Learning path
Learning AI as an Investment Analyst
This learning path shows investment analysts how to use AI for filings, calls, models, and reports. You start with setup, connect your AI, then practice prompts built for the job.
Your path
First steps
- Step 1Answer the setup questionsYour job, tasks and AI, so everything fits.
- Step 2Connect your AI: get an expert co-worker for your jobAdd one link to the ChatGPT, Claude or Grok you already use. From then on your own AI knows your work as an investment analyst, and helps like an expert sitting next to you.
- Your daily brief, inside your AI. Just type "Good morning" for the AI news and tools that matter for investment analysts, picked from everything that came out yesterday.
- New ideas every day, each with the prompt to do it, plus a short lesson in the right order for your level.
- Nothing to install, nothing to learn. Connect once and keep working the way you do now. It stays up to date by itself.
- Step 3Give your AI the skills of a top investment analystYour AI becomes a specialist in your job: it picks the right skill by itself, the moment you need it.
- 6,000+ ready-made skills, with the ones for investment analysts picked for you: reports, analysis, emails, planning and more, done the expert way.
- 4,000+ MCP services that link your AI to the apps you already use, like your calendar, email, CRM or spreadsheets, so it can look things up and get work done there too.
- Build your own apps without coding. Your AI builds tools for your business from 2,000+ step-by-step app plans, so you stop paying for apps you could own.
- Always the newest. New skills and services are added every week and arrive in your AI by themselves.
- Skills picked for investment analysts: cfo investment research analystfinance investment researcherfinancial modeling and analysis assistantfinancial modeling assistantportfolio insight reportsdata analysisinvestment evaluation assistantfinancial modeling copilot
Take the prompt courses
A short framework course to learn how to ask, then 8 lessons with ready-to-use prompts for investment analysts.
Start with this framework: how to talk to AI
Prompt framework course
RACE Prompt Framework: Role, Action, Context, Expectation
RACE fits investment analysis by defining role, action, context, and expected quality when you draft a buy recommendation for a tech stock.
Then your prompt course for investment analysts
Prompt course
AI for Investment Analysts (Prompt Course)
- 1Summarize Financial Statements3 prompts
- 2Digest Earnings Calls And News3 prompts
- 3Research Industries And Competitors3 prompts
- 4Build Valuation Models3 prompts
- 5Work Faster In Excel3 prompts
- 6Draft Investment Reports3 prompts
- 7Monitor And Communicate Performance3 prompts
- 8Handle Admin And Learning3 prompts
Watch the video courses or add them to your Favorites for later
103 video courses our AI picked for investment analysts, most useful first. Save the ones you want to watch later with the heart.
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Show all 103 video courses
Get certified, or add certifications to your Favorites
Every course ends in an exam and a certificate you can add to LinkedIn. Save the certifications you are aiming for with the heart.
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More certifications for investment analystsShow all 24 certifications
About this learning path
7 topicsAI for investment analysts, from filings to reports
You already spend your days reading filings, listening to calls, and building models. AI can take the first pass of that work, so your judgment goes where it matters most.
This path is built for analysts who are not technical. You set up your AI, connect it to the tools you already use, and learn prompts that match the tasks in front of you each week.
Why this matters now
Analyst work is full of long documents and tight deadlines. AI helps you get through the reading and the first draft faster, which leaves more room for the thinking your team actually pays for.
Clients and portfolio managers still want your judgment. The tools simply remove some of the grind that sits between the data and the decision.
What the path includes
You begin with a few setup questions so the path fits your role and the tools you already have. Then you connect your AI, learn the skills that matter for an analyst, and work through this prompt course.
Alongside the prompts, you get video courses chosen for investment work, and each one lists the certification you can earn when you finish.
How it saves you time
The prompts cover the tasks that eat your week: summarizing statements, pulling apart earnings calls, sizing up a sector, and drafting reports. Each one turns a long chore into a short first pass you can check and refine.
Most analysts find the time they win back goes into the parts of the job that need a human: judgment, relationships, and the story behind the numbers.
How it protects your career
Using AI well is becoming a normal part of analyst work, and the people who can direct it clearly are the ones teams keep. You learn where AI helps and where it must not decide, so your name stays on work you trust.
You also learn to check output, protect client data, and keep your reasoning visible, which matters in a field built on trust.
What you will practice
Every lesson ends with something you can use the same day, from a cleaner model to a sharper summary of a call. You practice on the kind of material you already handle, so the skills stick.
There is no theory for its own sake. You work on filings, transcripts, spreadsheets, and report drafts.
How to start
Answer the setup questions, connect your AI, and take the prompt course first. Then pick the video courses that match the gaps in your week.
Set aside a little time each day. A few focused sessions are enough to change how your week feels.
Frequently asked questions
Do I need to know how to code?
No. Everything here is done in plain language with tools like ChatGPT, Claude, or Gemini. If you can write an email, you can follow the lessons.Will this replace my judgment?
No, and it should not. AI gives you a faster first pass, and you decide what is right. The course shows you how to check the work and where to slow down.How long does the path take?
Most people move through the prompt course in a few sittings and add video courses as their schedule allows. You can go at your own pace and come back to any lesson.Is client data safe?
The course covers privacy for analyst work, including what to leave out of a prompt and when to use your firm's approved tools. Follow your company's rules first, always.