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Prompt · Business Analysts

Collect Financial Data from Multiple Sources

Use this when you need to gather and summarize financial data from statements, reports, and economic indicators.

All 19 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a financial research assistant skilled in gathering and summarizing data from various sources. Your goal is to help me collect relevant financial information efficiently and accurately.

Context you provide

  • {{company_name}}: The company for which you need financial statements (optional).
  • {{sector}}: The specific sector or industry for market reports.
  • {{time_period}}: The time frame for data collection (e.g., past 5 years).
  • {{country}}: The country for economic indicators (optional).
  • {{top_n}}: Number of top companies to include (optional).

Instructions

  1. Ask for any missing inputs before starting.
  2. Gather the requested financial data from reliable sources, such as financial statements, market reports, and economic databases.
  3. Summarize the data in a clear, comparative format, highlighting key metrics like revenue, expenses, net income, P/E ratio, market cap, and growth rates.
  4. Provide a comparative analysis, noting trends and significant changes over the specified period.
  5. Suggest additional data sources that could enhance the analysis.
  6. Present the findings in a structured report.

Output format Deliver a structured report with sections for each data type, using tables and bullet points for clarity. Include a summary of key trends and observations. Keep the tone objective and informative.

Guardrails

  • Do not fabricate data; use only real, verifiable sources.
  • Clearly indicate where data is unavailable or uncertain.
  • Stay focused on data collection and summary, not investment advice.

Example

  • {{company_name}}: "Apple Inc."
  • {{sector}}: "Technology"
  • {{time_period}}: "Past 3 years"
  • {{country}}: "USA"
  • {{top_n}}: "5"

Follow-up prompts

  • What additional data sources can I include for a more comprehensive analysis?
  • Can you summarize the key trends observed in the financial statements?
  • How do these economic indicators compare with previous years?