Prompt Studio
A professional prompt library for structuring Findex workflows across equity research, macro analysis, risk review, quantitative finance, market monitoring, and data quality checks.
Templates are for research support. They should not be used to request personalized buy, sell, hold, execution, or guaranteed-return instructions.
Prompt architecture
Each template includes objective, suggested prompt, best use case, and limitations so users can structure research questions without overclaiming.
Research-support prompts for Findex
Use these as starting points for focused, source-aware, risk-aware research workflows. Replace bracketed fields with your own context.
Equity research
Company research brief
Build a focused company research brief with drivers, risks, and verification questions.
Suggested prompt
Create a research brief for [company/ticker]. Cover business profile, latest financial drivers, valuation context, catalysts, risks, and what an analyst should verify next. Do not provide buy/sell/hold advice.
Best used with
Findex Web for company, fundamentals, and chart context.
Limitations
Use only available context. Do not invent unavailable financial figures.
Macro research
Macro regime review
Frame macro variables and scenario paths for market research.
Suggested prompt
Analyze the current macro regime for [market/region]. Focus on rates, inflation, currency, growth, policy signals, risk assets, and monitoring indicators. Keep the output research-support oriented.
Best used with
Findex Web plus analyst-provided macro context.
Limitations
No real-time macro status is implied unless data is available in the prompt or configured context.
Risk analysis
Research risk checklist
Turn a thesis into a risk-control checklist.
Suggested prompt
For this research thesis: [thesis], identify key assumptions, downside scenarios, invalidation triggers, liquidity or volatility risks, and a monitoring checklist.
Best used with
Findex for thesis critique and risk framing.
Limitations
This is not a recommendation or risk-management instruction for a specific portfolio.
Portfolio review
Portfolio context review
Review portfolio context without personalized allocation instructions.
Suggested prompt
Review this portfolio context: [holdings/weights/objective]. Identify concentration, factor, sector, currency, liquidity, and volatility considerations. Provide research questions and data to verify, not personalized allocation advice.
Best used with
Findex for research-support review.
Limitations
Do not output direct buy/sell/rebalance instructions.
Quant research
Tangency portfolio calculation
Calculate and explain a self-contained quantitative finance problem.
Suggested prompt
Solve this quantitative finance problem step by step: [risk-free rate, expected returns vector, covariance matrix, constraints, target return]. Show formulas, calculations, final weights, assumptions, and checks.
Best used with
Findex for mathematical finance reasoning.
Limitations
Only compute from provided inputs. Do not source live market data unless explicitly requested.
Market monitoring
Weekly market monitor
Create a repeatable monitoring structure for a market or asset class.
Suggested prompt
Build a weekly monitoring checklist for [market/asset]. Include price trend, volume/liquidity, volatility, macro drivers, news catalysts, risk triggers, and what to verify next.
Best used with
Findex for chart and market context workflows.
Limitations
Do not claim real-time coverage unless chart/data context is available.
Financial statements
Statement analysis workflow
Structure a financial-statement review workflow.
Suggested prompt
Review [company] financial statements using revenue, margins, cash flow, leverage, working capital, quality of earnings, and red flags. Include a checklist of figures to verify.
Best used with
Findex with user-provided statements or available fundamentals context.
Limitations
Do not fabricate missing statement line items.
Careers preparation
Research role preparation
Help candidates prepare for Finstock research and data roles professionally.
Suggested prompt
Help me prepare for a Finstock research/data role. Build a study plan covering market research, financial statement analysis, data quality review, AI output evaluation, and responsible research-support behavior.
Best used with
Findex product and careers context.
Limitations
Does not guarantee hiring outcomes.
Product support
Access and activation explainer
Explain Finstock access, model tiers, dashboard activation, and Services boundaries.
Suggested prompt
Explain Finstock access options, Findex model tiers, dashboard activation status, and what is available to guests, active users, and Enterprise users.
Best used with
Findex product knowledge.
Limitations
Does not change activation, subscription, or entitlement state.
Data quality review
Source reliability review
Evaluate whether a dataset is usable for research.
Suggested prompt
Review this dataset description: [dataset/source/context]. Assess source reliability, missing fields, stale data risk, transformation needs, and whether it is suitable for research-support use.
Best used with
Findex for data quality and source-aware workflows.
Limitations
No connector activation or credential handling is performed.