GPT-4 Powered Virtual Analyst for Fundamental Stock Investment by Leveraging Qualitative Data

This paper introduces an advanced AI-assisted tool, powered by GPT-4, for fundamental stock investment, offering human-like investment advice accompanied by supporting information to validate recommendations for users. While traditional stock market prediction tools rely heavily on quantitative data such as stock prices, volume, earnings, and dividends, the use of qualitative data for stock market analysis is an emerging trend. Recent advancements in AI, particularly with Generative AI like ChatGPT, have significantly influenced user interactions and decision-making processes. Recognizing the potential of AI across various industries, we have customized GPT-4 to perform fundamental analysis based on news, financial and annual reports of companies, government policies, and more. Our tool analyzes the above qualitative data and provide numerical scores along with logical and fact-based justifications for the short, medium, and long-term investment prospects of companies. The system delivers reliable recommendations for up to ten months without continuous monitoring, making it valuable to a wide range of users, from value investors to everyday traders. The benefits of using our tool are substantial, including significant time and cost savings.