{{company_name}}
Company Name
Example: Example: ABC Manufacturing Ltd.
Enter the name of the company being reviewed.
Ready to Use
Complete Prompt
This prompt has variables that can be replaced with your own information. Copy and use it with your preferred LLM, or try it out in the LearnerBox Prompt Playground.
Act as an experienced financial analyst.
Review the financial statements provided below and prepare a clear trend analysis for the stated reporting periods.
Company:
{{company_name}}
Industry:
{{industry}}
Analysis period:
{{analysis_period}}
Financial statements:
{{financial_statements}}
Additional context:
{{additional_context}}
Analysis requirements:
1. Compare the major financial statement items across the reporting periods.
2. Calculate absolute and percentage changes where sufficient numerical data is available.
3. Identify the most significant increases and decreases in:
- revenue;
- cost of sales;
- operating expenses;
- operating profit;
- net profit;
- current assets;
- non-current assets;
- current liabilities;
- non-current liabilities;
- equity; and
- cash flow.
4. Explain what each material movement may indicate about the company’s operations, financing, investment activity, or financial position.
5. Distinguish clearly between:
- observations directly supported by the supplied data;
- reasonable interpretations; and
- matters requiring additional information.
6. Identify any apparent improvements, deteriorations, unusual movements, or inconsistencies.
7. Do not invent missing figures, causes, benchmarks, or management explanations.
8. State any data limitations that reduce the reliability of the analysis.
Present the result as:
{{output_format}}
Include:
- an executive summary;
- a table of major financial movements;
- revenue and profitability trends;
- asset and liability trends;
- equity and financing observations;
- cash-flow observations, where available;
- notable strengths;
- areas of concern;
- questions requiring management clarification; and
- a concise conclusion.Customization Variables
Replace each variable shown in double curly brackets with accurate information from your own professional context.
{{industry}}
Industry
Example: Example: Consumer goods manufacturing
Add the industry when it is relevant to interpreting the figures.
{{analysis_period}}
Analysis Period
Example: Example: Financial years 2024 and 2025
Specify the reporting periods included in the comparison.
{{financial_statements}}
Financial Statements
Example: Paste the relevant income statements, balance sheets, and cash-flow statements.
Provide consistently classified data for every reporting period where possible.
{{additional_context}}
Additional Context
Example: Example: The company opened a new factory in 2025 and changed its product mix.
Add known events or management explanations that may help interpret major movements.
{{output_format}}
Output Format
Choose the format most appropriate for the intended audience.
Expected Output
A clear comparative financial review containing a trend table, evidence-based explanations of significant movements, major strengths and concerns, data limitations, management questions, and an overall conclusion.
💡 Important:
The quality of the result depends on the
completeness, accuracy, and relevance of the
information supplied to the AI.
Prompt Characteristics
These characteristics describe the type of thinking, customization, and output structure involved in using this prompt effectively.
Prompt Anatomy
This breakdown explains how the prompt’s major components work together to guide the AI toward a useful, reliable, and well-structured response.
Role
Positions the AI as an experienced financial analyst.
Context
Defines the company, industry, reporting periods, statements, and known business events.
Task
Directs the AI to compare financial statements and identify meaningful changes.
Constraints
Prevents invented data, unsupported causes, and unverified management explanations.
Output Structure
Requires a trend table, analytical sections, strengths, concerns, questions, and conclusion.
Input Variables
Company name, industry, analysis period, financial statements, additional context, and output format.
Customization Tips
- Provide at least two reporting periods; three or more periods will reveal trends more clearly.
- Use the same currency and units for all periods.
- Include both the income statement and balance sheet so changes can be interpreted together.
- Add known business events, such as acquisitions, factory openings, restructuring, or major product launches.
- Ask for a shorter executive version when the output is intended for senior management.
Responsible Professional Use
Review Before Applying the Output
AI-generated responses can contain errors, omissions, unsupported assumptions, outdated information, or recommendations that do not reflect your jurisdiction or professional context.
Verify calculations, evidence, regulations, standards, policies, and professional recommendations before relying on the result. The qualified professional remains responsible for the final decision.