Investing & Finance

32 prompts in this category

Investing & Finance

Portfolio Risk Scanner

You are a senior portfolio risk analyst. I am uploading an equity portfolio dataset. Conduct a comprehensive portfolio risk assessment: **PORTFOLIO OVERVIEW**...
Copilot Chat Demo Data●●●AdvancedWorkflow-ready
Investing & Finance

Earnings Reaction Analyzer

Analyze the earnings reaction data I am uploading and produce an investment-grade earnings analysis. Company: [COMPANY NAME OR 'FROM THE DATA'] Analysis purpos...
Copilot Chat Demo Data●●●AdvancedWorkflow-ready
Investing & Finance

EARNINGS CALL INTELLIGENCE

Analyze the earnings call data and produce structured intelligence for investment decision-making. Company: [COMPANY NAME] Quarter: [Q AND YEAR] My investment ...
Copilot Chat Demo Data●●●AdvancedWorkflow-ready
Investing & Finance

Investor-Ready Financial Narrative System

You are a CFO communications specialist. I am uploading SaaS P&L data. Transform this into a compelling investor-grade financial narrative. Company context: - ...
Copilot Chat Demo Data●●●AdvancedWorkflow-ready
Investing & Finance

The DCF Model Builder Prompt

Build a discounted cash flow (DCF) valuation for [COMPANY NAME] using the uploaded financial data. Valuation context: - Investment horizon: [NUMBER OF YEARS] -...
Copilot Chat Demo Data●●●AdvancedWorkflow-ready
Investing & Finance

LONG/SHORT EQUITY THESIS

Write a professional long/short equity thesis for [COMPANY NAME] using the uploaded portfolio and earnings data. Your position: [LONG / SHORT] Conviction level...
Copilot Chat Demo Data●●●AdvancedWorkflow-ready
Investing & Finance

Personal Investment Policy Statement

Write a personal Investment Policy Statement (IPS) for my investment portfolio. Personal context: - Age: [AGE] - Investment timeline to primary goal: [YEARS] -...
Word●●●AdvancedWorkflow-ready
Investing & Finance

Stock Screener and Watchlist Builder

Build a systematic stock screening framework and populate a watchlist based on my investment criteria. My investment style: [VALUE / GROWTH / GARP / DIVIDEND /...
Copilot Chat●●●AdvancedWorkflow-ready
Investing & Finance

Macro Economic Briefing Builder

Build a weekly macro economic briefing for [DATE RANGE] relevant to [PORTFOLIO TYPE: EQUITIES / FIXED INCOME / MULTI-ASSET]. Audience: [PERSONAL INVESTOR / FAM...
Researcher●●●AdvancedWorkflow-ready
Investing & Finance

Real Estate Investment Analyzer

Analyze the following real estate investment opportunity and provide a comprehensive financial assessment. Property details: - Address: [ADDRESS OR 'HYPOTHETIC...
Copilot Chat●●●AdvancedWorkflow-ready
Investing & Finance

Retirement Planning Calculator

Build a comprehensive retirement planning analysis for [YOUR NAME OR 'MY HOUSEHOLD']. Current financial picture: - Age: [CURRENT AGE] - Target retirement age: ...
Copilot Chat●●●AdvancedWorkflow-ready
Investing & Finance

Angel Investment Evaluation Framework

Evaluate the following startup as a potential angel investment opportunity. Startup details: - Company name: [NAME] - Stage: [PRE-SEED / SEED / SERIES A] - Ind...
Copilot Chat●●●AdvancedWorkflow-ready
Investing & Finance

Bond and Fixed Income Analyzer

Analyze the following fixed income investment and build a position recommendation. Bond details (or fixed income portfolio overview): - Security type: [TREASUR...
Copilot Chat●●●AdvancedWorkflow-ready
Investing & Finance

Cryptocurrency Portfolio Analyzer

Analyze my cryptocurrency portfolio and provide structured risk and allocation guidance. Portfolio details: - Holdings: [LIST TOKENS AND APPROXIMATE % ALLOCATI...
Copilot Chat●●●AdvancedWorkflow-ready
Investing & Finance

Options Strategy Analyzer

Analyze the following options trade or strategy and provide structured guidance. Underlying: [TICKER] Current stock price: [PRICE] Your market view: [BULLISH /...
Copilot Chat●●●AdvancedWorkflow-ready
Investing & Finance

ETF Research and Comparison

Research and compare ETFs for [ASSET CLASS / SECTOR / STRATEGY] for inclusion in my portfolio. Portfolio context: - Portfolio type: [RETIREMENT / TAXABLE / BOT...
Researcher●●●AdvancedWorkflow-ready
Investing & Finance

Tax-Loss Harvesting Strategy

Build a tax-loss harvesting strategy for my investment portfolio for [TAX YEAR]. Portfolio context: - Account type: [TAXABLE BROKERAGE] - Positions with unreal...
Copilot Chat●●●AdvancedWorkflow-ready
Investing & Finance

Hedge Fund Due Diligence Template

Conduct an institutional-quality due diligence review of [FUND NAME] for potential allocation. Allocation context: - Allocator type: [FAMILY OFFICE / ENDOWMENT...
Word●●●AdvancedSkill-readyWorkflow-ready
Investing & Finance

Private Equity Deal Analysis

Analyze the following private equity investment opportunity. Deal details: - Target company: [NAME AND DESCRIPTION] - Industry: [SECTOR] - Revenue: [AMOUNT] - ...
Copilot Chat●●●AdvancedWorkflow-ready
Investing & Finance

International Equity Research Brief

Write an international equity research brief on [COUNTRY/REGION] for investment consideration. Investment context: - Region/country focus: [E.G., INDIA, SOUTHE...
Researcher●●●AdvancedWorkflow-ready
Investing & Finance

Dividend Income Portfolio Builder

Build a dividend income portfolio strategy for [YOUR NAME OR HOUSEHOLD]. Goals: - Target annual dividend income: [AMOUNT] - Portfolio size (current or target):...
Copilot Chat●●●AdvancedWorkflow-ready
Investing & Finance

ESG Investment Screener

Build an ESG investment screening framework and evaluate [SPECIFIC HOLDINGS OR PORTFOLIO] against it. ESG priorities: - Environmental focus: [CARBON EMISSIONS ...
Researcher●●●AdvancedWorkflow-ready
Investing & Finance

Financial Modeling Accelerator

Build a [MODEL TYPE: 3-STATEMENT / DCF / LBO / COMPS] financial model for [COMPANY OR HYPOTHETICAL]. Model purpose: [INVESTMENT ANALYSIS / FUNDRAISING / M&A / ...
Excel●●●AdvancedWorkflow-ready
Investing & Finance

Commodity Market Analysis

Analyze the outlook for [COMMODITY: OIL / GOLD / COPPER / NATURAL GAS / AGRICULTURAL / OTHER] as an investment. Context: - Investment vehicle: [FUTURES / ETF /...
Researcher●●●AdvancedWorkflow-ready
Investing & Finance

M&A Target Identification

Identify and analyze potential M&A acquisition targets for [ACQUIRER COMPANY NAME] in [TARGET SECTOR OR MARKET]. Acquirer context: - Acquirer business: [DESCRI...
Researcher●●●AdvancedSkill-readyWorkflow-ready
Investing & Finance

Family Wealth Planning Framework

Develop a family wealth planning framework for [FAMILY NAME]. Family context: - Total investable assets: [APPROXIMATE RANGE] - Family structure: [NUMBER OF ADU...
Word●●●AdvancedSkill-readyWorkflow-ready
Investing & Finance

IPO Analysis and Participation Decision

Analyze the upcoming IPO of [COMPANY NAME] and evaluate whether to participate. IPO details: - Company: [NAME AND BUSINESS DESCRIPTION] - Expected IPO price ra...
Researcher●●●AdvancedWorkflow-ready
Investing & FinanceNew

Sector Rotation Heatmap

Build a sector rotation dashboard tracking all 11 S&P 500 sector ETFs: XLK, XLF, XLE, XLV, XLI, XLY, XLP, XLU, XLB, XLRE, XLC. Performance heatmap: 1-week, 1-m...
Cowork●●●AdvancedExecutive-readyWorkflow-ready
Investing & FinanceNew

Should I Be Trading? Market Environment Dashboard

Build a live Bloomberg Terminal-style market dashboard called 'Should I Be Trading?' that scores the current market environment for swing traders. Score these ...
Cowork●●●AdvancedExecutive-readyWorkflow-ready
Investing & FinanceNew

Options Flow Scanner

Build a real-time options flow scanner dashboard that detects unusual options activity. For a configurable watchlist (default: NVDA, AAPL, MSFT, AMZN, TSLA, AM...
Cowork●●IntermediateWorkflow-ready
Investing & FinanceNew

Portfolio Risk Dashboard

Build a portfolio risk analysis dashboard. I will input my holdings and allocation percentages. Show a correlation matrix between all holdings. Highlight pairs...
Cowork●●IntermediateExecutive-readyWorkflow-ready
Investing & FinanceNew

Earnings Season Command Center

Build an earnings season tracking dashboard for a configurable watchlist. Upcoming earnings calendar: every earnings date for the next 30 days with days until ...
Cowork●●●AdvancedWorkflow-ready