Invest Like a Fund Manager: Screening + AI Analysis

We get it things come up. If you can’t make it, just mark “Opt-out” so we can open the spot to someone else. Note: No refunds will be issued for cancellations or no-shows, since spots are limited and reserved in advance.

No, this session is designed to be experienced live. Recordings don’t do justice to the quality of interaction and context you’ll gain by being present.

Yes! You’re welcome to invite a +1 - a friend, colleague, or someone who’ll genuinely benefit. Just make sure they register through your invite link.

This session is designed primarily for intermediate to advanced equity investors who already understand basic financial statements and stock market concepts. The focus will be on building a structured research workflow rather than covering beginner fundamentals.

No. The session will use the free version of Screener, and all screens demonstrated during the workshop can be built using the free version.

Yes. The workshop will include live screen-building on Screener, practical examples, and real workflows used to shortlist companies and evaluate investment ideas.

Yes. A dedicated segment will show how to use AI in a disciplined research workflow—including prompts for benchmarking companies, identifying red flags, analyzing management commentary, and building investment theses. Participants will receive a copy-ready prompt library.

It would help if you have: • A Screener account (free) • A laptop for the hands-on screen-building exercises • A few stocks from your current watchlist or portfolio that you would like to analyse.