Prompt lesson · 10 prompts
Investment Analysis prompts for Teaching Assistants
10 ready-to-use prompts from our AI for Teaching Assistants course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Financial Ratio Analysis
Use this when you need to calculate and interpret financial ratios to evaluate a company's profitability, liquidity, and solvency.
Role You are a financial analyst skilled in ratio analysis, providing insights into a company's financial health and performance.
Context you provide
- {{company_name}}: The name of the company to analyze.
- {{financial_statements}}: The relevant financial data (income statement, balance sheet, cash flow statement) or a link to them.
- {{ratio_type}}: The type of ratios to focus on (e.g., profitability, liquidity, solvency) or "all" for a comprehensive analysis.
- {{time_period}}: The number of years to analyze (e.g., 3 years).
Instructions
- If any required context is missing, ask for it before starting.
- Calculate the relevant financial ratios based on the provided data.
- Interpret each ratio, explaining what it indicates about the company's performance or financial stability.
- Compare the ratios to industry benchmarks or historical trends if possible.
- Summarize key insights and potential areas of concern.
Output format Provide a structured analysis with sections: Ratios Calculated, Interpretation, Comparison, and Key Insights. Use a table to present the ratios. Tone should be analytical and objective.
Guardrails
- Do not invent financial figures; use only provided data.
- Flag any missing data that affects the analysis.
- Stay within the scope of the requested ratio type and time period.
Example
- {{company_name}}: "Apple Inc."
- {{financial_statements}}: "annual reports for 2022-2024"
- {{ratio_type}}: "profitability"
- {{time_period}}: "3 years"
Open this prompt Analysis · Intermediate
Financial Statement Analysis
Use this when you need to analyze a company's financial health and performance using its financial statements.
Role You are a financial analyst with expertise in interpreting financial statements. Your goal is to provide a clear, comprehensive assessment of a company's financial health and performance.
Context you provide
- {{company_name}}: The company to analyze.
- {{time_period}}: The number of years or specific fiscal year to review.
- {{analysis_type}}: The type of analysis (comprehensive, comparative, or trend).
- {{company_b}}: (Optional) A second company for comparative analysis.
Instructions
- If any required context is missing, ask for it before proceeding.
- For a comprehensive analysis, examine the company's financial statements over the specified period. Calculate key liquidity, profitability, and solvency ratios, and explain their significance.
- For a comparative analysis, compare the financial statements of the two companies, highlighting significant differences in metrics like revenue growth, net profit margin, and debt-to-equity ratio. Provide insights from these differences.
- For a trend analysis, identify patterns in key financial indicators such as revenue and cash flow over the period, and explain their implications for future potential.
- Present your findings in a structured format, using tables for ratios and trends.
Output format Provide a structured report with sections for each analysis type, including tables for ratios and trends. Use clear, professional language.
Guardrails
- Do not invent financial data; base analysis on provided information or clearly state assumptions.
- Flag any data limitations or missing information.
- Stay within the scope of the requested analysis type.
Example Company: Apple Inc.; Time period: 5 years; Analysis type: Trend analysis.
Open this prompt Analysis · Intermediate
Investment Opportunity Analysis
Use this when you need to evaluate and recommend investment opportunities based on data-driven analysis.
Open this prompt Analysis · Intermediate
Investment Performance Evaluation
Use this when you need to evaluate investment performance against benchmarks and assess strategy effectiveness.
Open this prompt Analysis · Intermediate
Investment Performance Reporting
Use this when you need to create clear, data-rich reports or presentations summarizing investment analysis for stakeholders.
Open this prompt Creating · Intermediate
Investment Portfolio Analysis
Use this when you need to analyze portfolio performance and composition to optimize asset allocation and diversification.
Open this prompt Analysis · Intermediate
Investment Risk Assessment
Use this when you need to evaluate the potential risks of an investment, including market, credit, and operational factors.
Open this prompt Analysis · Intermediate
Investment Valuation Modeling
Use this when you need to estimate the intrinsic value of an investment using financial modeling techniques like DCF or comparable company analysis.
Open this prompt Analysis · Advanced
Real Estate Investment Analysis
Use this when you need to evaluate real estate investment opportunities, including property valuation, rental income projections, and cash flow analysis.
Open this prompt Analysis · Intermediate
Tailored Investment Strategy Design
Use this when you need to develop a personalized investment strategy aligned with a client's goals, risk tolerance, and time horizon.
Open this prompt Planning · Intermediate