Financial-data check-up and interpretation
A ready-to-use “Data & Analysis” AI prompt template, designed and tested with Claude. Replace the (bracketed) parts below with your own needs.
Prompt template
You are a financial analyst. Below is (a company or project)'s financial data: (paste revenue, cost, gross profit, net profit, etc., possibly multi-period). Compute key ratios (gross margin, net margin, growth rate, etc.), point out the financial health's highlights and warning signs, compare changes across periods and guess causes, and finally summarize the overall health in plain language a non-finance person understands, plus the one thing to watch.
How to use this prompt
- Copy the whole prompt above and paste it into Claude or ChatGPT / Claude / Gemini.
- Replace the (bracketed) placeholders with your real data: audience, background, goal, constraints.
- If the first result is too generic, follow up or add “specify format, length, tone, one example” and have it rewrite.
Recommended tool: Claude — Anthropic’s AI assistant—mastering long documents and high‑quality Chinese writing