AI Investing: Analysis, Signals, Risk Management (No Coding) — PickAClass
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⏱ 3h 📚 24 lessons 🎧 Audio version

AI Investing: Analysis, Signals, Risk Management (No Coding)

ChatGPT & AI Tools for Financial Statements, News, and Charts. No Return Promises.

  • 💬 AI instructor
    Ask about any lesson and get a clear answer instantly, anytime.
  • 🕐 Start anytime
    No schedules or deadlines — learn at your own pace, whenever suits you.
  • 🌐 In English
    Lessons, tasks and certificate — all fully in your language.

About this course

This course guides you in using artificial intelligence tools to support your investment decisions. You will learn to interpret financial data, news, and market charts by leveraging AI capabilities like ChatGPT, without needing programming skills. The path is structured into practical modules with targeted exercises to immediately apply the learned techniques. AI will help you process large volumes of information in reduced time, facilitating analysis.

Course contents

6 modules · 24 lessons · 3h

1 Foundations: AI as Your Financial Analyst
Understand the role of AI in investing and set up the basic tools. 4 lessons · 30 min
  1. Welcome: Why AI Changes Everything for the Retail Investor
    Introduction to the transformative potential of AI in democratizing access to professional analysis.    6 min
  2. Overview of AI Tools for Finance
    Presentation of the main no-code tools (ChatGPT, Perplexity, Claude) for market analysis.    8 min
  3. Configuring ChatGPT for Financial Analysis
    Setting up 'Custom Instructions' to obtain precise, investment-oriented responses.    8 min
  4. Financial Prompt Engineering: Talking to Data Without Code
    Learning the structure of an effective prompt to query AI on economic topics.    8 min
2 Assisted Fundamental Analysis
Knowing how to interpret financial statements and complex corporate data with the help of AI. 4 lessons · 30 min
  1. Uploading and 'Reading' a Financial Statement (PDF) with AI
    Using document analysis features to extract information from heavy annual reports.    8 min
  2. Extracting KPIs and Market Multiples in Seconds
    Asking the AI to calculate and explain P/E, ROE, and other fundamental indicators.    7 min
  3. Automated Competitive Comparison
    Using AI to compare the financial data of two or more rival companies.    8 min
  4. Practical Exercise: Analyzing a Small Cap
    Applying the techniques learned to analyze a lesser-known company starting from its report.    7 min
3 Sentiment Analysis and News Processing
Filtering media noise and understanding market mood quickly. 4 lessons · 30 min
  1. Summarizing 100 News Stories in 1 Minute
    Techniques for processing large volumes of news feeds and identifying hot topics.    8 min
  2. Sentiment Analysis: Is the Market Euphoric or Terrified?
    Instructing the AI to evaluate the tone of news (bullish vs. bearish) to anticipate movements.    7 min
  3. Monitoring Macro Data (Inflation, Rates) with AI
    Interpreting central bank announcements and their potential impact on the portfolio.    8 min
  4. Practical Exercise: Creating a Personalized News Bulletin
    Building a workflow to receive a critical summary of the morning news.    7 min
4 Technical Analysis and Visual Signals
Using computer vision to interpret price charts. 4 lessons · 30 min
  1. AI Has Eyes: Analyzing Chart Screenshots
    Uploading TradingView charts into ChatGPT to identify trends and visual patterns.    8 min
  2. Support, Resistance, and Indicators Explained by AI
    Asking the AI to validate the presence of key technical levels on a chart.    7 min
  3. Generating Logical Entry and Exit Signals
    Combining fundamental and technical analysis to define clear operational points.    8 min
  4. Practical Exercise: Technical Analysis of a Tech Stock
    Identifying a trading signal on a real chart using AI assistance.    7 min
5 Risk and Portfolio Management
Protecting capital using AI's computational logic. 4 lessons · 30 min
  1. Defining Your Risk Profile with a Bot
    An AI-guided interview to understand how much risk you can actually afford.    7 min
  2. Assisted Position Sizing Calculation
    Determining how much to invest in each individual trade to avoid financial ruin.    8 min
  3. Smart Diversification: Correlations Explained
    Using AI to discover if your assets are too similar and how to balance them.    8 min
  4. Avoiding Hallucinations: The Limits of AI in Finance
    Learning when not to trust AI and how to always verify critical data.    7 min
6 Operational Strategy and the Future
Putting it all together into a concrete action plan. 4 lessons · 30 min
  1. Creating Your AI Investment Checklist
    Building a step-by-step procedure to follow before every purchase.    8 min
  2. Logical Backtesting: Testing an Idea in the Past
    Simulating how a strategy would have performed using historical data analyzed by AI.    8 min
  3. Ethics and Psychology: The Human Investor vs. the Machine
    Maintaining final decision-making control and managing emotions with the help of AI.    7 min
  4. Conclusion: Your Continuous Learning Path
    Resources for staying updated on the evolution of AI in the financial sector.    7 min
Final project

Your First AI-Powered Investment Report

Choose a company or an asset (e.g., Apple, Bitcoin, Gold). Use all the tools and prompts learned to create a comprehensive report that includes data analysis, news sentiment, chart analysis, and a risk management plan.

What you'll get

  • 📜 Certificate of completion
    Add it to your LinkedIn profile
  • 💬 Personal AI tutor
    Stuck on a lesson? Ask your built-in tutor anything, any time.
  • 🎧 Audio version included
    Learn on the go — no screen needed
  • ♾️ Lifetime access
    Come back anytime, no expiry
  • 📱 Phone or computer
    Works anywhere, any device
  • 💸 14-day refund
    No questions asked
  • ⚡ Short & focused
    3h of practical content

Certificate of completion

Every course you complete on PickAClass issues a credential like this — original, with its own code, verifiable by URL, and detailed about what was actually demonstrated.

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PickAClass
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Certificate of Mastery
This certifies that
Name Surname
has successfully demonstrated mastery of
AI Investing: Analysis, Signals, Risk Management (No Coding)
Skills demonstrated
✓
Behavioral pattern analysis
Foundational
1.2 hrs
✓
Decision-architecture frameworks
Proficient
1.4 hrs
✓
A/B test design
Proficient
1.7 hrs
✓
Behavioral copywriting
Advanced
1.9 hrs
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PickAClass — Name Surname
AI Investing: Analysis, Signals, Risk Management (No Coding)
Page 2 of 2
Performance detail
Coursework summary
Lessons completed 14 / 14
Practice questions 26 / 28
Assignments submitted 4 (avg 4.5 / 5)
Capstone project Reviewed — 4.6 / 5
Total practice 6.2 hrs
Performance benchmark
Cohort rank Top 12% of 1,625
Time to completion 11 days (median: 22)
Mastery score 91 / 100
Practice-question score 94%
Skill verification Verified Skill Path
Verify this credential
pickaclass.com/certificates/PCC-2026-X4F7-AP19
Issued under the academic standards of PickAClass. Skill levels reflect assessed performance against the course's competency rubric. This is an original credential of this platform.

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Frequently asked

What do I need to take this course? +

Just a phone or computer with internet. No installs, no special hardware.

How do I pay? +

By card via Stripe. We don’t store card details — Stripe handles them securely.

Can I get a refund? +

Yes — full refund within 14 days, no questions asked.

How long will I have access? +

Forever. Once you purchase, the course is yours to revisit anytime.

Will I get a certificate? +

Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.

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