Personal Finance
AI Finance for Beginners: How to Use ChatGPT for Investing, Analysis & Automation
Instructor
MySmartWalletAI Academy
Reviews
Course Overview
This course teaches beginners how to leverage AI (ChatGPT) for finance, investing, data analysis, and automation. Students will learn to:
- Build AI-powered dashboards and reports
- Automate financial data tracking
- Optimize investment portfolios
- Apply AI in freelance, business, and personal finance contexts
Course Objectives:
By the end of this course, students will be able to:
- Analyze financial data using AI tools
- Create automated dashboards and reports
- Optimize and track investment portfolios
- Apply AI for professional and freelance finance workflows
- Build a portfolio and monetize AI finance skills
Table of Contents
- Module 1 – Introduction to AI in Finance
- Module 2 – Understanding AI & ChatGPT
- Module 3 – Financial Data Analysis with AI
- Module 4 – Building AI-Powered Reports
- Module 5 – Automating Dashboards
- Module 6 – Portfolio Optimization & AI-Assisted Investing
- Module 7 – Real-World Use Cases & Career Applications
- Module 8 – Course Completion & Certificate
- Module 9 – AI Finance Tools, Prompt Library & Next Steps
- Module 10 – AI Finance Pro Launch: Career, Freelance & Business Paths
Appendices:
AI Prompt Pack (50 Prompts)
Resource List (Notion + Excel + Affiliate Templates)
Certificate of Completion Template
What You'll Learn?
- Automate tracking of your income and spending across all accounts.
- Receive AI-powered insights to identify and reduce wasteful subscriptions.
- Implement smart, automated savings rules that adapt to your cash flow.
- Get personalized alerts for unusual spending or potential fraud.
- Use AI forecasting to visualize your future financial health based on current habits.
- Automate bill payments and never miss a due date or incur a late fee again.
- Delegate the creation and maintenance of a budget to an AI assistant.
- Confidently track and optimize your investment portfolio with AI analysis.
- Drastically reduce the time and stress of managing your finances each month.
- Build a solid, data-driven foundation for achieving long-term financial goals.
- Tech-savvy millennials and Gen Z who are comfortable with digital tools.
- Busy professionals with consistent income but no time for manual budgeting.
- Freelancers and gig workers with variable income streams to manage.
- Personal finance enthusiasts looking to leverage the latest AI tools.
- Early-career individuals wanting to build strong financial habits from the start.
- Overwhelmed individuals who feel anxious or stressed about money management.
- Small business owners seeking to streamline their business and personal finances.
- Families wanting a clear, shared view of their financial health and goals.
- Investors (beginner to intermediate) looking for data-driven portfolio insights.
- People who are financially disorganized and need an automated system to stay on track.
- A computer (Windows, Mac, or Linux) with a reliable internet connection.
- A smartphone for using financial apps and multi-factor authentication.
- Basic computer literacy (e.g., using a web browser, installing software).
- Read-only access to at least one personal bank or credit card account for demonstration.
- A willingness to connect financial accounts to secure, third-party aggregators (e.g., Plaid).
- An open mindset to adopt new, automated financial workflows.
- No prior experience in finance or coding is required.
- Over 50 video lessons with step-by-step tutorials.
- Downloadable PDF guides for key automation workflows.
- A curated list of the best AI-powered finance apps and tools.
- Interactive quizzes to test your knowledge after each module.
- Pre-built templates for your automated budget and savings rules.
- A comprehensive checklist for setting up your complete system.
- Access to a private online community for student discussions.
- Worksheets for defining your financial goals and risk tolerance.
- Lifetime access to all course materials and future updates.
- A list of recommended security best practices for financial data.
- Downloadable resource library with links, articles, and tool comparisons.