The AI MBA For Finance Professionals
An Institutional-Grade AI Research System built for finance professionals
A complete AI research framework where you'll learn how to integrate AI directly into your existing research process to surface narratives earlier, and execute faster.
Join Professionals From:
The Instructors
Built By Investors Who Actually
Deploy AI In Live Markets
AI experts can't invest. Investors can't use AI.
We know both.
AI experts can't invest. Investors can't use AI.
We know both.
Dave Wang
Co-Founder & CEO
Founded and sold my fund to China Merchants Bank subsidiary. Former investment banker at Morgan Stanley and Head of Crypto at SoftBank LATAM. Now serves on the Advisory Board of Harvard Data Science Initiative and is an AI Research Fellow at Harvard, trading my own prop book with AI.
Felipe Sinisterra
Co-Founder & President
Former investment banker at Goldman Sachs and Bank of America. Led FinTech investments at SoftBank where he invested $2B and launched several AI ventures. Now building AI automation tools for investors and trading my own portfolio with AI.
The Courses
A Complete AI Investment Research Stack
Across The Full Decision Lifecycle
Course 1: Prompt Engineering 101
Design and deploy high-precision prompts to extract decision-relevant insights from large language models in financial contexts.
With Felipe Sinisterra
Course 2: The AI Toolkit Masterclass
Uncover advanced functions in ChatGPT, Perplexity, and 8+ platforms to supercharge investment analysis.
With Felipe Sinisterra
Course 3: Stock Idea Generation
Hunt down winning stocks systematically with AI and build your watchlist faster.
With Dave Wang
Course 4: Due Diligence With AI
Execute due diligence 10x faster with AI and uncover insights competitors miss.
With Dave Wang
Course 5: Portfolio Management With AI
Build disciplined, risk-controlled portfolios that beat the market.
With Dave Wang
Course 6: Macro Positioning With AI
Position ahead of regime changes and profit from macro moves.
Coming soon
The System
This Is Not A Course Library.
It's A production-ready AI framework.
Learn From Investors Who Actually Deploy Capital With AI
See how AI is integrated directly into live research workflows used in real market conditions.
Access Institutional-Grade Research Frameworks
Structured frameworks covering diligence, portfolio construction, and macro positioning.
Proof Over Promises
Every AI method demonstrated is derived from real market research, documented in advance, and evaluated against outcomes as they unfolded.
Anywhere, Anytime, on Any Device
Access the full system on your schedule, without cohorts, deadlines, or live-session dependencies.
30-Day Money Back Guarantee
Our Students
Who is Wall Street Prompt For?
Perfect Fit
Institutional & Professional Investors
You manage or influence capital allocation and require a consistent analytical edge.
Smart Retail Investor
You actively manage your own portfolio and want to leverage AI for alpha.
AI-Forward Professional
You see the future and refuse to get left behind.
Less Ideal Fit
Complete Investing Beginner
Still Googling "what is a P/E ratio"
Set-and-Forget Investor
Happy with index funds and zero involvement in portfolio.
Tech Skeptic
Thinks AI is hype and prefers Excel spreadsheets.
Choose your level of access
Access Options
Full Framework Access
$1,999 (One-Time Payment)
Comprehensive access to the complete AI Research Framework and all learning modules.
Course #1: Prompt Engineering 101
Course #2: The AI Toolkit Masterclass
Course #3: Stock Idea Generation with AI
Course #4: Due Diligence with AI
Course #5: Portfolio Management with AI
15+ Hours of Framework Material
30-Day Satisfaction Guarantee
FUTURE INCLUSION: Macro Positioning With AI
Get automatic access to our next course when it launches (March 2026).
Best suited for individuals looking to integrate AI deeply into their research process.
You will be redirected to a secure checkout where you can pay with:
After payment, you'll get direct access to the assets included in your purchase.
Individual Module Access
$500 Per Module
Access specific learning modules independently.
Course #1: Prompt Engineering 101 ($500)
Course #2: The AI Toolkit Masterclass ($500)
Course #3: Stock Idea Generation with AI ($500)
Course #4: Due Diligence with AI ($500)
Course #5: Portfolio Management with AI ($500)
30 Days Money-Back Guarantee
15+ Hours of Framework Material
Course #6: Macro Positioning With AI
Individual courses do not include the satisfaction guarantee and is best for isolated skill-building.
You will be redirected to a secure checkout where you can pay with:
After payment, you'll get direct access to the assets included in your purchase.
*This framework is designed for educational purposes and professional development. It focuses on research process improvement, not investment recommendations. Individual experiences and results presented here may not be typical. Their background, education, effort, and application affected their experience. The information shared here are for example purposes and not a guarantee of a rate of return or a specific result. Your results may vary.
30-Day Satisfaction Guarantee
This framework is built to change how you research, decide, and enter positions. We’re so confident that our framework will transform your entire research process, that we’re offering a satisfaction-driven 30-day money-back guarantee for our bundle option.
If, after going through the material and applying the framework, you don’t feel it improves your research clarity, speed, or decision confidence, simply request a refund within 30 days and you’ll receive 100% of your money back.
Testimonials
What Our Students Say About Us
"Dave and the Wall Street Prompt team bring a rare combination of deep financial expertise and practical AI understanding. As a PM, it's difficult to find the time to stay on top of AI and integrate into our research process. WSP does that for you."
Tamas Eisenberger
Portfolio Manager • Tudor Investment Corporation
“WSP’s deep library of prompts have helped me identify promising investment / M&A opportunities and streamline diligence.”
Andrew Cho
Fmr. PE Associate • Thoma Bravo
"Wall Street Prompt has streamlined my research workflow significantly. The AI techniques help me prepare client presentations faster and dig deeper into company fundamentals in a fraction of the time."
Nicolas Moreno
Vice President • Bulge Bracket Investment Bank
"Wall Street Prompt is extremely helpful for both public and private equities. I'm saving hours per day with these new AI techniques and have new mental clarity in the markets."
Dennis Kim
Principal • Lion Tree
"I work in data science and previously was a hedge fund analyst. These guys are the real deal. It's clear AI is the future of investing and Wall Street Prompt is leading the way."
John Gilheany
Analyst • The Trade Desk
"I am just in love with it!"
Eduardo V.
Vice President • Sovereign Wealth Fund
FAQ
Got some remaining questions?
You're an investor after all. So we know you do your due diligence when it comes to making an investment (Whether it's in yourself, or a stock..)
Will this replace my existing research process?
No. And that’s the point.
This framework is designed to layer on top of your existing process, to enhance it, not replace it.
Does this framework provide investment recommendations or signals?
No. The framework focuses on research process improvement, synthesis, and decision support. It does not generate investment recommendations, trade signals, or portfolio allocations.
Is this suitable for institutional or professional environments?
Yes. The framework is designed to integrate into existing research workflows without requiring changes to investment philosophy, governance structures, or decision authority.
Does the framework replace human judgment?
No. The framework is explicitly designed to support and amplify professional judgment, not replace it. AI is used to improve synthesis, consistency, and speed, while decision-making remains human-led.
Is this appropriate for teams, or only individuals?
The framework is designed for individual professionals but can be applied consistently across teams. Many concepts focus on process standardization, which naturally scales to collaborative environments.
Ready to Invest Better with AI?
Join today and master AI like the top 1%
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