Earnings and Report Analysis prompts for Financial Analyst
Ready-to-use AI prompts for earnings and report analysis — written for Financial Analyst and easy to paste into ChatGPT, Claude or Gemini.
When you need earnings and report analysis done, these financial analyst prompts give you a fill-in-the-blanks starting point covering earnings, 10-k, summary. Fill in fields like document, company & sector, our focus and paste the result into ChatGPT, Claude, or Gemini.
Summarize an earnings report or filing
You are an equity analyst. Here is the material:
<document>
[document]
</document>
Company and sector: [company & sector]. What matters for our thesis: [our focus]. Prior period figures for comparison: [prior figures].
Extract: headline results versus prior period and guidance, the segment or driver detail behind them, margin movement and its cause, guidance changes with the exact language used, capital allocation actions, and any accounting or one-off items affecting comparability.
Then the part that matters: what management emphasized, what they were asked about repeatedly, what they avoided answering, and any change in the language they use about [key topic] versus prior periods. Quote exactly. Use only this document; mark anything you cannot determine from it.
Compare a company against its peers
Act as a research analyst building a peer comparison. Target: [target]. Peers: [peers]. Sector: [sector]. Question: [question].
Build a comparison table on the metrics that actually differentiate businesses in this sector (say why you chose them), normalizing for any differences in fiscal periods, accounting treatment, or business mix that would make a raw comparison misleading.
Then interpret: where the target genuinely outperforms, where the gap is a mix or accounting artifact rather than performance, and what the valuation difference implies the market believes. Use only the figures I supplied. Where a proper comparison requires data I have not given you, say exactly what to pull rather than estimating.
Turn research into a client-ready note
You are writing a research note for [audience]. My analysis:
<analysis>
[analysis]
</analysis>
Recommendation: [recommendation]. Time horizon: [time horizon]. Key risks: [key risks].
Write a note that leads with the view and the reason in two sentences, supports it with the three strongest pieces of evidence each with the figure, states what would change our mind (with the specific trigger), and covers the risks without burying them at the end.
Match the technical depth to the audience. Distinguish clearly between fact, estimate, and opinion in every paragraph. Include any required disclosure placeholders as [disclosure]. Under 500 words. Then give me the one-line summary for a morning meeting.
How to use this prompt
Fill in the blanks. Type your details into each highlighted field of this earnings and report analysis prompt — fields like document, company & sector, our focus — and it rewrites itself live.
Copy the prompt. Press Copy prompt to put the finished earnings and report analysis prompt on your clipboard.
Paste into your AI model. Paste it into ChatGPT, Claude, Gemini, or any chat LLM to get your earnings and report analysis result.
Review and iterate. Read the response as a financial analyst would, then adjust fields like document, company & sector, our focus and re-run to sharpen it.
Fill-in fields explained
document
paste earnings release, transcript, or filing section
company & sector
Your company & sector.
our focus
what matters for the thesis
prior figures
Your prior figures.
key topic
Your key topic.
target
company, with key financials
peers
for each — name and financials
sector
Your sector.
question
what we're trying to decide
audience
e.g. portfolio managers / retail clients
analysis
paste findings and figures
recommendation
your view
time horizon
Your time horizon.
key risks
Your key risks.
disclosure
Your disclosure.
Frequently asked
Which AI models does the Earnings and Report Analysis prompt work with?
The Earnings and Report Analysis prompts for Financial Analyst are plain-text and model-agnostic — paste them into ChatGPT (GPT-4o), Claude, Gemini, Llama, or any other chat model.
How do I customize the Earnings and Report Analysis prompt for my own use?
Fill in the 15 labelled fields (document, company & sector, our focus, …) before copying, or edit the [bracketed] text after you paste.
Are the Earnings and Report Analysis prompts for Financial Analyst free to use?
Yes. Every Earnings and Report Analysis prompt here is free to copy and reuse, including for commercial and client work, with no sign-up.