AI Prompts for Financial Analysis: 100+ Practical Prompts and Sample Outputs for Equity Research, Valuation, Investment Banking and Financial Risk Management (AI and Practical Finance Series)
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Description
This book shows you how finance professionals can use AI to do real work.
Written by Tejas Jadhav, CFA, FRM , a former Senior Portfolio Manager with 12 years of experience in portfolio management and financial analysis, the book combines practical finance knowledge with modern AI workflows.
Inside are more than 100 prompts covering equity research, valuation, financial modelling, investment banking, private equity, wealth management and financial risk management. Each prompt includes an explanation, the prompt itself, a sample output and practical notes on when to use it.
The book also includes a complete Louis Vuitton (LVMH) valuation walkthrough using real AI conversations and screenshots. Starting with a simple prompt, you'll learn how to build a structured valuation, verify financial data from the annual report, generate a live Excel model, validate calculations with Python, and prepare an investment committee memo. Every step includes real screens from ChatGPT and Claude so you can follow the entire workflow exactly as it was performed.
The prompts work with ChatGPT, Claude, Gemini, Copilot and Perplexity. They focus on clear instructions, structured workflows and verification rather than features specific to a single AI model.
This book is suitable for:
Equity Research Analysts Investment Banking Professionals Private Equity Professionals Financial Analysts Business Analysts working in Financial Services MBA Finance students Anyone interested in using AI for financial analysis Topics covered include:
Equity Analysis Fundamental Analysis Technical Analysis Derivatives Corporate Finance Wealth Management Mutual Funds Market Strategy Risk Management Private Equity Prompt Engineering Loop Engineering The goal of this book is simple.
Use AI to work faster while keeping control of the numbers, assumptions and final decisions.
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