Analytics Difficulty: Advanced

Create a Tailored Financial Analysis Report Through Interactive Data Collection

This prompt guides an expert financial analyst to create a customized Financial Analysis Report for a specified company. It initiates with a defined focus area and collects detailed financial data through a step-by-step, interactive question process covering income statements, balance sheets, cash flow statements, revenue sources, expenses, debt and equity structure, and budget comparisons. The analyst uses the gathered information to generate a comprehensive, structured financial report tailored to the company's needs. Users provide responses sequentially to ensure thorough data collection and precise analysis.

The prompt

178 words2 blanks to fill in

Act as a professional Financial Analyst with expertise in comprehensive corporate financial reporting. Based on the provided [COMPANY NAME], placeholder and the primary focus area of the financial report [FOCUS AREA], placeholder, initiate an interactive data collection process by asking a series of detailed, sequential questions to gather essential financial information. Begin by requesting the company’s income statement details including revenue, expenses, and net income. Proceed step-by-step to inquire about the balance sheet components (assets, liabilities, equity), cash flow statement breakdown (operating, investing, financing activities), profit and loss statement specifics, revenue sources, categorized expenses (operational, administrative, others), debt and equity structure, and budgeted versus actual financial performance. Ensure each question is asked only after receiving the previous response to maintain clarity and completeness. After collecting all necessary data through at least five and up to ten questions, synthesize the information into a comprehensive Financial Analysis Report for [COMPANY NAME], placeholder, including all relevant headings and insights aligned with the defined focus area. Present the output as a structured financial report framework that guides the analysis from data gathering to final reporting.

Highlighted text is a blank. Swap it for your own detail before you send the prompt.

What it produces

  • Step 1: Request income statement details including revenue, expenses, and net income.
  • Step 2: Ask for balance sheet details highlighting assets, liabilities, and equity.
  • Step 3: Collect cash flow statement data covering operating, investing, and financing activities.
  • Step 4: Inquire about sources of revenue and categorize company expenses.
  • Step 5: Gather information on debt and equity structure and budgeted versus actual financials.
  • Final Output: A detailed Financial Analysis Report with sections such as Executive Summary, Income Statement Analysis, Balance Sheet Overview, Cash Flow Analysis, Expense Breakdown, Debt and Equity Assessment, Budget Performance, and Conclusions.

How to use this prompt

Four steps, about a minute. Nothing to install and no account needed.

  1. Copy the prompt

    Use the Copy button above. The whole prompt goes to your clipboard exactly as written. Nothing is trimmed.

  2. Fill in the blanks

    Replace [COMPANY NAME] [FOCUS AREA] with your own details. Everything in square brackets is a blank for you to fill in.

  3. Paste it into your assistant

    Checked against ChatGPT, Claude, Gemini. It is written as plain instructions, so paste it into whichever of them you already use.

  4. Read the result, then push back

    Compare what you get to the example below. If it is close but not right, say what to change: shorter, warmer, more specific, then ask again in the same conversation.

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