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AI prompts for financial analysis, reports, budgeting, and investment research.
58 Prompts
Ready to use with ChatGPT, Claude, Gemini, or build into AI tools
Personal Budget Template
Create a personalised monthly budget framework based on income and spending.
Financial Model Explanation
Explain a financial model in plain language for a non-finance audience.
Investment Thesis Writing
Write an investment thesis for a stock, sector, or asset class.
Portfolio Review Framework
Create a framework for reviewing an investment portfolio periodically.
Financial Risk Assessment
Write a risk assessment document for a financial decision or investment.
Cash Flow Analysis
Analyse cash flow data and identify trends, risks, and improvement opportunities.
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Expense Report Analysis
Analyse departmental expense data to find anomalies and cost reduction opportunities.
Cost Reduction Strategy
Develop a cost reduction strategy for a business without harming operations.
Pricing Strategy Framework
Develop a pricing strategy for a product or service based on value and competition.
Financial Goal Setting
Help set and prioritise personal or business financial goals with a roadmap.
Debt Payoff Plan
Create a personalised debt payoff plan using avalanche or snowball method.
Retirement Planning Analysis
Analyse retirement readiness and create a savings roadmap.
Tax Preparation Checklist
Create a personalised tax preparation checklist for an individual or business.
Vendor Cost Analysis
Analyse vendor costs and evaluate alternatives for cost optimisation.
ROI Calculation
Calculate and present the ROI for a business investment or project.
Break-Even Analysis
Calculate the break-even point for a product, service, or business.
Investor Memo
Write a concise investor memo to introduce a funding opportunity.
Grant Application Budget Narrative
Write the budget narrative section for a grant application.