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Do any Clubs out there use AI to generate your stock reports? Would love any recommendations.
We use ChatGPT.

On Fri, Jan 30, 2026 at 1:31 AM Lori MacPherson via bivio.com <user*37573500001@bivio.com> wrote:
Do any Clubs out there use AI to generate your stock reports? Would love any recommendations.
We use NotebookLM to generate our minutes.

It does a good job but does need to be checked against the recording.

We use Zoom to record our meetings and use the audio file for NLM.

Bob Shaw
CSIC

> On Jan 30, 2026, at 2:30 AM, Lori MacPherson via bivio.com <user*37573500001@bivio.com> wrote:
>
> Do any Clubs out there use AI to generate your stock reports? Would love any recommendations.
We use Copilot AI in Team to generate the meeting minutes. That's been very helpful. The output after our meeting goes to the club and a few minor edits are usually all that is needed before finalizing.
 
For stock reviews, I've been using a detailed script that describes our approach and have sent that to several AI engines. So far, Grok has been the best at generating output closest to what we would get if done manually. It also compares the analysis to industry trends and analyst opinions as part of that effort, pull in recent, relevant links to new articles. As always, never fully trust the AI output -- it always needs to be checked.
 
Jimmy
TLP Investment Club
 
 
-----Original Message-----
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Robert Shaw via bivio.com
Sent: Friday, January 30, 2026 6:07 AM
To: club_cafe@bivio.com
Subject: [EXTERNAL] Re: [club_cafe] Ai
 
CAUTION: External Email
 
 
We use NotebookLM to generate our minutes.
 
It does a good job but does need to be checked against the recording.
 
We use Zoom to record our meetings and use the audio file for NLM.
 
Bob Shaw
CSIC
 
> On Jan 30, 2026, at 2:30 AM, Lori MacPherson via bivio.com <user*37573500001@bivio.com> wrote:
>
> Do any Clubs out there use AI to generate your stock reports? Would love any recommendations.
 
This is very helpful. Thank you!


> On Jan 30, 2026, at 7:28 AM, Jimmy Dickerson (US) via bivio.com <user*78700001@bivio.com> wrote:
>
> We use Copilot AI in Team to generate the meeting minutes. That's been very helpful. The output after our meeting goes to the club and a few minor edits are usually all that is needed before finalizing.
>
> For stock reviews, I've been using a detailed script that describes our approach and have sent that to several AI engines. So far, Grok has been the best at generating output closest to what we would get if done manually. It also compares the analysis to industry trends and analyst opinions as part of that effort, pull in recent, relevant links to new articles. As always, never fully trust the AI output -- it always needs to be checked.
>
> Jimmy
> TLP Investment Club
>
>
> -----Original Message-----
> From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Robert Shaw via bivio.com
> Sent: Friday, January 30, 2026 6:07 AM
> To: club_cafe@bivio.com
> Subject: [EXTERNAL] Re: [club_cafe] Ai
>
> CAUTION: External Email
>
>
> We use NotebookLM to generate our minutes.
>
> It does a good job but does need to be checked against the recording.
>
> We use Zoom to record our meetings and use the audio file for NLM.
>
> Bob Shaw
> CSIC
>
>> On Jan 30, 2026, at 2:30 AM, Lori MacPherson via bivio.com <user*37573500001@bivio.com> wrote:
>>
>> Do any Clubs out there use AI to generate your stock reports? Would love any recommendations.
>
<