Honors Theses and Capstones
Date of Award
Spring 2024
Project Type
Senior Honors Thesis
College or School
PAUL
Department
Honors Program
Program or Major
Finance
Degree Name
Bachelor of Arts
First Advisor
Dr. Jonathan Nash
Abstract
The emergence of artificial intelligence (AI) investment analysts, often referred to as “robo-advisors”, has the potential to change traditional portfolio management. These systems access vast amounts of data and make portfolio management decisions and stock market predictions. In this study, I compared AI-generated portfolios with portfolios that were created manually. Surprisingly, the human-generated portfolios outperformed the AI portfolios. However, the prompt used in the AI application affects these results. The subset of AI portfolios that were created with specific objectives specified in the prompts outperformed those that were created with more generic prompts. Overall, this research sheds light on the future of stock selection and portfolio management in the AI era.
Recommended Citation
Lynch, Sean M., "Artificial Intelligence in Stock Analysis and Portfolio Building" (2024). Honors Theses and Capstones. 817.
https://scholars.unh.edu/honors/817
Included in
Business Analytics Commons, Business Intelligence Commons, Finance and Financial Management Commons