How to Use AI to Research Stocks (With Brian Feroldi)
The Personal Finance Podcast
Three Core Prompting Techniques for Trustworthy Analysis
Andrew requests prompting techniques; Brian prescribes assigning a role, forcing citations from trusted sources, and giving stepwise instructions.
Join the community built to help you master your money, stay accountable, and reach financial freedom. 👉 Join Master Money Academy today!
Get all of Brian's Prompts from this episode here!
In this episode of The Personal Finance Podcast, Andrew teams up with Brian Feroldi—making his fifth appearance on the show—to reveal how to use AI as your personal junior analyst to research and analyze stocks faster without replacing your judgment, showing you how to tackle massive 10-K filings by giving AI the right structure to find signal instead of noise, breaking down companies into business models, moats, financials, and risks, plus walking through live demos of the exact prompts Brian uses to analyze businesses step-by-step, making fundamental analysis dramatically faster and more approachable for any investor.
How Andrew Can Help You:
- Listen to The Business Show here.
- Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enroll now and make this year count!
- Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here!
- Learn to invest by joining Index Fund Pro! This is Andrew’s course teaching you how to invest!
- Watch The Master Money Youtube Channel! ,
- Ask Andrew a question on Instagram or TikTok
- Learn how to get out of Debt by joining our Free Course
- Leave Feedback or Episode Requests here.
- Car buying Calculator here
Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast
- Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance
- Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com/PFP
- Acorns: Start investing automatically with Acorns and get a $5 bonus at Acorns.com/PFP
- Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn’t affect your credit score. Get started at chime.com/
- DELL: Get a new Dell AI PC starting at $749.99, at Dell.com/ai-pc.
- Thanks to Policy Genius for Sponsoring the show! Go to policygenius.com to get your free life insurance quote.
- Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at shopify.com/pfp
- Shop outdoor furniture, grills, lawn games, and WAY more for WAY less. Head to wayfair.com
- Go to https://joindeleteme.com/PFP20/ and Use Promo Code PFP for 20% off!
Connect with Brian Feroldi:
Connect With Andrew on Social Media:
Free Guides:
- The Stairway to Wealth: The Order of Operations for your Money
- How to Negotiate Your Salary
- The 75 Day Money Challenge
- Get out Of Debt Fast
- Take the Money Personality Quiz
Learn more about your ad choices. Visit megaphone.fm/adchoices
The AI-powered Podcast Player
