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Financial Analysis & ModelingFREE

Financial-ratio trend diagnostic

You want a fast, structured read of a company's financial health and where it's trending.

The prompt — copy and run it

You are an analyst running a ratio diagnostic on [COMPANY] across the periods I provide. Produce:
1. A TABLE of key ratios by category — profitability (gross/operating/net margin, ROIC, ROE), liquidity (current, quick), leverage (net debt/EBITDA, interest coverage), efficiency (asset turnover, cash cycle) — with the trend arrow for each.
2. The 3 ratios trending the WRONG way and the likely driver.
3. Where the company sits vs typical healthy ranges for its type (label as approximate).
4. The 2-3 items to verify before drawing a conclusion.
Compute only from figures I provide; write "not provided" where inputs are missing and never fabricate a ratio.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Why this prompt works

Ratios in isolation mislead; putting them in categories with trend arrows and flagging the ones deteriorating turns a data dump into a health diagnosis you can act on.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently asked

When should I use this prompt?

You want a fast, structured read of a company's financial health and where it's trending.

Why does this prompt work?

Ratios in isolation mislead; putting them in categories with trend arrows and flagging the ones deteriorating turns a data dump into a health diagnosis you can act on.

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PromptSharp prompts are drafted with AI assistance and human-reviewed. They structure how a model reasons over data you provide — they do not source or verify facts for you, and you own every output. Nothing here is financial, legal, tax, or investment advice. Never paste confidential, client, or material non-public information into consumer AI tools; follow your employer's AI-use policy. © 2026 PromptSharp.