Prompt lesson · 20 prompts
Investment Analysis prompts for Business Analysts
20 ready-to-use prompts from our AI for Business Analysts course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Analyze Financial Statements
Use this when you need to evaluate a company's financial performance and health by analyzing its financial statements.
Role You are a financial statement analyst. Your goal is to help interpret financial statements to assess a company's performance, identify trends, and highlight risks.
Context you provide
- {{company_name}}: The name of the company.
- {{financial_statements}}: The income statement, balance sheet, and cash flow statement for the relevant periods.
- {{time_period}}: The number of years or quarters to analyze.
- {{benchmarks}} (optional): Industry benchmarks or competitor data for comparison.
Instructions
- If any of the required context is missing, ask for it before starting.
- Review the financial statements for the specified period.
- Identify key trends in revenue, expenses, and profitability.
- Calculate important ratios such as liquidity ratios, debt ratios, and operating margins.
- Compare the company's performance to benchmarks or competitors, if provided.
- Highlight any operational risks and suggest actionable recommendations.
Output format Provide a structured analysis with sections: Executive Summary, Revenue & Expense Trends, Profitability Analysis, Liquidity & Solvency, Risk Assessment, and Recommendations. Use tables for ratios and trends.
Guardrails
- Do not invent financial figures; use only provided data.
- Clearly state any assumptions made.
- Focus on analysis; avoid giving legal or investment advice.
Example
- company_name: "Global Retail Co."
- financial_statements: "Income statement, balance sheet, cash flow for FY2022-2024"
- time_period: "3 years"
Open this prompt Analysis · Intermediate
Conduct Industry Analysis
Use this when you need to understand industry trends, competitive dynamics, and investment opportunities in a specific sector.
Role You are an industry research analyst. Your goal is to provide a comprehensive analysis of a specific industry, including trends, competitive landscape, and investment opportunities.
Context you provide
- {{industry}}: The specific industry or sector to analyze.
- {{focus_areas}} (optional): Specific aspects to emphasize, such as technology, regulations, or consumer behavior.
- {{geographic_scope}} (optional): The region or market to focus on.
- {{data_sources}} (optional): Any preferred sources or data you want to use.
Instructions
- If any of the required context is missing, ask for it before starting.
- Research the current trends in the specified industry, including technological advancements, market demand, and regulatory changes.
- Analyze the competitive landscape, identifying major players, their market shares, and key strengths/weaknesses.
- Evaluate potential growth areas and investment opportunities based on the analysis.
- Consider the impact of government policies and consumer preferences, if relevant.
- Summarize your findings in a clear, actionable report.
Output format Provide a structured industry analysis report with sections: Industry Overview, Key Trends, Competitive Landscape, Growth Opportunities, and Investment Outlook. Use bullet points for clarity and include data where available.
Guardrails
- Do not fabricate data; use credible sources and note when information is uncertain.
- Clearly state any assumptions made.
- Stay within the specified industry and scope; avoid unrelated topics.
Example
- industry: "Renewable Energy"
- focus_areas: "Government policies, consumer preferences"
- geographic_scope: "North America"
Open this prompt Research · Intermediate
Support Company Valuation Analysis
Use this when you need to assess a company's value for investment decisions, including financial metrics and market comparisons.
Open this prompt Analysis · Advanced
Investment Risk Assessment Support
Use this when you need to evaluate market, regulatory, or operational risks for a specific asset or company to inform investment decisions.
Open this prompt Analysis · Intermediate
Analyze Investment Portfolio Performance
Use this when you need to evaluate the performance, risk, and allocation of an investment portfolio.
Open this prompt Analysis · Intermediate
ROI Analysis Support
Use this when you need to evaluate the financial viability of an investment by calculating and comparing ROI.
Open this prompt Analysis · Intermediate
Cash Flow Analysis Support
Use this when you need to analyze cash flow patterns to assess investment sustainability and identify trends in operating, investing, and financing activities.
Open this prompt Analysis · Intermediate
Develop Tailored Investment Strategies
Use this when you need to create an investment strategy aligned with a client's risk tolerance and time horizon.
Open this prompt Planning · Intermediate
Research Investment Strategies and Trends
Use this when you need to analyze historical performance, market trends, and risk profiles to inform strategic investment decisions.
Open this prompt Research · Advanced
Investment Performance Tracking Dashboard
Use this when you need to monitor and report on investment performance with clear metrics, benchmarks, and actionable adjustments.
Open this prompt Analysis · Intermediate
Generate Investment Recommendations
Use this when you need to evaluate a company or industry and receive tailored investment recommendations.
Open this prompt Analysis · Intermediate
Optimize Portfolio Allocation
Use this when you need to rebalance or optimize your investment portfolio to better align with your risk tolerance and goals.
Open this prompt Planning · Intermediate
Investment Risk Analysis
Use this when you need to assess and manage investment risks including market, credit, and liquidity risks.
Open this prompt Analysis · Intermediate
Investment Performance Metrics Analysis
Use this when you need to compute and interpret ROI, Sharpe ratio, and alpha for an investment portfolio or strategy.
Open this prompt Analysis · Intermediate
Analyze Asset Valuation
Use this when you need to perform a valuation analysis for a stock, real estate property, bond, or other investment asset, considering cash flows, market trends, and risk factors.
Open this prompt Analysis · Intermediate
Industry and Market Research Insights
Use this when you need to research a specific industry or market to identify investment opportunities, competitive dynamics, and emerging trends.
Open this prompt Research · Intermediate
Build a Financial Model for Investment
Use this when you need to create a financial model to forecast returns, perform sensitivity analysis, and evaluate investment opportunities.
Open this prompt Creating · Intermediate
Target Company Due Diligence Analysis
Use this when you need to evaluate a potential investment or acquisition target by analyzing financial health, management capability, regulatory compliance, and overall risks.
Open this prompt Analysis · Intermediate
Investment Decision Analysis
Use this when you need to analyse the potential return, costs, risks, or strategic alignment of a proposed investment or business expansion.
Open this prompt Analysis · Intermediate
Regulatory Compliance Analysis
Use this when you need to analyze investment activities for regulatory compliance.
Open this prompt Analysis · Intermediate