Most people ask AI "what should I buy?" and get a confident, unsourced guess. This course teaches the other way: build your own AI research system that reads the documents, sorts the news and flags what changed, so you decide with better information.
One-time payment · lifetime access · no coding needed · educational content, not financial advice
The difference between a guess and real research isn't the model you use. It's what you give it and what you ask it to do.
Lesson 1 introduces the 3-layer system the whole course is built on: data, synthesis, and your view. If it clicks, the other nine lessons build it out step by step.
Every lesson comes with copy-paste prompts, a one-page cheat sheet and one action to take straight after watching. Here's the first prompt from Lesson 1. Paste it into ChatGPT or Claude with a money question you've been meaning to ask.
Here is a question I was going to ask you: "[YOUR QUESTION, e.g. Should I buy X?]" Don't answer it. Instead, rewrite it as 3 research questions I could answer with real documents (earnings transcripts, filings, central bank statements). For each one, tell me which document I'd need to give you.
The other nine lessons include 16 more prompts like this one: for your research workspace, a daily news briefing, earnings calls, a portfolio tracker, catching AI's wrong numbers and a weekly review.
Each lesson is a few minutes long and filmed screen by screen, so you can follow along and build as you watch.
Real dashboards, prompts and templates from the lessons. You keep them and adapt them to what you track.
Same honesty pattern as every course on this site: you should know what you're not getting, not just what you are.
Join the Skool community, unlock the course, and keep it.
If you want help setting this up on your own portfolio, sources and tools, book a 50-minute session with me instead.
Book a 1:1 session — 49€No. The course teaches you to research with AI: how to find reliable sources, organise information and check AI's answers. It never tells you what to buy, sell or hold. Every decision stays yours.
No. Everything is done in tools like Claude or ChatGPT with plain-language prompts. If you can write an email, you can follow the course.
Claude or ChatGPT both work, and the lessons show where each fits. A free account is enough to start; a paid plan helps with longer documents.
No. It's a one-time payment of $49 on Skool, with lifetime access to the course.
Yes. Lesson 1 is free on this page and on YouTube. If the approach makes sense to you, the rest of the course builds on it.
After joining on Skool, open the Classroom tab. The lessons are there, along with the templates. Skool also has a mobile app if you want to watch on your phone.
Ten short lessons, a working research system at the end, and a community doing the same work.
Join on Skool — $49 Watch Lesson 1 firstEducational content only. Not financial advice. Examples in the course use fictional companies and illustrative data.
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