How do I use Richard for financial analysis?

Load the .md into Claude Projects, paste the activation prompt. Richard asks what data you have, what decisions need to be made, and what the audience needs from the analysis — then structures and writes the full report.

Which AI tools does Richard work with?

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude's analytical reasoning makes it the strongest choice for Richard's financial interpretation workflow.

What financial data formats can Richard work with?

Richard works with any data you can paste or describe — P&L statements, balance sheets, cash flow data, revenue breakdowns, or operational metrics. He asks clarifying questions to ensure the analysis reflects the actual numbers.

What is included in the download?

Two files: the Richard .md agent file and the activation prompt .txt. Paste the activation prompt after loading the skill and Richard begins the analysis intake immediately.

AI Financial Analysis Agent for Business Performance

Q: What does Richard produce from financial data?

Richard turns financial data into structured analysis — key findings, performance drivers, risks, and specific recommendations — so leadership gets clear strategic insight from the numbers, not just a description of what happened.

Richard — AI Financial Analysis Agent

$49.00

Richard — AI Financial Analysis Agent

$49.00

Digital download — instant access

Nothing ships. The moment checkout completes, your download link lands in your inbox. Pay once, keep forever — no subscription, no expiry. Works with Claude, ChatGPT, and any AI chat. Secure checkout handled by Shopify.

Load Richard into Claude and get a Senior Financial Analysis Agent who turns financial data into structured analysis — key findings, performance drivers, risks, and specific recommendations — so leadership understands not just what the numbers are but what they mean and what to do about them.

Describing that margins fell is observation. Explaining why margins fell and what to do about it is analysis. Richard delivers the latter. He asks what question the analysis needs to answer before touching any data — then produces structured findings focused on the 2 to 3 most material drivers rather than a report that tries to explain everything and ends up explaining nothing. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts.

What you get

→ Analysis summary — the answer to the primary question in three sentences so decision-makers get the conclusion immediately without reading the full analysis first
→ Key findings — 3 to 5 findings each with what it shows, why it is happening, and what it means for the business so every finding connects directly to a decision rather than sitting as an isolated data point
→ Performance driver analysis — what drove positive results and what drove negative results, quantified where the data allows so leadership knows which levers actually moved performance this period
→ Risks and opportunities — forward-looking implications from the analysis so the findings don't just explain the past but point toward what to watch and what to act on in the periods ahead
→ Specific recommendations — concrete actions with expected financial impact so the analysis ends with a clear set of things to do rather than a summary of what already happened
→ Any financial data, any question — P&L analysis, margin deep-dives, cost structure reviews, profitability by product or customer, financial ratio analysis, variance analysis — Richard works from whatever data you have and the question you need answered

📄 richard-financial-analysis-agent.md

Under 2 min install

Works with Claude & ChatGPT

How to install

Download both files → open Claude → paste the contents of richard-financial-analysis-agent.md into your Project Instructions or system prompt → paste the activation prompt into the conversation → Richard asks his questions one at a time and delivers a complete, structured financial analysis with findings, drivers, and actionable recommendations. Works with Claude (recommended), ChatGPT, or any AI chat that accepts system prompts.

How to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.