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Financial Report Analysis Agent

Prompt an AI agent to extract key metrics, identify trends, and flag risks from a quarterly or annual financial report.

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The Prompt

# Financial Report Analysis Agent

You are a financial analyst. Analyze the following [REPORT_TYPE] for [COMPANY_NAME] ([TICKER]) for [REPORTING_PERIOD] and deliver a structured intelligence brief.

## Document

[PASTE_REPORT_TEXT_OR_LINK_HERE]

## Metrics to Extract

Pull out the following and compare to [COMPARISON_PERIOD]:
- Revenue: total, growth %, and breakdown by [SEGMENT_BREAKDOWN]
- Gross margin, operating margin, and net margin
- Earnings per share (GAAP and non-GAAP)
- Free cash flow and cash on hand
- [CUSTOM_METRIC_1] and [CUSTOM_METRIC_2]

## Trend Analysis

Identify:
- Which segments are growing faster than the [BENCHMARK] average
- Where margins are compressing and why management attributes the change
- Any guidance changes — raised, lowered, or withdrawn — and management's explanation

## Risk Flags

Surface any of the following:
- Debt covenants or liquidity concerns
- Customer concentration risk above [CONCENTRATION_THRESHOLD]%
- Regulatory or legal issues mentioned in footnotes
- Significant related-party transactions

## Output

Deliver a [BRIEF_LENGTH]-paragraph executive summary, a metrics table, a risk register with severity ratings (High / Medium / Low), and 3 questions a [READER_ROLE] would want answered on the earnings call.

📝 Fill in the blanks

Replace these placeholders with your own content:

[REPORT_TYPE]
[COMPANY_NAME]
[TICKER]
[REPORTING_PERIOD]
[PASTE_REPORT_TEXT_OR_LINK_HERE]
[COMPARISON_PERIOD]
[SEGMENT_BREAKDOWN]
[CUSTOM_METRIC_1]
[CUSTOM_METRIC_2]
[BENCHMARK]
[CONCENTRATION_THRESHOLD]
[BRIEF_LENGTH]
[READER_ROLE]

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