A digital assistant: AI as your analyst

How to use artificial intelligence to summarise reports, build checklists and find holes in your own reasoning — and what never to hand over to it.

When I started out, reading a company's annual report took me an entire weekend. Today I do an initial review in twenty minutes — with help from AI. But the decision still takes me just as long. And that's how it should stay.

What AI is great at

Summarising a long document and pointing out passages about risks.
Explaining a difficult concept in plain language, with an example.
Playing devil's advocate: “Give me five reasons why this investment might fail”.
Building a pre-decision checklist based on your own rules.

What AI shouldn't do for you

A language model can confidently give you a false figure. It doesn't know your circumstances, doesn't face the consequences and doesn't lose sleep when the market falls. Treat it like a bright intern: it helps a lot, but you check every figure against the source.

Bennyyoung operator

I asked the chatbot which cryptocurrency to buy. It gave me three!

Bartnarrator

And did you ask why each of them could fall by 90%?

Bennyyoung operator

…No.

Worked example
Three prompts to get started

7 / 14 · Educational content, not investment advice.