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Prompt course · 8 lessons · 24 prompts · 1 hour · Beginner

AI for Investment Analysts

A prompt course for investment analysts, covering filings, earnings calls, valuation models, Excel, and report drafts. Each lesson gives you prompts you can use the same day.

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What you'll learn

  • Read filings faster: Turn long financial statements into a short summary of what changed and why it matters.
  • Hear the signal: Pull the key points out of earnings calls, press releases, and headlines without reading every word.
  • Map a sector: Build a clear view of an industry, its main players, and what is shifting.
  • Start your model: Get a solid first set of assumptions, discount rates, and multiples for a valuation.
  • Move faster in Excel: Get formulas, scenarios, and clean data into your model with less friction.
  • Draft the report: Produce a clear, balanced first draft of the written work your team expects.
  • Explain performance: Describe what happened in a portfolio and make a recommendation you can stand behind.
  • Clear the admin: Handle meeting prep, compliance checks, and quick learning that surrounds the analysis.

What's inside

8 lessons · 24 prompts
  1. Before you start · framework course RACE Prompt Framework: Role, Action, Context, ExpectationRACE fits investment analysis by defining role, action, context, and expected quality when you draft a buy recommendation for a tech stock.
  2. Start here Priya's Wednesday, two waysA day in the life of an Investment Analyst, before and after these prompts.
  3. 01 Lesson 1 · 3 prompts Summarize Financial Statements
  4. 02 Lesson 2 · 3 prompts Digest Earnings Calls And News
  5. 03 Lesson 3 · 3 prompts Research Industries And Competitors
  6. 04 Lesson 4 · 3 prompts Build Valuation Models
  7. 05 Lesson 5 · 3 prompts Work Faster In Excel
  8. 06 Lesson 6 · 3 prompts Draft Investment Reports
  9. 07 Lesson 7 · 3 prompts Monitor And Communicate Performance
  10. 08 Lesson 8 · 3 prompts Handle Admin And Learning

About this course

7 topics

Prompts that carry the first pass of analyst work

Investment analysis is a lot of reading, modeling, and writing under time pressure. This course gives you prompts that handle the first pass of each, so you spend your hours on judgment instead of typing.

The lessons follow the order of a real week: statements, calls, industry research, models, spreadsheets, reports, performance updates, and the admin around them. You can start at the beginning or jump to what is urgent.

  1. The lessons
    1. Summarize Financial Statements: Turn long filings and raw numbers into clear takeaways you can act on.
    2. Digest Earnings Calls And News: Pull the signal out of transcripts, press releases, and headlines without reading every word.
    3. Research Industries And Competitors: Build a structured view of a sector, its players, and what is changing.
    4. Build Valuation Models: Get a solid starting point for assumptions, discount rates, and multiples.
    5. Work Faster In Excel: Get formulas, scenarios, and clean data into your model without the usual friction.
    6. Draft Investment Reports: Produce clear, balanced first drafts of the written work your team expects.
    7. Monitor And Communicate Performance: Explain what happened in a portfolio and make a clear recommendation.
    8. Handle Admin And Learning: Cover the meeting prep, compliance checks, and quick learning that surrounds the analysis.
  2. What the course covers

    Eight lessons follow the rhythm of analyst work, from reading statements to explaining performance. Each one gives you prompts, examples, and a way to check the output.

    You will not learn to code or memorize commands. You learn how to ask for what you need and how to tell when the answer is good.

  3. How the lessons connect

    The early lessons feed the later ones. A clean summary of a filing becomes the base for your model assumptions, and the model becomes the base for your report.

    Work through them in order the first time, then return to any lesson when a task lands on your desk.

  4. How to use the prompts well

    Give your AI the context it needs: the company, the period, the question you are answering. Ask for a short answer first, then go deeper where it matters.

    Always check numbers against the source. Treat the output as a draft from a fast junior colleague, not as a final answer.

  5. Who this course is for

    It is built for investment analysts, research associates, and anyone who supports investment decisions. No technical background is needed.

    If you already use AI now and then, the course will help you use it with more control and better results.

  6. Safety and privacy for this job

    Client and market data need care. The course shows you what to leave out of a prompt, how to work with anonymized examples, and when to use your firm's approved tools.

    Follow your compliance rules first. When in doubt, ask before you paste.

  7. Your next step

    Start with the first lesson and bring a real filing or transcript you are working on. By the end of the course you will have a set of prompts you can reuse every week.

    Then keep the ones that fit your workflow and share them with your team.