The Investing for Beginners Podcast - Your Path to Financial Freedom Using AI for Stock Research: Tips + Prompts with Brian Feroldi
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Oct 9, 2025 Join Brian Feroldi, a financial educator and creator of Stock Simplifier, as he unveils how AI can supercharge stock research. He discusses the benefits of AI in fundamental analysis, emphasizing speed and organization while tackling concerns about AI's reliability. Brian shares effective prompting techniques, demonstrating live how to analyze stocks like S&P Global from business phase to risk assessment. Discover his revolutionary tool, Stock Simplifier, designed to help investors use AI effectively and responsibly, all while staying updated with evolving strategies.
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Think Of AI As A Junior Analyst
- Treat AI as an eager junior analyst that reads filings and summarizes for you.
- Output quality depends directly on the specificity of your instructions.
Always Require Primary-Source Citations
- Insist the AI only uses original sources like 10-Ks, transcripts, and company reports.
- Require the AI to include links next to every data point so you can verify claims quickly.
Assign A Role Before Asking
- Start every prompt by assigning the model a clear role (e.g., 'act as an expert financial analyst').
- Role prompts narrow the model's focus and produce more relevant analysis.