AI-Powered Investment Research with Microsoft Copilot

AI Use Case

Investment Research with AI

Description

Microsoft Copilot, an AI-powered tool developed by Microsoft and integrated into Microsoft 365, is designed to assist with various tasks, including AI investment research. By leveraging AI, it helps financial professionals access data-driven insights and streamline their analysis processes.

Core Features

Automated Analysis:
By automating the analysis of complex financial data, Copilot allows users to focus on strategic decisions, reducing the time spent on manual calculations.

Personalised Reports:
Users can generate customised investment reports tailored to their specific research needs, allowing more targeted and relevant analysis.
Integration with Microsoft Excel:
Copilot allows users to leverage AI within the Microsoft Excel spreadsheet environment for more powerful data manipulation and analysis.

Usage Tags

BOOK AI CLASS

AI Class: AI-Powered Investment Research with Microsoft Copilot

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Pricing

Free Option

Free Plan Available
Starting Price (Paid Plan)

$20.00 User/Month

Pro Insights

Performance & Accuracy

High
Case Suitability

Medium
Ease of Use

High
Considerations for Data Privacy

Low

How Our Pro Insights Work?

Pro Insight FAQ

Disclaimer

All trademarks, logos, and brand names are the property of their respective owners.
Inclusion in the AI Solutions Library is for informational and educational purposes only and does not imply affiliation, endorsement, or partnership.
AIBasePro does not distribute, resell, or represent any third-party applications.

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Tutorial Video

Quick Step-by-Step Guide

Step 1: Access Microsoft Copilot

- Sign Up/Log in with your Microsoft 365 account.

Step 2 - Option A: Use Excel for In-Depth Analysis:

- Open Excel: Launch Microsoft Excel, where Copilot is integrated.
- Import Your Data: Input or import your financial data, such as stock prices or company earnings.
- Activate Copilot: Click on the Copilot icon or menu option within Excel to enable AI assistance.
- Analyse Data: Select the data for analysis, and Copilot will generate AI-driven insights, identify trends, and provide forecasts.
- Customise Your Analysis: Adjust parameters like time frames or specific data points to tailor the research to your needs.

Step 2 - Option B: Ask Investment Research Questions Directly:

- Type Your Question: In the Copilot interface (accessible from the Copilot website or integrated apps), type in your investment research question.
- Get AI-Generated Answers: Copilot will provide relevant AI-generated insights or recommendations based on the latest financial data.