Have you followed popular tips during rising markets, only to later regret decisions driven by emotions when buying US stocks or ETFs? Like many Hatch users inspired by Warren Buffett’s discipline, I’ve been there-until AI changed everything. This list of 9 clear steps shows you how to check for biases, test risks, and set up…
Are you feeling stressed about reviewing your portfolio? Many investors, whether experienced or new, find this important part of financial planning challenging. This guide will show you nine practical steps, using AI tools like ChatGPT and Claude to make the process easier. Learn how AI can change the way you analyze your portfolio, improve your…
Developing a successful investment plan starts with knowing your specific risk tolerance. In this guide, I’ll take you through a step-by-step process using an Investor Questionnaire to identify your risk tolerance and financial details. Based on what I’ve learned, including advice from Matthew Levy, CFA, we’ll look at how you can match your investment goals…
If you’ve relied solely on fixed deposits (FDs) for your savings, you’re not alone. Many, including industry experts like Ann Dowd and Dan Candura, highlight the need for a well-rounded investment strategy. This guide explains 9 important steps to move from fixed deposits to a varied investment plan, focusing on how to properly distribute your…
Knowing about finances can be difficult, especially when deciding between a Unit Linked Insurance Plan (ULIP) and an Equity Linked Savings Scheme (ELSS). With potential tax benefits under the Income Tax Act and diverse investment goals, how do you make the right choice? In this guide, I will guide you through a detailed comparison using…
If market timing has you feeling anxious, you’re not alone. Many investors share this fear but struggle to maintain discipline in their strategies. With the increase in artificial intelligence and the introduction of the White House’s AI Bill of Rights, tools like generative AI and machine learning can help you invest with confidence. This guide…
Figuring out how to divide your investments can be confusing, particularly for beginners who want to improve their investment plans. In just 30 minutes, I gained new knowledge with ChatGPT, using AI to make difficult ideas such as portfolio selection and scoring functions easy to grasp. This guide will explain using moving averages and tools…
Are you overwhelmed by a complex investment portfolio filled with various stocks and bonds? Simplifying your assets can reduce stress and align better with your risk tolerance and financial profile. This guide offers nine practical steps to organize your portfolio, helping you concentrate on achieving your financial goals. Get ready to take control of your…
Looking at a company’s financial data can be challenging, but using AI prompts makes it organized and informative. In this step-by-step guide, you’ll learn how to use AI for financial reporting, predicting revenue, and estimating expenses. By following these nine steps, you will learn how to correctly interpret complex data, making sure your analysis remains…
Grasping the technical terms can be confusing, especially when trying to comprehend tools like ChatGPT, OpenAI, or Bard. If you’ve ever been confused by unclear messages or seen error notices while looking for information, you’re not by yourself. This step-by-step guide will simplify the language around these technologies, helping you grasp their roles in moderation…
In today’s fast-paced market, creating a stock watchlist can feel overwhelming, especially when eyeing growth stocks like Microsoft Corp. and NVIDIA Corp. This guide will help you use AI tools such as Uptrends.ai to simplify your investment approach. From setting news alerts for significant events to monitoring stock performance, you’ll learn how to build a…
Struggling to manage returns without a clear tracking system? You’re not alone. Using AI tools such as GPT-4 from Microsoft can greatly improve your strategy, providing strong monthly reports that identify profit patterns. This guide explains how to set up a method to monitor returns, using AI to make your business strategies better. Prepare to…