Claude AI for Finance Professionals: 120+ Institutional grade Prompts for Financial Analysis, Valuation & Investment Research with model and Sample ... Included (AI and Practical Finance Series) Paperback – March 24, 2026

Stop wasting hours on repetitive finance tasks. Let Claude AI do the heavy lifting — while you focus on high-value judgment.The prompts are institutional grade and outputs are professional Excel templates.#1 Bestselling Book in Amazon India (Free Kindle category – March 2026 point in time) Written by Tejas Jadhav, CFA, FRM (who has 12+ years in private banking and equity research), this is the most practical prompt book for finance professionals using Claude AI in 2026.Inside you’ll find 128 ready-to-use institutional-grade prompts covering:Equity Research (Graham, Lynch, Buffett, AQR multi-factor)M&A and Valuation (DCF, LBO, Comps, Precedents)Portfolio Strategy, Risk Management, Macro, ESG, Fixed Income & CreditPrompt Engineering frameworks (CRAFT, pre-mortem, compliance wrappers)Each prompt includes Finance Context, exact Excel model specs, sample outputs, and real-world analyst stories showing how the prompt was used on the desk.Perfect for equity analysts, portfolio managers, investment bankers, and risk professionals who want to 10x their output without losing quality.CFA® is a registered trademark of CFA Institute. CFA Institute does not endorse, promote, or warrant the accuracy or quality of this publication. Read more