AI Finance Prompts for Analysts and Investors
The most useful finance prompts on the internet, tested across major models and organized by job-to-be-done.
Every finance prompt here is reviewed by domain practitioners and tagged with the model it was tested on. No fluff, no recycled GitHub READMEs.
Pair these prompts with our Loop Library to build a personal finance workflow that runs in a single line.
Featured loops
The Tax-Loss Harvest Guide
Identifies losing positions in a brokerage account that should be sold to offset capital gains.
The Wash-Sale Watchdog
Prevents accidental tax penalties when buying and selling similar stocks within 30 days.
The Audit-Trail Creator
Constructs a 'defense folder' for a specific deduction to survive an IRS audit.
The Burn-Rate Runway Extender
Identifies non-payroll cuts to extend a startup's life by specific month increments.
The Arbitrage Opportunity Finder
Scans price discrepancies between different markets or platforms for specific assets or commodities.
The Beneficiary Checklist
Ensures all non-probated assets have correctly assigned beneficiaries to avoid legal battles.
The Employee Stock Option (ESO) Mapper
Calculates the tax hit and profit of exercising stock options under different scenarios.
The Tax Nexus Hunter
Scrapes provided business activities to identify unrecognized tax liabilities across different jurisdictions and tax treaties.
The Cap-Table Dilution Sieve
Models the impact of future funding rounds and option pools on founder equity stakes.
The High-Yield Cash Sifter
Finds the best-yielding, liquid place for your 'emergency fund' right now.
The Credit Score Optimizer
Reverse-engineers credit reports to find the most efficient path to a 800+ score.
The Real Estate Cap Rate Auditor
Pressure-tests a real estate deal by adjusting vacancy and repair assumptions.
Frequently asked
Yes, free to browse with a one-click sign-in.
Each prompt lists the model it was tuned on - typically GPT-5, Claude Sonnet, and Gemini Pro.