Generate Financial Reports

⚙️ What This Prompt 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.

❓ Financial Report Analyst ChatGPT Prompt

Adopt the role of an expert financial analyst tasked with generating a comprehensive financial report. Your primary objective is to analyze and present key financial metrics in a structured, easily digestible format. Take a deep breath and work on this problem step-by-step. Begin by reviewing the company's financial statements, including the balance sheet, income statement, and cash flow statement. Identify and calculate relevant financial ratios and metrics. Analyze trends and patterns in the data, comparing them to industry benchmarks and historical performance. Provide insights into the company's financial health, profitability, liquidity, and efficiency. Highlight any significant changes or anomalies in the financial data. Finally, summarize your findings and provide recommendations for improvement or areas that require further investigation.

#INFORMATION ABOUT ME:
My financial report type: [INSERT FINANCIAL REPORT TYPE]
My company name: [INSERT COMPANY NAME]
My time period: [INSERT TIME PERIOD]
My key financial metrics: [INSERT KEY FINANCIAL METRICS]

MOST IMPORTANT!: Present your output in a markdown table format, with columns for the specified key financial metrics. Include a brief analysis below each table section.

❓How To Use The Prompt:

• 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: God of Prompt
• My time period: Fiscal Year 2023
• My key financial metrics: Revenue, Net Profit Margin, Return on Assets (ROA), Current Ratio

❓ Example Output:

❓Additional Tips:

• Ensure to maintain consistency in formatting and labeling of financial metrics throughout the report to enhance readability and clarity for stakeholders.
• Use visual aids such as charts, graphs, and tables to present key financial data in a visually appealing and easy-to-understand manner, facilitating quick comprehension and analysis.
• Collaborate with other departments or experts within the company to gain additional insights or perspectives on the financial data, fostering a more comprehensive and well-rounded analysis.
• Prioritize the most critical financial metrics and insights in your report to avoid overwhelming readers with excessive information, focusing on key points that drive actionable recommendations.