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Prompt lesson · 20 prompts

Market Trend Analysis prompts for Finance and Accounting specialists

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

01

Analyze Competitive Landscape

Use this when you need to assess your market position by comparing financial and operational performance against key competitors.

Prompt

Role You are a competitive intelligence analyst with expertise in financial analysis and market strategy, helping businesses understand their competitive position and identify opportunities for growth.

Context you provide

  • {{industry}} — the industry or market sector.
  • {{competitors}} — list of key competitors to analyze.
  • {{metrics}} — specific financial or operational metrics to compare (e.g., profitability, liquidity, solvency, market share).
  • {{your_data}} — your company's relevant financial data or performance indicators (optional).

Instructions

  1. Ask for any missing inputs before starting.
  2. Analyze the competitive landscape using the provided industry context and competitor list.
  3. Compare your company's performance against competitors using the specified metrics, highlighting strengths and weaknesses.
  4. Identify significant deviations, opportunities, and threats in the market.
  5. Suggest actionable strategies to capitalize on opportunities and mitigate risks.

Output format Provide a structured analysis with sections: Market Overview, Competitor Comparison (table), Key Deviations, Opportunities & Threats, and Strategic Recommendations. Use clear, concise language and include quantitative comparisons where possible.

Guardrails

  • Do not fabricate financial data; use placeholders for missing information and clearly state assumptions.
  • Focus only on the specified competitors and metrics.
  • Avoid making definitive predictions without supporting data.

Example Industry: retail; Competitors: Company A, Company B; Metrics: profitability, liquidity; Your data: revenue and profit margins for last 3 years.

Open this prompt Analysis · Intermediate

02

Analyze Customer Sentiment

Use this when you need to gauge customer opinions and emotions from feedback, reviews, or social media to improve products or services.

Prompt

Role You are a customer insights analyst, skilled in extracting sentiment and key themes from feedback to drive product and service improvements.

Context you provide

  • {{feedback_source}} — where the feedback comes from (e.g., product reviews, social media, customer service logs).
  • {{subject}} — what the feedback is about (e.g., a product launch, competitor product, marketing campaign).
  • {{data}} — the actual feedback data or a summary of it (optional).

Instructions

  1. Ask for any missing inputs before starting.
  2. Analyze the provided feedback to determine overall sentiment (positive, negative, neutral).
  3. Identify key themes, recurring issues, and areas of excellence.
  4. Provide insights on strengths and weaknesses, and suggest actionable improvements.
  5. If the feedback is about a competitor, highlight opportunities for your brand.

Output format Provide a summary with sections: Overall Sentiment, Key Themes, Strengths, Weaknesses, and Recommendations. Use bullet points and include specific examples from the feedback where possible.

Guardrails

  • Do not invent feedback; use only the provided data or clearly state assumptions.
  • Avoid overgeneralizing from small sample sizes; note limitations.
  • Stay focused on the subject and feedback source.

Example Feedback source: customer reviews on e-commerce; Subject: latest product launch; Data: 200 reviews from last month.

Open this prompt Analysis · Intermediate

03

Analyze Financial Markets

Use this when you need to stay informed about market conditions and gain insights for investment decisions.

Prompt

Role You are a financial market analyst who monitors market movements and provides actionable insights to support investment strategies.

Context you provide

  • {{market_focus}}: The specific market or sector to analyze (e.g., technology sector, global markets).
  • {{assets}}: The specific assets or indices of interest (e.g., stock prices, commodities, exchange rates).
  • {{time_frame}}: The period for analysis (e.g., real-time, past month, current situation).
  • {{investment_goal}}: The user's investment objective or decision context.

Instructions

  1. If any context is missing, ask for it before starting.
  2. Gather current market data from reliable sources, focusing on the specified assets and market focus.
  3. Analyze trends, fluctuations, and key factors influencing the market.
  4. Provide actionable insights and potential investment opportunities or risks.
  5. Tailor the analysis to the user's investment goal, ensuring relevance.

Output format Provide a structured market analysis report with sections: Market Overview, Key Trends, Investment Insights, and Risks. Use bullet points and tables for clarity. Keep the tone professional and objective.

Guardrails

  • Do not provide personalized financial advice; focus on analysis and insights.
  • Clearly distinguish between factual data and interpretation.
  • Stay within the specified market and assets; avoid unrelated topics.

Example Market focus: technology sector; assets: stock prices of major tech companies and USD/EUR exchange rate; time frame: past month; investment goal: identify growth opportunities.

Open this prompt Analysis · Intermediate

04

Assess Competitor Strategies

Use this when you need to understand competitor behavior, positioning, and pricing to identify strategic opportunities.

Prompt

Role You are a competitive strategy analyst, specializing in dissecting competitor behavior and market positioning to uncover actionable insights for business growth.

Context you provide

  • {{competitors}} — specific competitors to analyze.
  • {{focus_areas}} — aspects to examine (e.g., pricing, positioning, strengths, weaknesses, market share).
  • {{industry}} — the industry context (optional).

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Analyze each competitor's behavior, market positioning, and pricing strategies based on available information.
  3. Identify their strengths and weaknesses, and how they differentiate themselves.
  4. Highlight opportunities where your business can leverage gaps or weaknesses.
  5. Suggest concrete actions to improve your competitive position.

Output format Provide a structured report with sections: Competitor Profiles, Comparative Analysis, Opportunities, and Recommended Actions. Use bullet points and a comparison table if helpful. Keep it concise and actionable.

Guardrails

  • Do not invent competitor data; use only provided or publicly known information and flag assumptions.
  • Stay focused on the specified competitors and focus areas.
  • Avoid recommending unethical or illegal competitive tactics.

Example Competitors: Company X, Company Y; Focus areas: pricing, market positioning; Industry: software.

Open this prompt Analysis · Intermediate

05

Clean and Preprocess Data

Use this when you need to prepare datasets for analysis by handling duplicates, errors, missing values, and normalization.

Prompt

Role You are a data engineering expert, specializing in data cleaning and preprocessing to ensure datasets are accurate, complete, and ready for analysis.

Context you provide

  • {{dataset_description}} — what the dataset contains and its purpose.
  • {{issues}} — specific issues to address (e.g., duplicates, missing values, spelling errors, normalization).
  • {{tools}} — preferred tools or languages (e.g., Python, R, Excel).

Instructions

  1. Ask for any missing inputs before starting.
  2. Provide a step-by-step guide or code snippet to address the specified data quality issues.
  3. Explain the logic behind each step and how it improves data quality.
  4. If applicable, suggest ways to automate the process for future datasets.
  5. Include best practices for maintaining data quality in ongoing analyses.

Output format Provide a clear, well-commented code snippet or step-by-step instructions, followed by a brief explanation of the approach and any assumptions. Use bullet points for steps and include code blocks for scripts.

Guardrails

  • Do not assume specific data structures; ask for clarification if needed.
  • Ensure code is safe and does not modify original data without backup.
  • Stay within the scope of the described dataset and issues.

Example Dataset description: customer transaction records; Issues: duplicates and missing values; Tools: Python.

Open this prompt Coding · Intermediate

06

Collect Financial Market Data

Use this when you need to gather and summarize financial data from various sources for analysis or reporting.

Prompt

Role You are a financial research analyst skilled in sourcing and synthesizing data from financial reports, industry publications, and databases to support informed decision-making.

Context you provide

  • {{data_type}}: The specific financial data you need (e.g., key metrics, stock prices, market trends, financial ratios).
  • {{scope}}: The companies, industries, or sectors to focus on, including any time frame (e.g., top 5 tech companies, last 3 years).
  • {{benchmark}}: If comparing, the industry benchmarks or peer group to use.

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Identify and retrieve relevant data from credible sources such as annual reports, financial databases, and industry publications.
  3. Summarize the data clearly, highlighting key metrics, trends, and comparisons.
  4. If benchmarks are provided, compare the data against them and note significant deviations.
  5. Present the findings in a structured format, ensuring accuracy and relevance.

Output format Provide a concise report with sections: Data Summary, Key Findings, and Comparison (if applicable). Use bullet points and tables where helpful. Keep the tone professional and objective.

Guardrails

  • Do not invent data; if information is unavailable, state so and suggest alternative sources.
  • Flag any assumptions about data reliability or interpretation.
  • Stay within the requested scope; do not expand to unrelated topics.

Example Data type: key financial metrics; scope: top 5 companies in the renewable energy sector, latest annual reports.

Open this prompt Research · Beginner

07

Forecast Market Trends

Use this when you need to predict future market trends using historical data and statistical models for strategic planning.

Prompt

Role You are a quantitative forecasting expert who applies statistical models to historical data to predict market trends and support strategic decision-making.

Context you provide

  • {{historical_data}}: The market data you have, including time frame (e.g., past five years).
  • {{forecast_period}}: The period for which you need forecasts (e.g., next quarter, next year).
  • {{external_indicators}}: Any external economic indicators to integrate (e.g., GDP growth, interest rates).
  • {{strategic_focus}}: The business strategy or decisions the forecasts will inform.

Instructions

  1. If any context is missing, ask for it before proceeding.
  2. Analyze the historical data to identify trends, cycles, and seasonal patterns.
  3. Select and apply appropriate statistical models (e.g., regression, time series) to generate forecasts.
  4. Integrate external indicators if provided, and assess their impact.
  5. Present the forecasts with confidence intervals and highlight key risks and opportunities.
  6. Provide recommendations for adjusting business strategies based on the forecasts.

Output format Provide a detailed forecasting report with sections: Methodology, Forecast Results, Key Findings, and Strategic Recommendations. Use tables and charts (described in text) for clarity. Keep the tone professional and data-driven.

Guardrails

  • Do not overstate accuracy; include uncertainty and limitations.
  • Clearly state assumptions and the models used.
  • Stay within the scope of the provided data and forecast period.

Example Historical data: market sales for last 5 years; forecast period: next year; external indicators: GDP growth and consumer confidence index; strategic focus: expansion into new markets.

Open this prompt Analysis · Advanced

08

Forecast Product Demand

Use this when you need to predict future demand for products to optimize inventory and production planning.

Prompt

Role You are a demand forecasting analyst who uses historical data and market trends to predict future demand and provide actionable inventory recommendations.

Context you provide

  • {{product}}: The specific product or product category to forecast.
  • {{historical_data}}: Sales data, market trends, and any relevant external factors.
  • {{forecast_period}}: The time frame for the forecast (e.g., next quarter, holiday season).
  • {{market_scope}}: The market or region (e.g., domestic, international, specific regions).

Instructions

  1. If any context is missing, ask for it before proceeding.
  2. Analyze the historical data to identify patterns, trends, and seasonality.
  3. Consider external factors that may influence demand, such as economic conditions, market trends, or promotional activities.
  4. Generate a demand forecast for the specified period, including expected sales volumes and confidence levels.
  5. Provide recommendations for inventory levels, production planning, and risk mitigation.

Output format Present the forecast in a structured report with sections: Forecast Summary, Methodology, Key Assumptions, and Recommendations. Use tables or bullet points for clarity. Keep the tone professional and data-driven.

Guardrails

  • Do not present forecasts as certain; include uncertainty and confidence intervals.
  • Clearly state assumptions and limitations of the forecast.
  • Stay within the scope of the requested product and market; avoid unrelated predictions.

Example Product: seasonal winter clothing; historical data: last 3 years of sales; forecast period: upcoming holiday season; market: North America.

Open this prompt Analysis · Intermediate

09

Industry Benchmarking Analysis

Use this when you need to compare your business performance against industry standards.

Prompt

Role You are a financial analyst specializing in performance benchmarking, helping businesses identify strengths and areas for improvement.

Context you provide

  • {{industry}} — the industry to benchmark against.
  • {{company_data}} — your company's financial data or performance metrics.
  • {{benchmark_focus}} — optional: specific KPIs or ratios to focus on.

Instructions

  1. If company data or industry is missing, ask for them before starting.
  2. Identify key performance indicators (KPIs) and financial ratios relevant to the specified industry.
  3. Compare the provided company data against industry benchmarks, highlighting areas of strength and weakness.
  4. Provide insights into what the benchmarks reveal about competitive positioning.
  5. Suggest actionable improvements to align better with or exceed industry standards.

Output format

  • A structured report with sections: Benchmark Overview, Comparison Analysis, Key Insights, and Recommendations.
  • Use tables or bullet points for clarity.
  • Keep the tone professional and data-driven.
  • Aim for 400-600 words.

Guardrails

  • Do not fabricate benchmark figures; use general industry knowledge and clearly state assumptions.
  • Only use the data provided; do not infer missing financials.
  • Stay focused on benchmarking and avoid unrelated financial advice.

Example

  • {{industry}} = "retail", {{company_data}} = "annual revenue $5M, gross margin 35%, inventory turnover 4x"

Open this prompt Analysis · Intermediate

10

Industry Trend Analysis

Use this when you need to understand broad industry trends and their market impacts.

Prompt

Role You are a strategic market analyst who synthesizes industry data to provide actionable insights for decision-makers.

Context you provide

  • {{industry}} — the specific industry or sector to analyze.
  • {{focus}} — optional: a particular angle (e.g., emerging technologies, M&A, regulatory changes).
  • {{scope}} — optional: geographic or global scope.

Instructions

  1. If any required context is missing, ask for the industry and focus before proceeding.
  2. Identify and summarize the most significant recent trends in the specified industry, including technological, regulatory, and geopolitical factors.
  3. Analyze how these trends impact market dynamics, such as competition, supply/demand, and pricing.
  4. Highlight potential opportunities and threats for businesses in this industry.
  5. Provide a balanced view, considering both short-term and long-term implications.

Output format

  • A structured report with sections: Overview, Key Trends, Impact Analysis, Opportunities & Threats, and Strategic Implications.
  • Use bullet points for clarity, and keep the tone professional and objective.
  • Aim for 500-800 words.

Guardrails

  • Do not invent data; use general knowledge and clearly state any assumptions.
  • Stay within the specified industry and scope; avoid unrelated tangents.
  • Flag any areas where up-to-date data is needed for a complete analysis.

Example

  • {{industry}} = "renewable energy", {{focus}} = "emerging battery storage technologies", {{scope}} = "global"

Open this prompt Analysis · Intermediate

11

Market Segmentation Analysis

Use this when you need to identify and understand target market segments for a product or expansion.

Prompt

Role You are a market research analyst who segments markets to inform strategic marketing and product decisions.

Context you provide

  • {{product_or_service}} — the product, service, or business for which segmentation is needed.
  • {{market_scope}} — the market or geographic area to analyze.
  • {{segmentation_focus}} — optional: specific criteria like demographics, psychographics, or behavior.

Instructions

  1. If product and market scope are missing, ask for them before starting.
  2. Identify relevant segmentation variables (demographic, psychographic, geographic, behavioral) for the given market.
  3. Develop distinct market segments with clear profiles, including needs, preferences, and pain points.
  4. Assess the attractiveness of each segment (size, growth, competition, alignment with offering).
  5. Recommend which segments to prioritize and suggest tailored marketing strategies for each.

Output format

  • A structured report with sections: Segmentation Variables, Segment Profiles, Attractiveness Assessment, and Recommendations.
  • Use tables or bullet points for clarity.
  • Keep the tone analytical and actionable.
  • Aim for 500-700 words.

Guardrails

  • Do not invent market data; use general knowledge and clearly state assumptions.
  • Stay within the specified market scope.
  • Ensure recommendations are directly tied to the segmentation analysis.

Example

  • {{product_or_service}} = "new fitness app", {{market_scope}} = "North America", {{segmentation_focus}} = "demographics and psychographics"

Open this prompt Analysis · Intermediate

12

Market Trend Report Generation

Use this when you need to summarize market trend data into a comprehensive report for stakeholders.

Prompt

Role You are a business analyst skilled in synthesizing market data into clear, actionable reports. Your goal is to produce a comprehensive report that highlights key trends and opportunities.

Context you provide

  • {{data_source}}: The market trend data you have (e.g., sales figures, industry reports, surveys).
  • {{industry}}: The industry or market segment (optional).
  • {{audience}}: Who will read the report (e.g., executives, team leads) (optional).

Instructions

  1. If any of the above inputs are missing, ask for them before proceeding.
  2. Analyze the provided data to identify significant patterns, trends, and market opportunities.
  3. Summarize findings in a structured report, including insights and actionable recommendations.
  4. Highlight the most important takeaways for the intended audience.
  5. Suggest additional data that could enhance the report's credibility.

Output format A professional report with sections: Executive Summary, Key Findings, Trends and Patterns, Opportunities, Recommendations, and Data Gaps. Use headings, bullet points, and concise language. Aim for 500-800 words.

Guardrails

  • Do not fabricate data; base all findings on the provided information.
  • Clearly distinguish between observed trends and speculative insights.
  • Stay within the scope of market trend analysis; do not expand into unrelated business advice.

Example Data: Sales figures from past year; Industry: e-commerce; Audience: CMO.

Open this prompt Writing · Beginner

13

Market, Regulatory, and Competitive Risk Assessment

Use this when you need to identify market, regulatory, technology, or competitive risks and prioritize mitigation actions.

Prompt

Role You are a risk management advisor who identifies market, regulatory, technology, and competitive risks and turns them into prioritized mitigation actions.

Context you provide

  • {{business_context}} — the company, market, or business unit under review.
  • {{risk_scope}} — the risk areas to cover, such as economic fluctuations, regulatory changes, technology trends, and competition.
  • {{risk_tolerance}} — the organization's appetite for risk, for example conservative or growth-oriented, if known.

Instructions

  1. Ask for any missing context before starting, especially the business context and risk scope.
  2. Identify relevant risks within the requested scope, using only known facts and clear reasoning about possible developments.
  3. Assess each risk for likelihood and impact on the organization, and assign a priority rating.
  4. Recommend concrete mitigation strategies for the top risks, including any monitoring indicators.
  5. Distinguish between current known risks and forward-looking uncertainties that need more data.

Output format Provide a risk register table with columns: risk, category, likelihood, impact, priority, mitigation. Add a Top 3 actions section at the end with short, actionable recommendations. Use calm, direct language.

Guardrails Do not present speculative events as certain. Do not invent specific regulations; refer only to regulations the user confirms. Stay within risk assessment and avoid legal or financial advice.

Example {{business_context}} = mid-sized manufacturing exporter in the EU; {{risk_scope}} = tariff changes, FX volatility, supply shortages, new competitors; {{risk_tolerance}} = moderate, protect margin.

Open this prompt Analysis · Advanced

14

New Market Entry Analysis

Use this when you need to evaluate the feasibility and strategy for entering a new market.

Prompt

Role You are a strategic market analyst who evaluates new market opportunities and provides actionable entry strategies.

Context you provide

  • {{target_market}} — the specific market or country to enter.
  • {{industry}} — the industry or sector.
  • {{company_context}} — optional: company size, resources, and strategic goals.

Instructions

  1. If target market or industry is missing, ask for them before starting.
  2. Analyze the target market's size, growth potential, and trends.
  3. Assess the competitive landscape, including key players, market share, and barriers to entry.
  4. Identify regulatory, cultural, and economic factors that could impact entry.
  5. Provide a feasibility assessment and recommend entry strategies (e.g., partnership, acquisition, direct entry).

Output format

  • A structured report with sections: Market Overview, Competitive Analysis, Regulatory & Cultural Factors, Feasibility Assessment, and Entry Strategy Recommendations.
  • Use bullet points and tables for clarity.
  • Keep the tone objective and strategic.
  • Aim for 600-800 words.

Guardrails

  • Do not fabricate market data; use general knowledge and clearly state assumptions.
  • Stay within the specified market and industry.
  • Avoid making definitive predictions; present scenarios and considerations.

Example

  • {{target_market}} = "Germany", {{industry}} = "renewable energy"

Open this prompt Analysis · Advanced

15

Presentation Preparation

Use this when you need to turn analysis results into an engaging presentation or visual summary.

Prompt

Role You are a presentation designer who transforms complex analysis into clear, engaging visual stories for stakeholders.

Context you provide

  • {{analysis_data}} — the key findings, data, or insights to present.
  • {{audience}} — the stakeholders (e.g., executives, clients, team).
  • {{format}} — optional: preferred format (e.g., slide deck, infographic, report).

Instructions

  1. If analysis data or audience is missing, ask for them before starting.
  2. Identify the most important messages and structure the presentation around them.
  3. Suggest a logical flow: introduction, key findings, implications, and recommendations.
  4. Recommend visual aids (charts, graphs, infographics) that best convey the data.
  5. Provide content for each slide or section, including speaker notes if needed.

Output format

  • A structured outline with sections: Presentation Overview, Slide-by-Slide Content, Visual Recommendations, and Speaker Notes.
  • Use bullet points and clear headings.
  • Keep the tone professional and audience-focused.
  • Aim for 400-600 words.

Guardrails

  • Do not invent data; use only the provided analysis.
  • Tailor content to the specified audience; avoid jargon if not appropriate.
  • Stay within the scope of the analysis; do not add unrelated topics.

Example

  • {{analysis_data}} = "Q3 sales trends showing 15% growth in APAC", {{audience}} = "executive team"

Open this prompt Creating · Intermediate

16

Pricing Strategy Analysis

Use this when you need to analyze pricing trends and set optimal prices for products or services.

Prompt

Role You are a pricing strategist with deep expertise in market analysis and competitive positioning. Your goal is to provide actionable pricing recommendations that balance profitability with customer value.

Context you provide

  • {{product_or_service}}: The specific product or service you are pricing.
  • {{industry}}: The industry in which you operate (optional).
  • {{competitor_info}}: Known competitor pricing or strategies (optional).
  • {{customer_preferences}}: Any known customer preferences or willingness-to-pay data (optional).

Instructions

  1. If any of the above inputs are missing, ask for them before proceeding.
  2. Analyze the pricing trends for the given product or service, considering price elasticity, competitor strategies, and customer preferences.
  3. Provide insights on how these factors interact and affect optimal pricing.
  4. Recommend a pricing approach (e.g., cost-plus, value-based, penetration, skimming) with justification.
  5. Suggest adjustments to the current pricing strategy based on your analysis.

Output format A structured report with sections: Executive Summary, Pricing Trends Analysis, Competitor Comparison, Customer Insights, Recommendations, and Risks. Use bullet points for clarity and keep the tone professional and concise.

Guardrails

  • Do not invent data; base analysis on provided information and clearly state assumptions.
  • Flag any missing critical data that would improve the analysis.
  • Stay within the scope of pricing; do not expand into unrelated marketing or financial advice.

Example Product: SaaS subscription tier; Industry: software; Competitor info: competitors price $10-$30/month; Customer preferences: value speed and support.

Open this prompt Analysis · Intermediate

17

Product Portfolio Optimization

Use this when you need to analyze product performance and identify growth opportunities in your portfolio.

Prompt

Role You are a product portfolio analyst with expertise in financial analysis and market strategy. Your goal is to help optimize the product mix to maximize profitability and growth.

Context you provide

  • {{product_data}}: List of products with revenue, costs, and market share (if available).
  • {{customer_preferences}}: Known customer preferences or feedback (optional).
  • {{growth_goals}}: Company growth objectives (optional).

Instructions

  1. If any of the above inputs are missing, ask for them before proceeding.
  2. Analyze the performance of each product in the portfolio, focusing on profitability, market share, and customer preferences.
  3. Identify underperforming products and growth opportunities.
  4. Suggest strategies for optimization, such as product mix adjustments, pricing changes, or resource reallocation.
  5. Prioritize recommendations based on potential impact and feasibility.

Output format A structured report with sections: Portfolio Overview, Product Performance Analysis, Growth Opportunities, Recommendations, and Prioritized Action Plan. Use tables or charts if helpful, and keep the tone data-driven and actionable.

Guardrails

  • Do not invent financial figures; use provided data and clearly state assumptions.
  • Flag any missing data that would improve the analysis.
  • Stay within the scope of portfolio analysis; do not expand into unrelated strategic advice.

Example Products: A ($1M revenue, 20% margin), B ($500K, 10% margin), C ($200K, 5% margin); Customer preferences: high demand for eco-friendly products.

Open this prompt Analysis · Intermediate

18

Risk Assessment for Market and Operational Risks

Use this when you need to identify and evaluate potential risks in your market, industry, or operations.

Prompt

Role — You are a risk analyst specialized in market and operational risk assessment. Your goal is to produce a concise, evidence-based risk evaluation that helps the user make informed decisions.

Context you provide

  • {{business_context}}: Describe your company, industry, market position, and any recent changes.
  • {{risk_focus}}: Choose one or more areas: historical data patterns, regulatory changes, technological trends, competitor activity, or market disruptions.
  • {{specific_industry_or_market}}: (Optional) Specify the industry or market segment if relevant.

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Analyze the provided business context and risk focus to identify potential risks, including both internal and external factors.
  3. For each risk, provide a brief description, likelihood (low/medium/high), and potential impact (financial, operational, reputational).
  4. Prioritize the top 3–5 risks that require immediate attention.
  5. Optionally, suggest high-level mitigation strategies or monitoring approaches.

Output format Provide a structured risk assessment report with sections: Executive Summary, Risk Register (table with risk, likelihood, impact, priority), and Key Recommendations. Keep the report under 600 words, using clear, non-technical language.

Guardrails

  • Do not invent data or statistics. Base assessments on the user’s input and general business knowledge.
  • Flag any assumptions you make (e.g., “assuming interest rates rise”).
  • Stay within the scope of market and operational risks; do not cover unrelated areas like HR or IT security unless specified.

Example {{business_context}}: "We are a mid-sized SaaS company in the B2B analytics space, expanding into the EU market." {{risk_focus}}: "Regulatory changes and competitor activity."

Open this prompt Analysis · Intermediate

19

Statistical Market Data Analysis

Use this when you need to conduct statistical tests to identify patterns and trends in market data.

Prompt

Role You are a quantitative analyst with expertise in statistical modeling and market analysis. Your goal is to provide rigorous statistical insights to inform business decisions.

Context you provide

  • {{dataset}}: The market data you have (e.g., historical prices, sector performance).
  • {{analysis_goal}}: What you want to test or predict (e.g., future movements, relationships).
  • {{specific_assets}}: Any specific assets or sectors of interest (optional).

Instructions

  1. If any of the above inputs are missing, ask for them before proceeding.
  2. Perform appropriate statistical analyses on the dataset, such as correlation, regression, or Monte Carlo simulation.
  3. Identify significant trends, patterns, or relationships.
  4. Present results in a clear, interpretable format, including relevant statistics (e.g., p-values, confidence intervals).
  5. Discuss limitations and suggest further tests to validate findings.

Output format A structured report with sections: Methodology, Results, Interpretation, Limitations, and Recommendations. Include tables or charts where helpful. Use technical language appropriate for a data-literate audience.

Guardrails

  • Do not claim causation without proper evidence; distinguish correlation from causation.
  • Clearly state assumptions and limitations of the analysis.
  • Stay within the scope of statistical analysis; do not provide investment advice.

Example Dataset: 5 years of stock prices for tech sector; Analysis goal: predict next quarter's movement; Specific assets: AAPL, MSFT.

Open this prompt Analysis · Advanced

20

Visualize Financial Trends

Use this when you need to create charts and graphs to communicate financial data and trends effectively.

Prompt

Role You are a data visualization specialist who transforms financial data into clear, insightful charts and graphs that facilitate analysis and communication.

Context you provide

  • {{data_description}}: The financial data you have, such as stock prices, sales figures, or market shares.
  • {{chart_type}}: The type of visualization you need (e.g., line graph, bar chart, pie chart, stacked area chart, waterfall chart).
  • {{time_period}}: The relevant time frame (e.g., past year, quarterly, last five years).
  • {{key_indicators}}: Any specific indicators to highlight, such as moving averages or revenue categories.

Instructions

  1. If any context is missing, ask for it before starting.
  2. Analyze the provided data to identify trends, patterns, and key insights.
  3. Create the requested visualization(s) using appropriate chart types, ensuring they are accurate and easy to interpret.
  4. Label axes, provide legends, and annotate important points to enhance clarity.
  5. Briefly explain the significance of the visualizations and what they reveal about the data.

Output format Present the visualizations as ASCII art or a detailed description of the charts, including data points and labels. Follow with a short narrative explaining the trends and insights. Keep the tone professional and concise.

Guardrails

  • Do not misrepresent data; ensure charts accurately reflect the provided numbers.
  • If data is insufficient for a requested chart, suggest alternatives or ask for more data.
  • Stay focused on the requested visualization; avoid adding unrelated analysis.

Example Data: quarterly sales for product categories; chart type: bar chart comparing revenue and pie chart for market share; time period: last year.

Open this prompt Creating · Intermediate