Finance AI Prompts

Create a monthly budget plan for someone earning [INCOME] per month. Fixed expenses include [LIST EXPENSES]. Goals: [SAVINGS GOAL / DEBT PAYOFF / INVESTMENT]. Recommend percentage allocations and flag areas to cut.

Summarize the following financial report data in plain English for a non-financial audience. Highlight key metrics, YoY changes, and 3 important takeaways: [PASTE FINANCIAL DATA HERE]

Write an investment research summary for [COMPANY/ASSET NAME] in the [SECTOR] sector. Include: business overview, recent performance, key risks, growth catalysts, and a neutral analyst-style outlook. Do not give specific buy/sell advice.

Calculate and explain a break-even analysis for a business with: fixed costs of [FIXED COSTS], variable cost per unit of [VARIABLE COST], and selling price of [PRICE]. Show the formula, result, and what it means for the business.

Help me create a debt payoff strategy. I have the following debts: [LIST DEBTS WITH BALANCES AND INTEREST RATES]. My monthly payment budget is [AMOUNT]. Compare the avalanche vs snowball method and recommend the best approach.

Write a professional follow-up email for an unpaid invoice of [AMOUNT] that was due on [DATE] to [CLIENT NAME]. Be firm but polite. Include the invoice number, due date, and clear payment instructions. Avoid sounding aggressive.

Help me define the key assumptions for a financial model for a [BUSINESS TYPE] startup. Include: revenue drivers, pricing model, growth rate assumptions, key cost categories, and a list of metrics to track in year 1.

I am [AGE] years old, earn [INCOME] per year, and have [SAVINGS AMOUNT] saved. My financial goals are [GOALS]. Give me a prioritized list of financial steps I should take in the next 12 months. Be specific and practical.