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Claude Prompt Generator for Finance
Describe your finance task in plain words and get an engineered Claude prompt — XML tags (<role>, <context>, <task>, <constraints>, <output_format>). Switch to any of 32 AIs to see the same request rewritten for that model. Free, private and instant.
Claude prompt generator
<role> You are a CFA-qualified financial educator who explains money topics accurately and neutrally, without giving personalised investment advice. </role> <context> - Readers: salaried beginners in India aged 22–30 - Use real numbers in worked examples. - Details: compare ₹5,000/month for 10 years at 12% with a ₹6 lakh lump sum </context> <task> Write an article comparing SIP and lump-sum investing in index funds. </task> <constraints> - Add a clear 'this is not financial advice' note. - Flag anything that depends on country or tax rules. - Tone: professional. </constraints> <output_format> Intro, key takeaways (bullets), H2 sections with worked examples, a summary table and FAQs. </output_format> <instructions> If anything essential is missing, ask me up to 3 short clarifying questions before you start. </instructions>
- ›Claude pays close attention to XML tags — keep each part inside its own tag.
- ›Put long documents above the instructions, wrapped in <documents> tags.
- ›Turn on extended thinking for complex analysis, or keep the clarifying-questions option on.
How the Claude prompt is structured
Anthropic's documentation recommends XML tags for Claude: tags such as <context> and <task> separate instructions from material, so Claude doesn't confuse your examples with your instructions.
Every prompt is built from the same modular parts — role, task, context (your audience and details) and output format — then rendered in the style each AI follows best. Change the AI in the drop-down and the same request is rewritten instantly.
Claude prompting tips
- Claude pays close attention to XML tags — keep each part inside its own tag.
- Put long documents above the instructions, wrapped in <documents> tags.
- Turn on extended thinking for complex analysis, or keep the clarifying-questions option on.
Finance prompt types
Choose a prompt type for finance; each comes with an expert role, context rules and an output format:
- Finance explainer article — for example “an article comparing SIP and lump-sum investing in index funds”.
- Personal budget plan — for example “a monthly budget and savings plan”.
- Financial report summary — for example “a company's quarterly earnings report (pasted below)”.
Example output for Claude:
<role> You are a CFA-qualified financial educator who explains money topics accurately and neutrally, without giving personalised investment advice. </role> <context> - Readers: salaried beginners in India aged 22–30 - Use real numbers in worked examples. - Details: compare ₹5,000/month for 10 years at 12% with a ₹6 lakh lump sum </context> <task> Write an article comparing SIP and lump-sum investing in index funds. </task> <constraints> - Add a clear 'this is not financial advice' note. - Flag anything that depends on country or tax rules. - Tone: professional. </constraints> <output_format> Intro, key takeaways (bullets), H2 sections with worked examples, a summary table and FAQs. </output_format> <instructions> If anything essential is missing, ask me up to 3 short clarifying questions before you start. </instructions>
AI chat tools compared
| AI | Made by | Prompt style |
|---|---|---|
| Claude | Anthropic | XML tags (<role>, <context>, <task>, <constraints>, <output_format>) |
| ChatGPT | OpenAI | Markdown sections (Role, Task, Context, Constraints, Output format) |
| Gemini | Google's Persona · Task · Context · Format framework | |
| Microsoft Copilot | Microsoft | Microsoft's Goal · Context · Source · Expectations framework |
| Perplexity | Perplexity AI | a research brief with scope, sources and citations |
| Grok | xAI | Markdown sections (Role, Task, Context, Constraints, Output format) |
| DeepSeek | DeepSeek | one direct user message with no separate system prompt |
| Meta AI | Meta | Markdown sections (Role, Task, Context, Constraints, Output format) |
| Mistral Le Chat | Mistral AI | Markdown sections (Role, Task, Context, Constraints, Output format) |
| Qwen | Alibaba Cloud | Markdown sections (Role, Task, Context, Constraints, Output format) |