Free subscriber toolkit

The AI Finance
Operator's
Toolkit.

7 battle-tested Claude prompts that automate the work your team does manually — from PDF analysis to CRM entry to portfolio risk scans.

Ready in 5 minutes Works with Claude & ChatGPT No setup required
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Copy the prompt Click the copy icon on any card below
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Paste into Claude Open Claude.ai or any AI interface
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Replace the placeholders Fill in the highlighted fields with your data
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Watch it work What used to take an hour — done in seconds
7 prompts · copy & use today

Your complete toolkit.

Prompt 01

PDF Report Analyzer

Extract key signals from any financial report — earnings, 10-K, fund prospectus — in under 60 seconds.

Analysis
You are a senior financial analyst. I'm attaching a [TYPE OF DOCUMENT: earnings report / 10-K / fund prospectus / research note]. Please analyze it and return: 1. Executive summary (3 sentences max) 2. Top 3 bullish signals with supporting data 3. Top 3 risk factors with supporting data 4. One key metric the market may be underweighting 5. Suggested follow-up questions for a management call Be specific. Quote figures directly from the document. Flag any numbers that seem inconsistent.

→Works best when you paste or attach the document directly in the same message. For PDFs over 50 pages, add: "Focus on sections: [Executive Summary, MD&A, Risk Factors]"

Prompt 02

Client Meeting → CRM Entry

Turn raw meeting notes into a structured CRM record. Works with Wealthbox, Salesforce, Redtail, or any CRM.

Automation
Convert the following meeting notes into a structured CRM entry for [CRM NAME]. Meeting notes: [PASTE YOUR RAW NOTES HERE] Return a structured record with these exact fields: - Meeting date & attendees - Client sentiment (Positive / Neutral / Concerned — with one sentence rationale) - Portfolio topics discussed - Action items (owner + deadline for each) - Next meeting: suggested date and agenda - Follow-up email: draft a 3-sentence follow-up to send today - Tags to apply: (from this list: [YOUR TAG LIST]) Keep the tone professional but warm. Flag any compliance-sensitive statements.

→Record the meeting on your phone with Voice Memos, drop the transcript in, and get a complete CRM entry in 10 seconds. Saves 20–30 minutes per client meeting.

Prompt 03

Portfolio Risk Scanner

Get an independent risk assessment on any portfolio — concentration, correlation, macro exposure — in seconds.

Risk
Act as a chief risk officer reviewing a client portfolio. Here is the current allocation: [PASTE PORTFOLIO: ticker / asset class / % weight / cost basis] Client profile: - Age: [AGE] - Risk tolerance: [Conservative / Moderate / Aggressive] - Time horizon: [YEARS] - Primary goal: [Income / Growth / Preservation / Tax optimization] Analyze and return: 1. Concentration risk: any position or sector over 10%? 2. Correlation risk: clusters that would move together in a drawdown 3. Macro exposure: sensitivity to rising rates / inflation / USD strength 4. Sequence-of-returns risk if client is within 5 years of withdrawal 5. Three specific rebalancing suggestions with rationale 6. One "hidden risk" that isn't obvious from the allocation alone Format as a one-page advisor briefing.

→Not a substitute for compliance review. Use as a first-pass screen before your formal process — it catches the obvious gaps your eye skips over.

Prompt 04

Morning Market Brief Generator

Build a sharp, scannable client brief from overnight news. Send it before markets open to position yourself as the smartest person in their inbox.

Client Comms
You are a market strategist writing a concise morning brief for high-net-worth clients. Today's key data points and news: [PASTE 3–5 HEADLINES OR DATA POINTS FROM THIS MORNING] Client audience: [TYPE: HNW investors / RIA clients / family office / institutional] Main portfolio themes they care about: [e.g., tech exposure, fixed income ladders, private credit] Write a morning brief that is: - 250 words maximum - Opens with the one thing that matters most today - Covers: (1) overnight macro, (2) what it means for their portfolio, (3) one action to consider - Closes with a forward-looking sentence for the week ahead - Tone: confident, direct, zero jargon Do not use bullet points. Write in clean paragraphs. This should read like it came from a trusted advisor, not an algorithm.

→Takes 3 minutes to run each morning. Advisors who send this consistently see 40%+ better email open rates vs. generic market commentary.

Prompt 05

Investment Thesis Builder

Structure a rigorous, presentable investment thesis for any position — in the format top PMs actually use.

Research
Build a structured investment thesis for the following position: Asset: [TICKER / ASSET NAME] Thesis type: [Long / Short / Pair trade / Macro play] Time horizon: [MONTHS / YEARS] Target allocation: [% of portfolio] My core view in one sentence: [YOUR THESIS IN PLAIN ENGLISH] Structure the thesis with: 1. The Setup — what market inefficiency or mispricing creates this opportunity? 2. The Catalyst — what specific event or data point triggers the move? 3. The Variant Perception — what do you believe that the consensus does not? 4. Key Metrics to Monitor — 3 specific data points to track weekly 5. The Bull Case — price target and the scenario that gets us there 6. The Bear Case — what kills the thesis, and what's the stop-loss logic? 7. Position Sizing Rationale — why this allocation given the risk/reward? Write in the style of a top-tier hedge fund IC memo. Be direct. No filler.

→Run this before any new position. The "Variant Perception" section alone is worth the 30 seconds — it forces you to articulate why you're right and the market is wrong.

Prompt 06

Alternative Investment Parser

Extract the metrics that matter from private equity, hedge fund, or real estate reports — the ones buried on page 47.

Analysis
You are a due diligence analyst specializing in alternative investments. I'm sharing a [TYPE: private equity fund report / hedge fund letter / real estate fund update / LP quarterly statement]. Document: [PASTE OR ATTACH DOCUMENT] Extract and structure the following: 1. Performance metrics: IRR, MOIC, TVPI, DPI, and benchmark comparison 2. Portfolio composition: top 5 holdings, sector breakdown, vintage year distribution 3. Cash flow summary: capital called, distributions, remaining unfunded commitment 4. Fee drag: management fee, carry, and total expense ratio impact on net returns 5. Key person risk: any mentioned management changes or departures 6. Red flags: anything that deviates from typical reporting standards 7. Comparison to peers: if benchmarks are cited, are they appropriate? Present as a structured table where possible. Flag any missing disclosures that should be present.

→This is especially powerful for RIAs managing alternative allocations. What used to require a full analyst review now takes 2 minutes.

Prompt 07

Prospect Research Brief

Walk into any prospect meeting with a sharp, personalized briefing built from public information. Know more than they expect you to.

Business Dev
Prepare a prospect research brief for an upcoming advisory meeting. Prospect name: [FULL NAME] Company / role: [COMPANY, TITLE] Meeting type: [First meeting / Follow-up / Annual review] Source material: [PASTE their LinkedIn bio, company website, or any public info] Build a pre-meeting brief with: 1. Background snapshot — career arc, key milestones, likely wealth creation events 2. Financial profile estimate — liquidity events, compensation structure, likely asset range (based on role/company) 3. Likely priorities — what does someone in this role and life stage care about most financially? 4. Conversation hooks — 3 specific topics that would resonate based on their background 5. Potential objections — what concern might they raise about switching advisors or AUM? 6. Opening question — one great question to start the meeting that shows you've done your homework Output as a one-page brief I can review in the car.

→Advisors report this is the highest-leverage use of AI in their practice. 15 minutes of research compressed to 90 seconds, with a quality that impresses prospects.

Chain them together

The full client lifecycle
on autopilot.

Research the prospect Prompt 07

Before the first meeting, run Prompt 07 on their LinkedIn. Walk in knowing their wealth creation timeline, likely concerns, and the one question that opens the conversation.

Capture the meeting Prompt 02

Record with Voice Memos or Fireflies. After, drop the transcript into Prompt 02 — get a structured CRM entry, action items, and a follow-up email draft in one shot.

Analyze their portfolio Prompt 03

Once onboarded, run Prompt 03 quarterly. Get a risk assessment in seconds, not hours. Spot concentration and correlation risks before they surface in a drawdown conversation.

Stay top of mind weekly Prompt 04

Every Tuesday morning, spend 3 minutes with Prompt 04. Send a personalized market brief. Clients who hear from their advisor weekly churn 60% less than those who don't.

Build conviction on new ideas Prompt 05

Before bringing any new position to a client, structure the thesis with Prompt 05. Articulating the variant perception forces clarity — and makes for a far better client conversation.