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Conducting basic financial analysis

ChatGPT, a powerful language model, can assist virtual assistants in conducting basic financial analysis with ease. This can include anything from calculating profit margins and analyzing trends to determining the overall financial health of a business. With ChatGPT, virtual assistants can access a wealth of financial data and insights, making it an indispensable tool for financial analysis.

Assistants
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Prompts

Copy a prompt, replace placeholders with relevant text, and paste it at Quel Chat in the right, bottom corner for an efficient and streamlined experience.

Prompt #1

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Could you kindly execute a comprehensive [TYPE OF ANALYSIS] analysis, incorporating key metrics and performance indicators, for [COMPANY NAME]? I require a detailed data set, along with insights and interpretations, for the [TIME PERIOD] commencing from [START DATE] and concluding on [END DATE]. Furthermore, please ensure the inclusion of comparative analyses with industry benchmarks, as well as year-over-year growth rates, if applicable. If feasible, a segmented breakdown based on [SPECIFIC SEGMENT CRITERIA, e.g. geographic location, product line] would be highly beneficial for a more granular understanding.

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Prompt #2

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Could you provide a [METRIC] comparison between [COMPANY 1] and [COMPANY 2] for the [TIME PERIOD] between [START DATE] and [END DATE]?

Prompt #3

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What is the [METRIC] trend for [COMPANY NAME] over the [TIME PERIOD] between [START DATE] and [END DATE]?

Prompt #4

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Can you generate a [METRIC] forecast for [COMPANY NAME] for the [TIME PERIOD] between [START DATE] and [END DATE]?

Prompt #5

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What is the [METRIC] per [UNIT] for [PRODUCT] for the [TIME PERIOD] between [START DATE] and [END DATE]?

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Tips

Follow these guidelines to maximize your experience and unlock the full potential of your conversations with Quel Chat.

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Update the model with new data: If you are asking about a specific company or industry, make sure to provide the model with the most up-to-date information available. This will help ensure that the results are as accurate as possible.
Compare with yourself:** Compare your own company with your competitors and try to identify the areas where you are lacking or where your competitors are doing better. This will help you develop a plan to improve your own business.-Use external data sources, such as industry reports, market research and competitor websites, to get a complete picture of the competitive landscape.-Be clear about specific areas you want to compare, such as pricing, marketing, customer service or product features.