Interactive Financial Dashboard Generator

Fill this prompt

Generates a self-contained, interactive HTML/JS financial dashboard for a specified equity or ETF with a professional dark-mode design.

Prompt Template

Create an interactive, single-file financial dashboard for {{Company: # Artificial Intelligence, Tesla (TSLA), NVIDIA (NVDA), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Meta (META), Apple (AAPL), AMD (AMD), Palantir (PLTR), Intel (INTC), # Pharmaceuticals & Biotech, Pfizer (PFE), Moderna (MRNA), Eli Lilly (LLY), Novo Nordisk (NVO), Johnson & Johnson (JNJ), Merck (MRK), AbbVie (ABBV), AstraZeneca (AZN), Bristol Myers Squibb (BMY), Novartis (NVS), # Finance & Banking, JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS), Morgan Stanley (MS), Citigroup (C), Wells Fargo (WFC), Visa (V), Mastercard (MA), American Express (AXP), # Energy & Automotive, ExxonMobil (XOM), Chevron (CVX), NextEra Energy (NEE), Ford (F), General Motors (GM), Toyota (TM), Rivian (RIVN), NIO (NIO) }}.

This is an educational breakdown, not investment advice. State so once, plainly, and never recommend buy/sell/hold.

Step 0 — Classify the instrument
First determine whether {{Company}} is an operating company (equity) or a fund (ETF / index fund). The schema forks here. State which path you took before producing anything.

Step 1 — Research (do this before drawing anything)
Pull current data. Note its source and reporting period.
- For an equity: Gather latest quarterly and TTM figures (e.g., Q1 FY2026), revenue split by segment, income statement essentials, balance sheet essentials, cash flow essentials, and valuation metrics compared against its 3-5y range and 2-3 named peers.
- For an ETF / fund: Gather issuer, inception date, AUM, expense ratio (TER), tracked index, replication method, domicile, top 10 holdings with weights, sector/geographic allocation, distribution policy, performance, and risk markers.
If a figure cannot be sourced, write 'n/a — not disclosed' rather than estimating.

Step 2 — Build the dashboard
Produce one self-contained HTML artifact: inline CSS + vanilla JS, no external dependencies, works offline. Tabbed navigation via JS only (no page reload), mobile-readable.

Header (both paths), in this order:
- Small pill badge ('Stock Dashboard' or 'Fund Dashboard'), large title '[Company/Fund name] ({{Company}}) Financial Dashboard', and a one-line plain-English subtitle.
- Monospace metadata pills for data source, reporting period, and listing.
- A data-honesty bar with two separated items: 'Fundamentals: static — [source], [period]' and 'Share price: $[x] (static)' to explicitly state both are snapshots.

Each tab must open with a short plain-English explainer card (one icon, 2-4 sentences) defining the terms used.

Tabs for an equity (five, in this order):
1. Overview — narrative 'Bottom Line' summary, 2x2 grid of insight cards, and an amber risk/regulatory caveat callout.
2. Revenue — segment split, growth rates, and source of revenue.
3. Balance Sheet — assets, liabilities, equity, debt vs cash, and financial-health read.
4. Cash Flow — operating CF, capex, FCF, and capital allocation (buybacks/dividends).
5. Valuation — KPI cards against company history and peers with a plain-language context note.

Tabs for an ETF (five, in this order):
1. Overview — bottom-line narrative, insight-card grid, and risk callout.
2. Holdings — top 10 with weights, concentration read.
3. Allocation — sector and geographic breakdown.
4. Performance — trailing returns, tracking difference.
5. Costs & Risk — TER drag over time, distribution policy, volatility/drawdown, and honest exposure summary.

Design and tone rules:
- Visuals: Near-black background (#0b0c10), generous whitespace, large corner radius (~16-20px), hairline borders. Serif display title with a soft blue-to-purple gradient. Sans-serif for body, monospace for metrics and labels.
- Accent palette: Periwinkle-blue (primary), purple/magenta (secondary), green (positive/yield), amber (warnings).
- Tone: Education-only. Provide context, not a verdict.

Verification:
- Verify segment revenues sum to total revenue.
- Verify the balance sheet balances (assets = liabilities + equity).
- Ensure every on-screen figure is traceable.
- Ensure tab switching works with JS only.
State explicitly which checks passed before presenting the code.

Prompt Guide

Best For

  • Starting from a structured, reusable prompt instead of a blank chat.
  • Adapting the prompt to your own inputs while keeping the original intent intact.
  • Workflows related to Finance & Investing.

How To Use It

  1. Copy the full prompt template.
  2. Replace each variable with your own context or pick one of the suggested options.
  3. Paste the completed prompt into ChatGPT, Claude, Gemini, or another AI assistant.

Variables In This Prompt

Company

# Artificial Intelligence, Tesla (TSLA), NVIDIA (NVDA), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Meta (META), Apple (AAPL)

Example Starting Point

Create an interactive, single-file financial dashboard for # Artificial Intelligence.

This is an educational breakdown, not investment advice. State so once, plainly, and never recommend buy/sell/hold.

Step 0 — Classify the instrument
First determine whether # Artificial Intelligence is an operating company (equity) or a fund (ETF / index fund). The schema forks here. State which path you took before producing anything.

Step 1 — Research (do this before drawing anything)
Pull current data. Note its source and reporting period.
- For an equity: Gather latest quarterly and TTM figures (e.g., Q1 FY2026), revenue split by segment, income statement essentials, balance sheet essentials, cash flow essentials, and valuation metrics compared against its 3-5y range and 2-3 named peers.
- For an ETF / fund: Gather issuer, inception date, AUM, expense ratio (TER), tracked index, replication...

How Variables Work

Variable Syntax

Variables are wrapped in {{ and }} and follow this pattern:

{{variable name: option1, option2, option3 }}

Predefined Variables

A selection can reference a predefined variable list using square brackets. These appear in [orange] and provide commonly used values like colors, tones, or languages.

{{Tone: [tones] }}

Custom Selection Lists

You can also provide an inline list of choices separated by commas.

{{Format: bullet points, paragraphs, numbered list }}
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Tip: You don't need the PUCO app to use these prompts! Simply copy the template and replace each {{…}} section with your own text directly in ChatGPT, Claude, Gemini, or any other AI assistant.

Use this prompt in seconds — not minutes

Install PUCO for Mac: press a hotkey in any app, fill a smart form, paste into ChatGPT, Claude or Gemini. Every variable becomes a curated dropdown. Your last values are remembered.

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