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Showing posts with the label ai with finance

Making 3 Statement Financial Model with the help of AI

  1. Introduction What This Prompt Achieves: Creates a fully linked 3 Statement financial model using a single AI prompt This is not an industry-ready detailed model Industry models require much more thought: detailed revenue builds, cost and SG&A assumptions, and scenario & sensitivity analysis With current LLM context restrictions, it is not feasible to create detailed models with a single prompt As context windows increase and computing costs decrease, we will be able to create more detailed models from single prompts very soon ​​ Ideal Use Case For This Prompt:   If you work with boutique companies, boutique investment banks, or early-stage investment firms with simpler financials, this prompt creates functional operating models in minutes   2. Three-Statement Models vs. DCF Models Key Differences: DCF Models: Can be built with single prompts to a reasonable leve...

One Page Summary / Teaser in 30 second with AI (Learn how to make Teaser)

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Prompt 1 "Analyse this youtube video about [   • Complete Financial Accounting Course - 11-...  ]. Summarise this into small digestible concepts to learn easily" Prompt 2  "Create a hand drawn sketchnote visual summary of these notes. Use a pristine white paper background (no lines). The art style should be 'graphic recording' or 'visual thinking' using black ink fine-liners for clear outlines and text. Use colored markers (specifically teal, orange, and muted red) for simple shading and accents. Center the main title in a 3D-style rectangular box. Surround the title with radially distributed simple doodles, business icons, stick figures, and graphs that explain the concepts. Use arrows to connect ideas. The text should be distinct, handwritten, all-caps printing, legible and organized like a professional brainstorming session. Layout should be A4." 

What is Income Statement Analysis and How to make Income Statement Analysis with the help of AI

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Instruction  Prompt  Prompt 1 Persona: Act as a Senior Analyst at a Tier-1 Investment Bank who is doing Income Statement Analysis. Task: Generate a single-file HTML/Tailwind financial dashboard for Google focusing on the 2023-2025 timeline. Design Requirements: Use the "Plus Jakarta Sans" font, a clean indigo/slate color palette, and high-fidelity Chart.js visualizations. Include a sticky navigation bar and glassmorphism effects. Data Sections Needed: 1. Summary: Strategic outlook and 4 key metric cards (Revenue, Gross Margin, FCF, Leverage). 2. Revenue Dynamics: Line chart of 5-year trend and doughnut chart for segment mix. 3. Margin Analysis: Line chart showing Gross vs. Net margin convergence.  Sales growth Gross profit / sales (“Gross margin”) Operating profit / sales (“Operating margin”) Net income / sales (“Net margin”) EBIT / sales (“EBIT margin”) EBITDA / sales (“EBITDA margin”) 4. Balance Sheet: Waterfall chart showing debt/capital allocation.  5. Health Sco...