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Unclaimed ProfileThis comprehensive course, designed by Sharad Nandwani, offers an innovative approach to modern stock investing and trading by combining traditional financial principles with cutting-edge artificial intelligence tools. Students will learn how to transition from basic financial analysis to advanced portfolio optimization using AI assistants like Perplexity and NotebookLM alongside Google Sheets and Google Finance. By automating the data retrieval process, the course teaches you how to construct custom screeners to discover undervalued stocks, determine intrinsic values using Discounted Cash Flow (DCF) models, and identify high-momentum assets before the market fully reacts. Whether you are a retail investor looking to build a robust wealth-growing portfolio or an active trader seeking to refine entry and exit strategies using price action and volume indicators, this curriculum bridges the gap between raw financial data and actionable trading strategies. You will walk away with a repeatable, systematic framework to evaluate balance sheets, analyze economic moats, and execute data-driven investment decisions with confidence and minimized risk. Through hands-on tutorials, you will learn to feed real-time Google Finance data into custom spreadsheets, allowing you to quickly spot emerging market trends and build a personalized wealth generation strategy.
About the creator
Sharad Nandwani
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Sharad Nandwani is a dedicated financial educator and market practitioner specializing in the intersection of traditional stock trading, automated data tracking, and artificial intelligence. With a focus on modernizing how retail investors analyze the markets, Sharad helps students navigate the complexities of financial data using powerful, accessible tools. By combining Google Finance functions for real-time tracking with advanced AI tools like Perplexity for market research, he demystifies quantitative analysis for everyday investors. Sharad’s teaching philosophy is built around practicality and action. He avoids overly theoretical lectures, choosing instead to lead students through hands-on builds, live data spreadsheets, and real-time AI…Show more
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Program Overview
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Price may change · updated within 1–2 weeks
Course language
Learning format
Subcategory
Price
Price may change · updated within 1–2 weeks
Course language
What You'll Learn
- Formulate a systematic approach to stock investing and trading by establishing foundational risk management guidelines and capital allocation plans.
- Utilize AI tools like Perplexity and NotebookLM to conduct deep fundamental analysis, assess company moats, and review complex balance sheets.
- Build automated Google Sheets models integrated with Google Finance to track real-time stock price momentum, volume surges, and key financial indicators.
- Perform professional-grade Discounted Cash Flow (DCF) valuations to calculate the intrinsic value of target companies and find underpriced stocks.
- Develop and customize your own proprietary stock screening frameworks to quickly spot emerging trends and identify value and momentum opportunities.
- Leverage automated research workflows to reduce analysis time, turning raw market data into executable trade plans and long-term investment ideas.
Best For
- Retail investors looking to integrate AI workflows into their fundamental analysis process.
- Aspiring traders who want to automate data collection and screening using Google Finance.
- Long-term investors who want to streamline DCF modeling and balance sheet evaluation.
- Technical users seeking to bridge the gap between traditional stock analysis and modern LLM-assisted research.
Not For
- Day traders looking for 'get rich quick' signals or automated trading bots for high-frequency execution.
- Complete beginners who have never opened a brokerage account or do not understand basic financial terms.
- Advanced quantitative developers looking for programmatic API access or Python-based algorithmic backtesting.
- Investors strictly seeking 'hot stock tips' without interest in learning the underlying valuation framework.
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