Welcome to the ultimate directory for GenAI-powered investing insights! This page is your one-stop hub for all my YouTube videos (57 Videos with around 6 hours of learning), covering topics like ChatGPT’s role in fundamental investing, technical analysis, prompt engineering, GenAI Model comparisons and different kinds of use cases to deploy GenAI in investing. Whether you’re a beginner or an experienced investor, these videos will help you leverage AI tools effectively for smarter decision-making. These videos are grouped under different categories to help you pick the most suitable pack.
This blog page will be regularly updated with new videos, so bookmark it and check back often! (Last update May 20, 2025)
PROMPT LIBRARY: Click here to download the list of all prompts used in these videos. Mere prompts may not help much. You still need to see the videos to co-related, the usage of these prompts and type of input to be shared with the mode.
A must-watch if you are entirely new to GenAI and prompting.
Prompting
- Prompting in investing
- Politeness in Prompts – Does it matter?
- Prompting 101 for Investing
- Save the prompts in the Video to your Notepad
- Understanding the limits of input (Prompts) and output
Capabilities of GenAI Models: The capabilities discussed here are only the ones that we could mostly use for stock investment.
- Use of ChatGPT for Fundamental Investing and Trading
- How to upload and summarize a document
- Multi-lingual capability of ChatGPT
- Text and Image recognition
Comparison of different models: These two videos compare the capabilities of ChatGPT, Gemini and Claude. These models would behave differently for the same input and prompt.
Gen AI for Investing – Summary (Summary of all the above videos)
Prompting for analyzing Concall Summary
Companies regularly hold conference calls (concalls) with analysts, where management responds to a wide range of questions about business performance, strategy, and outlook. These discussions are later made available as transcripts.
In this 4-part video series, you’ll learn how to use structured prompts to extract key insights from these transcripts. These are not just for generating basic summaries—they’re designed to help you uncover deep, meaningful insights that can inform your investment decisions.
Summarizing Investment Documents
These videos help with stuctured prompts that help you to summarise reports like Howard Marks’s memo, BRK Shareholder Letters, MOSL Wealth Creation Studies, etc.
Management Quality
There are multiple mechanisms to evaluate Management quality. These are very much available in Annual reports. The videos below help you to gather insights about Management from Auditor’s report and MDA section of the Annual report.
- Auditors Report Explained – Read this first, before viewing the next video.
- Structured Prompting for Auditors Report Analysis
- Understanding the MDA section of Annual Report – Read this first, before viewing the next video.
- Prompts to Analyse the MDA section
10 Years Financial Statement Analysis
Studying a company’s 10-year financial statements can reveal valuable insights about its past decisions, growth trajectory, and overall performance. I’ve previously written a detailed blog titled, How to Analyse 10 year Financial Statements that covers this topic in depth. I highly recommend reading that post first, as it will provide a strong foundation before you dive into the videos in this series.
Balance Sheet
P&L Statement
Cash Flow Statement
Analysis from Annual Report
Financial Statement Analysis
Balance Sheet Analysis
P&L Analysis
Cash Flow Statement Analysis
Conclusion
As GenAI continues to evolve, staying informed is key to maximizing its potential in investing and analysis. If you find the content valuable, don’t forget to subscribe to my YouTube channel and share your thoughts in the comments. Happy learning! 🚀
Hope you found this blog useful. Do share my blogs with your friends, peers and fellow investors.
Great ! Very interesting , informative and useful to the investors community. Thanks for your time.
Contents to be studied all put at one place.
THANK YOU SIR FOR SHARING SUCH WONDERFUL CONTENTS, SUPPER LEARNING JI..
Have just begun and watched the 1st three videos. Awesome. I am going to share with my friends.