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How to Build an Investment Portfolio Using Free AI

The No-Cost AI Shortcut to Smarter Investing

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How to Build an Investment Portfolio Using Free AI

By: Ron Pekman
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AI is revolutionizing investing. Learn how to use it to gain an edge, reduce risks, and build lasting wealth with confidence.
You don’t need Wall Street connections or a finance degree to build wealth. All you need is a browser, some curiosity, and the free AI tools that are already at your fingertips. In How to Build an Investment Portfolio Using Free AI: The No-Cost AI Shortcut to Smarter Investing, you’ll learn exactly how to turn ChatGPT, Google Gemini, Perplexity, and other no-cost AI assistants into your personal investing team - researcher, analyst, and portfolio manager all rolled into one.
This isn’t a textbook. It’s a hands-on, plain-English guide packed with prompts, templates, and step-by-step strategies that show you how to…
  • Define your investment goals (retirement, wealth building, passive income - your call)
  • Create your personal investor profile without long, boring quizzes
  • Use AI to design a balanced portfolio tailored to your risk tolerance
  • Research stocks, ETFs, and funds like a pro - without drowning in jargon
  • Build and backtest a diversified portfolio in under 30 minutes
  • Set up AI-powered alerts to monitor your investments and know exactly when to rebalance
  • Explore smart, AI-assisted stock-picking strategies - if active investing is your style
  • Automate boring, repetitive tasks so you can focus on big-picture decisions
  • Avoid AI’s pitfalls (yes, it can make mistakes) and spot scams before they catch you
  • Keep learning and improving with AI as your investing coach
Whether you’re a total beginner who’s never bought a single share or a DIY investor looking to sharpen your edge, this book will help you skip the guesswork and start making confident, data-backed decisions - without spending thousands on courses, software, or advisors.
By the time you finish, you’ll have a complete, ready-to-use AI-powered investing plan, plus the tools and confidence to adapt it as your goals and the markets change. You’re not late to the game - you’re just getting started smarter.
Your portfolio is waiting. Let’s build it - AI style.

About the Author

My name is Meir Liraz, though you’ll find this book under my pen name, Ron Pekman. I write the “AI for Investors” series, combining decades of real-world experience with today’s smartest tools. With over 30 years as an active investor and coach, I’ve seen nearly every corner of the investing world - markets rising, falling, and everything in between. My goal is simple: to make investing clearer, smarter, and more accessible for everyday investors. As far as investing goes, I’ve been there, done that, and now I’m here to share what really works.
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Provides a great overview of why AI is a tool in the toolbox. Not the end all but a helpful piece of the puzzle. Easy to listen to and quick to get through

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