Claude Archives

The bots are coming for your 401(k)

ChatGPT

One question I get all the time is, “Kim, can AI help me pick stocks?”

Spoiler: Not only can it help, it might do a better job than a guy in a Patagonia vest yelling about yield curves.

A finance professor from Canada tested the stock-picking skills of ChatGPT, Elon Musk’s Grok and communist China’s DeepSeek. Each AI was fed the same market conditions and prompts and asked to build a stock portfolio.

Then he compared those AI-created portfolios to real-world funds managed by professionals. Yup, the ones who get paid big bucks to grow your money.

🏆 These AI tools didn’t just do OK

They beat the pros. And not just once. Over the course of several trials, AI regularly outperformed human-managed funds.

That doesn’t mean it’s time to fire your financial adviser, but it does mean we’re entering a new phase in how we invest. AI isn’t just for emails and generating recipes anymore. It’s parsing financial data, reading between the lines of earnings calls and spotting trends most people overlook.

If you don’t know what you’re doing, you could just as easily get bad advice, or worse, convince yourself it’s genius guidance because it came from a robot.

💬 3 smart prompts to try

Want to experiment with ChatGPT, Claude, Grok or another AI model?

1. “Act as a financial adviser for a [your age goes here]-year-old investor saving for retirement. Recommend a diversified stock portfolio with U.S. and international exposure, moderate risk tolerance and a 10-year horizon. Explain why each stock was selected using current market data.”

2. “You are a stock analyst. Compare the investment potential of [list the companies here] using the latest earnings reports, P/E ratios, market trends and analyst sentiment. Summarize the pros and cons of each.”

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Don’t embarrass yourself in your next AI conversation

ChatGPT

AI is everywhere: your inbox, your apps, your Zoom calls where Kyle keeps saying, “Let’s run it through chat-jeept.” If you’re going to drop those AI buzzwords, here’s how to not sound like a malfunctioning toaster and keep your smart-person street cred intact.

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What are you tackling in 2025? Even if all you have is a vague idea, AI can help you with an action plan. Here are a few prompts to try with ChatGPT, Gemini or Claude.

“I have a goal for 2025 to [fill in the blank]. Can you help me make it SMART?” (SMART is an acronym for Specific, Measurable, Assignable, Realistic and Time-related.)
“You’re a life coach who wants to help me have my best year yet. Help me figure out some goals for 2025. Ask me questions one at a time to help me decide what to focus on.”
“My goal is [fill in the blank]. What are some obstacles that might come up and ways I can overcome them? Give me specific examples for each obstacle.”
“I want to [fill in the blank], but it feels overwhelming, and I don’t know where to start. Can you help me by breaking it down into more manageable tasks?”

⭐ AI isn’t going anywhere: Instead of sticking your head in the sand, make this the year you embrace AI. You’ll get daily tips here in this newsletter and, coming soon, my AI 101 guide for total newbies.

In the meantime, give this list of AI trends for 2025 a read and grab NetSuite’s free knowledge drop, “The CFO’s Guide to AI and Machine Learning.”* You’ll sound smart (and know what you’re talking about!) when it comes up in conversation.

🦆 Duck off: Tell that to your AI chatbot collecting data. Duck.ai is out of beta and lets you chat anonymously, for free, with no account required. You can use GPT-4o mini, o3-mini, Meta Llama 3.3, Mistral Small 3 and Claude 3 Haiku without worrying about your data being collected. Chats are fully anonymized, meaning they’ll never be used for AI training. Try it out.

7 hours

How long Anthropic’s new AI model Claude Opus 4 can work without needing new prompts. It’s built to handle big tasks, kind of like giving a coworker a goal and letting them run with it. The twist? Anthropic says it’s not replacing jobs, just automating the boring stuff. Cool cool, tell that to the boss.