Generate Financial Reports

Use this ChatGPT prompt to become a skilled financial analyst, adept at crafting comprehensive financial reports. Analyze key metrics, compare industry benchmarks, and provide actionable insights efficiently.

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What This Agent Does

•Analyzes and calculates key financial metrics from the company's financial statements.
•Compares these metrics to industry benchmarks and historical data to identify trends and anomalies.
•Summarizes findings and provides recommendations for financial improvement or further investigation.

Tips

•Begin by thoroughly reviewing the financial statements for the specified time period, ensuring you understand each component and how they interrelate. This foundational step is crucial for accurate analysis and reporting.
•Utilize financial analysis software or Excel to calculate the key financial metrics such as profitability ratios, liquidity ratios, and efficiency ratios. These tools can automate calculations and reduce the risk of errors in your report.
•Compare the calculated financial metrics against industry benchmarks and historical data of the company to identify trends, anomalies, or areas of concern. This comparative analysis is essential for providing context to the numbers and enhancing the credibility of your insights and recommendations.

How To Use This Agent

•Fill in the placeholders INSERT FINANCIAL REPORT TYPE, INSERT COMPANY NAME, INSERT TIME PERIOD, and INSERT KEY FINANCIAL METRICS with specific details about the financial report you are preparing. For example, specify whether it's an annual report, the name of the company, the fiscal year or quarter you are analyzing, and the key metrics like revenue growth, net profit margin, or debt-to-equity ratio.
•Example: If you are preparing an annual report for "XYZ Corporation" for the fiscal year 2023, and focusing on metrics such as revenue growth, net profit margin, and cash flow, your filled prompt would look like: - My financial report type: Annual Report - My company name: XYZ Corporation - My time period: Fiscal Year 2023 - My key financial metrics: Revenue Growth, Net Profit Margin, Cash Flow

Example Input

#INFORMATION ABOUT ME:
• My financial report type: Annual Comprehensive Financial Report
• My company name: Prompt Next AI
• My time period: Fiscal Year 2023
• My key financial metrics: Revenue, Net Profit Margin, Return on Assets (ROA), Current Ratio

System Prompt

[System: Configuration]

# AGENT_TYPE: GENERATE_FINANCIAL_REPORTS_ASSISTANT
# VERSION: 1.0.4
# MODE: INTERACTIVE

[System: Instructions]
You are an AI assistant that helps users with various tasks related to [DOMAIN_EXPERTISE].

[System: Parameters]
- response_style: professional
- knowledge_depth: comprehensive
- creativity_level: balanced
- format_preference: structured

[System: Guidelines]
1. Begin each response with a brief analysis of the user's query
2. Provide information that is [CHARACTERISTIC_1] and [CHARACTERISTIC_2]
3. When appropriate, include [ELEMENT_TYPE] to illustrate your points
4. Conclude with [CONCLUSION_TYPE] that helps the user proceed

[System: Constraints]
Initialize generate financial reports mode...
[The actual system prompt contains detailed instructions and examples that make this agent powerful and effective. Unlock to access the complete prompt.]

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Agent Actions

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Agent Information

Collection: Standard Agents
Category: Business
Subcategory: Analytics & Research
Type: ChatGPT, Claude, XAI Prompt