💡 TUTORIAL para analizar los ESTADOS FINANCIEROS con CHAT GPT 🤖

💡 TUTORIAL para analizar los ESTADOS FINANCIEROS con CHAT GPT 🤖

by Inteligencia artificial para todos

Humanities, Social Sciences & Thought Economics & Finance KFCAccountingKFCRFinancial reporting, financial statements
🎙 Inteligencia artificial para todos 👥 4K 📅 March 30, 2023 ⏱ 10 min 👁 11K 📄 tutorial 🧭 2026-08-18
Available in: English (current) Français

Keywords

ChatGPTfinancial statementsvertical analysishorizontal analysisratios

Summary

The video is a tutorial in Spanish by an economist who demonstrates how to use ChatGPT (free version) to perform financial statement analysis. The presenter downloads an Excel file from todogerencia.com containing the balance sheet and income statement of a fictional company ‘Campanas Felices S.A.’ for 2020 and 2019. He copies the balance sheet into ChatGPT and asks for a vertical analysis, which ChatGPT provides in a table. He then copies the results into Excel to compare with the original example, noting minor discrepancies. Next, he asks ChatGPT for the main conclusions of the vertical analysis, which it provides. He proceeds to perform a horizontal analysis on the income statement, again asking for conclusions. Finally, he requests a ratio analysis (liquidity, debt, profitability) and receives calculations with interpretations. The presenter highlights the time-saving potential and encourages professionals to adopt AI tools. He also mentions that the free version may sometimes stall, suggesting the paid GPT-4 is more powerful. The video ends with a call to subscribe.

166 words

Critical Evaluation

Value of the Information & Strength of the Argument

The video provides a practical demonstration of using ChatGPT for financial analysis, which is valuable for professionals seeking to increase productivity. The argumentation is based on a single example, showing step-by-step how to input data and interpret outputs. However, it lacks critical evaluation of the accuracy and reliability of ChatGPT’s responses, and does not discuss limitations or potential errors. The presenter’s enthusiasm is evident, but the argumentation is not deeply analytical; it is more of a showcase than a rigorous evaluation.

90 words

Title / Content Match

The title accurately reflects the content: a tutorial on using ChatGPT for financial statement analysis.

Quality & Reliability

6/10

The video is a practical tutorial demonstrating the use of ChatGPT for financial statement analysis. It provides a real example with an Excel file from a third-party source, but lacks rigorous methodology, citations, and depth. The author is an economist with professional experience, which adds credibility, but the content is largely anecdotal and based on a single example.

Key Moments

Markers derived by PSI from the transcript: the creator did not define chapters.

Cited Sources

Concurring Sources

Contribution & Novelties

The video demonstrates a practical application of ChatGPT for financial statement analysis, which is a novel approach for many professionals. It shows how to use AI to automate and speed up tasks like vertical, horizontal, and ratio analysis, and to generate interpretive conclusions. However, the novelty is limited as it is a simple tutorial without deep insights or advanced techniques.

Pour aller plus loin :

  • Financial statement analysis — Provides a comprehensive overview of the methods and purposes of financial statement analysis.
  • ChatGPT — Background on the AI model used in the video.
  • Ratio analysis — Explains the different types of financial ratios and their uses.

106 words

Radar Profile

The radar profile shows moderate scores across all dimensions, with slightly higher on quantity of information and lower on technical level and reliability. This indicates a balanced but not exceptional tutorial, suitable for beginners but lacking depth.

Reliability 5/10

💬 No comments were provided for analysis.