The best AI tools for Financial Analysts in 2026.
👉 Get the FREE 5 Essential Resources for Using ChatGPT at Work: https://clickhubspot.com/96898e

LEARN:
👉 Excel for Business & Finance Course: https://www.careerprinciples.com/courses/excel-for-business-finance
📈 The Complete Finance & Valuation Course: https://www.careerprinciples.com/courses/finance-valuation-course
🔥 Power BI for Business Analytics: https://www.careerprinciples.com/courses/power-bi-for-business-analytics
🚀 All our courses: https://www.careerprinciples.com/all-courses

In this video I’ll show you some of the best AI tools specifically for finance. These tools cover the entire life cycle of a financial analyst, starting with AI tools to research companies like Fintool and Alphasense, then import and clean up the findings with Quadratic. Following that, we just into Excel to look at data analysis tools like the COPILOT function, which is great for smaller tasks. For larger multi-step processes like creating a financial model, tools like Claude in Excel are much more handy. We go over an example using a loan amortization table. another alternative to Claude in Excel is Tracklight, which also works as an add-in and is specifically for financial modeling in Excel. Then we go over generating presentations and pitch decks using Claude in PowerPoint. We also suggest some tools outside of powerpoint like Bricks or Gamma.

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Chapters:
0:00​ -​ AI Research Tools
2:49​ – AI Data Import and Cleaning Tools
5:55​ – Data Analysis and Financial Modeling Tools
10:47​ – Pitch Deck and Presentation Tools

Share on

⭐ To see what I’m doing with silver, gold, stocks, please visit my Patreon: https://www.patreon.com/ClearValueInvesting

📘 My Book on Wealth-Building is Now on Amazon
English Version: https://www.amazon.com/dp/B0DSLT8SRZ
Spanish Version (Español): https://www.amazon.com/dp/B0F2GTZY7T

💵 FREE STOCKS: https://www.webull.com/k/ClearValueTax
Receive FREE STOCKS (as a sign-up bonus) when you open a free stock market account.

💵 Need a Small Business Loan?
We can help you get financing at ClearValue Lending: https://clearvaluelending.com/small-business-financing/

ClearValue Tax and affiliates and related parties do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

This post may contain affiliate links that at no additional cost to you, I may earn a small commission. Thank you for your support!

Legal Disclosure: I’m not a financial advisor. The information contained in this video is for entertainment purposes only. Before investing, please consult a licensed professional. Any stock purchases I show on video should not be considered “investment recommendations”. I shall not be held liable for any losses you may incur for investing and trading in the stock market in attempt to mirror what I do. Unless investments are FDIC insured, they may decline in value and/or disappear entirely. Please be careful!

Share on