AI in Stock Market Analysis

A 3.5-hour hands-on sprint taking you from zero-code AI screening tools to a guided walkthrough of a working Python + AI stock analyzer — beginner to advanced, in one session.

⏱ 3.5 Hours
💻 Laptop Required (Modules 3–4)
🎓 Beginner → Advanced
👩‍🏫 Led by CA Namita

Who This Is For

Finance professionals, students, and retail investors who want to understand — and actually use — AI tools in equity research, without needing a data science background. No prior coding experience required for Modules 1–2; a laptop with Python is needed from Module 3 onward (setup guide provided in advance).

Skill Progression

Beginner
No-Code AI Tools
Intermediate
Sentiment & Fundamentals
Advanced
Python + LLM Build
Free Freemium (free tier, paid upgrade) Paid / usage-based

Full Agenda

10:0010 min

Welcome & The AI Landscape in Finance

Where AI genuinely helps in stock analysis today — and where it doesn't. Setting expectations before touching any tool.

10:1045 min

Module 1 — No-Code AI Screening & ResearchBeginner

Live walkthrough of AI-driven screeners and how to read an AI stock score without over-trusting it.

Tools: TradingViewFreemium · FinvizFreemium · DanelfinFreemium
☕ Short Break10 min
11:0540 min

Module 2 — Sentiment & Fundamental AI ToolsIntermediate

Using LLMs to summarize earnings calls and news sentiment; Perplexity for cited, up-to-date company research; NotebookLM for synthesizing annual reports and transcripts into a Q&A-ready notebook.

Tools: ChatGPT / ClaudeFreemium · PerplexityFreemium · NotebookLMFree · Stock RoverFreemium
11:4550 min

Module 3 — Python + AI Coding LabAdvanced

Hands-on: pull live price data, compute technical indicators, and pass the output to an LLM for a plain-English interpretation.

Tools: PythonFree · yfinanceFree · pandas / pandas-taFree · Jupyter NotebookFree
☕ Short Break10 min
12:4530 min

Module 4 — Guided Walkthrough: A Working AI Stock AnalyzerAdvanced

Walk through a pre-built, tested script line by line: fetch data → compute signals → generate an AI-written summary report. You leave with the working code, not a live-coding risk.

Tools: Python scriptFree + LLM API callPaid, usage-based (ready-to-run template provided)
13:1515 min

Module 5 — Risks, Limitations & Responsible Use

Hallucinated citations, backtest overfitting, no live data in most LLMs, and why AI scores are not investment advice.

13:30Wrap

Q&A, Resources & Certificate

Open floor, tool cheat-sheet handout, and next-steps for continued practice.

What You'll Walk Away With

A Personal AI Tool Stack

A short-listed set of screening, sentiment, and research tools matched to your investing style.

A Working Python Script

A ready-to-run mini stock analyzer combining live data, indicators, and an AI-generated summary — yours to keep and modify.

Critical AI Literacy

The judgment to spot when an AI tool's output is useful — and when it's noise dressed as insight.

Session Resource Pack

Setup guide, code templates, and a tool comparison cheat-sheet to keep using after the session.

Before You Join

Bring a laptop with Python 3.11+ installed for Modules 3–4 (setup guide sent one week prior). Modules 1–2 need only a browser — join from any device.