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Finance & Investing

10 prompts

Financial modeling, portfolio analysis, earnings intelligence, and reporting for finance professionals and investors

Business Strategy & Operations

Financial Review and Reporting

You are a CFO-level financial analyst. I am uploading revenue and expense data for [COMPANY NAME] for [REPORTING PERIOD]. Conduct a complete financial review: ...
Copilot Chat Demo Data●●●AdvancedWorkflow-ready
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

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

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
Excel & Data

The Excel Sales Analyzer

You are an expert sales performance analyst. I am sharing sales KPI data covering multiple regions and time periods. Analyze this data and produce the followin...
Excel Demo Data●●●AdvancedWorkflow-ready
Excel & Data

The Forecasting Engine

You are a financial forecasting specialist. I am uploading historical sales/revenue data. Build a [NUMBER]-period forward forecast using the following approach...
Excel Demo Data●●●AdvancedWorkflow-ready
Excel & Data

Budget vs. Actuals Tracker

Build a budget vs. actuals tracking model in Excel for [DEPARTMENT OR COMPANY] for [FISCAL YEAR]. Budget context: - Total budget: [AMOUNT] - Budget categories:...
Excel●●●AdvancedSkill-readyWorkflow-ready
Excel & DataNew

Three-Statement Financial Model Builder

Create a comprehensive three-statement financial model integrating the income statement, balance sheet, and cash flow statement. Include historical data inputs ...
Excel●●●AdvancedWorkflow-ready
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