Document Type
Poster
Publication Date
Spring 2024
Abstract
This study explores the development of a generative AI model, "My GPT," tailored to provide equity research for individual investors, with a specific focus on Lululemon Athletica Inc. The project's goal was to create an accessible financial analysis tool that could potentially rival traditional, costly financial services. The research involved iterative model development, beginning with a baseline model and advancing through four subsequent iterations, each refined based on the increasing complexity of prompts and the depth of training data. These iterations incorporated detailed financial reports, market trends, and industry-specific metrics to enhance the model's analytical accuracy and relevance. The final model was capable of producing a detailed equity research report, reflecting strengths in comprehensive financial understanding and industry insights but with limitations in capturing real-time market data and the subtleties of financial forecasting. The outcomes of this project demonstrate the potential of AI in democratizing financial analysis, providing individual investors with robust tools for informed financial research.
Recommended Citation
Robinson, Drew, "Integrating AI into Equity Research: A Case Study on Lululemon in the Apparel Retail Industry" (2024). IPHS 484: Senior Seminar. Paper 33.
https://digital.kenyon.edu/dh_iphs_ss/33
Creative Commons License
This work is licensed under a Creative Commons Attribution 4.0 License.