Try a prompt template
At HarborView Capital, you've already used Copilot to analyze Orion Technologies' trading data. The CFO now wants a comparable analysis for Apex Semiconductors - and future portfolio companies.
To ensure consistent, comparable results, you'll design a prompt using the CTDO structure:
Context: why you're analyzing the data (e.g., leadership briefing).
Task: what you want Copilot to do (e.g., summarize or visualize trends).
Data: which file and columns to focus on (e.g., Date, Close, Change, Volume).
Output: how you want results presented (e.g., 5 bullet points and a line chart).
Your prompts should generate:
- Five key insights on trading activity, and
- A line chart of
Closeprices over the last two quarters.
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AI for Finance
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