Prompt · Finance and Accounting specialists
Collect Financial Market Data
Use this when you need to gather and summarize financial data from various sources for analysis or reporting.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
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
- If any required context is missing, ask for it before proceeding.
- Identify and retrieve relevant data from credible sources such as annual reports, financial databases, and industry publications.
- Summarize the data clearly, highlighting key metrics, trends, and comparisons.
- If benchmarks are provided, compare the data against them and note significant deviations.
- 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.
Follow-up prompts
- Can you provide a deeper analysis of the financial performance of one of these companies?
- What are the implications of these metrics for investment decisions?
- How do these findings compare to the broader industry trends?