How I Use 7 Simple AI Tricks to Pick the Best Stocks?

When I first dipped my toes into investing, I felt overwhelmed by charts, jargon and endless news. One day I decided to try something new: asking AI for help. Little by little, I built a set of “AI tricks” that make stock research feel more fun and less scary. In this post I’ll share my journey as a beginner, how I turned on a friendly AI assistant, and how I still double-check everything myself. Each trick below is something I actually use or tried out, using real tools (some free!) and simple prompts. No magic promises here – just ways to learn faster and pick better stocks over time.

1. Brainstorm with ChatGPT

My very first AI trick was to talk to ChatGPT like a patient friend. I’d sit at my desk with a notebook and think of a question. For example, I might ask: “What are three promising renewable energy stocks to watch and why?” ChatGPT would reply with some stock names and explain in plain language how they make money. It was like having a friendly tutor who explains things in simple terms.

ChatGPT doesn’t give me the final answer – it gives ideas and helps me learn. In fact, one guide reminds us that “ChatGPT can help you understand market concepts and generate ideas”wallstreetzen.com, which is exactly how I use it.

I even use ChatGPT to define confusing terms. If I see “P/E ratio” or “market cap” on a Yahoo Finance page, I just copy it and ask GPT: “Explain this like I’m new to investing.” It then tells me that P/E (price-to-earnings) is like “how many dollars you pay for each dollar of profit,” or that market cap is “a company’s total value by adding up all its shares.” This tip-toeing intro helped me a lot.

Sample prompts I try:

• “Explain what a company’s revenue and net income mean for beginners.”

• “What should I look for when researching a tech stock?”

• “Give me both the bull and bear case for solar energy stocks.”

These prompts turned into a bullet list of ideas I could research. The key was keeping it simple and using follow-up questions: I’d say “tell me more” or “why is that good/bad?” ChatGPT isn’t up-to-the-second – it can mention outdated info – so I always treat its output as general guidance. But it felt like a wise friend helping me get startedwallstreetzen.com.

2. Sift Stocks with Finviz Screener

After getting some stock ideas from ChatGPT, I needed to narrow down which ones might fit my style. That’s where Finviz (a free stock screener) became my second trick. I think of Finviz like a magical sieve: you plug in criteria and it filters thousands of stocks in seconds. Finviz can seem a bit busy at first, but once I got the hang of it, I could quickly apply filters like market cap, P/E ratio, or recent sales growth. For example, I might set P/E < 20 (looking for cheaper stocks) or Price above 50-day average (showing momentum).

Finviz is popular for a reason – a finance site even calls it “one of the best stock screeners” with filters that are hard to find elsewherenerdwallet.com. I learned that Finviz lets me save my favorite filters too. So I created a screen called “Healthy Growth,” where I saved a P/E filter, a sales growth filter, and a profitability filter. This way, I could come back later with just one click (you do need a free account to save screens, but it’s worth itnerdwallet.com).

Using ChatGPT together, sometimes I’d ask: “What criteria should I use for a stable dividend stock?” and then feed those ideas into Finviz. I also check charts in Finviz; it shows a small stock chart next to each result. It’s like ChatGPT giving me a list of ingredients and Finviz helping me mix them. If Finviz finds a few stocks that pass my filters, I jot them down and move on to digging deeper with the next tools below.

Filters I experiment with:

• Fundamental: Low P/E or P/B ratios, strong revenue growth, profit margin above X%.

• Technical: Above moving averages, recent high trading volume.

• Other: Industry sector (tech, healthcare, etc.), recent IPO (since Finviz can filter by IPO date).

Using Finviz this way means I’m not starting from a blank page: AI gave me ideas, then Finviz does the heavy lifting of finding which stocks meet those criteria. It saved me hours compared to browsing companies one by one.

3. Check Fundamentals with Yahoo Finance and AI

With a short list of candidates, I dive into their fundamentals. Yahoo Finance’s stock page became my go-to. It shows a Summary tab with price, key stats (market cap, P/E, dividend yield) and links to Financials (income statement, balance sheet) and Analysis (analyst ratings, forecasts). Instead of staring blankly at numbers, I use AI again to explain them.

For example, I copy the bit of Yahoo’s summary or even a few lines of a company’s Q&A transcript and ask ChatGPT: “What does this tell me about the company’s health?” It will say things like: “Revenue is up 15% year-over-year, which is good growth. Profit margins are shrinking though, so costs are a concern.”

This is like having a finance teacher translate gobbledygook into plain English. One of the metrics I learned from ChatGPT is free cash flow. Yahoo shows cash flow statements, but I had ChatGPT point out: “Free cash flow is the money left after investments – if it’s growing, that’s healthy.” Now I always look for that. I also ask: “Is a P/E of 25 high or low?” ChatGPT might reply, “It’s higher than the market average, so investors expect growth.” Meanwhile, Yahoo’s Analysis section sometimes has a short summary of future estimates that I review.

There are no strict formulas here – just learning by asking. I did find out that Yahoo even offers a built-in screener with lots of filtersnerdwallet.com, but for me the key was the deep dive on each chosen stock. This combo of Yahoo and ChatGPT helped me focus on two big things: basic technical signals (like is the price trending up?) and basic fundamentals (like is the company growing profitably?). Together they cover both worlds.

4. Spot Chart Patterns with TradingView.

After the fundamentals, I look at technical analysis – basically, what the stock chart looks like. Here TradingView became my ally. TradingView is a free chart site (with stock screeners too) and it has a neat feature: auto-detecting chart patterns. I learned that TradingView’s “All Chart Patterns” indicator can spot things like triangles, wedges, head-and-shoulders, etc.tradingview.com. It’s like the computer is scanning the chart for familiar shapes so I don’t have to draw them all myself.

For example, I had been watching a retail stock on its price chart. The software flagged a “rising wedge” pattern forming. I didn’t even know what that was until I looked it up. It turned out to often signal a potential reversal (like a stall in up-momentum). This helped me decide to wait before buying more. In another case, TradingView highlighted a “double bottom” pattern on a beaten-down bank stock, which suggested a rebound might come. These patterns are just one piece of the puzzle, but having an AI highlight them saved me time. According to TradingView, these automatic tools “save time and help you navigate complex data more efficiently”tradingview.com.

Using the pattern tool feels like having a co-pilot highlighting possible trend signals. Of course I still scroll back and draw some lines myself to confirm. But with TradingView’s indicators, I can quickly see if a stock is breaking out, reversing, or in a steady uptrend. For a beginner, it demystified the charts. I also love that TradingView’s screeners and alerts can be set up (e.g. alert me if RSI hits 30 or 70). In short, I learned that tech can point out the shapes I might miss, but I still make the final call.

5. Summarize News and Earnings with AI

Every company has news – press releases, earnings calls, analyst commentary. Keeping track of it all felt impossible. Here’s where I rolled another AI trick: summarizing text. I began copying earnings summaries or recent news from Yahoo or Google News and pasting them into ChatGPT with a prompt like: “Explain the main points of this article.” Instantly, I’d get a quick list: for instance, “Company X beat revenue estimates by 10%, expanded into new markets, but warned about higher supply costs.” It’s like having a news digest that filters out fluff.

Professionals use tools like AlphaSense for this – a service that promises to “synthesize unstructured text (such as news, regulatory documents, and expert calls) into digestible summaries”alpha-sense.com. I can’t easily get AlphaSense for free, but ChatGPT does a similar job if I paste in text. The key is giving it a clear prompt, like “Summarize this earnings call in a few bullet points.” or “What are the risks mentioned in this news article?”

This AI trick is huge for fundamentals. Instead of spending an hour reading a long press release, I get a fast overview. If something sounds interesting or unclear, I follow up with more questions. For example, after pasting an earnings release, I might ask: “What is the outlook for next quarter?” and ChatGPT will often parse the guidance section for me.

I always cross-check by glancing at the original news, but this approach taught me to separate important facts from jargon. It helped me see patterns – like many companies mentioning “higher raw material costs” or “supply chain challenges,” or praising a particular product line. In short, AI saved me time, letting me learn company stories faster.

6. Check Your Portfolio with AI

One evening I tried an interesting ChatGPT prompt: “Here are my stock holdings. Do I have too much tech, and should I rebalance?” (I listed a few: Apple 5%, Google 4%, Ford 2%, etc.). ChatGPT answered politely: “Yes, it does increase your tech concentration. If you want to add Google, keep it under 3%, or shift your Apple position instead of adding more tech. There’s nothing wrong with a tech tilt if it matches your goals, but be aware of exposure.”wallstreetzen.com.

I was impressed! It basically told me, “Hey, you’re a bit heavy in tech stocks, maybe balance that out.” This advice wasn’t magic – just common-sense about diversification – but phrased in an easy way. I felt like I had a financial coach double-checking my allocations. In practice, I didn’t blindly follow it (I still loved Apple), but it prompted me to think: Should I add some utilities or consumer staples to balance?

So trick #6 is using AI for portfolio thinking. You can ask questions like “What percent of my portfolio should be in each sector?” or “Am I too exposed to this single stock?”. ChatGPT will usually answer with general advice or steps to consider. According to experts, ChatGPT can even help with “macro research” and diversification thinkingwallstreetzen.com.

The takeaway: AI won’t replace a financial advisor, but it helped me learn to check my biases. I treat its response as a conversation starter, not gospel. But it’s great for a sanity check when I’m excited about one stock or unsure how much cash to hold.

7. Use AI Wisely and Keep Learning

All these tricks turned stock research from a chore into something a bit playful. Every week I try at least one new AI trick. Maybe I’ll ask GPT to compare two similar companies (“Why choose Coca-Cola over Pepsi?”), or I’ll explore a new screener. I keep a balance: I never blindly trust a single output. If AI says a stock is “undervalued,” I still verify with charts and financials. One finance blogger wisely noted that ChatGPT can make confident but sometimes outdated claimswallstreetzen.com. So I always double-check the key facts it gives.

The best part is that AI helped me see investing as a game of learning. It gave me confidence: I’m no longer scared of a financial newspaper or a company report. I know I have tools to break things down.

Tips for beginners:

• Start Small: Maybe ask one simple question tonight, like “What does Apple do?” and see how GPT answers.

• Mix AI with Browsing: If ChatGPT mentions a statistic, look it up on Yahoo Finance or a news site.

• Keep It Simple: Use bullet-point questions for clarity.

• Remember It’s a Guide, Not a Predictor: AI helps explore ideas; it can’t predict the stock future.

Investing involves risk, and no tool can remove that. These AI tricks simply made research easier and more fun for me. I learned technical terms, I spotted patterns, and I felt smarter asking an AI than feeling lost in data.

So give it a try! This week, maybe ask ChatGPT a question about a stock you’re curious about, or set up a Finviz filter for something like “Dividend yield > 3%.” Take it slow, and let AI do the heavy lifting on the grunt work. You might find, like I did, that a little AI help makes stock picking feel more approachable. Enjoy the journey – and remember, the smartest investors use tools (including friendly AI) and their own judgment together. Good luck, and happy learning!

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