Tech savvy & smart regards: how you use AI on research or trading?
u/iloveaccounting64 ·
Reddit — r/wallstreetbets
· May 31, 2026 at 23:16
· ⬆ 64 pts
· 💬 119 comments
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AI Summary
Summary
The post is a meta-discussion about how retail traders use AI (Claude, GPT, Gemini) for financial modeling, reading filings, vetting assumptions, and charting.
The author shares personal workflow improvements (scripting data downloads) but presents no specific stock thesis or trade recommendation.
Quality assessment: This is conversational noise / general strategy sharing, not a DD post with actionable investment insights.
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I think I’m like a boomer with regards to using AI. So I hope yall smart portion of the regarded community kindly share your wisdom. And i also wanna share my approach so some dumber regards can improve their approach too.
This is what I do so far with AI:
For modeling: I mostly just use Claude on excel to do data entry and formatting when I play around with dcf or 3 stmt model just to learn what drives growth.
For reading: there are tons of good write ups on fintwit and Reddit, so I use gpt to summarize these posts and 10Ks and earnings call transcripts.
For assumptions and consensus: I ask Gemini to vet my growth assumptions and if they match consensus or what management thinks.
For charting and execution - I wanna improve this part with automation and scripting - but so far I just feed the chart to chatgpt and ask it to tell me the best entry.
This is have I’m starting to do:
I wrote a script on vs code that helps me download the 10k and financial statements to my pc when I enter the ticker. And I’m thinking about enhancing that to tracking insider purchases and so on.
I think it’s time us retards use AI to one up the Wall Street idiots.