Units
1. Introduction to Artificial Intelligence in Finance and the Verification Discipline 2. Reading and Interpreting Financial Statements 3. Ratio Analysis and Performance Evaluation 4. Budgeting and Cash Flow Management 5. Financial Modelling, Scenario and Sensitivity Analysis 6. Valuation Support: DCF and Multiples 7. Investment and Portfolio Analysis 8. Risk Analysis and Early Warning Reporting 9. Financial Forecasting 10. Management Report and Presentation Production 11. Automation: Excel, Formula and Macro Generation 12. Limits of AI in Finance: Hallucination, Privacy and Regulation
Unit 7 / 12

Investment and Portfolio Analysis

Gains:

  • Ability to analyze the concepts of return, risk, correlation and diversification with correct definitions with AI
  • Ability to summarize and interpret the distribution and risk-return profile of a portfolio with AI support
  • Ability to separate AI's investment comments from investment advice and limit them to data and assumptions
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