{{company_name}}
Company Name
Example: Example: ABC Manufacturing Ltd.
Enter the name of the company being analyzed.
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.
Perform a vertical and horizontal analysis of the financial information provided below.
Company:
{{company_name}}
Industry:
{{industry}}
Reporting periods:
{{reporting_periods}}
Financial data:
{{financial_data}}
Analysis requirements:
1. Conduct horizontal analysis by calculating the absolute and percentage change for each major financial statement item across the reporting periods.
2. Conduct vertical analysis using appropriate base figures, such as revenue for the income statement and total assets for the balance sheet.
3. Identify the most material movements in revenue, expenses, assets, liabilities, equity, and cash flow.
4. Explain possible operational or financial drivers behind each material change.
5. Distinguish clearly between conclusions supported by the supplied data and issues requiring additional evidence.
6. Identify potential profitability, liquidity, leverage, working-capital, or cash-flow concerns.
7. Note any missing data or accounting-policy information that limits the analysis.
8. Avoid inventing figures, causes, benchmarks, or industry assumptions.
Present the result as:
{{output_format}}
Include:
- an executive summary;
- horizontal-analysis findings;
- vertical-analysis findings;
- key financial strengths;
- material risks or warning signals;
- 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 electronics manufacturing
Add the industry to improve contextual interpretation.
{{reporting_periods}}
Reporting Periods
Example: Example: Financial years 2023, 2024, and 2025
Specify the periods included in the analysis.
{{financial_data}}
Financial Data
Example: Paste the income statement, balance sheet, cash-flow statement, or relevant financial figures.
Use complete and consistently formatted figures where possible.
{{output_format}}
Output Format
Choose how the final analysis should be organized.
Expected Output
A structured financial analysis containing comparative tables, material trend explanations, key strengths, risk indicators, data limitations, and management questions.
💡 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
Provides the company, industry, reporting periods, and financial data.
Task
Directs the AI to conduct vertical and horizontal financial statement analysis.
Constraints
Prohibits invented figures, unsupported causes, and unverified industry assumptions.
Output Structure
Requires an executive summary, comparative findings, strengths, risks, questions, and conclusion.
Input Variables
Company name, industry, reporting periods, financial data, and preferred output format.
Customization Tips
- Provide at least two reporting periods; three to five periods usually produce a more meaningful trend analysis.
- Paste consistently classified financial figures so that line items can be compared accurately.
- Add relevant management commentary when you want the AI to evaluate explanations for material movements.
- Request industry benchmarking only when reliable benchmark data is supplied.
- State the reporting currency and units, such as USD millions or INR lakhs.
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.