Finance prompts

Browse 4 finance prompts shared by the PromptVan community. practical, ready-to-use prompts for finance work. Each one is written and refined by a real practitioner, with the full prompt text, the variables to fill in, and the AI models it works best with. Copy a prompt straight into ChatGPT, Claude, Gemini or your own tooling via the PromptVan CLI and MCP. Open any prompt to see how to use it, who made it, and related finance prompts. New finance prompts are added as the community publishes them, so check back or follow the authors whose work fits your workflow.

• Earnings-Call Risk Extractor

  Pulls guidance, risks, and notable figures from an earnings transcript. Every number is quoted; nothing is estimated.

  @ingmar_archives

• Budget & Savings Planner

  Builds a simple budget from your income and expenses and models a savings goal. Informational only - not financial advice.

  @lucas_designs

• Expense Categorizer (bookkeeping)

  Sorts a messy list of transactions into clean accounting categories and flags anything ambiguous for human review.

  @raj_data

• Loan Scenario Explainer

  Explains how loan terms affect total cost across scenarios you provide. Shows the math; never recommends a specific product.

  @dr_lukas_vet