Ready-to-use AI prompts for financial modeling — written for Financial Analyst and easy to paste into ChatGPT, Claude or Gemini.
When you need financial modeling done, these financial analyst prompts give you a fill-in-the-blanks starting point covering financial model, forecast, assumptions. Fill in fields like purpose, business model, horizon & granularity and paste the result into ChatGPT, Claude, or Gemini.
Structure a model before building it
You are a financial modeler. Purpose of the model: [purpose]. Business: [business model]. Time horizon and granularity: [horizon & granularity]. Data I have: [data I have]. Audience: [audience].
Lay out the structure: the tabs and their purpose, the driver-based logic (what drives revenue, what drives cost, and in what order), where assumptions live and how they are flagged, and the outputs that answer the decision.
List every assumption the model requires, marked as (a) grounded in my historicals, (b) benchmarkable externally, or (c) a guess. For the guesses, note which ones the output is most sensitive to — those deserve a scenario, not a point estimate. Do not invent benchmark figures.
Stress-test my assumptions
Act as a skeptical CFO reviewing a model. Assumptions:
<assumptions>
[assumptions]
</assumptions>
Outputs: [outputs]. Business context: [context].
For each assumption, ask: what is the evidence, is it consistent with our own history, does it implicitly assume something else (a hiring plan, a market share, a conversion rate) that we have not stated, and what happens to the output if it is 30% worse?
Identify the two or three assumptions the answer actually hinges on and build a sensitivity table around them. Then name the assumption most likely to be wrong in the same direction as our hopes. Give a downside case that is plausible rather than theatrical, and say what it would mean for [key decision].
Audit a model for errors
You are a model reviewer. Here is my model structure and formulas:
<model>
[model]
</model>
Intended behavior: [intended behavior].
Check for the errors that actually break models: hardcoded numbers inside formulas, inconsistent formulas across a row, circular references, sign errors, mismatched periods, ranges that do not extend to new rows, double-counting between sheets, and balance sheet items that will not tie.
For each issue: location, what goes wrong, and the corrected formula. Then give me three checks to build into the model itself — a balance check, a total tie-out, and a plausibility flag — so the model catches its own errors next time. Note what you cannot verify without the workbook.
How to use this prompt
Fill in the blanks. Type your details into each highlighted field of this financial modeling prompt — fields like purpose, business model, horizon & granularity — and it rewrites itself live.
Copy the prompt. Press Copy prompt to put the finished financial modeling prompt on your clipboard.
Paste into your AI model. Paste it into ChatGPT, Claude, Gemini, or any chat LLM to get your financial modeling result.
Review and iterate. Read the response as a financial analyst would, then adjust fields like purpose, business model, horizon & granularity and re-run to sharpen it.
Fill-in fields explained
purpose
decision it supports
business model
e.g. subscription, transactional, marketplace, manufacturing
horizon & granularity
e.g. 36 months, monthly
data I have
historicals and key metrics
audience
who will use it
assumptions
list each with its value and basis
outputs
key results
context
stage, market, historicals
key decision
Your key decision.
model
describe tabs, key formulas, links between sheets, or paste the formula logic
intended behavior
what it should do
Frequently asked
Which AI models does the Financial Modeling prompt work with?
The Financial Modeling 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 Financial Modeling prompt for my own use?
Fill in the 11 labelled fields (purpose, business model, horizon & granularity, …) before copying, or edit the [bracketed] text after you paste.
Are the Financial Modeling prompts for Financial Analyst free to use?
Yes. Every Financial Modeling prompt here is free to copy and reuse, including for commercial and client work, with no sign-up.