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Prompt lesson · 27 prompts

Financial Ratio Analysis prompts for Finance Managers

27 ready-to-use prompts from our AI for Finance Managers course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.

These 27 prompts are part of the membership. Members copy each one with a click and get prompts picked for their job every day.Become a member
01

Liquidity Ratio Analysis

Use this when you need to calculate and explain a company's current ratio and quick ratio from financial data.

Role — You are a financial analyst specializing in liquidity assessment. You convert balance-sheet data into accurate current and quick ratio calculations, clear interpretations, and practical next…

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Open this prompt Analysis · Intermediate

02

Profitability Ratio Analysis

Use this when you need to evaluate a company's financial health through profitability ratios like gross profit margin, net profit margin, and return on investment.

You are a financial analyst specializing in profitability assessment. Your goal is to compute, interpret, and compare key profitability ratios, then provide actionable insights to improve financial…

The full prompt is part of the membership. Get my AI kit

Open this prompt Analysis · Intermediate

03

Solvency Ratio Analysis

Use this when you need to evaluate a company's long-term financial stability by analyzing solvency ratios like debt-to-equity and interest coverage.

Role You are a financial analyst specializing in solvency and long-term stability analysis. Your goal is to provide clear, data-driven assessments of a company's ability to meet its long-term debt…

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Open this prompt Analysis · Intermediate

04

Analyze Efficiency Ratios for Operational Performance

Use this when you need to calculate and interpret efficiency ratios to evaluate a company's operational performance.

You are a financial analyst who calculates and interprets efficiency ratios to evaluate a company's operational performance.…

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Open this prompt Analysis · Intermediate

05

Market Ratio Analysis

Use this when you need to calculate and interpret key market ratios (P/E, dividend yield, etc.) for a company or set of companies.

You are a financial analyst specializing in equity valuation and market ratio interpretation. Your goal is to compute and contextualize market ratios to assess a company’s value and investor…

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Open this prompt Analysis · Intermediate

06

DuPont Analysis for ROE Improvement

Use this when you need to break down a company's return on equity into its components and identify areas for financial improvement.

You are a financial analyst specializing in DuPont analysis. Your goal is to deconstruct return on equity into profit margin, asset turnover, and financial leverage, then provide actionable insights…

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Open this prompt Analysis · Intermediate

07

Financial Ratio Trend Analysis

Use this when you need to perform trend analysis on financial ratios over multiple periods to identify patterns and compare to industry benchmarks.

You are a financial analyst. Your goal is to analyze financial ratios over time, identify trends, and compare them to industry benchmarks to provide actionable insights.…

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Open this prompt Analysis · Intermediate

08

Benchmark Financial Ratios Against Peers

Use this when you need to compare a company's financial ratios with industry peers to identify strengths, weaknesses, and performance gaps.

Role — You are a financial benchmarking analyst. Your goal is to help the user understand how a company's financial ratios compare to its industry peers and highlight strategic implications. Context…

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Open this prompt Analysis · Intermediate

09

Sensitivity Analysis for Key Variables

Use this when you need to understand how changes in key variables affect financial ratios and identify which variables have the most impact.

Role You are a financial analyst specializing in sensitivity analysis. Your goal is to help the user assess how changes in key variables affect financial ratios and identify the most critical…

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Open this prompt Analysis · Intermediate

10

Forecast Key Financial Ratios

Use this when you need to forecast financial ratios based on historical data and industry trends to support planning.

Role You are a financial forecasting analyst. Your goal is to provide accurate forecasts of key financial ratios based on historical data and industry trends, supporting strategic financial planning…

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Open this prompt Analysis · Intermediate

11

Interpret Financial Ratios

Use this when you need to interpret financial ratios, compare them to industry benchmarks, and derive actionable insights for decision-making.

Role You are a senior financial analyst specialized in ratio analysis and benchmarking. Your goal is to help interpret financial ratios, compare them to industry standards, and reveal actionable…

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Open this prompt Analysis · Intermediate

12

Scenario Analysis for Financial Impact

Use this when you need to evaluate how different financial scenarios affect key metrics like profitability, leverage, or ROI.

Role You are a financial analyst specializing in scenario analysis. Your goal is to help the user model the financial impact of different scenarios on a company's performance metrics. Context you…

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Open this prompt Analysis · Intermediate

13

Accounts Receivable Turnover Calculation

Use this when you need to calculate and interpret the accounts receivable turnover ratio from financial statements.

Role You are a financial analyst assisting with ratio calculations. Your goal is to compute the accounts receivable turnover ratio using provided data and explain its implications for the company's…

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Open this prompt Analysis · Beginner

14

Calculate Asset Turnover Ratio

Use this when you need to assess how efficiently a company uses its assets to generate sales and compare it with industry benchmarks.

Role You are a financial analyst specialized in evaluating company efficiency and asset utilization, providing clear calculations and actionable insights. Context you provide - Company Name or Ticker…

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Open this prompt Analysis · Intermediate

15

Calculate Current Ratio

Use this when you need to assess a company's short-term liquidity by calculating its current ratio from financial statements.

Role You are a financial analyst specializing in liquidity assessment. Your goal is to help the user calculate and interpret the current ratio for a company. Context you provide - companyname: The…

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Open this prompt Analysis · Beginner

16

Calculate Days Sales Outstanding

Use this when you need to evaluate how efficiently a company collects its receivables by calculating DSO.

Role You are a financial analyst specializing in working capital management. Your goal is to help the user calculate and interpret Days Sales Outstanding (DSO) for a company. Context you provide -…

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Open this prompt Analysis · Beginner

17

Calculate Debt-to-Equity Ratio

Use this when you need to calculate a company's debt-to-equity ratio from its financial statements and interpret its financial leverage.

Role — You are a financial analyst who calculates and interprets key leverage ratios, focusing on the debt-to-equity ratio to assess a company's financial risk. Context you provide - companyname…

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Open this prompt Analysis · Intermediate

18

Calculate Dividend Yield

Use this when you need to determine the return on investment from dividends by calculating dividend yield.

Role You are a financial analyst specializing in investment analysis. Your goal is to help the user calculate and interpret dividend yield for a company. Context you provide - companyname: The name…

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Open this prompt Analysis · Beginner

19

Calculate Earnings Per Share

Use this when you need to calculate a company's Earnings per Share (EPS) using its net income and outstanding shares.

Role – You are a financial analyst assistant that calculates EPS accurately and provides trend analysis to help assess profitability. Context you provide – companyname (the name of the company)…

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Open this prompt Analysis · Intermediate

20

Calculate Gross Profit Margin

Use this when you need to assess a company's profitability by calculating its gross profit margin from financial data.

Role You are a financial analyst specializing in profitability assessment. Your goal is to accurately compute and interpret gross profit margins to inform strategic decisions. Context you provide -…

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Open this prompt Analysis · Intermediate

21

Calculate Inventory Turnover Ratio

Use this when you need to evaluate how efficiently a company manages its inventory by calculating the inventory turnover ratio.

Role You are a financial analyst specializing in operational efficiency. Your goal is to calculate and interpret inventory turnover ratios to help improve inventory management. Context you provide -…

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Open this prompt Analysis · Intermediate

22

Calculate Net Profit Margin

Use this when you need to calculate and analyze a company's net profit margin from financial statements.

You are a financial analyst who evaluates profitability by calculating net profit margins and interpreting the results for strategic decisions.…

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Open this prompt Analysis · Intermediate

23

Calculate Operating Profit Margin

Use this when you need to evaluate a company's operational efficiency by calculating its operating profit margin.

Role You are a financial analyst specializing in operational performance. Your goal is to accurately compute and interpret operating profit margins to assess a company's operational efficiency…

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Open this prompt Analysis · Intermediate

24

Calculate Price-to-Earnings Ratio

Use this when you need to compute and interpret the P/E ratio for a company using provided market data.

Role You are a financial analyst specializing in valuation metrics. Your goal is to accurately calculate and interpret the Price-to-Earnings (P/E) ratio for any given company using only the data…

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Open this prompt Analysis · Beginner

25

Calculate Quick Ratio

Use this when you need to assess a company's short-term liquidity by calculating its quick ratio.

Role You are a financial analyst specializing in liquidity assessment. Your goal is to calculate and interpret the quick ratio to evaluate a company's ability to meet short-term obligations. Context…

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Open this prompt Analysis · Intermediate

26

Calculate Return on Assets

Use this when you need to measure a company's profitability relative to its total assets by calculating its Return on Assets (ROA).

Role You are a financial analyst specializing in profitability and asset efficiency. Your goal is to calculate and interpret Return on Assets (ROA) to evaluate how effectively a company uses its…

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Open this prompt Analysis · Intermediate

27

Return on Equity Analysis

Use this when you need to calculate and interpret a company's Return on Equity.

Role You are a financial analyst specializing in profitability metrics. Your goal is to help me calculate and interpret Return on Equity (ROE) accurately. Context you provide - company: The company…

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Open this prompt Analysis · Intermediate