocks step by step using free data and ChatGPT prompts for stock research — no finance background needed

What you'll learn

How to analyze global stocks using only Yahoo Finance and structured ChatGPT prompts — no finance background or spreadsheets required.

How to interpret key financial ratios like P/E, ROE, EPS, and Free Cash Flow to assess valuation, profitability, and risk.

How 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 GPT 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.

Requirements

No experience required. The course is designed for all learners — from complete beginners to active investors.

Description

Learn how to analyze stocks like a pro — using only Yahoo Finance and ChatGPT.This hands-on course guides you step by step through the entire equity research process using free, beginner-friendly tools. 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 — all WITHOUT Excel models or complex tools.Whether you're an individual investor, a student, or someone exploring smarter ways to conduct stock research, this course will teach you how to think like an analyst and write like an investor — using ChatGPT as your assistant. No finance background needed.This approach works for analyzing stocks in all major markets, and Yahoo Finance provides data for over 90 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 minutesPrompt ChatGPT to analyze valuation, earnings power, and financial healthEvaluate Profitability (ROE, EPS) and Valuation (P/E Ratio)Assess Risk (Debt/Equity, Free Cash Flow) and Operational MoatsIdentify red flags in financials using AI-powered fundamental analysisCreate a complete 1-page investment summary — GPT-assisted but human-guidedApply your skills to any stock — even with no finance backgroundWhat Makes This Course Unique:No fluff. No spreadsheets. Just real stock market investing research using GPT + Yahoo FinanceStructured learning with worksheets, templates, and prompt engineering examplesFocused on reasoning, not memorizationIncludes final synthesis: ChatGPT-powered stock investing recommendationIdeal for:Retail and long-term stock investorsStudents building equity research skillsInvestment advisors and independent analystsAnyone who wants to use ChatGPT and prompt engineering to improve their stock market investment decisions Tools You’ll Use:ChatGPT (Free or Plus) or any other GPT-based AI tool (e.g., Claude, Gemini, Microsoft Copilot)Yahoo Finance (Free)Downloadable worksheets and GPT prompt templates

Overview

Section 1: Getting Started with AI-Powered Equity Research

Lecture 1 Welcome to the Course

Lecture 2 Instructor Introduction

Lecture 3 What You’ll Learn & Build

Lecture 4 Disclaimer

Lecture 5 How ChatGPT , Gemini, Microsoft Copilot, Claude, etc.. Fits In

Lecture 6 Types of Stock Analysis

Lecture 7 Tools You'll Need (Free Tools Only)

Lecture 8 How to Search Stocks Globally on Yahoo Finance

Lecture 9 AI Stock Research Worksheet Template - Use for Research & Analysis - DOWNLOAD

Lecture 10 Final Investment Summary Template- DOWNLOAD

Section 2: Prompt Engineering for Equity Research with AI

Lecture 11 What Is Prompt Engineering and Why It Matters

Lecture 12 Types of Prompts and When to Use Them

Lecture 13 How to Structure a Good Prompt

Lecture 14 Good vs Bad Prompts

Lecture 15 Modify and Refine Prompts Like a Pro

Lecture 16 High-Value AI Prompt Templates for Equity Research + DOWNLOAD

Section 3: Understand the Business

Lecture 17 Why Understanding the Business Comes First

Lecture 18 How to Find Business Info on Yahoo Finance

Lecture 19 Use ChatGPT to Summarize the Business Model

Lecture 20 Business Overview Section - Worksheet

Lecture 21 Prompt Library (For Report): Business Model Summary Templates 1

Section 4: Analyze Key Metrics

Lecture 22 PE Ratio (Valuation)

Lecture 23 EPS (Earnings Power)

Lecture 24 ROE (Return on Equity)

Lecture 25 Profit Margin (Operational Moat)

Lecture 26 Revenue and Net Income (Scalability & Bottom Line Strength)

Lecture 27 Cash Flow (Financial Health)

Lecture 28 Debt/Equity Ratio (Risk)

Lecture 29 Combine Multiple Metrics (Advanced Prompt)

Lecture 30 Key Metrics Section - Worksheet

Lecture 31 Prompt Library (For Report): Key Metrics Templates 2

Section 5: Red Flags & Competitive Positioning

Lecture 32 What Are Red Flags in Stock Research?

Lecture 33 Use ChatGPT to Detect Red Flags

Lecture 34 Understanding Competitive Positioning & Moat

Lecture 35 Use ChatGPT to Evaluate the Company’s Moat

Lecture 36 Red Flag + Moat Prompt Combo

Lecture 37 Red Flags & Competitive Positioning Section – Worksheet

Lecture 38 Prompt Library (For Report): Red Flags & Competitive Positioning Templates 3

Section 6: Final Investment Summary

Lecture 39 What Goes in a Final Investment Summary

Lecture 40 Use GPT to Write the Final Recommendation

Lecture 41 How to Review and Improve GPT’s Summary

Lecture 42 Prompt Library (For Report) : Final Investment Recommendation Prompt Templates 4

Individual investors who want to analyze stocks smarter and faster using free tools,Finance and business students looking to build real-world equity research skills,Investment advisors and independent analysts exploring AI-driven research workflows,Stock market learners interested in mastering fundamental analysis without complex models,Anyone who wants to use ChatGPT and prompt templates for stock research and valuation,Investors from any country — including the U.S., India, Hong Kong, U.K., Japan, and more — using globally available Yahoo Finance data,Learners with no finance background who want a structured, step-by-step approach to stock analysis