Finance Playbooks

1. Daily Market Brief

• Good for: investors, operators, and teams who want a sharp morning brief
• Best setup: web search plus market-focused tools
• Example prompt:

Daily market brief

Create a pre-market brief on AI, semiconductors, and cloud infrastructure. Use the latest public sources and market tools. Return: 1) top developments, 2) notable movers, 3) what matters today, and 4) a short watchlist.

2. Earnings Deep Dive

• Good for: understanding what changed across a quarter
• Best setup: financials, analyst views, and web research
• Example prompt:

Earnings deep dive

Analyze the latest earnings for [company]. Compare the results with the previous quarter and analyst expectations. Highlight what improved, what deteriorated, and what management commentary changes the forward view.

3. Portfolio Review

• Good for: periodic portfolio check-ins
• Best setup: finance tools plus markdown/report output
• Example prompt:

Portfolio review

Review this portfolio: [holdings]. For each name, summarize recent performance, near-term risks, and whether the thesis is strengthening or weakening. End with a portfolio-level risk summary and rebalance questions.

4. PSX Screen

• Good for: Pakistan-market workflows
• Best setup: PSX Market plus public web context
• Example prompt:

PSX opportunity screen

Use PSX market data to screen for companies with improving momentum, strong recent fundamentals, and relevant sector catalysts. Return a ranked shortlist with one paragraph on why each name made the cut.