PromptShip helps finance teams save prompts for analysis, forecasting, and client reporting — so every output meets professional standards.
Every analyst structures their reports differently. There is no standard prompt template that ensures consistent depth and formatting.
Summarizing market trends, competitor moves, and economic indicators takes hours. AI helps but outputs vary wildly without good prompts.
Investment updates and portfolio reviews need a personal touch. Generic AI output does not meet the standard your clients expect.
A prompt management workspace designed for how you actually work.
Save prompts for DCF models, comp analysis, and market research. Use {{company}}, {{metrics}}, and {{period}} variables.
Define your firm style in system prompts — formal language, specific formatting, disclaimer requirements. Consistent across the team.
Different AI models have different knowledge strengths. Test financial prompts across models to get the most accurate analysis.
Clone these to your workspace and customize with your own variables.
Analyze {{company}} financial performance for {{period}}. Cover: revenue trends, margins, cash flow, and key ratios. Data: {{financials}}...
Write an investment memo for {{company}}. Include: thesis, key metrics, risks, and valuation. Sector: {{sector}}...
Draft a quarterly portfolio review for {{client}}. Performance: {{returns}}. Market context: {{market_conditions}}. Recommendations: {{changes}}...
Free plan includes 200 prompts and Gemini 2.5 Flash. No credit card required.
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