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Finance Prompts

Financial reports, investment memos, and analysis prompts for money pros.

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Browse 959+ prompts by role, platform, task, or industry.

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Accounting Business Website Content

Finance Prompts

Create content for a new accounting business website, including an About Me section, a list of services, reasons for hiring a CPA, and distinctions between bookkeeping, accounting, and controlling roles. The content should appeal to small business owners and emphasize the value of professional accounting services.

Small BusinessTaxesPersonal Finance
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Achieving Banking Goals

Finance Prompts

Edit a comprehensive strategy for defining, setting, and achieving effective banking goals, covering short-term, mid-term, and long-term objectives. Outline processes for financial assessment, realistic goal planning, budgeting, progress monitoring, and adjusting goals according to changing circumstances.

Personal FinanceBudgetingInvestment
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AI Automation Guide.md

Finance Prompts

Create a comprehensive guide to help someone learn about AI automation and achieve financial freedom, covering definitions, tools, learning resources, applications, strategies for financial freedom, and integration plans with networking tips.

AICareer AdvicePersonal Finance
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Analyze Cryptocurrency Project

Finance Prompts

Analyze a cryptocurrency project by summarizing its milestones, founding team, liquidity, financial details, and historical price action. The analysis aims to provide comprehensive insights into the project's background and performance in the market.

CryptocurrencyBlockchainInvestment
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Analyze Investment Opportunities

Finance Prompts

Analyze stocks, digital assets, and cryptocurrencies with a focus on comparative analysis of market trends, volatility, and historical performance. Additionally, outline steps for setting up an automated notification system including key criteria and a disclaimer against reliance on the information for financial decisions.

InvestmentCryptocurrencyStocks
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Analyze Ledger Accuracy

Finance Prompts

Edit a general ledger to check VAT code consistency, identify abnormal amounts, and provide transaction samples needing closer analysis. List findings clearly for reporting and ensure a methodical and accurate approach.

AccountingData AnalysisExcel
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Annual Life Goals Plan

Finance Prompts

Create a comprehensive Annual Plan for 2025 that includes goals across various aspects of life, such as professional, health, financial, relationships, and learning. Provide specific strategies and examples to help achieve those goals while considering interdependencies and maintaining motivation.

Self-ImprovementPersonal FinanceRelationships
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Apply Financial Aid Private Schools

Finance Prompts

Guide on applying for financial aid for private school education in New Jersey, detailing steps, eligibility criteria, and available types of aid. Tips and resources for a strong application and important deadlines are also included.

SchoolParentingPersonal Finance
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Automated Trading Bots and Women in Management

Finance Prompts

Guide detailing automated trading bot development, including architecture, programming languages, key features, and resources for learning. Additionally, it covers research on women in management, importance, research methods, challenges, and tools for conducting inclusive research.

ResearchLeadershipInvestment
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Automation In Fintech Overview

Finance Prompts

Edit a detailed overview of automation in Fintech focusing on payment systems in Africa, addressing the current state, challenges, technologies, and integration with banking systems. Include strategies for minimizing transaction costs and examples of successful automation implementations.

FintechPayment SystemsAutomation
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Bankroll Growth Strategy

Finance Prompts

Analyze sports matches to develop betting strategies aimed at increasing a bankroll from 10 Pula to 1000 Pula by April 26 or 27. Provide daily betting tips based on statistical analysis, bankroll management, and adjust strategies based on performance.

InvestmentSportsBetting
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Budgeting for Savings and Investments

Finance Prompts

Edit to create a budget plan targeting a Php50,000 monthly expense limit from a gross Php250,000 salary, ensuring optimal savings and investments. Include calculations, detailed expense breakdowns, savings allocations, and tips for reducing discretionary spending.

BudgetingPersonal FinanceInvestment
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Compare Brand Names for Digital Wallet.md

Finance Prompts

Edit brand names 'Wedu Payment' and 'Wangu Payment' based on marketability, cultural resonance, trademark availability, and fintech relevance; recommend one name with branding strategy. Discuss balance of payment considerations and compliance for a digital wallet model in Africa that connects fintech companies without traditional banks.

Market ResearchBrandingFintech
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Corporate Structure Guide

Finance Prompts

Guide me through the process of setting up corporate business structures specifically designed to build and protect assets while potentially generating revenue. Discuss concepts, legal steps, advantages, risks, compliance, and strategies for maximizing benefits.

Corporate CareerInvestmentLegal
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Corporate Tax Optimization

Finance Prompts

Analyze corporate tax laws across jurisdictions to identify optimization opportunities and ensure compliance for businesses in tax advisory. Focus on tax rates, business viability, payment obligations, international implications, and recommended structures.

TaxesLegalCorporate Career
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CourseOnStockOptions.md

Finance Prompts

Create a structured outline and content for a stock options course that progresses from introductory to advanced levels. The course should include theoretical knowledge, practical applications, financial strategies, and accompanying educational resources.

CoursesInvestmentStocks
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Covered Call Strategies

Finance Prompts

Edit the covered call strategy in detail, including its risks and benefits, and provide practical guidance on implementing it using Robinhood. Introduce covered puts with a comparison to covered calls and their contextual usage.

StocksInvestmentPersonal Finance
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Create Banking Guide

Finance Prompts

Create a comprehensive guide or simulation for the banking and finance sector, covering key areas such as basic concepts, banking procedures, financial products and services, regulations, customer service scenarios, and current trends. Ensure clarity and applicability through examples and step-by-step instructions.

FinanceBankingRegulations
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Create Farming Business Plan

Finance Prompts

Develop a detailed business plan for a farming venture in South Africa to secure funding from the Land and Agricultural Development Bank, covering areas such as market analysis, organizational structure, and financial projections.

EntrepreneurMarket ResearchInvestment
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Create Financial Literacy Course.md

Finance Prompts

Create a comprehensive online course outline on Financial Literacy for kids that is engaging and age-appropriate. The outline should include components such as course objectives, modules, lesson plans, engagement strategies, and additional resources.

CoursesKidsFinancial Literacy
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Create Health Wellness Pitch Deck

Finance Prompts

Create a comprehensive pitch deck for raising capital for a health and wellness company, covering company overview, market analysis, products and services, business model, marketing strategy, financials, funding requirements, team, and risk analysis. Ensure the deck is visually appealing and aligns the business's strengths with investor interests.

HealthInvestmentStartups
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Create Investment Course.md

Finance Prompts

Create a detailed course on Investments covering basic to advanced topics, including concepts, investment options, strategies, market analysis, risk management, and practical applications. Ensure accessibility for beginners while providing depth for advanced learners.

CoursesInvestmentPersonal Finance
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Create Investment Plan.md

Finance Prompts

Create an investment plan for a diversified portfolio that incorporates dividend stocks, Fidelity investments, and high-yield savings accounts. Outline the recommended allocations, stock selection criteria, and the benefits of diversification.

InvestmentPersonal FinanceStocks
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Create Investment Strategy

Finance Prompts

Create an investment strategy for retirement by determining ideal retirement age, developing a budget based on current expenses and anticipated changes, calculating portfolio longevity, and suggesting additional considerations like healthcare and tax implications.

RetirementInvestmentPersonal Finance
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Create Kids Program Budget

Finance Prompts

Create a comprehensive budget for a kids program by outlining project duration, instructor work hours, salary, and various program costs. Provide a detailed, organized budget breakdown for better understanding and processing.

ChildcareBudgetingEvent Planning
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Create M&A Analysis.md

Finance Prompts

Create a detailed analysis focusing on the mergers and acquisitions (M&A) landscape for a business, incorporating data from multiple Excel files. This includes an M&A report, financial overview, SWOT analysis, investment analysis, and context with industry research, all formatted professionally for expert presentation.

InvestmentDataResearch
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Create Sales Tracker Plan

Finance Prompts

Edit a comprehensive sales tracker plan for an investment advisory team, focusing on monitoring sales performance across team members and financial asset categories. Include components such as sales differentiation, team performance tracking, client management, and visualization/report generation strategies.

SalesInvestmentTeam Management
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Create Travel Guidebook.md

Finance Prompts

Create a comprehensive travel guidebook for a town or city including formatting in an editable .docx file with visual elements. The guide should feature attractions, weather, cost, transportation, local food, shopping, museums, and safety tips.

TravelContent CreationBudget Travel
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Create Video Script for Real Estate.md

Finance Prompts

Create a YouTube video script for a real estate listing presentation intended to achieve maximum viewer engagement and inquiries. The script should cover property details, financial metrics, market trends, risk management, and conclude with a strong call to action.

Real EstateInvestmentVideo Script
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Credit Card Management

Finance Prompts

Create a detailed plan for designing a spreadsheet or form to manage multiple credit cards, focusing on tracking key financial metrics to maintain credit utilization under 30% through bi-weekly payments. The plan includes setup instructions, calculations for utilization, efficient data entry tips, bi-weekly payment strategies, automation suggestions, and data visualization recommendations.

BudgetingPersonal FinanceExcel
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Credit Card Management Guide

Finance Prompts

Edit the prompt to create a comprehensive response to help users manage their credit card debt, use cards responsibly, and maintain a good credit score while selecting the right card for their needs. Include strategies for monitoring accounts, budgeting, and preventing fraud.

Personal FinanceBudgetingCredit Management
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Daycare Pitch Deck

Finance Prompts

Create a professional pitch deck seeking financing to set up a bilingual, secular daycare/independent school in Montreal, including details on market research, financial projections, and management team. The goal is to secure funding necessary for various startup costs and operational expenses.

ChildcareInvestmentSchool
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Designing Corporate Structures

Finance Prompts

Analyze and optimize corporate models for fund transfers and tax minimization across international jurisdictions, ensuring regulatory compliance and tax efficiency for various industries. Provide industry-specific recommendations for Host Companies, Parent Companies, and Banking Hubs with detailed tax and cost analysis.

TaxesCorporate CareerInvestment
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Digital Wallet for African Fintechs

Finance Prompts

Create a compelling description of a digital wallet tailored for African fintech companies aimed at facilitating inter-African payments, focusing on its purpose, target users, and unique features. Highlight the problem it addresses in the financial ecosystem and its potential use cases and benefits.

FintechBlockchainE-commerce
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Dream Life Exploration

Finance Prompts

Create a detailed and imaginative response about your ideal dream life, covering lifestyle, career, living environment, relationships, hobbies, finances, health, and travel.

Self-ImprovementPersonal FinanceTravel
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Dream Life Visioning

Finance Prompts

Create an extended version prompt to help someone envision their dream life through engaging reflection on personal values, career goals, lifestyle, relationships, health, hobbies, finances, and legacy.

Self-ImprovementPersonal FinanceMotivation
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Elevator Pitch Funding.md

Finance Prompts

Create an elevator pitch aimed at securing funding by introducing yourself, stating the problem, presenting your solution, highlighting its uniqueness, discussing the market opportunity, showing traction, making a funding request, and ending with a call to action.

EntrepreneurInvestmentPublic Speaking
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Envision Your Dream Life

Finance Prompts

Create a detailed and engaging prompt that encourages the user to envision their dream life, focusing on personal, professional, and lifestyle goals. Include questions regarding personal aspirations, professional goals, lifestyle preferences, financial objectives, health and well-being, and contributions to society.

Self-ImprovementPersonal FinanceCareer Advice
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Explore Local Attractions.md

Finance Prompts

Identify top travel destinations within a 3-hour drive from Lady Lake, Florida, featuring at least 10 local attractions easily accessible by walking or public transport. Provide a brief description of each destination, activities to do, and tips for a 2-3 day visit.

Family TravelBudget TravelTravel
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Forensic Accounting Guidance

Finance Prompts

Provide guidance on conducting forensic accounting for small businesses, outlining steps for reviewing financial statements and identifying discrepancies. Share tools for analysis and tips for communicating findings with partners.

Forensic AccountingSmall BusinessFinancial Analysis
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Forex Course Outline

Finance Prompts

Create a detailed 3-week forex course covering core and advanced trading topics, including exercises and assessments for practical application. Develop additional resources and strategies for real-world trading scenarios.

CoursesInvestmentTrading
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Funding Strategies.md

Finance Prompts

Create a detailed plan for a solo entrepreneur seeking financial support while preserving existing assets, exploring various funding options and leveraging assets to secure funding. Include strategies for financial sustainability, independence, and accessing professional advice.

EntrepreneurPersonal FinanceSmall Business
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Internal Audit Program Template.md

Finance Prompts

Develop a comprehensive internal audit program template for banking, credit unions, or fintech that includes components such as risk control and testing procedures, with customization options. Create a proposal document for compliance and audit firms following industry practices, and design a method to hyperlink regulatory guidance along with concise process summaries and examples.

ComplianceBankingAudit
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Investment Course Development

Finance Prompts

Create a comprehensive, step-by-step investment course for Ugandan audiences, catering to both beginners and advanced learners. Cover essential investment concepts, options, strategies, market analysis, and practical applications, while providing clear instructions and assessment methods.

CoursesInvestmentPersonal Finance
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Investment Opportunities Botswana

Finance Prompts

Overview of investment opportunities in Botswana, covering traditional and alternative options such as real estate, stocks, and cryptocurrencies, along with legal and regulatory considerations. Practical steps for getting started with these investments are included.

InvestmentPersonal FinanceEconomics
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Learning Stock Trading Plan

Finance Prompts

Create a detailed study plan and schedule for learning stock trading, focusing on day trading over two years, starting from foundational principles and advancing to complex strategies, while incorporating practice and resources. The plan aims to help individuals transition to full-time trading with guidance on discipline, progress tracking, and financial management.

InvestmentStocksCourses
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Online Education Guide

Finance Prompts

Create a comprehensive guide for exploring online educational resources in Accounting, Finance, Financial Planning, and Financial Literacy, including platforms, course recommendations, learning objectives, essential skills, credential opportunities, career pathways, financial investment, and practical applications.

CoursesPersonal FinanceCareer Advice
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Options Contracts Overview

Finance Prompts

Teach options contracts and investing in a humanized and easy-to-understand way, using a conversational tone and step-by-step structure. Include explanations, examples, comparisons with other investments, strategies, risk management, mistakes to avoid, and additional resources.

InvestmentFinanceEducation
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Real Estate App Development

Finance Prompts

Develop a real estate app for capturing mortgage financing scenarios, including a step-by-step plan detailing app development approaches, core features, legal compliance, and monetization strategies.

App DevelopmentReal EstatePersonal Finance
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Real Estate Proforma Analysis

Finance Prompts

Create a detailed real estate proforma including an Excel document and a narrative summary. The proforma will cover financial metrics and analysis based on provided property and financial details.

Real EstateInvestmentExcel
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Sales Performance Report Template

Finance Prompts

Create a detailed report template for tracking sales performance in an investment advisory firm that includes actual sales versus target sales, agent performance, weekly progress, and visual representations with charts.

SalesInvestmentVisualizations
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Startup Costs Assessment

Finance Prompts

Outline the startup costs for a consumer goods company, detailing fixed and variable costs, marketing expenses, technology expenses, staffing costs, legal fees, and miscellaneous costs. Include examples of existing companies, actionable recommendations for cost reduction, and ensure relevance to the current economic climate.

EntrepreneurStartupsBudgeting
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Statement of Assets and Liabilities Presentation

Finance Prompts

Create a detailed presentation on the 'Statement of Assets and Liabilities,' covering its definition, importance, key components, types of assets and liabilities, and guidance on creation and analysis. Include common pitfalls, real-world applications, and support the content with visuals and data sources.

FinancePresentationPersonal Finance
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Stock And Options Trading Guide

Finance Prompts

Create a comprehensive guide on how to search for profitable stocks and utilize options trading effectively, explaining key analyses, stock evaluation metrics, options concepts, trading strategies, risk management, and continual learning resources.

InvestmentStocksOptions Trading
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Strategies for Clearing Creditors' Debit Balances

Finance Prompts

Create a comprehensive strategy for clearing creditors' debit balances, including definitions, common reasons for occurrence, negotiation methods, payment plans, accounting adjustments, and ongoing management tips. Discuss the impact of unresolved balances and provide case studies and relevant resources for effective management.

FinanceAccountingDebt Management
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Tax Preparation Guide

Finance Prompts

Assist with personal taxes by understanding requirements, gathering documents, comparing filing options, optimizing refunds, avoiding mistakes, and managing the process efficiently.

TaxesPersonal FinanceBudgeting
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UK Tax Consultancy Guide

Finance Prompts

Create a comprehensive guide for setting up a UK-based tax consultancy service using a custom ChatGPT model, including customization processes, training with UK-specific data, and relevant prompts. Address aspects of the consultancy service and ensure compliance with UK data privacy regulations.

TaxesChatbotsConsultancy
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Viral Content Strategy.md

Finance Prompts

Edit to develop a viral content strategy for Instagram and TikTok targeting an audience seeking personal growth, financial empowerment, and community support. Suggest effective content formats, detailed ideas, brand identity elements, and a roadmap for attracting sponsorships.

Social MediaContent CreationPersonal Finance
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Wharton MBA Finance Guide

Finance Prompts

Create a comprehensive guide to earning an MBA in finance from the Wharton School, covering admission requirements, curriculum overview, career opportunities, financial considerations, campus culture, and alumni network. Include detailed insights into application processes, course offerings, career support, expenses, community engagement, and the value of the alumni network.

Career AdviceCoursesInvestment
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