Equity Research Prompt Playbook
Tested prompt structures for financial analysis, KPI extraction, synthesis, and reporting.
AI FOR EQUITY RESEARCH
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Aaron Dunn, CFA
20 yrs equity research | 10 yrs AI
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What's inside the Analyst AI Resource Pack
Everything is designed for professional equity research—practical tools and templates that save hours on real work.
AI Workflows
Three production-ready workflows built for equity research: KPI Extraction, Data Extraction, and Earnings Snapshot.
Analyst AI Workflow Blueprint
Modular blueprint to run investor‑grade equity research from raw disclosures to insights.
Prompt Engineering for Analysts
Core principles from the CFA Vancouver session—slides and examples for finance.
And you'll keep getting more — automatically
Stay connected through the Analyst AI Resource Hub and weekly email updates, giving you continuous access to new tools and insights.
- New workflows and templates released during each earnings season
- Prompt libraries and real-use examples added regularly to the Resource Hub
- Implementation notes showing what works (and where it breaks) in real research
- Early access to live sessions, advanced tutorials, and private betas
- No AI hype — just practical solutions for busy finance professionals
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