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Free Finance Resources
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GPT Study Mode: Become a Smarter Investor with AI
An adaptive ChatGPT study prompt that trains you to think like a professional investor. Includes six learning phases covering fundamentals, valuation, macro integration, portfolio construction, and hedge fund–style simulations.
AI-Powered Pre-Market Brief
Automate your daily US market intelligence with a GPT agent that delivers pre-market briefs at 8:00 AM ET. Includes news, futures, macro events, analyst actions, and more—ready before the bell.
Gemini Extension Demo: Insider Cluster Buying Prompt
Prompt used in a Gemini Chrome extension demo to identify bullish insider buying clusters using SEC Form 4 data. Includes clear rules, data extraction steps, and table output format.
Kimi Slides Prompt Pack
A complete Kimi K2 prompt and slide deck outline for building professional consulting-style presentations on data center real estate investment opportunities.
8 Finance Prompt Frameworks for ChatGPT-5
Explore eight structured prompt templates tailored for finance professionals using ChatGPT-5—covering everything from macro mapping and earnings tracking to M&A notes and scenario stress tests.
Rube MCP Server Integration Demo
Demo of the Rube MCP server orchestrating connectors like SEC EDGAR, Claude, Email, and Aggregator for automated data retrieval and delivery workflows.
8 Advanced Prompt Strategies
One-page visual guide covering 8 advanced prompting strategies like Chain-of-Thought, ReAct, Tree-of-Thought, Self-Correction, Few-Shot, Role-Play, Constraint-Based, and Iterative Refinement to master AI interactions.
Claude Code Cheat Sheet
One page cheat sheet for Claude Code covering keyboard shortcuts, essential commands, configuration, Git worktrees, MCP servers, hooks and automation, key file locations, and model selection.
Earnings Transcript Analysis Prompt
Prompt template for ChatGPT to instantly extract the key points from an earnings call transcript, turning an hour of manual review into a 30-second automated summary.
AI Hedge Fund Market Map
Comprehensive market map of the AI-driven hedge-fund ecosystem, highlighting key funds, strategies, and data providers.
6 Investing Hacks with ChatGPT Agent Mode
Step-by-step guide outlining six investing hacks you can automate using ChatGPT Agent Mode—from market research and financial modeling to news monitoring and document retrieval.
ChatGPT Agent Prompt for Cloud Competitor Analysis
Copy-and-paste Agent Mode prompt that builds an investment-banking style Excel comparing AWS, Azure, and Google Cloud across key KPIs for investors and strategists.
Perplexity Comet Browser for Finance
Overview of how to use Perplexity’s AI-powered Comet Browser to automate browser research, delegate tasks, explore context, and collaborate across financial workflows.
How Smart Investors Use Cursor
Explore six powerful ways investors leverage Cursor—from automating financial data pipelines and backtesting models to streamlining workflows and enhancing investment research.
LTV/CAC with AI
Prompt playbook for building an AI-powered LTV/CAC model with Manus, including a Markdown analysis, Python script, and Excel spreadsheet.
Deep Research Prompt Template
A proven template for crafting deep research prompts that help ChatGPT deliver expert-level outputs across investing, economics, and market strategy use cases.
8 Powerful Prompt Strategies
Free ebook that breaks down eight proven prompt strategies to boost clarity, creativity, and accuracy in any AI workflow.
AI Tool for Finance Decision Tree
Decision tree flowchart guiding finance professionals to select the ideal AI tool (Cursor, Gemini, ChatGPT) for coding tasks, real-time data summaries, and deep research.
Top 100 Cursor for Finance
Curated list of 100 practical Cursor AI workflows for finance, covering beginner to advanced use cases.
How to Use Context Profiles to Invest Like Warren Buffett
Actionable guide to using AI prompts to analyze companies and portfolios through Warren Buffett’s value-investing lens.
Cursor for Finance Cheat Sheet
Cheat sheet for Cursor's finance workflows featuring core super-powers, essential hotkeys, high-impact prompt patterns, debugging tips, and must-know Python packages.
11 Rules for Finance Prompt Engineering
A visual guide outlining 11 essential rules to improve your prompt engineering for financial use cases—from clarifying objectives to defining scope boundaries.
Top 100 Perplexity Finance Use Cases
Comprehensive list of 100 finance-focused tasks you can automate with Perplexity AI, organized from beginner to advanced techniques.
2026 — Built by Dave Wang. Not financial advice, only for educational purposes.