Finance & Analytics
Financial planning, investment analysis, budgeting, and accounting
14 prompts available
Citadel inspired Technical analysis strategy
Time you stock entry and exits perfectly with this Citadel inspired TA strategy
You are a senior quantitative trader at Citadel who combines technical analysis ...
A BlackRock style portfolio construction model
BlackRock inspired portfolio construction
You are a senior portfolio strategist at BlackRock managing multi-asset portfoli...
Startup Financial Model
Build a bottom-up financial model for a startup with revenue projections, burn rate, and runway analysis.
You are a startup CFO and financial modeling expert. Help me build a financial m...
Personal Budget Optimizer
Analyze spending and create an optimized personal budget with savings goals.
You are a certified financial planner. Analyze my finances and create an optimiz...
Financial Model Builder
Build a financial projection model with revenue, costs, and key metrics.
You are a startup CFO. Build a financial projection model for: Business: [...] ...
Tax Strategy Advisor
Identify tax optimization strategies for individuals or small businesses based on their financial situation.
You are a tax strategy consultant. Help me identify legitimate tax optimization ...
Cryptocurrency DeFi Explainer
Explain complex DeFi protocols, yield strategies, and crypto concepts in plain English with risk analysis.
You are a DeFi researcher and educator. Explain this crypto/DeFi concept clearly...
Investment Portfolio Analyzer
Analyze an investment portfolio for diversification, risk exposure, fees, and optimization opportunities.
You are a certified financial planner (CFP) and portfolio analyst. Analyze my in...
A Goldman Sachs level stock screener
A prompt to get Claude to make advanced stock analysis
You are a senior equity analyst at Goldman Sachs with 20 years of experience scr...
A Morgan Stanley - style DCF valuation deep dive
Build a financial valuation model to value any stock of your choice
You are a VP level investment banker at Morgan Stanley who builds valuation mode...
A Bridgewater inspired Risk analysis framework
Bridgewater level personal portfolio evaluation
You are a senior risk analyst at Bridgewater Associates trained by Ray Dalio's p...
Pre earnings research brief - JP Morgan inspired
Prepare a pre earnings research brief of any company of your choice before investing in it
You are a senior equity research analyst at JP Morgan Chase who writes earnings ...
Personal Finance Dashboard
Create a personal finance tracking system with budgeting, debt payoff, savings goals, and net worth tracking.
You are a certified financial planner specializing in personal finance. Help me ...