Tools and automation
For women who value order and want to make better use of simple tools that support investing.
Topics you can choose from:
- Creating a spreadsheet for monitoring companies – you will build a simple spreadsheet that allows you to track selected companies and their data.
- Analyzing data from popular financial services – you will learn how to use tools such as Yahoo Finance and Google Finance to better understand charts and indicators.
- Safe use of AI in analysis – you will see how tools like ChatGPT can be used to formulate questions that support the analysis of reports.
- Investment checklists and alerts – you will learn how to create your own list of criteria to review before making an investment decision.
- Annual investment plan – you will create a schedule for portfolio reviews and updates that helps maintain consistency over time.
