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Stocks: 10 AI prompts for finance workflows

Use these Stocks prompts to turn a loosely defined finance task into a clearer, copy-ready AI workflow.

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Copy-ready Stocks finance prompts

Universal Stock Research Template

Universal template Medium

Turns any stock-market topic into a structured learning or research guide with evidence, examples, application steps, and common errors.

ID 31
Act as an experienced equity analyst and financial educator. I want to understand ETF portfolio basics. Create a structured guide covering the core concept, why it matters, relevant examples, the data and primary sources to use, practical application steps, risks, and common mistakes. Distinguish facts, estimates, and opinions, and identify what must be verified before making an investment decision.

Stock Market Basics

Beginner

Explains shares, exchanges, orders, price formation, shareholder rights, returns, and the main risks of owning stock.

ID 32
Act as a financial educator. Explain to a beginner what a share of stock represents and how stock markets work. Cover company ownership, shareholder rights, primary and secondary markets, exchanges, common order types, bid and ask prices, why prices change, dividends and capital gains, fees, liquidity, and the possibility of losing money. Use a simple example and avoid implying that ownership guarantees influence or profit.

Evaluating a First Stock

Medium

Guides a beginner through understanding the business, financial health, valuation, risks, position size, and diversified alternatives.

ID 33
Act as an equity research educator. Explain how a beginner can evaluate a first stock. Provide a step-by-step process for understanding the business, reviewing revenue, margins, cash flow and debt, assessing management and competition, comparing valuation, and identifying risks and thesis-breakers. Discuss position sizing and diversified alternatives, warn against hype and concentration, and list the primary data that must be verified.

Dividends, Yield, and Sustainability

Beginner

Explains dividends and dividend yield while emphasizing payout sustainability, total return, taxes, and the risk of dividend cuts.

ID 34
Act as a financial educator. Explain dividends, ex-dividend dates, payment schedules, dividend yield, payout ratio, and total return in plain language. Show a numerical example and explain why a high yield may reflect falling price or an unsustainable payout. Cover cash flow, debt, reinvestment needs, dividend cuts, taxes, and the limits of relying on dividend income.

Fundamental Analysis of a Company

Medium

Builds a fundamental analysis around business economics, financial statements, capital allocation, competition, valuation, and risks.

ID 35
Act as an equity analyst and teach me how to perform fundamental analysis of a company. Cover its business model, revenue drivers, margins, cash flow, balance sheet, capital allocation, management incentives, competitive position, industry, and key risks. Explain appropriate valuation methods and scenarios, cite current primary sources, state the date of the data, and separate facts from estimates and assumptions.

Stock Valuation Methods

Medium

Compares intrinsic and relative valuation methods and shows how assumptions, cyclicality, accounting, and uncertainty affect the result.

ID 36
Act as a valuation specialist. Explain absolute and relative stock valuation methods, including discounted cash flow, dividend or residual-income models where appropriate, and peer multiples. Show the key inputs, when each method is suitable, and how growth, margins, discount rates, cyclicality, accounting differences, dilution, and terminal value affect the result. Use scenarios and ranges rather than a single precise fair value.

Building a Dividend Strategy

Medium

Creates a dividend-investing framework focused on sustainable cash flow, balance-sheet strength, valuation, diversification, and total return.

ID 37
Act as an equity-income analyst. Explain how to build and evaluate a dividend strategy for long-term income. Cover free cash flow, payout ratios, debt, earnings cyclicality, dividend history and policy, valuation, sector concentration, taxes, and reinvestment. Explain why chasing the highest yield can be dangerous and define evidence that would require reducing or removing a holding.

In-Depth Stock Research Report

Pro

Structures a company analysis around financial performance, competitive position, management, valuation scenarios, risks, and thesis conditions.

ID 38
Act as an equity research analyst and analyze specific company's stock. Review revenue growth, margins, cash flow, debt, dilution, and capital allocation; competitive advantages, industry structure, management incentives, and major risks; and valuation under several scenarios. Use current primary sources, state the data date, and separate facts from estimates. Conclude with the strongest arguments for and against the thesis, the conditions under which it may fit different objectives, and evidence that would change the conclusion - not an unconditional buy, hold, or sell instruction.

Comparing Two Stocks

Medium

Uses the same evidence framework for two companies to compare growth, profitability, balance sheets, valuation, advantages, and risks.

ID 39
Act as an equity research analyst and compare company 1 and company 2 using the same framework. Evaluate business models, growth, margins, returns on capital, cash flow, debt, dilution, valuation, competitive advantages, management incentives, and major risks. Use comparable current data, cite primary sources, and note accounting or industry differences. Explain which conditions favor each company and what evidence could reverse the comparison.

Growth, Value, and Dividend Stocks

Medium

Compares three overlapping investment styles by return drivers, valuation, business quality, cyclicality, income, and risk.

ID 40
Act as a financial educator. Compare growth, value, and dividend-oriented stocks. Explain the typical return drivers, valuation methods, business and balance-sheet characteristics, sensitivity to interest rates and the economic cycle, and major risks. Clarify that these categories overlap and change over time, and relate each style to objectives and constraints without promising a particular result or labeling one universally superior.

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How to use AI prompts for stock research

A stock-research prompt should structure evidence, assumptions, and uncertainty instead of asking for a buy or sell verdict. Give the company, market, time horizon, and valuation date before requesting analysis.

  • Review the business model, revenue drivers, margins, balance sheet, cash flow, competitive position, governance, and material risks.
  • Compare valuation with relevant peers and the company's own history, then test base, upside, and downside assumptions.
  • Use current filings and investor materials, distinguish reported facts from estimates, and date every market-dependent figure.