ChatGPT Prompts for Finance

Investment Recommendation Based on Preferences

This prompt helps the user in obtaining investment suggestions based on their specific investment preference, risk tolerance, and long-term financial goals.

Investment Recommendation for Financial Stability

This prompt is designed to provide investment opportunities, either low risk or high risk, for an individual or a company to improve financial stability.

Investment Recommendations for Specific Risk Tolerance and Financial Goals

This prompt is designed to provide investment suggestions for individuals based on their risk tolerance level and specific financial objectives.

Investment ROI Calculation

This prompt aims to calculate the Return on Investment (ROI) in a specific work area and to get an understanding of how well the investment is performing.

Investment Strategy for Financial Goals

This prompt is used to get suggestions on investment strategies that can help a specific work area meet their particular financial goal.

Investment Tax Strategies Based on Net Worth and Retirement Goals

This prompt is designed to provide potential tax strategies for investments, taking into account an individual's net worth and retirement goals. It's ideal for financial advisors or individuals looking for strategic tax planning advice based on their financial status and future plans.

Investor-Type Specific Investment Advice

This prompt generates investment advice considering the investor type, risk tolerance level, investment amount, and investment time horizon. The AI will suggest the most suitable investment options that align with the user's objectives and risk tolerance.

Long-Term Investment Potential Evaluation

This prompt is used to generate an AI's opinion on the long-term investment potential of a specific company's stocks. The AI will assess whether it considers the company's stocks to be a promising investment.

Maintaining Credit Score with Multiple Loans and Credit Cards

This prompt offers advice on how to maintain a good credit score when the user is managing multiple loans and credit cards.

Money Saving Ideas for Specific Goals

This prompt helps the user to get recommendations on money-saving ideas to reach a specific financial goal.

Monthly Expense Report Creation

This prompt asks the assistant to create a monthly expense report for a specific company, accounting for all expenses in three categories during a specified month and year. The user also instructs the assistant to include certain information in the report.

Preparation of Financial Documents for Annual Report

This prompt asks for specific information needed from the financial department to prepare certain types of documents (tax, compliance, audit) for a company's annual report, along with the best method for organizing this data for submission.

Product Launch ROI Analysis

This prompt is used to request an analysis of the Return on Investment (ROI) for a specific product launch by a certain company. It also seeks advice on strategies to improve the ROI.

Raising Credit Score with Specific Credit History

This prompt provides strategies to improve the credit score given the user's average credit age (low or high) and the number of negative entries on their credit history.

Remaining Budget Inquiry

This prompt is used to inquire about the remaining budget for a specific category in a certain period (month or year).

Retirement Investment Portfolio Advice

This prompt provides advice on an appropriate investment portfolio mix for someone in a specific age group, aiming for a certain retirement goal in terms of dollars, based on their risk tolerance level.

Retirement Saving Strategies for Specific Age and Goal

This prompt asks for efficient strategies for an individual of a certain age who is aiming to retire with a specific amount in savings.

Retrieving Financial Reports and Ensuring Data Accuracy

This prompt is used to guide on how to retrieve budget, expense, or revenue reports for a specific department from a company's financial system and also how to ensure the accuracy of the retrieved data.

Risk and Reward Analysis for Financial Products or Industries

This prompt is used to provide an analysis of the potential risks and rewards of investing in a specific financial product or industry, given the user's financial objectives and risk tolerance.

Software Development ROI Estimation

This prompt is used to estimate the potential Return on Investment (ROI) for a software development project in a specific work area. It also seeks advice on how to improve the ROI.

Tax Implications of Business Decisions

This prompt is designed to analyze the tax implications of a specific business decision and suggest strategies to lessen the tax burden for a company.

Tax Planning Guidance Request

This prompt is used to request tax planning advice for a company with a specific revenue and number of employees.

Tax-Efficient Retirement Income Strategies

This prompt provides tax-efficient strategies for generating retirement income for an individual in a specific age group, with a certain amount stored in retirement savings.

Total Expense Inquiry

This prompt is used to query the total amount of a specific expense incurred in a certain period (month or year).