💡How to use AI tools for Investing & Smarter Research

From ChatGPT to Gemini, how investors use AI to research companies, summarise concalls & review portfolios.

Some Useful Prompts in the Thread......🧵👇 **

1⃣Artificial Intelligence (AI) has become an indispensable companion for today’s investors. From summarising management concalls to identifying breakout charts or tracking real-time market sentiment, macroeconomic indicators, SEBI filings, AI tools now perform tasks that once took hours in just minutes. **

2⃣Let’s talk about how AI can help at every stage of the investing process: 🔸AI (Artificial Intelligence): The broad concept — machines that mimic human thinking and decision-making. 🔸ML (Machine Learning): Algorithms that learn from data and improve automatically with experience. 🔸Deep Learning: A subset of ML that mimics the human brain to detect complex patterns like sales trends or chart signals. 🔸Generative AI: The creative layer that produces new content — reports, images, summaries, or even podcasts. 🔸LLMs (Large Language Models): Advanced tools like ChatGPT, Gemini, Grok, and Claude that understand and generate human-like text. **

3⃣Why Prompts Matter When you talk to an AI, the way you frame your question matters more than the question itself.

If you type, “Tell me about Indian stocks,” you’ll get a bland response.

But if you say, “List 5 Indian small-cap companies with 3-year revenue growth above 25% and low debt,” You’ll get something far more useful.

Think of AI like a very smart intern. The clearer your instructions, the better the result. **

📌Formula to write a good prompt:

🔹Task: What do you want? (Summarise, compare, analyse, explain…) 🔹Context: Add background: company name, sector, or time period. Examples: If possible, share a reference or report. 🔹Persona: Ask the AI to act like someone (e.g., “a research analyst”). **

🔹Format: Tell it how you want your answer: points, tables, or a short note. 🔹Tone: Define the style as professional, simple, or conversational.

When you combine all five, you guide the AI toward institutional-quality results. **

📌Example: Prompt Engineering in Action

Let’s say you want a report on India’s Pharmaceutical sector.

✨A powerful prompt could be:

“Act as an equity research analyst and prepare a 1,000-word report on India’s pharmaceutical sector. Include key data such as market size, major growth drivers, export potential, leading players, recent government initiatives, and a 5-year outlook. Write in a professional, analytical tone suitable for institutional investors. Use publicly available research reports like those from JP Morgan or Jefferies, as well as company filings, for context.” **

Upload this to ChatGPT, Perplexity, , and within seconds, you’ll receive a structured report with an executive summary, metrics, outlook, and key risks.

That’s prompt engineering at work.Provue.ai **

4⃣The Right AI Tool for the Right Job

Different AI tools have different strengths. Here’s how to make the most of them 👇

🔶Google NotebookLM: The Concall Summarizer

🔹This is perfect for investors who read a lot of transcripts or presentations.

🔹You can upload a concall, company report, or even a YouTube video, and the AI will summarise key insights, translate it, or even create a quick podcast version. **

✨Try this prompt:

“Summarise the main points from Infosys’ latest concall focusing on client demand trends and margin guidance.” **

5⃣ChatGPT – The Strategy Partner

🔹ChatGPT is brilliant at structured thinking. You can ask it to break down a company’s business model, compare peers, or even build an investment thesis. **

✨ Try this prompt:

“Act as an experienced Equity Research analyst and write a 1,000-word comparative note on Polycab India and KEI Industries. Include FY22–FY25 financial performance, margin trend, product diversification, export share, and order book growth. Assess management guidance for FY26, highlight key risks, and conclude with a forward-looking industry outlook. Maintain an institutional tone, use tables where necessary, and cite peer benchmarks if available.” **

📌ChatGPT is where raw data turns into a meaningful narrative.

You can then follow up with:

“Rewrite this summary in 5 bullet points for a client presentation.”

In seconds, you’ll have both a detailed report and a crisp slide version. **

6⃣Perplexity: The Fact Finder and Policy Tracker

🔹When you need verified data or real-time information, Perplexity is unbeatable.

It combines AI summarisation with live sources, so every answer includes citations from credible websites, press releases, or government notifications.

This is especially useful for understanding new government policies, industry data, or macro events that impact listed companies. **

📌Suppose you’re researching India’s renewable energy and solar sector.

✨You could write this Prompt:

“You are an analyst researching India’s renewable energy market. Summarise the government’s updated solar manufacturing and PLI schemes for FY26. Identify the scale of planned capacity, import reduction targets, and which listed companies (like Borosil Renewables, Solex Energy, and Waaree Renewable) are most likely to benefit. Provide data in a concise, referenced format with source links.” **

📌Perplexity will not only summarise the entire scheme but also list verified company names with links to where the data came from, no guesswork, no manual searching. **

6⃣Grok (X AI) – The Sentiment Radar for Trending Topics:

🔹Grok, the AI engine inside X (formerly Twitter), is built to track what’s trending across conversations and financial chatter.

It’s a great way to see early signals, which sectors investors are discussing or which stocks are catching attention before the mainstream media does. **

📌Let’s say you want to track the latest defence sector buzz.

✨You could write this Prompt: “Act as a market sentiment analyst. Show the top 10 trending topics and companies in the Indian defence sector over the past 48 hours on X. Identify which themes (like exports, new orders, or policy updates) are being discussed most. Provide a short sentiment summary, positive, neutral, or negative, and mention the most-quoted companies such as HAL, Bharat Dynamics, or Data Patterns.” **

📌Grok’s strength is speed; it scans live content and gives you an instant pulse on what’s moving investor opinion.

You can even set daily or weekly checks to track recurring themes like “semiconductors,” “AI manufacturing,” or “PSU rally.” **

7⃣Gemini (Google AI) – The Multimodal Assistant

🔹Gemini, Google’s flagship AI model, is designed for multitasking, combining text, images, charts, and video understanding in one workspace.

Unlike ChatGPT, Gemini can read screenshots, tables, PDFs, and financial graphs simultaneously, ideal for research where data is visual. **

📌Let’s say you want to decode IT Sector Trends from TCS, Infosys, and Wipro.

✨You could write this Prompt: “You are an equity analyst analysing India’s IT Services sector. Using the attached investor presentations and slides from TCS, Infosys, and Wipro, identify common demand trends, margin outlook, and management tone for FY26. Create a 1,000-word summary with key data tables, growth drivers like AI, cloud migration, and cost optimization themes. Mention any divergence in commentary among the three companies.” **

📌Gemini processes visuals and numbers together, generating a clean, table-driven summary. It can even visualise trends (like margin recovery or attrition) and generate charts automatically, something other LLMs can’t yet do natively. **

8⃣TrendSpider / TradingView AI: The Chart Analyst for Technicals

🔹For technical analysts, AI tools like TrendSpider or TradingView’s AI chart assistant are a blessing. They automatically detect candlestick patterns, RSI shifts, MACD crossovers, and breakout formations, saving you hours of manual chart scanning. **

📌Imagine you’re looking for momentum setups in midcaps.

✨Try this Prompt: “As a technical analyst, scan all NSE midcap stocks for the following parameters: 50-DMA crossing above 200-DMA (golden cross), daily RSI between 40–60, and a 2× increase in average volume over the last 10 days. List the top 10 candidates with current price, resistance levels, and short commentary on pattern confirmation.” **

📌AI will output a structured table, stock name, price trend, volume signal, and likely support/resistance zones.

This prompt works well because it combines clear technical indicators with a simple output format, something many traders often overlook. **

9⃣: Made for Indian Investors

🔹Provue is like an Indian version of a research co-pilot. It summarises reports, compares companies, and even suggests what to ask next, perfect for beginners or busy analysts.Provue.ai **

✨Prompt:

“Analyse Solar Industries India. Cover business model, growth drivers, risks, financial trends, and 3-year outlook. Use professional tone.”

It also gives you follow-up prompts automatically, so you can dig deeper without knowing exactly what to ask. **

🔟Portfolio Review & Financial Planning – Your Personal AI Analyst

🔹Once research is done, the final and most valuable step is analysing your own portfolio. AI can now read your portfolio Excel file, stocks, funds, gold, PPF, EPF, and answer complex questions instantly. **

📌Best Tools for Portfolio Review **

✨Prompt:

“Act as a portfolio analyst. I’ve uploaded my holdings across stocks, mutual funds, and gold. Analyse sector allocation, diversification, and 3-year performance. Highlight underperforming assets, high-risk exposure, and suggest an optimal rebalance to improve stability. Present insights in a table format.” **

📌Examples of Questions You Can Ask 🔹Summarise my portfolio: total value, asset mix, top 5 gainers & laggards. 🔹Identify overexposed sectors or high-volatility stocks that increase my risk. 🔹Which of my holdings are common with top-performing mutual funds? 🔹Compare my 3-year returns vs Nifty 50 and highlight underperformers. 🔹Suggest a balanced allocation for a 12% CAGR with moderate risk. **

1⃣1⃣Bringing It All Together **

⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only. **

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