Stock Market Using AI
Workshop Notes
by SpringPad
Know Your Mentors
➤ 9+ years in global finance, with expertise in Equity Research,
RAHUL CHANDRA Investment Banking, and Private Equity at top global
institutions.
➤ One of ~2,700 professionals globally to hold CFA, FRM, and
CAIA charters
➤ Equity & Credit Research experience at TresVista and
Moody’s, specialising in market valuation and risk analysis.
➤ Investment Banking & Capital Markets exposure at
Goldman Sachs, Societe Generale, and EY, covering fixed
income, derivatives, and risk management.
➤ Private equity & VC Specialist at PwC, valuing startups and
private companies across US and European markets.
➤ Co-founder of SpringPad, an AI-driven EdTech, Trade &
Investment Firm
➤ Mentored 50,000+ students, leveraging AI to make finance
accessible and actionable.
➤ Avid Researcher and Market enthusiast, building AI-
powered solutions to democratise investing and drive India’s
financial inclusion.
Co-Founder of
SpringPad
Know Your Mentors
➤ Trading Global Markets & Securities for 9+ Years!
➤ Prop Trader at an Options desk in Mumbai. Managed 25Cr!
➤ Futures Trader at a Global Hedge Fund in London. Managed
$20 Million!
➤ Securities I have traded in over my career?
➤ Commodity futures - crude oil, Wheat, Soybean,
Sugar, Copper
➤ US and European Indices - S&P, Nasdaq, Dax, FTSE
➤ Interest Rate Products – Bonds, STIRS (US, UK, Italian,
German)
➤ Indian Equities and F&O - My favourite!
➤ Co-founder of SpringPad, an AI-driven EdTech, Trade &
Investment Firm
➤ Advise Clients using Proprietary Investment & Trading
Strategies
➤ All of SpringPad’s Strategies are Now AI POWERED &
AUTOMATED
➤ Fun Fact - I had NO prior coding knowledge, but leveraged
ChatGPT to create Robust, & Cutting-Edge Strategies with Hig
Profitability!
Co-Founder of
SpringPad
Takeaways from the workshop
2 4
1 3
AI Powered Mind Blowing
AI in Stock Trading Strategies &
Investing
Market with AI Bonuses
This workshop is entirely focused on leveraging AI in the stock market, covering
both investing and trading. It begins with an introduction, followed by an in-depth
discussion on market trends and the transformative role of AI in financial decision-
making. The session concludes with a detailed overview of the workshop structure
and the exclusive bonuses available to participants.
Introduction
The workshop starts with welcoming attendees, followed by Pratik sir confirming
audio and visual setup. Pratik sir encourages audience participation and outlines the
session's structure, including a Q&A at the end. He emphasizes that no recordings
will be provided to encourage live engagement. Bonuses, including a starter kit
worth more than Rs.18,000 and a certificate of attendance, are promised for those
who stay till the end.
The Importance of Adaptability
Pratik sir uses an anecdote about an old man feeding pigeons in a park to illustrate
the importance of adaptability. As more pigeons discover the food source,
competition increases, and some smarter birds leave to find less competitive
environments. This story emphasizes the need to adapt to changing circumstances,
especially in the rapidly evolving world of finance and technology. Pratik sir
highlights the success of algo-trading firms like Graviton Research Capital and
AlphaGrep Securities, which have generated significant revenue by adapting to the
changing market landscape.
AI Powered
Investing
Navigating Market Downturns
Rahul sir addresses concerns about market downturns and crashes. He presents
data on major market declines since 1992, including the Harshad Mehta scam, the
dot-com bubble, the 2008 financial crisis, and the COVID-19 pandemic. He
emphasizes that while crashes are a reality, they are followed by periods of
recovery and significant growth. Data shows that recovery periods are shrinking,
and India's market has consistently outperformed global markets in recovery. He
concludes that crashes create opportunities for buying at lower valuations,
rewarding those who invest strategically during downturns.
AI-Powered Investing with Rahul Sir
In this session, Rahul Sir introduces how AI can revolutionize investment research
and decision-making.
Deep Research with Perplexity.ai
Using Perplexity.ai, we can efficiently conduct in-depth market research. By simply
copying and pasting SpringPad’s Growth Sector Deep Research Report Prompt
from the provided PDF, we obtain insights into potential growth sectors and a
structured framework for investing.
Steps:
1. Go to Google and type perplexity.ai, and you directly land on the below page.
And make an account over here, and we are good to go.
2. Then copy the SpringPad’s Growth Sector Deep Research Report Prompt from
the provided PDF and paste it over the perplexity. AI and change the research type
from auto to deep research and turn on academic and social and hit enter. You can
then post this on your social network as a blog.
Advanced Reasoning with ChatGPT
Next, we explore ChatGPT to refine our stock selection process. By leveraging
SpringPad’s Industry Analysis & Stock Selector GPT Prompt, we can systematically
identify promising stocks while filtering out weaker ones.
Steps:
1. Go to Google and type chat.openai.com, and you directly land on the below page.
And make an account over here, and we are good to go.
2. Then open the SpringPad’s Industry Analysis & Stock Selector GPT Prompt from
the provided PDF and write the industry type and hit enter.
Comparative Analysis with Grok.com
Rahul Sir then demonstrates how to confidently compare multiple stocks using
Grok.com. By applying SpringPad’s Company Comparison & Stock Selection Deep
Research Prompt, we analyze intricate financial metrics and qualitative factors to
identify the best investment opportunities.
Steps:
1. Go to Google and type grok.com, and you directly land on the below page. And
make an account over here, and we are good to go.
2. Then copy the SpringPad’s Company Comparison & Stock Selection Deep
Research Prompt from the provided PDF and paste it over the grok and write the
top three stocks along with your name and hit enter.
Valuation & Financial Statement Analysis with Claude.ai
Using Claude.ai, we learn how to manually analyze complex financial statements
and conduct advanced valuations. By utilizing SpringPad’s Comprehensive Stock
Analysis Prompt, we ensure investments are made at the right valuation.
Steps:
1. Go to Google and type claude.ai, and you directly land on the below page. And
make an account over here, and we are good to go.
2. Go to screener.in and download and save the data as an Excel and PDF file as
shown below.
2. Then copy the SpringPad’s Comprehensive Stock Analysis Prompt from the
provided PDF and paste it over the claude and write the company name and hit
enter.
Real-Time Updates & Sentiment Analysis with Gemini.google.com
Finally, Gemini.google.com helps us stay factually updated and monitor our
investments effectively. With SpringPad’s News & Sentiment Analysis Prompt, we
can track market trends and safeguard our wealth.
Steps:
1. Go to Google and type gemini.google.com, and you directly land on the below
page. And make an account over here, and we are good to go.
2. Then copy SpringPad’s News & Sentiment Analysis Prompt for Portfolio
Monitoring from the provided PDF and paste it over the gemini and write the Stock
name and hit enter.
By integrating these AI-driven tools, we can systematically create our
own Winning Investment Portfolio with precision and confidence.
AI Powered
Trading
AI-Powered Trading with Pratik Sir
In this session, Pratik Sir addresses the challenges of trading profitably while
managing a professional career. He then demonstrates how AI-powered tools can
streamline the trading process, making it more efficient and accessible.
Downloading Historical Data Without Coding
Pratik Sir begins by showing how traders can download historical market data
without any coding. Using Claude.ai and Prompt 1 to Fetch Data, we generate a
Python script, which can be copied and executed in Google Colab, allowing
seamless data retrieval.
Steps:
1. Go to Google and type claude.ai, and you directly land on the below page. And
make an account over here, and we are good to go.
2. Then copy the Prompt 1 to Fetch Data from the provided PDF and paste it over
the claude and write the index or stocks name along with the time horizon and hit
enter.
3. After that, copy the Python code and go to Google and type
colab.research.google.com, then click on new notebook. The below page will
appear. and then click on connect.
4. And paste the Python code here and run the code. And you can see that your
data has been downloaded in an Excel format.
Analyzing Historical Data with SpringPad ChatGPT
Next, he demonstrates how to analyze historical data using SpringPad’s customized
ChatGPT. By pasting Prompt 2 to Analyze Data into ChatGPT and uploading the
downloaded data, the AI generates insightful graphs and key market details.
Steps:
1. Open the Market Analyst Pro by SpringPad (SpringPad’s customized ChatGPT)
and you directly land on the below page.
2. Then copy the Prompt 2 to Analyze Data from the provided PDF and paste it over
the Market Analyst Pro by SpringPad (SpringPad’s customized ChatGPT) along with
the upload the excel file over there and hit enter.
Identifying Market Trends with SpringPad’s Seasonality Indicator
Pratik Sir then introduces SpringPad’s Seasonality Indicator, a Pine Script tool that
helps identify the best-performing months or years for specific stocks. He also
walks through the settings required to optimize this indicator for trading.
Steps:
1. Go to Google and type in.tradingview.com, and you directly land on the below
page. And make an account over here, and we are good to go.
2. Then copy the SpringPad’s Seasonality Indicator pine script code from the
provided PDF and paste it over the pine editor in trading view and click on add to
chart.
Generating Trade Ideas with AI
Using SpringPad’s Trade Idea Generator (Custom GPT), traders can automatically
generate trade ideas for swing trading and other strategies, enhancing decision-
making.
Steps:
1. Open the Trade Idea Generator by SpringPad (SpringPad’s customized ChatGPT)
and you directly land on the below page.
2. Then put any chart over here, and you can ask to generate trade ideas for you.
Implementing the Moving Average Crossover Strategy
He then presents SpringPad’s Moving Average Crossover Strategy, another Pine
Script code which will be used in TradingView. This strategy provides buy and sell
signals, helping traders make informed decisions.
Steps:
1. Go to Google and type in.tradingview.com, and you directly land on the below
page. And make an account over here, and we are good to go.
2. Then copy the SpringPad’s Moving Average Crossover Strategy pine script code
from the provided PDF and paste it over the pine editor in trading view and click on
add to chart.
3. For changing the crossover type, first click on the strategy, then click on the
settings. After that we can change the crossover type.
Backtesting Trading Strategies
Pratik Sir introduces the concept of backtesting to evaluate a strategy’s
profitability. By using Claude.ai and Prompt 3 to Backtest Data, traders can test
historical performance, ensuring a strategy is viable before live trading.
Steps:
1. Go to Google and type claude.ai, and you directly land on the below page. And
make an account over here, and we are good to go.
2. Then copy the Prompt 3 to Backtest Data from the provided PDF and paste it
over the claude and along with the upload the excel file over there and hit enter.
Fully Automating Trading with BullsAi
To eliminate emotional bias, Pratik Sir emphasizes the importance of automated
trading. He introduces BullsAi, India’s first AI-driven algo trading platform, which
allows users to:
Backtest pre-built strategies
Conduct paper trades
Deploy strategies in live markets
Seamlessly integrate with brokerage accounts
Creating Custom Trading Strategies with Phoenix Copilot
Finally, he explains Phoenix Copilot, an advanced tool for developing custom
trading strategies. Traders can:
Design their own strategies
Backtest performance
Execute paper trades
Transition strategies into live trading
With these AI-driven solutions, how traders can optimize their strategies, reduce
manual effort, and fully automate their trading journey, making the process as
effortless as switching on a TV.
Mastering AI-Powered Trading & Automation for Financial Success
Rahul Sir and Pratik Sir emphasize that if one can master professional trading and
automation using AI, it becomes possible to make consistent profits every month,
invest money strategically to grow wealth exponentially, understand the financial
secrets of the top 1%, know the right time to spend money, and ultimately achieve
financial independence to fulfil personal and professional goals.
We Know YOU CAN MAKE IT TOO!
With AI, the Power of Possibilities is at your Disposal!
Discover. Learn. Success.
THANK YOU!
