Financial Planning and Investment Advice Services

Here are some ways AI can be used:

  1. Portfolio Optimization: AI can be used to analyze data from various sources and provide optimized portfolio recommendations to clients based on their goals, risk tolerance, and investment preferences.

  2. Risk Assessment: AI tools can be used to analyze the risk profile of an individual or a portfolio and provide recommendations for risk management.

  3. Sentiment Analysis: AI can analyze social media and news articles to gauge market sentiment and provide insights into potential investment opportunities.

  4. Predictive Analytics: AI can be used to analyze historical data and make predictions about future market trends and performance.

Tools to use

  1. ChatGPT: Prompt the AI to get an answer

    1. Link:

  2. Finalle: Real time data analysis of financial markets

    1. Link:

  3. AlphaResearch: A platform for investors to analysis and visualization.

    1. Link:

  4. Genius Sheets: Generate reports, financial models, and instant analysis from Text Prompts

    1. Link:

  5. Gorilla Terminal: A platform for investment research and analysis.

    1. Link:

  6. StockGPT: AI-powered search tool that retrieves information from Tesla’s quarterly earnings

    1. Link:

  7. Sturrpy: A platform to build investor-ready financial models.

    1. Link:

ChatGPT Prompts

  1. What are some smart ways to save money for a [specific financial goal], such as a down payment on a house or a child’s education?

  2. How do I create a comprehensive budget that takes into account my income, expenses, and financial goals, and what are some tips for sticking to it?

  3. What are some [adjective] and reliable investment options that are well-suited for [target audience], such as young professionals or retirees looking for steady income?

  4. How can I evaluate the potential risks and rewards of a particular [investment opportunity], such as a stock, mutual fund, or real estate investment?

  5. What are some [proven/ effective] strategies for paying off [type of debt], such as credit card debt or student loans, quickly and efficiently?

  6. What is a reasonable amount to save for [specific financial goal], such as retirement or a child’s college education, each year, and how can I make sure I am on track?

  7. What are some common [financial mistakes] that people make when [engaging in a particular financial activity], and how can I avoid them?

  8. What are some effective ways to improve my credit score and maintain good credit, such as paying bills on time and using credit responsibly?

  9. What are some [advanced/ expert-level] strategies for reducing taxes and maximizing returns on [type of investment], such as real estate or stocks?

Scroll to Top