AI for Investors & Analysts is a course in using AI for financial analysis, from reading and summarising financial statements to news and sentiment summaries, comparing securities and tracking a portfolio, always checking the figures. It suits individual investors, analysts and research teams, and you leave able to build your own analysis assistant with Custom GPT or Gems.
Investors and analysts must read and process large volumes of data under tight deadlines: reading annual reports and financial statements, summarizing news and analyses, comparing securities and industries, preparing summaries and reports, and monitoring portfolios and risk. These tasks demand both detail and time. Generative AI helps investors and analysts read and summarize faster, see the picture more clearly, and free up time to focus on deeper analysis and their own decisions. This course is designed to help investors and analysts use AI in real work confidently and systematically, covering reading and summarizing statements and reports, news and sentiment summaries, comparison and reporting, portfolio monitoring,
setting up an assistant and knowledge base, to automation with n8n, plus a key principle: AI is only an analysis aid, not investment advice, numbers and sources must be verified every time, and data is handled under PDPA. All content is taught through workshops on real analysis tasks, finishing with a capstone project where learners set up an end-to-end AI toolkit for their own work. This course aims to build AI skills for data analysis, not to give investment advice, recommendations or solicitation. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level, no AI or programming background required.)
Course Details
A 2-day course, 6 hours per day (12 hours in total), delivered as a hands-on workshop with a capstone project. Beginner to Intermediate level, no AI background required. Important note: this course aims to build AI skills for data analysis, not to give investment advice, recommendations or solicitation; investment decisions are the learner's own responsibility. Learners take home an analysis prompt library, an analysis assistant (Custom GPT/Gem), statement and report summary templates, and a data-verification and PDPA checklist.
Section 1: AI in Investor and Analyst Work
Section 2: Prompts and Analysis Frameworks
Section 3: Reading and Summarizing Statements and Reports
Section 4: News and Sentiment Summaries
Section 5: Comparison and Summary Reporting
Section 6: Portfolio Monitoring and Data Organization
Section 7: Chatbots and Analysis Assistants
Section 8: Documents and Administration
Section 9: Analysis Automation with n8n
Section 10: AI Limits, Verification and PDPA
Section 11: Capstone Project and Real-world Adoption
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
Give the AI the actual financial statements or annual report and ask it to summarise revenue, profit, cash flow and debt, citing the page or table for every figure. Then check the key numbers against the source yourself, especially units such as thousands or millions, the reporting period, and separate versus consolidated statements, because AI can misread tables. Also read the notes to the accounts, which often contain one-off items a summary misses.
Sentiment analysis assesses whether news or commentary is positive, negative or neutral towards a company or industry. Collect articles from reliable sources over a set period, ask AI to rate each one's sentiment with its reasoning and main points, and then summarise the overall picture. Treat the result as context rather than a trading signal, and spot-check original articles to confirm the AI's ratings.
Set the comparison framework first, such as revenue growth, margins, ROE, debt-to-equity and cash flow, then give the AI each company's figures for the same period and ask for a table with a summary of strengths and weaknesses. Have it show how every ratio was calculated so you can check it. This course builds AI skills for analysis and is not investment advice; investment decisions remain the investor's own responsibility.
It suits individual investors, analysts and financial planners, research and data teams who read and summarise large amounts of information, and executives who follow market data. No AI or programming knowledge is needed, but you should be able to use spreadsheets, have some understanding of financial statements or investing, and bring your own questions or data to practise with, with sensitive details removed.
You will be able to use AI to read and summarise financial statements and annual reports while checking every figure, summarise news and sentiment, compare securities and write summary reports, track and organise your own portfolio data, build an analysis assistant in Custom GPT or Gems, and automate news gathering with n8n. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your analysis or research team, with examples adapted to your work, such as the report formats and data sources your team already uses. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
Marketing today demands fast content across many channels, constantly adjusted to data. Many marketing teams face the same problems: too much work, not enough time for creative thinking, and repetitive tasks such as writing captions, drafting emails,…
Hotels and resorts must communicate with and care for guests constantly: creating content and promotional images, writing room descriptions on OTAs, answering chats and managing bookings, handling reviews and replying in multiple languages, and looking after…
AI tools are now part of everyday work: chat assistants such as ChatGPT, Gemini, Claude and Microsoft Copilot, research tools such as NotebookLM, and AI that creates images, slides, video and audio. Yet many people still use AI only for general questions, get…
