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Course 1: Prompt Engineering 101

 Command AI so it reasons, and analyzes the way your brain works.

 Control AI outputs so results are consistent, repeatable, and decision-ready.

1 hour 43 minutes

Course 2: The AI Toolkit Masterclass

Orchestrate multiple AI platforms into a single and simple research workflow.

 Increase research speed and clarity without sacrificing rigor.

3 hours 21 minutes

Course 3: Stock Idea Generation with AI

Surface emerging market narratives before they reach consensus.

Build higher-quality watchlists earlier, with clearer conviction.

2 hours 1 minute

Course 4: Due Diligence with AI

Stress-test assumptions and theses before capital is committed.

Use AI to expose risks and blind spots traditional diligence misses.

4 hours 43 minutes

Course 5: Portfolio Management with AI

Monitor portfolio risk intelligently with AI as conditions change.

Reduce emotional decision-making and execute with discipline.

2 hours 5 minutes

"Dave and the Wall Street Prompt team bring a rare combination of deep financial expertise and practical AI understanding. As a PM, it's difficult to find the time to stay on top of AI and integrate into our research process. WSP does that for you."

Tamas Eisenberger

Portfolio Manager • Tudor Investment Corporation

“WSP’s deep library of prompts have helped me identify promising investment / M&A opportunities and streamline diligence.”

Andrew Cho

Fmr. PE Associate • Thoma Bravo

"Wall Street Prompt is extremely helpful for both public and private equities. I'm saving hours per day with these new AI techniques and have new mental clarity in the markets."

Dennis Kim

Principal • LionTree

"I work in data science and previously was a hedge fund analyst. These guys are the real deal. It's clear AI is the future of investing and Wall Street Prompt is leading the way."

John Gilheany

Analyst • The Trade Desk

"These AI techniques are legit. Very well done."

Andy Tran

Principal • Matrix Capital Management

"I am just in love with it"

Eduardo V.

VP • Sovereign Wealth Fund

⚠️

AI Does Not "Replace" Your Judgment. It Amplifies It.

Most finance professionals still rely on manual, intuition-heavy research.

This manual, intuition-heavy approach no longer just wastes time. It creates analysis paralysis, narrative-driven conviction, and a widening gap between those who react to information and those who surface it earlier with AI.

Original thinking still matters. But as AI-assisted research becomes table stakes, the advantage compounds to those who integrate it deeply to detect emerging narratives earlier and execute with speed and discipline.

500+ finance professionals across banking, asset management, private equity, and advisory roles are already using this framework to improve research efficiency and signal quality.

500+ finance professionals across banking, asset management, private equity, and advisory roles are already using this framework to improve research efficiency and signal quality.

Got some remaining questions?

That's completely normal.

You're an investor after all. So we know you do your due diligence when it comes to making an investment (Whether it's in yourself, or a stock..)

That's why we've put together a list of common questions.

Will this replace my existing research process?

No. And that’s the point.

This framework is designed to layer on top of your existing process, to enhance it, not replace it.

Does this framework provide investment recommendations or signals?

No. The framework focuses on research process improvement, synthesis, and decision support. It does not generate investment recommendations, trade signals, or portfolio allocations.

Is this suitable for institutional or professional environments?

Yes. The framework is designed to integrate into existing research workflows without requiring changes to investment philosophy, governance structures, or decision authority.

Does the framework replace human judgment?

No. The framework is explicitly designed to support and amplify professional judgment, not replace it. AI is used to improve synthesis, consistency, and speed, while decision-making remains human-led.

Is this appropriate for teams, or only individuals?

The framework is designed for individual professionals but can be applied consistently across teams. Many concepts focus on process standardization, which naturally scales to collaborative environments.

*DISCLAIMER: *This framework is designed for educational purposes and professional development. It focuses on research process improvement, not investment recommendations. Individual experiences and results presented here may not be typical. Their background, education, effort, and application affected their experience. The information shared here is for example purposes and not a guarantee of a rate of return or a specific result. Your results may vary.