GPT-4o
💼 Business
Advanced
Financial Report Analysis Agent
Prompt an AI agent to extract key metrics, identify trends, and flag risks from a quarterly or annual financial report.
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- Where margins are compressing and why management attributes the change - Any guidance changes — raised, lowered, or withdrawn — and management's explanation ## Risk Flags Surface any of the following: - Debt covenants or liquidity concerns - Customer concentration risk above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]
How to use this prompt
1
Copy the prompt
Click "Copy Prompt" above to copy the full prompt text to your clipboard.
2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.