General-purpose LLMs are powerful tools for financial analysis — available today, no special software required.

High-Value Finance Prompts

• "Analyze this earnings transcript and identify: key themes, management tone, risks mentioned, guidance changes" — paste the transcript
• "I have this balance sheet data: [data]. Calculate key ratios and flag any concerns."
• "Explain the variance between Q3 actuals and budget given these figures: [data]"
• "Draft a board-ready CFO narrative for these quarterly results: [data]"
• "What are the key financial risks for a company in [industry] right now?"

Best Model for Finance

Claude for long documents (earnings transcripts, annual reports) — 200K context handles full 10-Ks. GPT-4o for calculations and structured analysis.

Reference:

Claude AI

https://www.anthropic.com/claude