AI Meets Wall Street: Crafting Your 10-K Codebreaker

In this week's AI Tips for Trailblazers, join Demystify as we dive into the creation of a custom GPT tailored for analyzing 10K reports. As a lecturer at Rice University, I often discuss the impact of AI in streamlining tasks for MBA students. This episode highlights the setup and configuration steps to build a tool that can summarize financial documents, emphasizing the importance of detailed instructions and structured outputs. Watch as I demonstrate the process live and share practical tips for optimizing AI performance in financial analysis.