Use ChatGPT to Power Your ETF Research
Generative artificial intelligence is transforming investment decision-making, enabling long-term investors to make smarter decisions. This course gives you the hands-on training to apply AI tools across the full spectrum of fundamental investment research — from analyzing individual companies to evaluating ETFs. Whether you’re a long-term investor, finance professional, or a student, you’ll learn how to best leverage GenAI.
What you’ll learn
- Screen and analyze ETFs using GenAI tools.
- Use AI-driven scenario simulation to assess ETF performance under different macro conditions.
- Extract top holdings, sector exposure, and risks directly from ETF factsheets using AI.
- Compare ETFs by cost, diversification, correlation, and valuation with ChatGPT.
- Use a 5-step prompting framework to get actionable insights from AI.
Course Content
- Introduction to AI for ETF Investing –> 3 lectures • 38min.
- ETF Analysis using GenAI –> 6 lectures • 1hr 24min.
Requirements
Generative artificial intelligence is transforming investment decision-making, enabling long-term investors to make smarter decisions. This course gives you the hands-on training to apply AI tools across the full spectrum of fundamental investment research — from analyzing individual companies to evaluating ETFs. Whether you’re a long-term investor, finance professional, or a student, you’ll learn how to best leverage GenAI.
Case Studies: Real ETFs Featured
- Rize Cybersecurity ETF
- iShares Blockchain and Technology ETF
- Invesco Internet ETF
Learning Outcomes
Transferrable GenAI Skills:
- Apply GenAI tools like ChatGPT, Gemini, Perplexity AI, Copilot and DeepSeek to analyze stocks and ETFs
- Use a 5-step GenAI prompting framework to get actionable insights from AI tools
ETF Analysis with GenAI:
- Screen Exchange Traded Funds (ETFs) by thematic criteria
- Generate SWOT analysis of an ETF
- Compare risk profile and characteristics of two ETFs
- Simulate ETF performance based on future macroeconomic scenarios
- Set Up AI Assistant to help with investment research
Who Should Enroll
- Individual investors focusing on long term horizon seeking to enhance their fundamental research using AI tools
- Finance professionals aiming to streamline equity and ETF analysis
- Business students interested in practical applications of AI in finance
- Portfolio managers and analysts exploring new ways to assess investments.
Take your investment research to the next level with GenAI.
This course is for educational purposes only and does not offer financial advice.