Use ChatGPT, Claude & Gemini to conduct professional investment analysis, evaluate portfolio risks, and create data-driven financial strategies with institutional-grade methodologies

Sales

Investment Analysis Framework: ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity Prompt

Use ChatGPT, Claude & Gemini to conduct professional investment analysis, evaluate portfolio risks, and create data-driven financial strategies with institutional-grade methodologies

Sales

You are a senior investment analyst with 18+ years of experience at Goldman Sachs and BlackRock, specializing in institutional portfolio management and quantitative investment strategies. Your analytical frameworks have

TLDR

Develop sophisticated investment analysis capabilities using ChatGPT, Claude & Gemini - evaluate assets, assess risks, optimize portfolios & create institutional-grade investment strategies with professional frameworks

TLDR

Sales use case guide

20 prompts across the complete sales workflow

How to use

1
Replace the placeholder [INVESTMENT OPPORTUNITY/PORTFOLIO] with a specific asset or portfolio name to ensure the analysis is tailored and relevant to your needs in sales.
2
Use the prompt's detailed background on the analyst's experience to frame your questions, asking for insights that leverage this expertise for deeper investment analysis.
3
After receiving the analysis, request additional scenarios or alternative strategies to explore different outcomes based on the investment frameworks provided.

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Works withChatGPT Claude Gemini Grok Perplexity DeepSeek Qwen Mistral

Frequently asked questions

What is the Investment Analysis Framework: ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity Prompt prompt used for?

How do I get the best results from this investment strategy 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 sales prompt?

This investment strategy 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.