AI Research Copilots for Finance
Use AlphaSense, Hebbia, Rogo, and Perplexity Finance to read filings, run diligence Q&A, and draft cited memos — with a free-tier path and a hallucination guardrail.
Six months ago, getting smart on a new company meant a weekend with a 200-page 10-K, three years of transcripts, and a stack of broker notes. Today a finance research copilot can read all of it and answer your questions in minutes — with citations back to the exact filing. That is the shift this course is about, and it is reorganizing how analysts work faster than spreadsheets ever did.
But here is the part nobody puts on the marketing page: these tools hallucinate. They cite the wrong filing, mix a quarter with a full year, and confidently invent an acquisition that never happened. One analyst tested AI on three companies he owned and got a 33% accuracy rate — and as he put it, “the failures didn’t sound like failures. They sounded like analysis.” The analysts who win with these tools are not the ones who trust them. They are the ones who built a verification habit.
This course teaches both halves. You will use the real research copilots — AlphaSense, Hebbia, Rogo, Perplexity Finance, BamSEC — to read filings, run due-diligence Q&A, and draft cited memos. And you will build the citation trail and the figure-checking discipline that keeps a hallucinated number out of your IC deck. Every exercise runs on a free path (Perplexity Finance plus the SEC’s EDGAR database), so you can finish the whole course without an enterprise seat — and you will know exactly which tool to reach for when your firm hands you one.
What You'll Learn
- Explain what a finance research copilot is and how AlphaSense, Hebbia, Rogo, Perplexity Finance, and BamSEC differ — including which need a paid enterprise seat
- Use a free-tier path (Perplexity Finance plus SEC EDGAR) to produce a cited one-page company brief from a real 10-K
- Apply structured prompts to read and query 10-Ks, 10-Qs, 8-Ks, and earnings transcripts at scale
- Evaluate AI research output for hallucinated numbers and miscited filings using a citation trail and period and GAAP checks
- Apply data-room and due-diligence Q&A patterns without leaking material non-public information into a consumer tool
- Create a research memo or investment write-up grounded in cited, verifiable filings
After This Course, You Can
What You'll Build
Course Syllabus
Prerequisites
- Working knowledge of corporate finance, equity or credit research, or FP&A — you should be able to read a financial statement
- Familiarity with a general AI assistant (ChatGPT, Claude, Gemini, or Perplexity) — you do not need to have used a finance-specific copilot before
- A free Perplexity account is enough to do every exercise; an AlphaSense, Hebbia, or Rogo seat is optional
Who Is This For?
- Equity and credit research analysts who read filings and transcripts all day
- Investment-banking and private-equity diligence analysts running data-room Q&A
- Corporate-development and strategy-finance professionals landscaping markets and targets
- FP&A professionals who do research, not just modeling
- Finance students and career-switchers who want the modern research toolkit
Frequently Asked Questions
Do I need an AlphaSense, Hebbia, or Rogo subscription to take this course?
No. Those are enterprise tools sold by seat (often $10,000 or more per user per year) and many readers will not have one. Every hands-on exercise uses a free path — Perplexity Finance plus the SEC's free EDGAR database — so you can do the full workflow without a paid seat. We show where the enterprise tools fit so you know what to ask your firm for, and so the skills transfer the day you get access.
Is this a spreadsheet or financial-modeling course?
No. This course is about reading and reasoning over documents — 10-Ks, transcripts, and data rooms — with AI research copilots, and building a verifiable citation trail. It does not cover Excel modeling, FP&A budgeting, or formula building. If that is what you need, see our ChatGPT for Excel and Copilot for Finance courses.
Which finance roles is this for?
Equity and credit research analysts, investment-banking and private-equity diligence analysts, corporate-development and strategy-finance professionals, and FP&A people who do research rather than only modeling. If your job involves turning filings and documents into a defensible written view, this is for you.
Will I get a certificate?
Yes. Complete all eight lessons and pass the quizzes to earn a verifiable certificate you can add to LinkedIn or your resume. The first two lessons are free; lessons 3 through 8 and the certificate require a Pro subscription.
