📊 The AI-Powered Investor

Prompt Templates for Reading Filings Like an Analyst

📄 25 pages · 10 chapters

Reading a full 10-K cover to cover, parsing a dense earnings call for the one sentence that matters, comparing five companies' risk disclosures side by side — that used to require hours and a Bloomberg terminal. This guide shows tech-savvy retail investors exactly how to use AI as a genuine research accelerant, not an oracle you blindly trust.

What's inside:
You'll get an honest assessment of what large language models are actually good — and bad — at in investment research, plus prompt engineering fundamentals built specifically for financial document analysis. The guide includes ready-to-use prompt templates for analyzing 10-K and 10-Q filings and breaking down earnings call transcripts, along with comparative and competitive analysis prompts, portfolio tracking and review prompts, and risk and red-flag detection prompts. It also covers building a repeatable research workflow, verifying AI output against primary sources, and exactly what NOT to rely on AI for.

Who it's for:
Tech-savvy retail investors who want to use AI to research faster and more thoroughly — while keeping the actual investment judgment firmly in their own hands.

🎁 What You'll Gain:
🤖 Ready-to-use prompts for reading 10-Ks and earnings calls like an analyst
⚡ A faster, more thorough research process without sacrificing your own judgment
🎯 A clear sense of what AI is genuinely useful for in investing — and what it isn't
🔁 A repeatable workflow you can apply to any company you're researching

This is a digital product.