Finance prompts
74 ready-to-use prompts to copy and use with AI.
Advertise here — become a partnerPersonal financial planningYou are a financial educator. Help set up a personal financial plan fo…Strategy to get out of debtYou are a financial educator. Help put together a plan to pay off the …Understand credit and loans before hiringYou are a financial educator. I am evaluating [LOAN/CREDIT] for [PURPO…Overview of investment typesYou are a financial educator. Explain in an educational way the main t…Understanding stock analysisYou are an investment educator. Explain how to analyze a stock: fundam…Understanding fixed incomeYou are a financial educator. Explain the main fixed income investment…Understanding investment fundsYou are a financial educator. Explain how investment funds work: the t…Notions of personal tax planningYou are a financial educator. Explain, in general terms, how individua…Planning for retirementYou are a financial educator. Help understand retirement planning for …Understanding insurance and asset protectionYou are a financial educator. Explain the main types of insurance (lif…Decision about real estate: buying, financing, and rentingYou are a financial educator. Help analyze the decision about the prop…Savings and where to keep your emergency fundYou are a financial educator. Explain alternatives for storing money w…Building an emergency fundYou are a financial educator. Help plan an emergency reserve fund for …Negotiate salary and evaluate benefitsYou are a career consultant. I will negotiate salary/offer for the pos…Strategic use of credit cardsYou are a financial educator. Help me use my credit card strategically…Fundamentals of financial educationYou are a financial educator. Teach the fundamental concepts of person…Cash flow and financial forecasting for the businessYou are a business financial consultant. Help me structure the cash fl…Investment analysis: return, risk, and diversificationYou are an investment educator. Explain how to analyze an investment t…Understanding cryptocurrencies with a grounded perspectiveYou are a financial educator. Explain in a balanced way what cryptocur…Calculate and track net worthYou are a financial educator. Help me calculate and track my net worth…Protection and hedging of investmentsYou are an investment educator. Explain the concept of portfolio prote…Understanding IPO and venture capitalYou are an investment educator. Explain what IPOs (initial public offe…Dividends and interest on equityYou are an investment educator. Explain how the distribution of result…Minimize portfolio riskYou are an investment educator. Explain strategies to minimize the ris…Credit analysis for companiesYou are a credit analyst. Explain how to assess the financial health a…Cash flow management with seasonalityYou are a business financial consultant. The company [DESCRIÇÃO] has s…Difference between profit and cashYou are a business financial educator. Explain clearly the difference …Project viability analysis (NPV)You are a financial analyst. Help evaluate the viability of the projec…Break-even point calculationYou are a financial consultant. For the business [DESCRIÇÃO: fixed cos…Sales price formationYou are a pricing consultant. Help form the sales price for [PRODUTO/S…Fixed vs. variable costsYou are a business financial educator. Explain the difference between …Inventory control and turnoverYou are a management consultant. Help structure inventory control for …Management of accounts payable and receivableYou are a financial consultant. Help organize accounts payable and rec…Invoice and receipt controlYou are a management consultant. Help organize the fiscal documentatio…Understanding the payrollYou are an HR specialist. Explain the composition of a CLT employee's …Business profit calculationYou are a financial consultant. Help calculate the result of the busin…Reading and analyzing an income statementYou are a financial analyst. Teach how to read and interpret an Income…Understanding the balance sheetYou are a corporate financial educator. Explain what a balance sheet i…12-month cash flow projectionYou are a financial consultant. Help set up a 12-month cash flow proje…Budget planning and controlYou are a controller. Help set up the budget for the business/area [DE…Define financial KPIs for the businessYou are a financial management consultant. Help define the main financ…Profitability analysis (ROI, ROE, ROIC)You are a financial analyst. Explain the main profitability indicators…Financial analysis ratiosYou are a financial analyst. Teach the main ratios for analyzing a com…Basics of financial auditingYou are an auditor. Explain in an educational way what financial audit…Fraud prevention and financial complianceYou are a compliance expert. Help the business [DESCRIÇÃO] to prevent …Identify and mitigate financial risksYou are a risk manager. Help map and mitigate financial risks of the b…Cash management and liquidityYou are a treasurer. Help structure the cash management of the busines…Calculation and management of working capitalYou are a financial consultant. Explain the concept of working capital…Leasing vs. purchase: which financial decisionYou are a financial analyst. Help decide between leasing or buying the…Set up a monthly budgetHelp me set up a monthly budget. My income is [RENDA] and my main expe…Plan to get out of debtI have the following debts: [DEBTS WITH AMOUNTS AND INTEREST RATES]. M…Build an emergency fundI want to build an emergency fund but don't know how. My monthly expen…Plan a major purchaseI want to buy [ITEM] that costs approximately [AMOUNT] in [TIMEFRAME].…Reduce spending without sufferingI want to spend less without turning my life into total deprivation. M…Understand my financial behaviorI feel like I sabotage my finances and don't understand why. My patter…Plan retirement/futureI want to start thinking about my long-term financial future. I am [ID…Compare financial decision optionsI need to decide between [OPÇÃO A] and [OPÇÃO B] financially (ex: rent…Organize couple/family financesI want to organize our family/couple finances. Our combined income is …Plan extra incomeI want to create extra income for [OBJETIVO]. My available skills/reso…Expense tracking by categoryI want to start controlling my spending but I can never keep up. Help …Financial preparation for emergenciesI want to better prepare myself for financial emergencies (emergencies…SMART financial goalsI have these financial objectives: [OBJECTIVES]. Help me transform the…Analysis of subscriptions and recurring expensesI think I'm paying for subscriptions and services I don't really use. …Financial education from scratchI understand almost nothing about finances and want to learn from the …Loan repayment planI have a [TYPE] loan with a balance of [VALUE], monthly payment of [PA…Budget for project/eventI'm going to undertake [PROJECT/EVENT: trip/party/renovation/etc] and …Financial health diagnosisI want to understand how my financial health is. My situation: income …Strategy for saving moneyI need to save [AMOUNT] in [TIMEFRAME] for [OBJECTIVE]. My current sav…Rethinking relationship with moneyI want to have a healthier and more conscious relationship with money.…Financial planning for freelancersI'm self-employed/freelancer with variable income (good months and bad…Evaluate if I can afford an expenseI'm thinking about spending [AMOUNT] on [WHAT], but I'm not sure if I …Organize documents and billsMy accounts and financial documents are a mess and I keep paying thing…Financial plan for a big goalI have a major financial goal: [GOAL: own home/business/financial free…Teach children about moneyI want to teach my child/children aged [AGE] about money in an age-app…