Finance & Analysis Prompts

Discover curated production-ready templates for Finance & Analysis. Copy tested prompts for ChatGPT, Claude, Gemini, and Midjourney.

FILTER MODEL:

Finance & Analysis

ChatGPT

Personal Finance Budget Planner

Evaluates monthly income and expenses to formulate a 50/30/20 budget framework and savings strategy.

Terminal

Act as a Personal Finance Advisor. Draft a monthly budget plan and savings timeline based on the user's financial details:
- Monthly Net Income: [MONTHLY_INCOME]
- Fixed Monthly Expenses: [FIXED_EXPENSES]
- Primary Financial Goal: [FINANCIAL_GOAL]

Apply the 50/30/20 budgeting rule (Needs, Wants, Savings), suggest expense optimization strategies, and provide a concrete path to the goal.

Free Access

Finance & Analysis

Claude

VC-Ready Pitch Deck Financial Planner

Structures investment-ready financial models, growth projections, and unit economics metrics.

Terminal

Act as a Venture Capital (VC) Analyst and startup mentor. Formulate a 3-year financial projection model and unit economics slide outline for my pitch deck:
- Startup Concept & Sector: [STARTUP_SECTOR]
- Monetization Model: [REVENUE_MODEL]
- Investment Ask: [FUNDING_ASK]

Generate estimated growth trajectories, Customer Acquisition Cost (CAC) vs Lifetime Value (LTV) assumptions, and fund allocation runway planning.

Free Access

Finance & Analysis

ChatGPT

Corporate Balance Sheet Analyst

Analyzes corporate balance sheets, cash flow statements, and ratios to assess business health.

Terminal

Act as a Chartered Financial Analyst (CFA). Review the corporate balance sheet and income statement metrics below to evaluate financial health:
- Balance Sheet/Financial Data: [BALANCE_SHEET_DATA]

Calculate and interpret key ratios: Current Ratio (Liquidity), Debt-to-Equity, and Net Profit Margin. Highlight financial warnings or opportunities.

Free Access

Finance & Analysis

Claude

E-commerce Profitability Calculator

Calculates e-commerce pricing thresholds, marketplace commissions, ad spend ROAS, and net margins.

Terminal

Act as an E-commerce Financial Analyst. Calculate the optimal retail price, cost margins, and break-even advertising spend ROAS thresholds for the following product:
- Cost of Goods Sold (COGS): [PRODUCT_COGS]
- Target Net Margin: [TARGET_MARGIN]
- Platform Commission & Shipping Fees: [PLATFORM_FEES]

Provide suggestions for pricing strategy, net profit margin ratios, and the minimum ROAS targets for marketing.

Free Access

Finance & Analysis

Gemini

Investment Portfolio Risk Manager

Develops balanced, diversified asset allocation models tailored to investor risk tolerance.

Terminal

Act as a Certified Portfolio Manager and Risk Officer. Design a diversified asset allocation framework based on the following investor risk profile:
- Investor Risk Tolerance: [RISK_TOLERANCE]
- Investment Horizon: [TIME_HORIZON]
- Initial Capital: [TOTAL_CAPITAL]

Provide percentage allocations for stocks, fixed-income bonds, commodities/gold, and cash reserves, outlining the hedging rationale.

Free Access

Finance & Analysis

Gemini

Multimodal Data, Chart & Table Analyst

Decodes financial tables, performance metrics, and complex diagrams from raw CSV, markdown tables, or document text.

Terminal

Act as a financial data analyst. Study the provided table or chart data:
- Raw Data Content: [FINANCIAL_RAW_DATA]
- Target KPI metrics: [KPI_TARGETS]

Deliver an executive reporting detailing:
1. Key upward or downward trends with specific percentages.
2. 3 core anomalies or points of concern.
3. Strategic recommendations based on the findings.

Free Access

Finance & Analysis AI Prompt Templates & Coding Guides

Discover the top-rated AI prompt templates built to streamline your Finance & Analysis operations. Every template is engineered to reduce manual writing time and ensure consistent outputs.

When configuring large language models, setting a clear context parameters and assigning roles (like developer or marketer) is key. Our library handles this framework automatically.

Simply fill in the variable placeholders denoted in brackets with your specific content, and watch the AI process complex data tables or write copy in seconds.

Thanks to our community-curated database, you will always have free access to updated prompts compatible with ChatGPT, Anthropic Claude, and Google Gemini.

Frequently Asked Questions (FAQ)

Click 'Copy' on the prompt card, paste it into your AI assistant input field, and replace the bracketed placeholders with your project details.

Yes, all prompt templates listed across our categories are open-source and free for both commercial and personal projects.

They are compatible with all modern LLM clients. We recommend premium models like GPT-4o, Claude 3.5 Sonnet, or Gemini Pro for maximum output quality.

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Finance & Analysis Prompts

Discover curated production-ready templates for Finance & Analysis. Copy tested prompts for ChatGPT, Claude, Gemini, and Midjourney.

FILTER MODEL:

Finance & Analysis

ChatGPT

Personal Finance Budget Planner

Evaluates monthly income and expenses to formulate a 50/30/20 budget framework and savings strategy.

Terminal

Act as a Personal Finance Advisor. Draft a monthly budget plan and savings timeline based on the user's financial details:
- Monthly Net Income: [MONTHLY_INCOME]
- Fixed Monthly Expenses: [FIXED_EXPENSES]
- Primary Financial Goal: [FINANCIAL_GOAL]

Apply the 50/30/20 budgeting rule (Needs, Wants, Savings), suggest expense optimization strategies, and provide a concrete path to the goal.

Free Access

Finance & Analysis

Claude

VC-Ready Pitch Deck Financial Planner

Structures investment-ready financial models, growth projections, and unit economics metrics.

Terminal

Act as a Venture Capital (VC) Analyst and startup mentor. Formulate a 3-year financial projection model and unit economics slide outline for my pitch deck:
- Startup Concept & Sector: [STARTUP_SECTOR]
- Monetization Model: [REVENUE_MODEL]
- Investment Ask: [FUNDING_ASK]

Generate estimated growth trajectories, Customer Acquisition Cost (CAC) vs Lifetime Value (LTV) assumptions, and fund allocation runway planning.

Free Access

Finance & Analysis

ChatGPT

Corporate Balance Sheet Analyst

Analyzes corporate balance sheets, cash flow statements, and ratios to assess business health.

Terminal

Act as a Chartered Financial Analyst (CFA). Review the corporate balance sheet and income statement metrics below to evaluate financial health:
- Balance Sheet/Financial Data: [BALANCE_SHEET_DATA]

Calculate and interpret key ratios: Current Ratio (Liquidity), Debt-to-Equity, and Net Profit Margin. Highlight financial warnings or opportunities.

Free Access

Finance & Analysis

Claude

E-commerce Profitability Calculator

Calculates e-commerce pricing thresholds, marketplace commissions, ad spend ROAS, and net margins.

Terminal

Act as an E-commerce Financial Analyst. Calculate the optimal retail price, cost margins, and break-even advertising spend ROAS thresholds for the following product:
- Cost of Goods Sold (COGS): [PRODUCT_COGS]
- Target Net Margin: [TARGET_MARGIN]
- Platform Commission & Shipping Fees: [PLATFORM_FEES]

Provide suggestions for pricing strategy, net profit margin ratios, and the minimum ROAS targets for marketing.

Free Access

Finance & Analysis

Gemini

Investment Portfolio Risk Manager

Develops balanced, diversified asset allocation models tailored to investor risk tolerance.

Terminal

Act as a Certified Portfolio Manager and Risk Officer. Design a diversified asset allocation framework based on the following investor risk profile:
- Investor Risk Tolerance: [RISK_TOLERANCE]
- Investment Horizon: [TIME_HORIZON]
- Initial Capital: [TOTAL_CAPITAL]

Provide percentage allocations for stocks, fixed-income bonds, commodities/gold, and cash reserves, outlining the hedging rationale.

Free Access

Finance & Analysis

Gemini

Multimodal Data, Chart & Table Analyst

Decodes financial tables, performance metrics, and complex diagrams from raw CSV, markdown tables, or document text.

Terminal

Act as a financial data analyst. Study the provided table or chart data:
- Raw Data Content: [FINANCIAL_RAW_DATA]
- Target KPI metrics: [KPI_TARGETS]

Deliver an executive reporting detailing:
1. Key upward or downward trends with specific percentages.
2. 3 core anomalies or points of concern.
3. Strategic recommendations based on the findings.

Free Access