How to Use Perplexity for Finance
Infographic playbook that shows how to apply Perplexity’s finance models, tools, and prompt patterns to analyze data, monitor markets, and value investments.
Free Finance Resources
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ChatGPT Prompts to Invest Like Peter Lynch
Step-by-step prompt chain that screens and values stocks using Peter Lynch’s six category approach.
n8n AI Agent for Technical Analysis
.json template with my n8n AI agent that delivers chart-driven trading signals with automated technical analysis.
ChatGPT Features Explained
One-page cheat sheet that breaks down every ChatGPT tool and mode with investor-focused prompts and practical use cases.
AI Platform Comparison for Investing
Quick reference matrix comparing ChatGPT, Claude, Grok, Gemini, and Cursor across the full investing lifecycle so you can choose the best model for every task.
AI Automated Multiples Analysis
Mini ebook playbook showing investors how to automate comparable-company multiples and nail stock valuations with just two powerful prompts.
Top 100 AI x Finance Use Cases
Poster style guide with 100 AI powered workflows spanning entry level analysis through advanced automation across finance.
AI Prompting for Cathy Wood Style Stock Analysis
Step-by-step playbook showing investors how to leverage ChatGPT and other LLMs to screen, score, and value disruptive-innovation stocks like Cathie Wood.
Anatomy of an Advanced AI Prompt for Accurate Finance Results
A five-step framework that shows finance professionals exactly how to craft high-precision AI prompts—covering persona, objective, inputs, tone, and output structure.
Investor LLM Cheat Sheet: ChatGPT vs Gemini vs Grok vs Claude
Side-by-side infographic of each model’s pros, cons, and best investor workflows in one quick reference.
Prompt Engineering for Equity Investors: Unlocking AI in Stock Research
A deep-dive guide to mastering AI prompting techniques for stock analysis, valuation, and investment decisions.
ChatGPT Prompt Frameworks for Finance Pros
Five proven prompt structures like C-A-S-H and Y-I-E-L-D to streamline valuation, credit, and risk analysis.
ChatGPT for Excel: 20x Your Productivity
Turbocharge spreadsheets with AI-powered formulas, error-sniping, and workflow boosters.
Essential AI Stack for Investing
Curated toolbox of AI & no-code platforms every investor should know
Investing Reading Essentials Distilled by AI
Interactive GPT summaries of must-read investing books
AI Skills to Master
Skills to master to become an AI investing expert
Copy-Paste AI Prompts for Sentiment NLP
Extract and analyze market sentiment from social feeds with ready-made AI prompts
Federal Reserve Sentiment GPT
Gauge Fed sentiment and policy shifts in real time with custom GPT prompts
AI Prompting for Buffett Style Stock Analysis
A step-by-step guide to screen stocks with Warren Buffett’s framework using AI
AI Investing Prompts
Automate workflows and accelerate your investment research with proven AI prompts
AI Prompting for Ackman Style Screening
A comprehensive guide to using AI prompts for fundamental stock screening in the style of Bill Ackman.
2026 — Built by Dave Wang. Not financial advice, only for educational purposes.