Find the right AI tools for any job, task or industry.ATool + MCPPricing not verified
AlphaSenseMarket intelligenceAI search across filings, broker research, expert calls and news.
Equity analysts and corporate strategy teams.
AI SKILLS · Finance, accounting & investment
Investment research with AI: sources, MNPI & ethics
Use AI for filings, transcripts and screening while keeping sources traceable, inputs lawful and conclusions your own.
Why this skill matters
Professional codes require a reasonable basis for recommendations; AI summaries can misquote numbers or mix in non-public information.
What to learn
- Trace every figure in an AI summary to the filing or transcript
- Keep material non-public and client information out of prompts
- Disclose how AI supported the analysis where required
Before you begin
Financial statement analysis; CFA Level I or equivalent helps
PUT IT INTO PRACTICE
Build a work sample
Use an assistant to summarise a public annual report and earnings call, then verify each figure and claim and write a short note with sources.
Evidence of progress
A research note with page-level citations, corrected AI errors and a statement of AI use.
This exercise is an original ToolGrail suggestion. Use public, synthetic, or approved data.
LEARNING RESOURCE
CFA Institute standards for investment professionals (background on professional standards)
CFA Institute · Resource checked 2026-11-13
Open learning resource ↗This may be documentation, a framework, or a training path. Product access, accounts, or paid licenses may be needed for hands-on exercises.
Tools you could practice with
Chosen by an editor because they support this exercise. They are examples, not requirements or endorsements: use a tool you already have access to, with synthetic or approved data, and check its evidence level.
QTool + MCPPricing not verified
QuartrCompany research dataStructured, real-time access to everything public companies say and publish, for AI and research use.
Analysts tracking earnings and company events.
FTool + MCPPricing not verified
Fiscal.aiAI stock researchInvestment research platform combining financial data, analytics and conversational AI; formerly FinChat.
Investors, analysts and finance students researching public companies.
DTool + MCPPricing not verified
DaloopaFinancial data automationFinancial data and AI automation for the public-equity investment research cycle.
Equity research and buy-side analysts maintaining models.
Skill descriptions, exercises, and priorities are editorial. They are not professional qualifications or guarantees of employment. Read our skills methodology →