AI Portfolio Labs 

Name: Portfolio Advisory Simulator 

Description: Simulates investor clients with dual-mode structured advisory feedback.

Instruction: 

• Markdown file is HERE

Conversation Starters:

• Show me available investor clients

• I want to build a portfolio for Alex

• Switch to Thinking Mode

• Run a full advisory evaluation

Knowledge

• Investor profiles; Backtest Matrix user manuals; FIN 525 final project guidelines

BacktestMatrix.com, which features

• Portfolio Backtesting Apps for ETFs, Stocks, and Cryptos 

  • Embed AI-powered Portfolio Evaluation

  • Available for any free-tier Claude account

• User Manuals

• Master Databases - Available to SBU students only due to WRDS license restriction

  • EFT master database: Monthly returns of Vanguard and Blackrock historical exchange-traded funds (ETFs) from Jan. 2015 to Dec. 2025.

  • Stock master database: Monthly returns of historical S&P 500 stocks from Jan. 2015 to Dec. 2025.

  • Crypto master database: Monthly returns of the (current) top 100 cryptos from Jan. 2018 to Dec. 2025.

• Examples

  • Mega Ten-Stock Buy-and-Hold Strategy: Holdings .csv | Backtest Report & CSV

  • ETF Momentum Strategy - Long the top 4 ETFs with the highest most recent 12-month returns: Holdings .csv | Backtest Report & CSV

Customized Gemini Notebook -  Invitation only, and accessible by registered students

1. • FIN 525 Portfolio Management  - Gemini Notebook

   • FIN 578 Behavioral & Social Finance - Gemini Notebook

   • BUS 381 Blockchain & Digital Assets -  Gemini Notebook

Customized GPT -  Accessible by registered students

• • FIN 525 Portfolio Management 

    • Markdown file is HERE

Google Colaboratory

• Start by reading the Colab manual at https://colab.research.google.com/

  • Google Colab is free of charge, which is sufficient to help complete assignments

  • For more advanced analysis, you may consider Google Colab Pro for Education ($9.99 per month)

Tutorials or free Python courses

• Official Python tutorial: https://docs.python.org/3/tutorial/index.html

• Berkeley resources list: https://python.berkeley.edu/resources/

• W3schools: https://www.w3schools.com/python/

• YouTube Videos: What is Python? Why Python is So Popular? |  Python for Beginners - Learn Python in one hour

• Free Coursera: Introduction to Python | Introduction to Python Programming | Python and Statistics for Financial Analysis

WRDS

• Register at WRDS to obtain an account to access research data.

• Visit https://wrds-web.wharton.upenn.edu.

• New to WRDS or already have a WRDS account? Learn How to Enroll in a Class?  - Use the Enrollment Class Code provided by Instructor

• Your account will be approved by the librarian in a few business days.

WRDS Classrooms | Analytics |  Python |  SAS  |  R  |  PostgreSQL 

AI Platforms: Perplexity |  NotebookLM |  Gemini  | Grok |  Claude |  ChatGPT  |   Meta |  

API Platform: OpenAI | Gemini |  

AI Agent: GenSpark Hub | AWS Kiro |  Meta Muse | n8n | 

AI for Research 

• Consensus (Search engine for research) | ChatPDF (chat with PDF) | 

• Undermind |  Elicit  (finds and summarizes scientific evidence) |  Kome (summarize articles) | Rayyan (systematic literature review) |    

• TXYZ  (research workflows) | Summarize (videos and files) 

AI for Visuals and Audios

• PaperBanana | Midjourney (Image) | Remove (image background) 

• ElevenLabs (voices) | Speechify (voiceover) | Murf AI  (narrated content) | NaturalReader (reading document) 

• OpusClip (video to clips) | InVideo (AI generated video) | Runway (video) |  Synthesia (text to video)

• Charater (role play) | 

AI for Educators

• Turnitin (plagiarism detector) |  ZeroGPT (AI detector)  |   Gradescope (assessment and grading) 

CustomGPT

• Data Analyst | Finance & Economics | 

Chinese AI Models

• DeepSeek | Doubao | Yuanbao | Qwen | GLM | Kimi | MiniMax | 

• 百度文言一心   |  阿里通义千文   |  腾讯元宝   |  百川智能   |   大讯飞   |  字节跳动豆包   |  华为盘古   

SBU Guide to Generative AI 

Generative AI at Stony Brook FAQs, by the AI Coordination and Communication Work Group 

SBU Video: Academic Integrity using Generative AI - What to Know 

Finance & Economics

• Claude Code Learning Resources for Economics and Finance by Gen Li and Siyang Liu

• Kerry Back: Gen AI for Finance

• Project APE (Autonomous Policy Evaluation)

• Conferences: AI in Finance by Columbia | Fintech, AI and Big Data by City U. of HK | 

• Special Issues: ML, Generative AI, and Trading by JFM | Generative AI in Finance by JBF | 

General

• LinkedIn: Artificial Intelligence (AI) Courses | LinkedIn and Microsoft: Career Essentials in Generative AI 

• Andew Ng: Coursera AI courses | Google Cloud: Introduction to  LLM | Vanderbilt Univ: Prompt Engineering for ChatGPT  

• DeepLearning.AI: Generative AI for Everyone

• Microsoft 365 Copilot and AI agents| Education CoPilot | CoPilot Studio | Connectors and extensions | Create and Deploy Co-Pilot 

• Microsoft Ignite:  Machine learning with Python and Azure Notebooks

• Microsoft GitHub: AI for Beginners | Introduction to AI for business users |  AI Business School 

• Google Cloud Skills Boost:  Generative AI | Image Generation | Large Language Models | Responsible AI | Generative AI Developer Learning Path

For Developers: Hugging Face |  PyTorch | Posit.Cloud  | Kaggle (free datasets and code for AL & ML) 

AI-related Research and Articles: Brookings |

Futurist - Gerd Leonhard: Education, Work, Jobs  |  Quotes