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Prompts for Financial Analysts (100 Prompts)
📊 Financial Modeling & Forecasting (1–20)
Prompt 1: Build a 3-statement financial model for a SaaS company.
Prompt 2: Forecast revenue using CAGR based on the past 5 years of data.
Prompt 3: Generate assumptions for a DCF model of a manufacturing firm.
Prompt 4: Create a dynamic EBITDA margin forecast model in Excel.
Prompt 5: What are the key drivers to include in a retail company model?
Prompt 6: Write a step-by-step guide for building a financial model from scratch.
Prompt 7: Suggest stress-testing scenarios for a startup financial model.
Prompt 8: Build a sensitivity analysis for valuation based on terminal growth rate.
Prompt 9: Create an inventory turnover analysis model.
Prompt 10: Forecast cash flows for a project finance model.
Prompt 11: Generate a revenue model for a subscription-based service.
Prompt 12: Build a CAPEX forecast for a capital-intensive business.
Prompt 13: Create a customer cohort analysis model.
Prompt 14: Build a breakeven analysis model for a D2C brand.
Prompt 15: Develop an assumption sheet template for financial models.
Prompt 16: Forecast operating expenses for a tech startup.
Prompt 17: Build a financial model comparing two investment options.
Prompt 18: Create a quarterly forecast model with dynamic inputs.
Prompt 19: Write Excel formulas to automate headcount projections.
Prompt 20: Generate scenarios for a best-case/worst-case analysis.
💰 Valuation Techniques (21–40)
Prompt 21: Perform a Discounted Cash Flow (DCF) valuation for Tesla.
Prompt 22: List pros and cons of using EV/EBITDA vs. P/E ratios.
Prompt 23: Create a comps table for a set of Indian IT companies.
Prompt 24: Perform a Sum-of-the-Parts (SOTP) valuation for a conglomerate.
Prompt 25: Explain terminal value using the Gordon Growth Model.
Prompt 26: Perform relative valuation for a fintech company.
Prompt 27: Build a valuation dashboard with dynamic charts.
Prompt 28: Compare LBO vs. DCF valuation methods.
Prompt 29: Use precedent transactions to value a private company.
Prompt 30: Explain how to adjust valuation for minority interest.
Prompt 31: Analyze the impact of WACC changes on DCF output.
Prompt 32: Calculate intrinsic value of a stock using Benjamin Graham’s formula.
Prompt 33: Create a valuation football field chart in Excel.
Prompt 34: List red flags in inflated valuation projections.
Prompt 35: Generate a market comps summary for IPO analysis.
Prompt 36: Perform an asset-based valuation of a real estate company.
Prompt 37: Explain the impact of interest rate changes on valuation.
Prompt 38: Compare valuation of public vs. private companies.
Prompt 39: Perform PEG ratio analysis on Indian FMCG stocks.
Prompt 40: Calculate enterprise value and equity value from financials.
📈 Equity & Investment Research (41–60)
Prompt 41: Create a stock pitch for a high-growth midcap stock.
Prompt 42: Write an equity research report for a banking stock.
Prompt 43: List key metrics to track in the FMCG sector.
Prompt 44: Generate a SWOT analysis for a company in the auto sector.
Prompt 45: Write a summary of a quarterly earnings call.
Prompt 46: Perform a margin analysis of a listed pharma company.
Prompt 47: Evaluate a company’s debt-to-equity trend over 5 years.
Prompt 48: Compare ROE and ROCE across industry peers.
Prompt 49: Analyze Moat and Competitive Advantage of Asian Paints.
Prompt 50: Create a 1-pager investment summary for a blue-chip stock.
Prompt 51: Explain key ratios to assess a company’s liquidity position.
Prompt 52: List top 5 financial red flags for equity analysts.
Prompt 53: Write a short thesis on why a stock is undervalued.
Prompt 54: Create a sector report for Indian IT companies.
Prompt 55: Analyze promoter shareholding patterns and pledges.
Prompt 56: Review quarterly performance and guidance of Reliance Industries.
Prompt 57: Create a valuation tracker template for personal equity research.
Prompt 58: Analyze stock performance vs. index over 1 year.
Prompt 59: Write a note on how macroeconomic events impact stock valuation.
Prompt 60: Explain how to analyze annual reports efficiently.
📉 Risk Analysis & Financial Health (61–75)
Prompt 61: Build a credit risk scorecard using financial ratios.
Prompt 62: Analyze Z-score to predict bankruptcy risk.
Prompt 63: List 5 solvency ratios to assess financial health.
Prompt 64: Perform a liquidity stress test on a small business.
Prompt 65: Create a financial risk dashboard with color-coded alerts.
Prompt 66: Write an analysis of interest coverage trends for a listed firm.
Prompt 67: Create a checklist for evaluating debt sustainability.
Prompt 68: Evaluate working capital cycle of an FMCG company.
Prompt 69: Analyze FX risk for an export-heavy company.
Prompt 70: Write a credit memo for lending to a small business.
Prompt 71: Model risk-adjusted return for a new project.
Prompt 72: Perform scenario analysis on currency and inflation risks.
Prompt 73: Compare interest coverage ratios for infra vs. retail companies.
Prompt 74: Create a cash conversion cycle model for analysis.
Prompt 75: Identify financial risks in a leveraged buyout deal.
📊 Reporting & Presentations (76–85)
Prompt 76: Create a financial KPI dashboard in Excel.
Prompt 77: Write a short summary slide for board presentation.
Prompt 78: Generate graphs for quarterly revenue comparison.
Prompt 79: Create PowerPoint slides for an investor pitch.
Prompt 80: Make a summary chart showing YoY performance metrics.
Prompt 81: Draft a management commentary based on financial results.
Prompt 82: Create a report format for monthly financial updates.
Prompt 83: Write visual insights for a business review meeting.
Prompt 84: Design a slide showing revenue breakdown by segment.
Prompt 85: Generate a financial summary email for senior management.
🧮 Excel & Automation (86–95)
Prompt 86: Write a VBA macro to clean financial data in Excel.
Prompt 87: Create Excel formulas to calculate CAGR, NPV, and IRR.
Prompt 88: Design dynamic charts using pivot tables.
Prompt 89: Write a formula to create drop-down menus for assumptions.
Prompt 90: Create a dashboard with slicers for financial reports.
Prompt 91: Automate variance analysis between forecast vs. actual.
Prompt 92: Use Power Query to import and clean financial statements.
Prompt 93: Write an Excel template to calculate company valuation.
Prompt 94: Generate conditional formatting for alerts in balance sheets.
Prompt 95: Design an Excel tracker for M&A deal pipeline.
🚀 Career, Thought Leadership & Content (96–100)
Prompt 96: Write a LinkedIn post explaining the difference between ROE and ROA.
Prompt 97: List top 5 certifications for financial analysts in India.
Prompt 98: Create a content calendar for financial insights newsletter.
Prompt 99: Write a blog: ‘How to Break into Financial Analysis with No Experience.’
Prompt 100: Generate YouTube video ideas for aspiring financial analysts.