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Analyze This Investment Opportunity
Most people evaluate investments emotionally rather than analytically, focusing on the upside while underweighting the risks. This prompt forces a structured three-scenario analysis and a due diligence checklist, giving you the framework professional investors use. Including your total financial picture helps the AI assess whether this investment is appropriate for your risk level.
The Prompt0 of 4 slots filled. Copy as-is or fill more.
Act as a seasoned investment analyst and financial advisor. I am considering the following investment opportunity and need an objective analysis: . Here are the details I have: . My current financial situation: I have $ in emergency savings, my annual income is $, and this investment would represent of my total investable assets. Please analyze: (1) the potential return on this investment using realistic, optimistic, and pessimistic scenarios, (2) the specific risks involved and how likely each risk is, (3) what due diligence I should do before committing, (4) what questions I should ask before investing, (5) how this fits into a diversified portfolio given my situation, (6) red flags or things that concern you about this opportunity, and (7) your overall recommendation with reasoning.
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How to use this prompt
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Fill the slots
Edit the highlighted fields above. Same-named slots stay synced.
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Copy filled
The copy button writes the version with your inputs already filled in.
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Paste & send
Use it in ChatGPT, Claude, Gemini, or Copilotly.
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Ask follow-ups
Drill into specific points: "Expand on #3" or "What about X?"
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Pro tips for better results
โThe more details you provide about the investment, the better - include projected returns, fees, lock-up periods, and who is making the pitch
โAsk the AI to compare this investment to a simple index fund investment of the same amount as a baseline
โIf someone is pitching you this investment, ask the AI 'What questions would a sophisticated investor ask about this deal?'
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Why this prompt works
Most people write one-line prompts and get generic, surface-level AI responses. This prompt is engineered to produce expert-level output because it bakes in three principles that meaningfully shift response quality:
Role assignment
It tells the AI to act as a specific professional (a finance & tax expert), activating more relevant knowledge and shifting away from generic advice.
Structured output
It specifies the exact response format - numbered steps, comparisons, risk ratings - so you get organized, actionable answers instead of a wall of prose.
Context anchoring
The slots you just filled force the AI to ground every recommendation in your specific situation instead of defaulting to textbook advice.
For sharper output, use this prompt with Finance Copilot - it already has finance & tax expertise built in and ships output in the format you expect.
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Works with every AI platform
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ChatGPT
Compatible
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Claude
Compatible
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Gemini
Compatible
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Copilotly
Best results
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Frequently asked questions
What does the "Analyze This Investment Opportunity" prompt do?
Most people evaluate investments emotionally rather than analytically, focusing on the upside while underweighting the risks. This prompt forces a structured three-scenario analysis and a due diligence checklist, giving you the framework professional investors use. Including your total financial picture helps the AI assess whether this investment is appropriate for your risk level.
Can I use this prompt with ChatGPT?
Yes. This prompt works with ChatGPT, Claude, Gemini, and any other AI platform. For the best finance & tax results, use it with Copilotly's Finance Copilot copilot, which has built-in domain expertise.
Is this prompt free?
Completely free. Fill the slots above, copy the result, and use it with any AI tool. No account required to read, fill, or copy prompts.
How do I customize this prompt?
Replace the highlighted placeholders inline above with your specific details. The more context you provide, the better the AI response. Switch to "Raw" mode in the top-bar to see the unfilled template.
What AI copilot is best for finance & tax prompts?
Copilotly's Finance Copilot is purpose-built for finance & tax tasks. Unlike generic AI chatbots that hedge or refuse professional advice, Copilotly's copilots use domain-specific frameworks, terminology, and output formats.
The real valueA prompt is a starting line.
A prompt is a starting line.
A copilot runs the race.
Finance Copilot already knows the right questions to ask, the right format to return, and the follow-ups to drive. Free to start, no card needed.
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