AI in Investing

💸 Money Moves: Exploring Careers in Finance & Investing with AI 📈

Ever wonder how people grow wealth, manage millions, or beat the market? This hands-on workshop gives you a look inside the world of money — and shows how AI is changing how we save, invest, and build financial careers.

🔍 What You’ll Do:

💵 Use ChatGPT to explore finance roles & create an investment plan

🧠 Learn how AI tools can help with budgeting, trading, and research

📊 Build a dream portfolio with $1M in mock money (don’t blow it!)

🧾 Discover real jobs in investing, financial planning, and accounting

 

Join at www.kahoot.it

 

Enter Pin


Kahoot Name Instructions:
  • First initial + Last Name + Nick Name
  • Example: jgoodwin_Tall_in_the_Saddle

ChatGPT: Search “GPT” with 4 dots in Left Panel for “Real Estate Investment Advisor” app

 

Use AI to pick the BEST investment

Step 1: Go To ChatGPT

 

Step 2: Open 4 dot “GPT” search in Left Panel 

 

Step 3: Search for “Real Estate Investment Advisor” app

 

Step 4:  Copy Paste ALL 3 Property Links in ChatGPT’s “Real Estate Investment Advisor” app with the Prompt below:

 

“Analyze these 3 Properties. Tell me which is the best investment property and how much money it will make me per month.

Property 1: 10235 Crystal Drive, Universal City, TX https://www.zillow.com/homedetails/10235-Crystal-Vw-Universal-City-TX-78148/65095624_zpid/

Property 2: 401 W Lindbergh Blvd, Universal City, TX https://www.zillow.com/homedetails/401-W-Lindbergh-Blvd-Universal-City-TX-78148/26204047_zpid/

Property 3: 8514 Branch Hollow Dr, Universal City, TX https://www.zillow.com/homedetails/8514-Branch-Hollow-Dr-Universal-City-TX-78148/26173352_zpid/ 

Step 5: Tell us which property is the best investment and how much I will make per month

 

Resume:

  • “Utilized AI tools to analyze real estate properties, identifying optimal investment opportunities and maximizing monthly income potential.”

  • “Designed a digital presentation on how AI is changing the role of financial planners.”

Networking:

“Hey! I’m learning about careers in finance and just created a project using AI tools to explore the field. I’d love to hear about your experience or advice!”

Leave Behind Prompt:
"Tell me career options in [insert industry here], how many years of college I need, what I should major in and how much money people make in this industry"

1️⃣ 📈 Start Investing Early (Even with Fake Money!)
✅ Use paper trading simulators (like Investopedia Simulator or TradingView) to practice risk-free.
✅ Learn how to analyze stocks, ETFs, and crypto trends before investing real money.
✅ If possible, start small with fractional shares on platforms like Public.com or Robinhood.
 
2️⃣ 📊 Master Financial Literacy & Budgeting
✅ Learn how money works—budgeting, credit, interest rates, and saving.
✅ Use AI-powered finance tools like Mint, Cleo AI, or YNAB to track spending habits.
✅ Read personal finance books like The Psychology of Money by Morgan Housel.
 
3️⃣ 💡 Learn Financial Modeling & Data Analysis
✅ Get comfortable with Excel, Google Sheets, and AI tools for financial calculations.
✅ Learn basic accounting principles and business valuation techniques.
✅ Explore AI-assisted financial analytics with tools like Tableau Public and ChatGPT.
 
4️⃣ 🌎 Stay Updated & Follow Finance Trends
✅ Read finance & investing blogs (Bloomberg, CNBC, MarketWatch).
✅ Follow successful investors & business leaders (Warren Buffett, Ray Dalio, Cathie Wood).
✅ Watch YouTube channels like Graham Stephan, Andrei Jikh, or The Plain Bagel for simplified financial insights.
 
5️⃣ 🚀 Build Your Own Financial Project or Business
✅ Start a finance-focused blog, newsletter, or YouTube channel to share insights.
✅ Create a mock investment portfolio and track performance.
✅ Use AI-powered business planning tools like Looka AI or Tiller Money to model a startup idea.