Guide

How to use AI for stock research without losing the plot.

AI is most useful in investment research when it is framed as a workflow assistant, not an oracle. Start with a specific market question, attach evidence, and ask for explicit uncertainty.

1. Start from the move

Ask what changed in price, volume, news, earnings expectations, or sector context. Keep the question narrow.

2. Ask for evidence and counterpoints

A good research assistant should separate confirmed facts, plausible interpretations, and missing data.

3. End with monitoring points

The output should tell you what to watch next: filings, guidance, macro data, analyst changes, or price levels.