AI Prompts for Financial Analysis: 100+ Practical Prompts and Sample Outputs for Equity Research, Valuation, Investment Banking and Financial Risk Management
Tejas Jadhav, CFA, FRM is a finance professional and author who writes about the practical use of artificial intelligence in finance. Over 12+ years he has worked across Retail Banking, Market Risk, Climate Risk and Wealth Management at Citi, HDFC Bank and leading Swiss banks, and now focuses on AI-and-finance integration as a business analyst.
He is the author of a series of books — including Claude AI for Finance Professionals and Claude Cowork for Finance — that show analysts, portfolio managers and investment bankers how to apply large-language-model tools to real financial workflows: equity research, financial modelling, risk analysis and reporting.
He holds the CFA charter and the FRM designation, and is based in Pune, India.