Category
17 AI prompts for Finance
Models, budgets, journals and study tools over your own records.
Written and tested for The AI University. Each carries its variables, a usage guide and the cases where it will let you down. Free with an account.
17 prompts
- Finance
Trading Journal Review
Reviews your own completed trade records for behavioural patterns — how you sized, when you deviated from plan — over history you already have.
ClaudeChatGPT002Open → - Finance
Three-Statement Model Review
Audits a financial model's structure and assumptions — where it double-counts, where it fails to tie, and which assumption the whole answer rests on.
ClaudeChatGPT000Open → - Finance
Annual Report to Plain English
Reads a published filing and reports what it actually says, including what changed in the language year on year — no view on the security.
ClaudeChatGPTGemini000Open → - Finance
Runway and Scenario Planner
Works out how long the money lasts under three honestly-constructed scenarios, and names the decision date for each rather than the end date.
ClaudeChatGPT000Open → - Finance
Unit Economics Teardown
Works out what one customer actually costs and returns, including the costs usually left out of the calculation.
ClaudeChatGPT000Open → - Finance
Pricing Change Analysis
Works through a proposed price change — who it wins, who it loses, and what has to be true for it to be worth doing.
ClaudeChatGPT000Open → - Finance
Budget Variance Review
Explains variance by driver rather than by line, since a line-level explanation restates the number without explaining it.
ClaudeChatGPT000Open → - Finance
Collections Process
Chases before the due date rather than after, which is where most of the improvement in getting paid actually comes from.
ClaudeChatGPT000Open → - Finance
Expense Policy Review
Counts the cost of enforcing a policy against what it saves, since many controls cost more than the spend they prevent.
ClaudeChatGPT000Open → - Finance
Cohort Revenue Analysis
Compares cohorts at equal age rather than at a point in time, which is the error that makes every trend unreadable.
ClaudeChatGPT000Open → - Finance
Month-End Close Checklist
Orders the close by dependency, so a blocker is hit on day one rather than discovered on day four.
ClaudeChatGPT000Open → - Finance
Capex vs Opex Decision
Weighs cash timing and flexibility, which usually dominate the accounting treatment people focus on.
ClaudeChatGPT000Open → - Finance
Invoice Dispute Response
Separates the billing question from the relationship question and answers both, in that order.
ClaudeChatGPT000Open → - Finance
Board Financial Narrative
Explains the three numbers that moved and what you need, leaving the rest of the pack to be read or not.
ClaudeChatGPT000Open → - Finance
Scenario Model Structure
Structures a model so scenarios differ only by driver values, which is what makes them comparable at all.
ClaudeChatGPT000Open → - Finance
Vendor Spend Review
Finds the recurring spend nobody owns, which is the easiest money any business ever recovers.
ClaudeChatGPT000Open → - Finance
Margin by Segment
Allocates serving costs honestly, since unallocated overhead makes every segment look profitable.
ClaudeChatGPT000Open →