Automation of Financial Analysis & IPO Insights using AI

As a Junior Equity Research Analyst in Marketlen's,

Previously, you performed,

• Manual IPO analysis of Zomato
• Manual financial analysis of Wipro

Now, your manager wants you to leverage AI tools to,

• Validate your earlier findings
• Save time in analysis
• Improve accuracy using AI-driven insights

Your goal is to replicate the same analysis using AI prompts and compare results with your manual work.

Topic :

1) Exploration of the IPO Market.

2) Analysis of Corporate Action Money Control,

Go to the  official website  of chatGpt

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Link - https://www.chatgpt.com

You can login by clicking login button and then use gmail to login or else you can create account by clicking up on signup and then login with the username and password.

Provide Context to AI ( Zomato IPO)

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Validate IPO Insights by providing following prompt to chatgpt

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  Prompt

Response

Now provide following prompt for the Wipro Financial Analysis

4

Response 

Prompt

Validate the Investment Decision by providing following prompt

5

Response 

Prompt

Good job!

In this lab, you used AI to analyze and validate Zomato IPO insights and Wipro’s financial performance.
You learned how structured prompts can quickly generate meaningful, decision-oriented insights.
This demonstrates how AI enhances speed, accuracy, and efficiency in financial analysis.
AI empowers analysts to make smarter and faster investment decisions.

Perform the Comparison between the Manual Analysis and AI Driven Analysis.

Topic : Debt Instruments

1) What is Bond.                                   2) Government and Corporate Bonds
3) Zero Coupon and Floating rate bonds.   4) Equity Vs Debt Financing

5) Basic Bond Pricing Intuition