AI-Powered Investment Research with Microsoft Copilot

    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.
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    Pricing
    • Free Option
      Free Plan Available
    • Starting Price (Paid Plan)
      $20.00 User/Month
    Our Pro Insight
    • Performance & Accuracy
      High
    • Case Suitability
      Medium
    • Ease of Use
      High
    • Considerations for Data Privacy
      Low
    How Our Pro Insights Work?
    Pro Insight FAQ
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    Tutorial Video
    YouTube video
    Quick Step-by-Step Guide

    Step 1: Access Microsoft Copilot

    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.

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