We've got 5 weeks left in 2025.
It's clear AI isn't the future of investing anymore...
...It's the present.
(just look at fast ChatGPT and Gemini capabilities are accelerating)
I've completely changed how I invest using an AI-native approach.
Here's what I've learned:
The edge doesn't come from IQ or fancy tools.
It comes from process.
Most investors I talk to fall into one of two camps:
- They’ve tried AI, but their outputs are inconsistent.
- Or they know AI could help, but they don’t know where to start.
I recently built a 5-week “zero to proficient” AI plan for a hedge fund analyst I’m coaching to fix exactly these 2 problems.
Today, I’m sharing that same blueprint with you.
You'll walk away with:
- A repeatable process
- A way to systematically use prompts
- Platform fluency
- Simple automations that run while you sleep
60 minutes per week is enough if you follow the plan.
Here's your roadmap.
The 5-Week Sprint
- Week 1: Mastering Investing Strategies
- Week 2: Mastering Prompt Engineering
- Week 3: Understand Platforms & Features
- Week 4: Build Your Process & Save Your Prompts
- Week 5: Simple Automations
Let me break down what you're actually doing each week.
Week 1: Mastering Investing Strategies
Objective: Clarify investing strategies you want to enhance with AI.
AI amplifies your process.
If your strategy is fuzzy, your AI output will be fuzzy.
Here's what you do:
- Pick your core strategy. Value? Momentum? Earnings prints?
- Map your key decision points: entry/exit logic, data inputs, signal interpretation, hypothesis generation.
- Identify where AI adds value: idea generation, risk scanning, research summarization, scenario simulation.
The goal isn't to reinvent your strategy.
It's to find the 3–5 places where AI can make you faster or sharper.
(you can add more later ... this stuff compounds)
Free Resource:
I built a custom ChatGPT space with the top 14 CFA-recommended investing books.
Use it if you want a strategy refresher or need to clarify your framework.
Link:
→ Reading Essentials Distilled by AI
Key Deliverables:
One-page strategy canvas. List of 3–5 AI-enhancement opportunities.
Tips:
- Solve the weakest link first.
- Leverage your background.
- Write down your "why."
Week 2: Mastering Prompt Engineering
Objective: Build prompts that deliver investing-grade output.
Most investors don't need more data.
They need better prompt structure.
Here's the reality:
Generic prompts produce generic outputs.
What separates good finance prompts from great ones?
→ Inputs (what data you're feeding in)
→ Context (why you're asking, what you're optimizing for)
→ Data grounding (specific sources, not hallucinations)
→ Output format (tables, bullets, scenarios)
This week you build 3–5 prompts aligned to your strategy.
Test them across ChatGPT, Claude, Perplexity.
Refine until they're reliable.
Free Resource:
I created a 5-day email crash course on finance prompt engineering.
Link:
→ Free Prompt Engineering 5 Day Crash Course
Key Deliverables:
Learn the standard prompt frameworks and techniques like RAG.
Tips:
- Use prompt frameworks
- Use data grounding.
- Keep a log of what works and what doesn't.
Week 3: Understand Platforms & Features
Objective: Understand the AI tool landscape and pick your main stack.
Different models excel at different tasks.
ChatGPT is great as a daily driver.
Perplexity for live data.
Gemini for multi-file uploads + YouTube connections.
Manus for multi-step workflows.
If you're tool-hopping every week, you're wasting time.
This week you map the tools & understand their features.
(you're missing out if you don't use Deep Research for example)
Free Resources:
Links:
→ ChatGPT features explained
→ Perplexity for Finance
→ Manus for Finance
→ Gemini 3 tools for Finance
Key Deliverables:
Platform matrix. Choice of stack.
Tips:
- Don't tool-hop.
- Consider "tool" capabilities suited for your investing flow.
Week 4: Build Your Process & Save Prompts
Objective: Turn your prompt use into a structured, repeatable workflow.
Inconsistent process produces inconsistent outputs.
Here's what separates amateurs from pros:
Pros document their workflows.
This week you map your workflow end-to-end:
idea → research → thesis → monitor → act
ONE IMPORTANT NOTE!
Save your best prompts for future use.
Use clear naming, tags, and variable placeholders.
This will save you an insane amount of time.
You can use Excel, Notion, or Word to save prompts.
This step is so important that I built my own software for this step.
My Prompt Library lets you:
→ Manage a library of complex prompts
→ Auto-fill variables
→ Use a fine-tuned finance model to create prompts in seconds
Here is what it looks like so you have an idea: Link
Demo here:
(if you are a Wall Street Prompt member this is free for you)
Key Deliverables:
Workflow diagram (most used prompts). And a system to store your prompts.
Tips:
- Use proper tagging .... your library can get full quick
- Review and refine! This is a living document.
Week 5: Simple Automations (Zero-Code)
Objective: Use simple scheduled tasks to automate recurring research tasks.
Consistency beats intensity.
Automation ensures your process runs automatically.
Pick 1-2 recurring tasks to automate.
Weekly digest? Watchlist scan? Macro recap?
Set up zero-code scheduled tasks via ChatGPT Automations or similar.
Attach your saved prompts. Set the schedule. Test.
Free Templates:
I have two free automation prompt templates to set up in ChatGPT.
Links:
→ AI Powered Pre-Market News Brief Automation
→ Congress Trading Weekly Report Automation
Key Deliverables:
A running weekly automation.
Tips:
- One automation = one task.
- Review outputs monthly. Adjust system prompts.
What Happens After the 5 Weeks
You'll have a system that compounds.
A prompt library that grows with every new strategy shift.
A workflow that scales with your portfolio.
Automations that free up hours per week.
But if you want to go deeper faster, I created Wall Street Prompt to get you there.
You get instant access to my 5 best video courses:
→ Prompt Engineering 101
→ The AI Toolkit Masterclass
→ Stock Idea Generation with AI
→ Due Diligence with AI
→ Portfolio Management with AI
You also get these included free:
→ Prompt Library Software (manage prompts, auto-fill variables, generate finance prompts)
→ Mavencycle, our AI macro model tracking 750+ live datapoints
→ Live market research flagged by our AI systems
If you want the structured system I wish I had when I started, it's all inside Wall Street Prompt.
Let's finish 2025 strong.
~Dave
PS: Hit reply if you're committing to this sprint. I'll check in with you in Week 3.
