Investing with AI: The Complete Framework for Fundamental Analysis in the Age of Artificial Intelligence

Investment research has always required two things that most individual investors lack: time and analytical infrastructure. Reading annual reports, extracting financial data, building valuation models, monitoring a portfolio of companies — done properly, this work used to demand either institutional resources or a willingness to spend every weekend buried in spreadsheets and footnotes.

The Disciplined Analyst changes that equation.

This practical, rigorous guide teaches individual investors and independent analysts how to use ChatGPT, Claude, and Gemini as genuine research partners — not to generate stock tips or bypass the hard thinking, but to compress the mechanical work of serious analysis so that the time saved goes into better thinking rather than less of it.

Sixteen chapters cover the complete analytical cycle: understanding how businesses actually make money, reading financial statements without accounting confusion, building valuation models that acknowledge their own uncertainty, gathering and cleaning market data reliably, automating portfolio monitoring with AI-powered pipelines, and maintaining the personal discipline that separates investors who improve from those who merely persist.

Written for readers without programming or advanced finance backgrounds, The Disciplined Analyst treats AI tools as instruments in service of judgment — powerful, practical, and honest about what they can and cannot do. The analytical principles are enduring. The tools are the best currently available to apply them.

For anyone who has ever wanted to research companies the way professionals do, without the resources professionals have, this book is the starting point.