Claude AI for Finance Professionals: 120+ Institutional grade Prompts for Financial Analysis, Valuation & Investment Research and Sample Outputs including ... (AI and Practical Finance Series)
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Description
This book teaches you professional AI prompting and institutional finance workflows—desk by desk.
What's Inside ? The book takes you from a blank page to a finished, institutional-grade financial analysis using 122 structured CRAFT prompts, sample outputs, finance fundamentals, and real-world workflows.
Two Complete Walkthroughs Microsoft DCF Valuation Walkthrough
Build a complete Discounted Cash Flow (DCF) model from scratch using Claude, including real screenshots, prompt refinement, Python validation, and the final valuation model.
Trading Strategy Backtesting Walkthrough
Learn how to use Claude Code to build, test, validate, and reject a quantitative trading strategy using real Python workflows, goal functions, and automated validation.
Free companion Online Prompt Library of 122 Prompts -
A dedicated chapter includes a web link to the Online Prompt Library, where all 122 Full CRAFT prompts are available in an easy-to-copy format for live chats/projects in Claude, ChatGPT, Gemini, and other AI models . Part One: Institutional Finance Desks Eleven finance desks covering Equity Research, Valuation & M&A, Macro Risk, Earnings Intelligence, Portfolio Strategy, Quant Trading, Strategy Consulting, Endowment Investing, Sovereign Wealth, ESG & Climate Finance, and Fixed Income & Credit.
Every prompt includes finance fundamentals, a complete CRAFT prompt, sample output, and a practical desk scenario.
Part Two: The Claude Ecosystem Learn Claude model selection, Claude.ai Projects, Claude Code, MCP, plugins, advanced prompt engineering, prompt chains, refinement loops, and Python validation for financial analysis.
Clear Boundaries Sample outputs are clearly marked as illustrative.
All desk scenarios are constructed for educational purposes.
Not investment advice. Always verify outputs against official filings before professional use.
About the Author - Written by Tejas Jadhav, CFA, FRM , who has over 12 years of experience in banking, wealth management, consulting, and AI for finance.
The book concludes with an online prompt repository, comprehensive glossary, and a practical 30-day implementation roadmap.
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