“SIDC – CPE Approved : 10 CPE Points”
Implementing Effective AI Tools & Insights for Enhanced Decision Making in Investing & Trading
Title : Implementing Effective AI Tools & Insights for Enhanced Decision Making in Investing & Trading
Course Fees : RM168
Date : 24 Jun 2025 (Tue)
Time: 10:00 am – 2:15pm
Speaker : Martin Wong
Course Details
Learning Objectives
1. Apply AI-powered technical analysis techniques by using at least one global AI tool (e.g., DeepSeek, ChatGPT) combined with Technical Analysis charts from TradingView or SMARTRobie® to identify two trading signals.
2. Perform one simple back test to validate a selected trading strategy.
3. Discuss the reliability of AI-driven fundamental analysis tools (e.g., ChatGPT, Grok) by comparing earnings forecasts and stock scores against traditional methods and identifying at least one key differences or limitations in accuracy or relevance within the session.
4. Analyze live AI-generated market sentiment by extracting insights from at least two sources (e.g., financial news or social media) using LLMs (e.g., DeepSeek, Grok) and apply these insights into a sample trading decision by the end of the session.
5. Illustrate the limitations of current AI tools in investment decision-making by presenting two specific scenarios where AI alone is insufficient.
6. Demonstrate the importance of a hybrid human-AI approach through a brief peer discussion within the session.
7. Illustrate a hybrid human-AI trading decision workflow incorporating LLM-based screening, technical trend confirmation with human judgement within the session.
Topic 1: AI-Powered Technical Analysis with Charting Tools
Learn to use AI-powered technical analysis using widely available Technical Analysis charts from Tradingview or SMARTRobie Pentagon Guider Chart, and global AI tools (DeepSeek, ChatGPT) to identify potential trade entry/exit signals.
Topic 2 : AI-Driven Fundamental Analysis
Evaluate AI-driven fundamental analysis (e.g., earnings forecasting, stock scoring) by comparing outputs from LLMs model of ChatGPT, and Grok against traditional methods to assess reliability.
Topic 3 : AI Sentiment Derived from News & Social Media
Derive AI market sentiment from news/social media using LLMs (DeepSeek, Grok) and integrate insights into trading decisions.
Topic 4 : Limitations of AI Tools
The limitations of AI tools – Why we cannot rely on pure AI. The Human-AI approach is still the Best !
Topic 5 : Designing a Human- AI Workflow
A hybrid human-AI workflow (e.g., Using LLMs to construct a decision-making model with input from stock criteria screening + technical analysis for trend confirmation + human judgment) and takeaway for participants to commit to testing it after webinar.
Summary & Key Takeaways
Feedback & Closing
Summative Assessment.
Martin Wong
Martin Wong is a Co-Founder of TradeVSA System S.B. A fintech player in the financial market analytics landscape in Malaysia.
Introducing SMARTRobie, a Mobile App Stock Market Assistant Chatbot for the KLSE stock market. It targeted new millennials and 1st-time investors.
Martin began his career as a system engineer at Intel and later, as a technology analyst with Accenture in the Financial industry for 8 years. After completing with MBA in Honours in MBA, he began to pursue his passion in the investment & securities industry. He applied as a financial analyst in CIMB Investment Berhad and had previously acted as a discretionary fund manager for over RM45 million of accounts under management with Phillip Capital with a portfolio in KLSE, SGX, and US Markets.
Martin previously hold 3 licenses in stocks, futures, and fund management in CIMB Investment Bank, Jupiter Securities & Phillip Capital Asset Management. He wrote 4 books on investment and trading and was a Best Seller in local financial books during the period.
Martin is also a full-time investor/trader who dedicates his time and resources to nurturing the youth in financial literacy. He often speaks at brokers’ seminars, webinars, and as seen previously in News Strait Times newspaper, NTV7, TradingView, BFM radio station.
1. Registration is on a first-come-first-served basis, limited seats available.
2. Participants need to sit in for full session in order to accumulate the points.
3. Confirmation is subject to payment before the workshop.
4. The program, speaker, date, etc is subject to change without prior notice.
5. Please note that all payments for the workshop are final and non-refundable
6. No recording will be provided. We shall not be responsible for any technical malfunctions from the participants
Should you need further assistance, kindly WhatsApp 012-303 8126.
