Prompt Libraries
The app's Financial Analysis menu opens three sub-sections — Qualitative Research Prompts, Quantitative Research Prompts and Financial Research Prompts. Each is an accordion of prompts; expand one to edit it.
What a prompt looks like
| Field | Purpose |
|---|---|
| Name | Short label shown in accordions and checklists (e.g. CEO, Market Growth) |
| Description | One-line summary of what the prompt investigates |
| Prompt | The full multi-line text sent to the AI |
Prompts may contain the placeholder <Company_Name>; at run time it is replaced with the actual company's name.
Provide a detailed profile of the current CEO of <Company_Name>:
career history, tenure, track record and communicated strategy.
Editing
Changes save per prompt with the Save button inside its accordion panel. Edits apply to future runs — results already stored for a company keep the text that generated them.
Seeded content
The libraries ship pre-filled: 29 qualitative prompts (CEO, CFO, founder, board, company history, products, catalysts, …), 19 quantitative prompts (total addressable market, market growth, revenue, profitability, …) and 18 financial prompts (stock details, guidance track record, historical growth and margins, valuation multiples, seasonality, …), each with a sensible ordering that the accordions and run checklists preserve.
The Research Workflow
Financial Analysis runs libraries of research prompts against a company through an AI provider and stores the results as editable Markdown.
Performing Analysis
Run selected prompts against a company through Gemini or OpenAI; results are stored per field, rendered as Markdown and editable by hand.