Guide

How-To Guide for Investment Finance

Practical prompts, workflows, and model tips for research, screening, and valuation—using the same UI rhythm and colors as the rest of the site.

🧠 Run Deep Research with AI Tools

Deep Research Tools UI

The tools available within ChatGPT for investment workflows now include:

  • Create an image: Visualize concepts, strategies, or charts for presentations or reports.
  • Search the web: Access real-time financial news, macroeconomic data, or company updates.
  • Write or code: Generate Python, SQL, or Markdown for data analysis and reporting.
  • Run deep research: Combine reasoning, summarization, and citations to synthesize in-depth insights.

Choosing the Right GPT Model for Finance

🔍 Use Case 1: Analyzing a Stock

  • Extract financial ratios from 10-Ks or earnings transcripts
  • Evaluate price performance, volatility, or benchmark comps
  • Draft investment theses or summarize statements

Best Model: GPT-4 Turbo — handles complex financial documents efficiently.

💬 Use Case 2: Sentiment Analysis

  • Interpret tone from forums, social comments, and headlines
  • Summarize bullish/bearish perspectives and sector shifts

Best Model: GPT-4 Turbo or GPT-4 — better nuance/sarcasm handling.

💼 Use Case 3: Portfolio Screening

  • Screen stocks (e.g., P/E < 15, ROE > 10%)
  • Generate summaries and draft memos

Best Model: GPT-3.5 — fast and cost-effective for structured tasks.

Prompting Techniques

  • “Act as an equity analyst with 10 years’ experience.”
  • “List the top 5 ETFs by 5-year annualized return.”
  • “Summarize a 10-K in 3 bullet points.”
  • “Compare valuations using DCF assumptions.”
  • “Report format: • Summary • Metrics • Recommendation.”