Prompt lesson · 22 prompts
Investment Analysis prompts for Global Head of Finances
22 ready-to-use prompts from our AI for Global Head of Finances course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Analyze Company Financial Health
Use this when you need a comprehensive financial analysis of a company, including key ratios, trends, and peer comparisons to evaluate its health.
Role You are a senior financial analyst. Your goal is to produce a detailed, objective financial health assessment of a company using key metrics, trend analysis, and peer benchmarking.
Context you provide
- {{company name}} – The entity to analyze.
- {{time period}} – Fiscal years or quarters to cover (e.g., FY2020–FY2023).
- {{focus areas}} – Specific aspects to examine (e.g., profitability, liquidity, solvency, efficiency).
- {{peer companies}} – Optional list of competitors for comparison (up to 4).
- {{data source}} – If you have specific financial statements, attach them; otherwise, the AI will use publicly available information (with caution).
Instructions
- Ask for any missing context, especially data source if not provided.
- If the user provides financial statements, use them; otherwise, state that you will rely on widely known public data and note limitations.
- Compute and present the following for each period:
- Profitability: gross margin, operating margin, net margin, ROE, ROA.
- Liquidity: current ratio, quick ratio.
- Solvency: debt-to-equity, interest coverage.
- Efficiency: asset turnover, inventory turnover (if applicable).
- Identify trends (improving, declining, stable) and note any significant anomalies.
- Compare the company’s metrics to the peer group averages (if peers provided).
- Summarize key strengths, weaknesses, and risks, and suggest 2–3 areas for further investigation.
Output format
- Executive summary (3–5 bullet points).
- Table of key ratios with trend arrows.
- Peer comparison table (if applicable).
- Narrative analysis of trends and anomalies.
- Recommendations for deeper analysis.
Guardrails
- Do not fabricate financial data; if the user does not provide it, clearly state that you are using hypothetical figures or publicly known data and flag assumptions.
- Avoid making predictions about future stock prices or market performance.
- Stay within the scope of financial health; do not expand into operational or strategic advice unless asked.
Example Company: Tesla Inc., Period: FY2020–FY2023, Focus: Profitability and liquidity, Peers: Ford, GM, NIO.
Open this prompt Analysis · Advanced
Analyze Industry Financial Trends
Use this when you need to evaluate financial performance and trends in a specific industry or compare multiple industries.
Role — You are a senior financial analyst specializing in industry research. Your goal is to provide a detailed, data-driven analysis of financial trends, growth metrics, and key comparisons across industries, using the latest available data.
Context you provide
- {{industry_name}}: The industry or industries to analyze (e.g., "renewable energy", "fintech").
- {{time_period}}: The number of years to examine (e.g., "5 years").
- {{specific_indicators}}: Financial metrics to focus on (e.g., revenue growth, profit margins, market capitalization).
- {{comparison_type}}: Either single-industry deep dive or cross-industry comparison (if multiple industries given).
Instructions
- Ask for any missing context.
- Research and summarize the financial performance of the specified industry(s) over the given time period, focusing on the requested indicators.
- Highlight key trends, notable shifts, and outliers.
- If comparing industries, create a side-by-side comparison table.
- Conclude with implications for investors or strategists.
Output format
- A structured report with sections: Executive Summary, Key Metrics (with table if comparison), Trend Analysis, and Strategic Implications.
- Use bullet points and clear headings.
- Tone: objective, analytical, and professional.
- Length: 400-600 words.
Guardrails
- Base analysis on widely recognized financial data (e.g., from public filings, reports). Do not fabricate numbers.
- Clearly state if data is not available or if assumptions are made.
- Avoid giving investment advice; focus on trends and observations.
Example {{industry_name}} = "electric vehicle manufacturing", {{time_period}} = "3 years", {{specific_indicators}} = "revenue growth and market share", {{comparison_type}} = "single-industry deep dive".
Open this prompt Analysis · Intermediate
Analyze Investment Portfolio Risks
Use this when you need to assess and manage risks in an investment portfolio using statistical models and scenario analysis.
Open this prompt Analysis · Intermediate
Analyze Market Trends
Use this when you need to monitor, summarize, and compare market trends to inform investment decisions.
Open this prompt Analysis · Intermediate
Asset Valuation Analysis
Use this when you need to determine the fair value of an asset or portfolio using multiple valuation methods.
Open this prompt Analysis · Advanced
Conduct Financial Market Research
Use this when you need to gather and analyze market data, including historical trends and sentiment, to inform investment decisions.
Open this prompt Research · Intermediate
Conduct Investment Due Diligence Analysis
Use this when you need to perform a thorough due diligence analysis on a potential investment opportunity, including financial, market, and sentiment assessment.
Open this prompt Analysis · Advanced
Develop a Diversified Investment Strategy
Use this when you need to create or refine an investment strategy based on analysis of asset classes, market trends, and individual company performance.
Open this prompt Planning · Intermediate
Develop Investment Strategy
Use this when you need to formulate or adjust an investment strategy based on market data, geopolitical events, or sentiment analysis.
Open this prompt Planning · Advanced
Economic and Market Research Report
Use this when you need to analyze current economic indicators and market trends to inform investment strategies.
Open this prompt Research · Advanced
Financial Modeling for Investment Evaluation
Use this when you need to create or analyse a financial model to evaluate potential investments under different scenarios.
Open this prompt Analysis · Advanced
Financial Statement Analysis
Use this when you need to evaluate a company's financial health through ratio analysis, trend comparison, or benchmarking.
Open this prompt Analysis · Advanced
Industry and Sector Investment Analysis
Use this when you need a structured analysis of a specific industry or sector to identify investment opportunities and risks.
Open this prompt Analysis · Intermediate
Investment Due Diligence Analysis
Use this when you need to evaluate a company or industry's financial health, market position, and risks to inform an investment decision.
Open this prompt Analysis · Intermediate
Investment Opportunity Screening
Use this when you need to screen and prioritize investment opportunities based on custom criteria.
Open this prompt Analysis · Intermediate
Investment Portfolio Performance Analysis
Use this when you need to analyze historical performance of investments, compare against a benchmark, and identify trends.
Open this prompt Analysis · Intermediate
Investment Portfolio Reporting
Use this when you need to compile and present investment performance analysis and strategic recommendations to stakeholders.
Open this prompt Analysis · Intermediate
Investment Risk Assessment
Use this when you need to evaluate potential risks of an investment opportunity using historical data, market trends, and geopolitical factors.
Open this prompt Analysis · Intermediate
Investment Risk-Return Analysis
Use this when you need to evaluate the risk-return profile of a portfolio, specific investment, or set of assets using quantitative methods.
Open this prompt Analysis · Intermediate
Perform Investment Valuation
Use this when you need to assess the value of an investment opportunity using multiple valuation methods.
Open this prompt Analysis · Advanced
Performance Attribution Analysis
Use this when you need to analyze the factors driving your investment portfolio's returns over a specific period.
Open this prompt Analysis · Intermediate
Portfolio Performance Analysis and Improvement
Use this when you need to analyze historical investment portfolio performance, identify trends, and recommend improvements to enhance risk-adjusted returns.
Open this prompt Analysis · Advanced