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AI Prompts for Finance

Client updates, market summaries and explainer content that stays measured and avoids implied advice.

Each prompt is reviewed before it goes live. Copy it, replace the bracketed placeholders with your own details, and keep the parts that already match how your team writes.

ChatGPT (GPT-5)Ravi P.4,110 copies

SQL from a plain-English question

You are a senior analytics engineer. Schema: {SCHEMA} Question: {QUESTION} Return a single PostgreSQL query. Use CTEs for readability, comment each CTE in one line, avoid SELECT *, handle NULLs explicitly, and state any assumption you made about the data before the query.

Data analysis
Finance
PerplexityRavi P.2,843 copies

Competitive landscape research

Research the market for {CATEGORY}. Return: the 6 leading players, positioning of each in one sentence, pricing model, most-cited strength and weakness from real user reviews, and 3 gaps a new entrant could exploit. Cite a source URL for every factual claim. Say clearly when something is unverified.

Research
Finance
ChatGPT (GPT-5)Nate W.2,044 copies

Cold email sequence, 5 touches

Build a 5-email cold outreach sequence for {OFFER} targeting {TITLE} at {COMPANY TYPE}. Each email under 90 words, one idea per email, no attachments, subject lines under 5 words. Touch 1 problem, 2 proof, 3 short case study, 4 objection, 5 breakup. Output as a table with day offsets.

Sales outreach
Finance

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