AI Finance Brief › Finance Prompts
AI Prompts for Finance Professionals
Copy-paste AI prompts for the deal desk, the trading floor, and the buy side — organized by the work you actually do. Model-agnostic: paste them into ChatGPT, Claude, Copilot, Gemini, or Perplexity.
Each pack below opens with several full, ready-to-run prompts — free, no account needed — followed by the rest of that desk's set in Pro. These are built around real investment banking, sales & trading, and buy-side workflows, and every prompt is written to make the model reason from data you paste rather than invent figures. Verify every number against the source.
Prompt packs by desk
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Frequently asked
Are these finance AI prompts free?
Yes. Every topic page shows several full, copy-paste-ready prompts at no cost — those are genuinely useful on their own. The free weekly brief sends one fresh, role-matched prompt on rotation, and the full library (every prompt across all five desks, personalized to your role and conventions) is part of AI Finance Brief Pro. No account is required to use the free ones.
Which AI models do these prompts work with?
All of them. The prompts are model-agnostic and work in ChatGPT, Claude, Copilot, Gemini, or Perplexity. Nothing here depends on a plugin or a specific vendor — you paste your own data and the prompt does the structuring. A larger context window helps when you're pasting a full 10-K or CIM, but the prompt design matters more than the model.
Can I trust AI output for real finance work?
Treat it as a fast first draft, never a source of truth. These prompts are written to make the model reason from data you paste, quote its sources, and say 'not disclosed' rather than invent a figure — but you still verify every number against the primary source. Never paste MNPI, client PII, or confidential deal data into a consumer AI tool, and follow your firm's AI-use policy. Educational only, not financial advice.