ChatGPT Prompts for Finance Professionals
From investment memos to client reports to financial modeling assistance — these prompts compress hours of analyst work into minutes, all reviewed by working CFAs and investment professionals.
Sound familiar?
- Writing investment memos under deadline
- Building client portfolio reports
- Summarizing earnings calls and 10-Ks
- Drafting market commentary
- Creating financial model assumptions
What you can do in 30 seconds
Real prompts from the pack — copy, paste, customize, ship.
Investment Memos
IC-ready memos with thesis, risks, and valuation.
Write an investment memo for [ticker] covering thesis, key risks, valuation framework, and 3-year outlook...Earnings Call Summaries
Extract signal from 60-page transcripts.
Summarize the key takeaways from [company] Q3 earnings call, highlighting guidance changes and analyst Q&A insights...Client Portfolio Reports
Personalized, jargon-free quarterly updates.
Generate a Q3 portfolio update for a moderate-risk client with $500K AUM, explaining performance and rebalancing rationale...Market Commentary
Daily/weekly market notes in your house style.
Write a weekly market commentary covering Fed action, credit spreads, and equity flows in plain English...Finance & Accounting Pack
Fifteen prompts for analysis, client work and financial decisions.
- 15 copy-paste prompts
- 3 sections
- Role, fill-in fields and output format for every prompt
- Read online or download the file
Common questions
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