Getting Started & Basics

Resource Hub: 10 AI prompts for finance workflows

Use these Resource Hub prompts to move from a rough finance task to a clearer, copy-ready AI workflow.

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Copy-ready Resource Hub finance prompts

Universal Resource Recommender

Universal template Medium

This prompt has the AI act as a highly experienced financial guide and curator, helping users discover the best learning materials and tools for any financial or investing topic. It includes books, platforms, communities, and data sources — all tailored for beginners seeking depth and clarity.

ID 21

Act as a highly experienced financial educator and lifelong resource curator. I want to dive deeper into the topic of ETF portfolio basics. Give me a structured list of the best learning materials — including books, platforms, websites, communities, newsletters, and tools — all suited for a beginner. For each item, provide a short explanation of why it’s helpful, and include a direct link to the resource so I can access it right away. Prioritize clarity, quality, and relevance for long-term financial growth.

Top Personal Finance Books

Beginner

Helps beginners discover essential books to build strong financial habits through curated reading.

ID 22

Act as a seasoned personal finance guru and suggest 10 must-read books for someone who is just starting to learn about managing money. Explain why each book is a great choice for beginners.

Investing Books for Starters

Beginner

Recommends foundational investing books with clear takeaways to kickstart a new investor’s education.

ID 23

You are a successful investor and mentor. Recommend a list of essential books for someone starting to learn about investing in stocks, with a brief note on what each book teaches and why it’s valuable.

Beginner Brokerage Selection

Beginner

Helps new investors pick a user-friendly, low-fee platform to start trading with confidence.

ID 24

Act as a financial advisor and help me pick a brokerage platform to start investing. I’m new to this, so recommend a beginner-friendly platform with low fees and an easy interface, and explain why it’s a good choice. I live in United States.

Budgeting App Choice

Beginner

Offers personalized recommendations for the best budgeting apps, based on user needs and ease of use.

ID 25

Assume the role of a personal finance expert. I need help choosing a budgeting app to organize my income and expenses. Recommend some of the top budgeting tools (free or paid) and explain how each can help me stay on track with my finances.

Investment Tracker

Beginner

Suggests tools to consolidate and monitor investments from different platforms in one dashboard.

ID 26

Act as an experienced investor and advise me on tracking a diverse investment portfolio. I have accounts across different platforms – how can I monitor all of them together? Recommend a tool or platform that lets me see all my investments in one place and explain its benefits.

Stock Research Tools

Medium

Recommends stock analysis websites and platforms useful for both technical and fundamental research.

ID 27

You are a stock market analyst. Provide an answer to this question: what are some top tools or websites I can use to research stocks and analyze company fundamentals? Please include why each resource is useful for an investor performing due diligence.

Trusted News Sources

Medium

Helps users stay informed with credible financial news outlets and curated market updates.

ID 28

Act as a market analyst and answer this: I want to stay updated on financial markets – which news sources or apps should I rely on for reliable, up-to-date financial news (and why)?

Best Finance Communities

Medium

Recommends active online communities and forums to learn and engage with others on finance topics.

ID 29

You are a financial mentor. Recommend a few good online communities or forums where I can ask questions and learn more about personal finance and investing. For each community, explain what it’s best known for or who it’s most useful for.

Paper Trading Practice

Pro

Lists platforms where beginners can simulate investing without risking real money.

ID 30

Act as a trading coach. I’m not ready to invest real money yet, but I want to learn by doing. What are the best ways or platforms to practice investing through paper trading or stock market simulators, and how will they help me become a better investor?

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