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Conducting basic financial analysis

ChatGPT, a powerful language model, can assist virtual assistants in conducting basic financial analysis with ease. This can include anything from calculating profit margins and analyzing trends to determining the overall financial health of a business. With ChatGPT, virtual assistants can access a wealth of financial data and insights, making it an indispensable tool for financial analysis.

Assistants

Prompts

Copy a prompt, replace placeholders with relevant text, and paste it at our chat
Prompt # 1
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"Could you kindly execute a comprehensive [TYPE OF ANALYSIS] analysis, incorporating key metrics and performance indicators, for [COMPANY NAME]? I require a detailed data set, along with insights and interpretations, for the [TIME PERIOD] commencing from [START DATE] and concluding on [END DATE]. Furthermore, please ensure the inclusion of comparative analyses with industry benchmarks, as well as year-over-year growth rates, if applicable. If feasible, a segmented breakdown based on [SPECIFIC SEGMENT CRITERIA, e.g. geographic location, product line] would be highly beneficial for a more granular understanding."

Prompt # 2
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"Could you provide a [METRIC] comparison between [COMPANY 1] and [COMPANY 2] for the [TIME PERIOD] between [START DATE] and [END DATE]?"

Prompt # 3
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"What is the [METRIC] trend for [COMPANY NAME] over the [TIME PERIOD] between [START DATE] and [END DATE]?"

Prompt # 4
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"Can you generate a [METRIC] forecast for [COMPANY NAME] for the [TIME PERIOD] between [START DATE] and [END DATE]?"

Prompt # 5
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"What is the [METRIC] per [UNIT] for [PRODUCT] for the [TIME PERIOD] between [START DATE] and [END DATE]?"

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Tips

Follow these guidelines to maximize your experience and unlock the full potential of your conversations with Mate Chat.
Experiment with different prompt formats: The format of the prompt can have a big impact on the quality of the generated text. Experimenting with different prompts can help you understand what works best for your specific use case.
Play around with the temperature and top-k hyperparameters: These hyperparameters control the level of randomness and diversity in the generated text. Experimenting with different values can help you find the sweet spot that works best for your specific use case.
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