Week 3·Week 3 in the Syllabus →
Processing Information
Writing Video Podcast
Text Sources
- RecommendedClaude Code: The Practical Bridge Between Prompting and AI Agents (7 min)Jeremy Leung (2025)
- RecommendedUsing EDGAR to Research Investments (10 min)SEC (n.d.)
- OptionalOntologies and Earnings Calls: Why I Don’t Want to Prompt-and-Pray (22 min)Vitaly Meursault (2025)
- OptionalHow to Read a 10-K/10-Q (8 min)SEC (n.d.)
No required readings in this section.
Non-Text Sources
- RecommendedUsing NLP to Unlock a Treasure Trove of Alternative Data (7 min)CFA Institute (2024)
- OptionalUnstructured Data and AI: Fine-Tuning LLMs to Enhance the Investment Process (report)Brian Pisaneschi (2024)
No required readings in this section.
Data Preparation
- RequiredThe Quartz Guide to Bad Data (10 min skim)Christopher Groskopf (2016)
- OptionalData Cleaning IS Analysis, Not Grunt Work (18 min)Randy Au (2020)
No required readings in this section.
Retrieval and Analysis
- RequiredWhat Is an API? In English, Please. (7 min)Petr Gazarov (2016)
- RecommendedWhat Is an API? (11 min)Trent Fowler (2025)
- RecommendedA Deep Dive Into MCP and the Future of AI Tooling (12 min)Yoko Li (2025)
- OptionalIntroducing the Model Context Protocol (3 min)Anthropic (2024)
No required readings in this section.
Verification
- RequiredWhy Language Models Hallucinate (6 min)OpenAI (2025)
- RecommendedDeloitte AI Debacle Seen as Wake-Up Call for Corporate Finance (4 min)Alexei Alexis (2025)
No required readings in this section.