The AI Finance Workflows Pack

You are a buy-side equity analyst. Here is the earnings-call transcript for [TICKER], quarter [Q/FY]. Produce a one-page teardown: 1. Forward guidance changes vs the prior quarter (raised / cut / reaffirmed) with the exact quote. 2. Capex & R&D spend signals and any change in tone about them. 3. Management tone shift vs last call (defensive / confident / evasive) with evidence. 4. Anything management repeated or dodged. 5. Score divergence from current sell-side consensus 1–10 and say why. 6. Flag any language that historically precedes a guidance cut. Output as a bulleted brief. Quote the transcript for each claim. If a section has no signal, say "no change."

Here is my DCF for [COMPANY] (assumptions pasted below). 1. List every assumption and rank them by how much the valuation moves per +/-1 unit change (sensitivity). 2. Flag the 3 assumptions where I'm most likely being optimistic vs history / peers. 3. Give a bear, base, and bull revenue-growth & margin set with the resulting fair value each. 4. Name one thing a skeptical IC member would attack first, and how I'd defend it. Show your reasoning. Do not invent numbers I didn't give you — if you need a figure, ask.

Turn the notes below into a 1-page investment-committee memo for [NAME]. Sections: Thesis (2 sentences) · What has to be true · Key risks & mitigants · Valuation range & catalysts · Recommendation & size. Tone: senior, decisive, no hedging filler. Every claim tied to a number in my notes. Then give me a 5-slide deck outline (title + 3 bullets per slide) covering the same.

Below are today's macro inputs (releases + notes pasted). 1. What actually changed vs last week, in 3 bullets — signal only, no recap. 2. Where do these inputs AGREE and where do they CONFLICT? 3. Give the base-case regime read (growth + inflation direction) and the one data point that would break it. 4. Write a 3-sentence "what this means for your portfolio" note in plain English for a client. Be explicit about uncertainty. Separate what's known from what's a forecast.

Here is a screen output (CSV pasted): [columns]. 1. Cluster these names into 4–6 themes and label each. 2. Within each cluster, surface the 2–3 most interesting on the metrics I care about: [e.g. FCF yield, revenue accel, insider buys]. 3. For each shortlisted name, one sentence on why it stands out and one risk. 4. Flag any name that looks like a data error or a value trap. Give me a ranked 20-name shortlist with a one-line rationale each.

Here is a comp table for [COMPANY] and its peers (pasted below). 1. Is [COMPANY] cheap or rich vs the set, and on which multiple specifically? 2. Explain the gap: growth, margins, balance sheet, or sentiment? Use the numbers. 3. Which peer is the fairest comparable and which one is skewing the median? 4. If the market re-rated it to the peer median, what's the implied upside/downside? No hand-waving — tie every point to a figure in the table.

Write this week's client update from the bullets below. Audience: [e.g. HNW clients, non-technical]. Length: [200 words]. Tone: calm, plain-English, zero jargon, no alarmism. Lead with what matters to THEIR portfolio. End with one forward-looking sentence and a soft "reach out with questions" line. Give me 2 subject-line options, each under 45 characters.