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.

Beginner

Finance

Start the path

Your path

Everything in the Investment Analyst AI kit, in the order that makes sense. Members tick off each step and see their progress.

Day 1 · 15 minutes

Set up your AI

We guide you through each click.

Add the Investment Analyst AI kit to your AIDownload it for your AI (it installs as a plugin) and follow the steps

Set-up

Optional: connect the AI CoachYour kit stays up to date by itself, plus a daily brief in your AI

AI Coach

Course: AI for Investment AnalystsHow to talk to AI for your job

Prompt course

Try: Summarize Financial StatementsLike "Summarize A 10-K Filing"

Prompts

Try: Digest Earnings Calls And NewsLike "Summarize An Earnings Call Transcript"

Prompts

Week 1

Let skills do your everyday tasks

Financial statement analystReads income statement, balance sheet, and cash flow: ratios, trends, common size, DuPont, and earnings quality flags.

Skill

Cfo investment research analystMixes valuation, sector research, risk, portfolio optimization, ROI measurement, and M&A or real estate analysis.

Skill

Financial modeling assistantBuilds forecasts, pro forma statements, scenarios, capital budgets, capital structure, pricing, and M&A models from your figures.

Skill

Course: RACE Prompt Framework: Role, Action, Context, ExpectationPrompt framework course

Certificate

Week 2

Connect your apps and pick your AI apps

Yahoo Finance MCP serverAsk your AI for stock prices, news, charts and company data from Yahoo Finance.

MCP server

SECfinapi MCP serverAsk your AI for US public company financials from SEC filings, like revenue, balance sheets and ratios.

MCP server

finbarFinbar streamlines financial analysis by automating data extraction from thousands of companies, enabling analysts to update models in seconds. Trusted by top h

AI app

PentaCuePentaCue empowers finance professionals with advanced analysis of SEC filings, offering real-time EDGAR data access and precise citations. Its transparent AI he

AI app

Course: How to Integrate ChatGPT into Microsoft ExcelVideo course

Certificate

Week 3

Hand whole tasks to AI agents

Financial Model Formula Repair AgentA model that passes all test cases after the repair.

AI agent

Round Cap Table Modeling AgentA pro forma cap table and scenario table showing the fund's post-round ownership

AI agent

Course: ChatGPT Power User Guide: Boost Productivity, Creativity & Research FastVideo course

Certificate

Week 4

Build your own tools

Cited filing and transcript research workspaceKeeps every filing and transcript quote traceable, so your research answer survives review.

App to build

Longbridge FundamentalsPull financial statements, valuation multiples, and company profiles for HK/US/A-share/Singapore stocks via Longbridge.

Grok Bot

Course: Imrpove Your Excel Skills with ChatGPTVideo course

Certificate

Course: Excel Copilot CourseVideo course

Certificate

After that

Keep growing

AI Coach: your daily brief and weekly certificationNews, tools and one idea a day for investment analysts

AI Coach

RACE Prompt FrameworkTake the exam and get certified

Certificate

Integrating ChatGPT with Microsoft ExcelTake the exam and get certified

Certificate

Everything for investment analysts

All the courses, certifications, AI tools, MCP servers and apps for investment analysts, most relevant first. Open any list to see more.

About this learning path

7 topics

AI 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.

Start this path

Become an AI expert investment analyst

$9/month, billed yearly

The full Investment Analyst AI kit
10 courses and certificates
Track your progress, step by step
We guide you through every step

Get my AI kit

The Investment Analyst AI kit

Every skill, prompt, AI agent and connection in the kit.

Open the AI kit →

At a glance

Type: Learning path
Level: Beginner
For: Finance
Steps: 9
Video courses: 103
AI tools: 24
MCP servers: 12
Apps to build: 7
Updated: September 28, 2026

Your learning path

The courses for your job, in the right order

Picked for your job from our 700+ courses
Every course ends in a certificate
Part of your job's AI kit, with skills and AI agents

500+ jobs · no sign-up to look

Watch, then get certifiedAn exam after every course and a certificate for LinkedIn.

Your path

Set up your AI

Let skills do your everyday tasks

Connect your apps and pick your AI apps

Hand whole tasks to AI agents

Build your own tools

Keep growing

Everything for investment analysts

Take the prompt courses

RACE Prompt Framework: Role, Action, Context, Expectation

AI for Investment Analysts (Prompt Course)

Watch the video courses or add them to your Favorites for later

How to Integrate ChatGPT into Microsoft Excel

ChatGPT Power User Guide: Boost Productivity, Creativity & Research Fast

Imrpove Your Excel Skills with ChatGPT

Excel Copilot Course

Stop Prompting AI Wrong: Context-First Prompt Engineering

AI Data Analysis With LLMs: Clean, Explore, Automate

AI-Powered Financial Modeling with ChatGPT

How to Use ChatGPT from Beginner to Professional

AI in Word, PowerPoint, Excel with Microsoft Copilot

AI Fundamentals from Google Experts | Professional Certificate

What is Generative AI and how does it work?

How to Use ChatGPTs Custom Instructions

Microsoft Copilot AI, Full Course For Beginners

Excel Copilot: 20 Essential AI Features for Effortless Data Analysis & Productivity

ChatGPT Prompt Engineering: Proven Techniques for Powerful AI Results

Becoming an Ultimate Prompt Engineer Specialist (from Beginner to Profesional)

Excel Formatting and AI Automation: Boost Productivity with Advanced Techniques

Google Gemini AI Free Course: Setup, Prompts, Tools & Gems

Claude Cowork 101: Setup, Connectors & Automation (Free)

Claude AI Tutorial for Beginners: Build Your Complete AI Workflow

How to use GPT for Sheets Plugin in Google Sheets

Understanding ChatGPT projects

Microsoft AI Copilot in OneDrive

How to Use Microsoft Copilot in Microsoft Word!

Microsoft Copilot in Outlook & Teams

ChatGPT Agent Mode: Automate Workflows, Research, and Daily Tasks

How to use Google Sheets Built-in AI capabilities

Prompt Engineering Tutorial – Master ChatGPT and LLM Responses

GPT-5 Features Made Simple: Complete Beginner’s Guide to New Capabilities

Microsoft 365 Copilot Agent Builder: Create & Customize AI Agents Hands-On

Data Analysis with Claude

ChatGPT Agent Mode: Features, Setup, and Powerful Use Cases Explained

How to Use Generative AI in Corporate Finance Full Course

Google NotebookLM + Gemini Course: Deep Research & Workflows

Advanced Prompt Engineering for LLMs: Workflows & Templates

How to use GPT for Docs Plugin in Google Docs

Google's 9 Hour AI Prompt Engineering Course In 20 Minutes

ChatGPT Productivity Tips for Work

How AI & LLMs are Shaping Financial Advice, Analysis, & Risk Management Part 1 - by MIT

ChatGPT Projects Course: Setup, Memory, Tools & Workflows

Build Powerful Research Agents with Relevance AI: Beginner’s Guide

ChatGPT for Data Analytics: Full Course - from Beginners to Professional

Grok AI Essentials: Clear Prompting, Features, and Practical Strategies

Understanding the top AI Tools For Finance

Ultimate Guide to Bing AI Copilot

Perplexity AI Tutorial: Features, Search, and Troubleshooting Guide

ChatGPT vs Gemini vs Grok: Ultimate Guide to Top AI Model Features & Comparison

How to Create your own Custom GPTs in ChatGPT for beginners

Use AI as a Creative or Expert Partner | Google Prompting Essentials

Essential AI Skills: Prompt Engineering, Agents, Open-Source AI

How to Use Claude 3.7 AI - Tips for Beginners!

Using Perplexity AI - AI-Powered Search Engine

NotebookLM Essentials: Quick Guide to Features, Study Tools, and Workflows

Prompt Engineering Fundamentals: Key Techniques for Generative AI Developers

Perform a Financial Analysis With AI in 5 minutes

Why AI Adoption Stalls by Week 3-6 Management Skills That Work

AI & LLM Essentials: 20 Core Concepts in 40 Minutes

Using AI for your Email handling

How to Track Tasks with Microsoft Copilot

Automate Your Business with AI: My No-Code 10x Faster Workflow

Using Writing Prompts Like a Pro - Google Prompting Essential)

NotebookLM Complete Guide: AI-Powered Data Analysis & Study Tools Tutorial

Claude AI for Beginners: Complete Starter Guide

Brainstorming with ChatGPT

Create Expert Presentations Fast: AI Prompt Strategies with GenSpark & Claude

AI Super Agent Showdown: Perplexity Labs vs Manus vs GenSpark Comparison

AI Inbox Agent: No-Code Email Automation for Beginners

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