Course overview
Start hereAI for Portfolio Managers
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Priya's Thursday, two ways

8 lessons · 24 prompts

A day in the life of a Portfolio Manager: what changes with these prompts.

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Priya is a portfolio manager at a mid-sized investment firm.

Priya starts her Thursday at 6:45 a.m. with a coffee and a stack of overnight news. Instead of reading every headline, she opens ChatGPT and uses the Market News Briefings prompt. She pastes in three headlines about central bank comments and a chipmaker earnings miss. The AI returns a short briefing with what happened and why it matters for her tech-heavy growth fund.

At 8:30, she has a call with an analyst about a healthcare stock. Before the call, she uses the Securities and Sector Research prompt in Claude to compare the company's revenue growth and margins with two peers. The AI also lists five questions she might ask. She picks three and adds her own about patent expirations.

After lunch, Priya needs to prepare for a risk review. She uses the Portfolio Risk Review prompt in Gemini. She enters her top ten holdings and the fund's mandate limits. The AI turns the risk data into a plain-English narrative and flags one position that is close to the limit. She checks the numbers herself, then sends the summary to her risk team.

By 3 p.m., she has also used the Performance Monitoring and Reporting prompt to draft commentary on the fund's month-to-date return. She edits it to sound like her. With the time she saved, she leaves at 5:30, picks up her daughter from soccer practice, and reads a novel for twenty minutes before dinner.

Before

  • Mornings lost to endless news reading.
  • Research notes pile up faster than answers.
  • Risk reviews feel like translating a foreign language.
  • Client updates wait until after hours.

After this course

  • Briefings ready before the first coffee.
  • Research calls start with sharper questions.
  • Risk narratives write themselves in plain English.
  • Client updates done before the market close.

What you'll learn

  • Market Briefings: Turn overnight news and economic releases into a short, plain-English briefing for your morning meeting.
  • Security Research: Have AI compare fundamentals, summarize earnings calls, and list questions for management.
  • Thesis Building: Structure buy, hold, or sell arguments and pressure-test them before committee.
  • Risk Review: Translate risk data into a clear narrative and check holdings against mandate rules.
  • Trade Planning: Plan rebalances and trade instructions with rationale, tax awareness, and desk-ready notes.
  • Performance Notes: Turn performance and attribution data into commentary that explains what happened and why.
  • Client Reviews: Prepare client reviews, meeting answers, and change communications without jargon.
  • Committee Prep: Create committee documents, compliance checklists, and review deck outlines for governance work.

How this course works

  1. 8 lessonsOne task of your job each, from market news briefings to committee and compliance prep.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.