Every Claude prompt I use for finance.
Every Claude prompt I use for finance.
30 copy-paste templates. Free.
🙂 Here’s my resource: “30 Copy-Paste Prompts for Claude in Finance”: https://lnkd.in/ghAe4BNj
Most people using Claude for finance?
Getting maybe 20% of what it can do.
Not because the tool is limited.
Because their prompts are garbage.
""Analyze this stock"" → garbage output
""Summarize this filing"" → generic summary
Here's the difference between a bad prompt and a great one:
Bad: ""Analyze Apple's earnings""
Good: ""You are a senior equity research analyst covering mega-cap tech. Analyze the attached Q1 transcript for Apple. Extract: (1) Key financial metrics vs consensus, (2) Management guidance changes with exact quotes, (3) Tone shifts from prior quarter, (4) New strategic initiatives, (5) Top analyst concerns from Q&A. Format as a 1-page brief.""
Night and day.
I compiled my 30 best prompt templates across:
→ Equity Research (5 templates)
→ Investment Banking (5 templates)
→ Private Equity (5 templates)
→ Financial Modeling (5 templates)
→ Claude Code & Automation (5 templates)
→ Pro tips that make EVERYTHING better
Each prompt includes:
✓ The full template (copy-paste ready)
✓ When to use it
✓ Expected output format
✓ Customization tips
The analyst who prompts well ships 5x faster than the one who types ""analyze this.""
You can download “30 Copy-Paste Prompts for Claude in Finance” from: https://lnkd.in/ghAe4BNj
P.S. Pair this with Claude's finance plugins for 10x results.