📌 Introduction

Whether you're investing in the stock market or navigating the world of cryptocurrencies, fundamental analysis remains the ultimate compass for making well-informed and strategic investment decisions. But let’s be honest: gathering all the relevant data can feel like wandering through a maze—hours of research, endless metric comparisons, and filtering scattered information.

Now imagine streamlining that entire process—pulling up financial indicators, fundamental metrics, and strategic insights in seconds, without opening dozens of browser tabs or wasting time on irrelevant data.

That’s exactly what this prompt guide offers: a practical and efficient way to extract valuable investment data using Artificial Intelligence. Each prompt was carefully designed to optimize your research, delivering structured and contextualized results, allowing you to analyze assets faster, with greater accuracy and depth.

If you're looking to save time, make smarter decisions, and take your investment strategy to the next level, you're in the right place. Markets move fast—and those who master technology have an undeniable edge.

So, are you ready to supercharge your fundamental analysis with ChatGPT? 🚀

📊 Part I: Prompts for Stock Fundamental Analysis

🔗 ChatGPT Prompts for Analyzing Public Companies

The prompts below are tailored to retrieve essential data for publicly traded stocks. If you don't have a preferred data source, default to Yahoo Finance, Google Finance, or Bloomberg, or ask ChatGPT to use “reliable and highly rated websites in this domain.”

1️⃣ Key Financial Indicators

Prompt: What are the key financial indicators for the stock [TICKER] listed on [STOCK EXCHANGE]? Generate a detailed report including: Price-to-Earnings (P/E), Earnings Per Share (EPS), Dividend Yield, Return on Equity (ROE), Return on Assets (ROA), and Net Profit Margin. If no source is specified, use the most reliable data from [SOURCE] and categorize by origin.

2️⃣ Balance Sheet Overview

Prompt: Provide a comprehensive overview of the balance sheet for [COMPANY NAME or TICKER] over the past three years. Include total assets, total liabilities, and shareholder equity, highlighting key trends and red flags. Use trusted sources like [SOURCE] and categorize data accordingly.

3️⃣ Income Statement (P&L)

Prompt: Retrieve the latest Income Statement (Profit & Loss) data for [TICKER] over the past three years. Include net revenue, EBITDA, and net income, along with their year-over-year percentage changes. If available, include a sector benchmark comparison. Source: [SOURCE].

4️⃣ Cash Flow Analysis

Prompt: What are the main components of the cash flow statement for [TICKER] in the past three years? List operating, investing, and financing cash flows, highlighting trends and financial implications. Source: [SOURCE].

5️⃣ Valuation: Intrinsic Stock Price

Prompt: Calculate the intrinsic value of [TICKER] using the Discounted Cash Flow (DCF) method. Present key assumptions such as growth rate and discount rate, and indicate whether the stock is undervalued or overvalued. Source: [SOURCE].

6️⃣ Dividend History

Prompt: List the dividends paid by [TICKER] over the last 5 years, including dates, amounts, and Dividend Yield percentages. Source: [SOURCE].

7️⃣ Growth Metrics

Prompt: Provide the Compound Annual Growth Rate (CAGR) of revenue and net income for [TICKER] over the past 5 years. Source: [SOURCE].

8️⃣ Market Position and Competitors

Prompt: Compare [TICKER] with its main competitors. List market share, strategic advantages, and competitive risks. Source: [SOURCE].

9️⃣ Debt and Financial Risk

Prompt: Analyze the financial leverage of [TICKER]. Include Net Debt/EBITDA, Interest Coverage Ratio, and overall Financial Leverage. Source: [SOURCE].

🔟 Sector and Macroeconomic Analysis

Prompt: As a Macroeconomic Analyst, provide a sector outlook for the industry in which [TICKER] operates. Include macro trends, risk factors, and emerging opportunities. Source: [SOURCE].

🔗 ChatGPT Prompts for Fundamental Analysis of Cryptocurrencies

The following prompts are designed to retrieve key fundamental data about cryptocurrencies. If you don’t have a preferred source, default to CoinMarketCap, CryptoRank, Messari, or request information from “reputable and trusted websites in the crypto space.”

1️⃣ General Crypto Metrics

Prompt: As a cryptocurrency investment specialist, provide an up-to-date report on the key fundamental metrics of the cryptocurrency [TICKER]. Include market capitalization, trading volume, circulating supply, and total supply. Use [SOURCE] as your reference and categorize the data by origin.

2️⃣ Tokenomics Analysis

Prompt: As a crypto asset expert, explain in detail the tokenomics of the cryptocurrency [TICKER]. Include emission model, inflation/deflation rates, and consensus mechanism. Highlight how these elements influence the asset’s long-term value. Source: [SOURCE].

3️⃣ Development and Roadmap

Prompt: As a crypto investment specialist, list the main roadmap milestones and recent developments for the cryptocurrency [TICKER]. Assess the credibility of the development team and the expected market impact of upcoming updates. Source: [SOURCE].

4️⃣ On-Chain Activity

Prompt: As a blockchain analyst, evaluate the on-chain activity of [TICKER], including daily transaction count, number of active addresses, and hash rate (if applicable). Source: [SOURCE].

5️⃣ Liquidity and Trading Volume

Prompt: As a crypto analyst, retrieve liquidity and trading volume data for the cryptocurrency [TICKER] across major exchanges. Include 24-hour data and 7-day averages to identify market trends. Source: [SOURCE].

6️⃣ Token Distribution and Holder Concentration

Prompt: List the top 10 holders of [TICKER] and the percentage of total supply held by each. Source: [SOURCE].

7️⃣ Adoption and Strategic Partnerships

Prompt: What are the main companies, platforms, or networks that have adopted [TICKER]? List strategic partnerships and real-world use cases. Source: [SOURCE].

8️⃣ Security Incidents and Exploits

Prompt: Has [TICKER] experienced any security breaches or network attacks? List relevant incidents and the mitigation measures taken. Source: [SOURCE].

9️⃣ Regulatory and Compliance Overview

Prompt: What countries currently regulate or restrict the use of [TICKER]? List key legal considerations and potential impacts on market adoption. Source: [SOURCE].

🔟 Long-Term Outlook and Forecast

Prompt: As a crypto investment specialist, and considering current trends in development, adoption, and market dynamics, what are the long-term prospects for the cryptocurrency [TICKER]? Source: [SOURCE].

📊 Part II: Advanced Fundamental Analysis with AI

Now in Part II, we take optimization to the next level—by creating ready-to-use data collection templates that you can reuse anytime. With these, you’ll be able to save the templates directly in your ChatGPT account and access them quickly and efficiently whenever needed.

We also recommend saving the official versions somewhere easy to access—just in case you’re using a different ChatGPT environment than usual.

🔗 Full Prompt Template for Stock Data Collection

Prompt: Create a structured data collection template for fundamental analysis of the stock [TICKER] listed on [EXCHANGE]. Use the following source for data: [SOURCE]. The template should cover the points below, ensuring reliable data categorized by origin:

• Key financial indicators (P/E, EPS, Dividend Yield, ROE, ROA, Net Profit Margin)

• Balance Sheet over the past 3 years (total assets, total liabilities, shareholder equity)

• Income Statement (P&L) for the past 3 years

• Cash Flow Statement for the past 3 years (operating, investing, and financing activities)

• Valuation (fair value estimate based on Discounted Cash Flow – DCF)

• Dividend history (last 5 years)

• Growth metrics (CAGR of revenue and profit over the last 5 years)

• Market positioning and competitors

• Debt level and financial risk

• Sector and macroeconomic analysis

Organize the information in a clear, structured format for easy reading and reuse.

Note: In the [SOURCE] field, you may use your preferred platforms, or instruct ChatGPT to search for the most reliable ones. Just like in Part I, consider using Yahoo Finance, Google Finance, or Bloomberg—or request “reputable and highly rated sources in this field.” Keep in mind that allowing too many sources might result in unnecessarily long outputs.

🔹 Instructions to Save the Template in ChatGPT

1. Copy the prompt above.

2. In ChatGPT, type:"Save this prompt as a template called 'Stock Data Collection Template'."

3. Whenever you need to run the analysis, just say:"Run the 'Stock Data Collection Template' for [TICKER] on [EXCHANGE]."

🔹 Deep Analysis by the World's Top Fundamental Investors

Prompt: Now analyze the data obtained via the 'Stock Data Collection Template' as if you were the two best fundamental investors in the world. First, present the analysis from [INVESTOR 1]’s perspective, based on their unique methodology. Then do the same for [INVESTOR 2]. Finally, provide a consolidated review, comparing the differences and similarities between both approaches and offering a final conclusion about the stock’s attractiveness.

🔗 Full Prompt Template for Crypto Data Collection

Prompt: Create a structured data collection template for fundamental analysis of the cryptocurrency [TICKER]. The template should include the following points, ensuring reliable information categorized by source:

• General metrics (market cap, trading volume, circulating and total supply)

• Tokenomics (emission model, inflation/deflation, consensus mechanism)

• Project development and roadmap

• On-chain activity (daily transactions, active addresses, hash rate if applicable)

• Liquidity and trading volume across major exchanges

• Token distribution and concentration (top holders and their share of supply)

• Adoption and strategic partnerships

• Security and history of exploits

• Regulatory and compliance landscape (countries regulating or restricting it)

• Long-term outlook based on development, adoption, and market trends

Structure the information clearly for ease of reading and reuse.

Note: In the [SOURCE] field, you may enter your preferred platforms or ask ChatGPT to select the most reputable ones. As in Part I, CoinMarketCap, CryptoRank, and Messari are recommended starting points. Avoid making the scope too broad—otherwise, ChatGPT may retrieve excessive data from dozens of sources.

🔹 Instructions to Save the Template in ChatGPT

1. Copy the prompt above.

2. In ChatGPT, type:"Save this prompt as a template called 'Crypto Data Collection Template'."

3. Whenever you want to run the analysis, say:"Run the 'Crypto Data Collection Template' for [TICKER]."

🔹 Deep Analysis by Top Crypto Fundamentalists

Prompt: Now analyze the data obtained from the 'Crypto Data Collection Template' by adopting the perspectives of the two top cryptocurrency fundamental investors. First, analyze the data from [INVESTOR 1]’s perspective, using their investment philosophy. Then do the same for [INVESTOR 2]. Finally, generate a consolidated analysis highlighting the key similarities and differences, and provide a final verdict on the asset’s potential.

See more in Related Posts or check out the following article:

• 14 Ready-to-Use ChatGPT Prompts to Boost Your Productivity. Case Study: Finance and Investments.

📢 Conclusion

You now have access to a complete arsenal of prompts designed to transform your fundamental analysis workflow—turning a time-consuming process into a fast, strategic, and highly efficient operation. With just a few structured commands, you can cut hours of research, extract valuable insights, and make more informed investment decisions. 🚀

Let’s be clear: AI doesn’t replace your intelligence—it amplifies it. The real edge lies in how you ask the right questions, refine the results, and cross-reference insights to test your hypotheses. It’s not just about automating tasks—it’s about thinking strategically and seeing opportunities others don’t.

Whether you’re dissecting balance sheets, assessing a company’s financial health, spotting macroeconomic signals, or breaking down blockchain fundamentals, these prompts empower you to analyze assets with a depth that once required teams of analysts and countless spreadsheets.

🔹 What’s next? Practice.

The more you use, test, and adapt these prompts to your own analytical style, the more powerful they become. The market doesn’t wait—and those who master the tech gain an unfair advantage over those still stuck in outdated methods.

And if you're ready to keep pushing the boundaries where technology meets investing, follow Nexxant Tech. The future of investing belongs not to those who merely watch the market—but to those who know how to read the right data at the right time. 📊🔥

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