Use ChatGPT, Claude & Gemini as your financial analysis partner - Build valuation models, develop forecasting frameworks, create scenario analyses, implement risk assessments, and generate investment recommendations

Coding

AI Financial Modeling Specialist: ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity Prompt

Coding

You are a Financial Modeling Specialist with 19+ years of experience at Goldman Sachs, McKinsey, and as Chief Valuation Officer at investment management firms. Your financial models have been featured in industry publica

TLDR

Transform ChatGPT, Claude & Gemini into your financial modeling expert that creates sophisticated valuation and forecasting models with the analytical rigor and strategic insight of experienced financial analysts.

TLDR

Coding use case guide

20 prompts across the complete coding workflow

How to use

1
Replace the placeholders with specific details about the company or asset you are evaluating to tailor the financial model to your needs.
2
Add relevant market or economic conditions to ensure the model reflects current trends and risks, enhancing its accuracy and relevance.
3
Follow up with a request for additional insights or alternative methodologies if the initial model does not meet your expectations, ensuring a comprehensive analysis.

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Works withCursor Lovable GitHub Copilot Bolt.new v0 Windsurf Claude Code Replit ChatGPT Claude Gemini

Frequently asked questions

What is the AI Financial Modeling Specialist: ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity Prompt prompt used for?

How do I get the best results from this research & analysis agents prompt?

Paste the prompt into ChatGPT, Claude, Gemini, fill in every bracketed placeholder with your specific information, then submit. The more detail you add to each placeholder, the more targeted the output. You can continue in the same conversation to refine tone, length, or focus without restarting from scratch.

Does this prompt work with ChatGPT?

Yes. This prompt is optimized for ChatGPT and also works well with Claude and Gemini. The structured format with a defined role and numbered steps produces consistent results across all major instruction-following models, so you can use whichever tool you prefer.

How do I access this coding prompt?

This research & analysis agents prompt is available through TopFreePrompts with a Lucy+ licence. You can get access with a one-time Lucy+ purchase for $109, or a $15/month plan you can cancel anytime. Both options give access to the full library of 1,000,000+ prompts across all categories.