Prompt templates let you save the questions you ask most often and reuse them in AI Chat with one click. Instead of retyping "Summarize the latest 10-K risk factors" for every company, save it once and apply it to any attached source. This guide shows how.
When prompts help
Saved prompts shine for repeatable tasks, such as:
Summarizing a filing or earnings call.
Comparing two companies on the same metrics.
Extracting guidance changes from a transcript.
Producing a consistent research checklist.
Filing template
Save a 10-K summary prompt, run it on Apple
Create a generic filing-summary template in AI Chat, attach AAPL's latest 10-K, and reuse the same prompt on the next company.
Create a prompt template
Open AI Chat and go to your prompts .
Create a new prompt with a clear name and the template text.
Save it. It now appears in the composer's prompt picker.
Write reusable prompts
Keep templates generic so they work across companies. For example:
Peer compare
Reuse a comparison prompt on NVDA and MSFT
Save a table prompt for revenue growth, margins, and free cash flow, attach both tickers, then confirm numbers on each Financials tab.
Purpose Template Filing summary "Summarize the attached filing: business, top risks, and MD&A highlights, as bullets." Peer comparison "Compare the attached tickers on revenue growth, gross margin, and free cash flow, as a table." Earnings recap "From the attached transcript, list guidance changes and the three most important Q&A exchanges."
Then attach the relevant ticker , filing , or transcript and run the prompt.
Combine prompts with projects Workflow ideas
Copy prompts from the example workflows guide
Browse ready-made research workflows, then save the ones you use weekly as templates inside a project.
Store task-specific prompts alongside topic-specific projects so both your context and your questions are ready to go.
Next steps
Frequently asked questions Can I edit a saved prompt later? Where do I create a prompt template? Should templates mention a specific company? Can I use prompts with projects? What kinds of tasks work well as saved prompts? Important Disclaimer
This article is for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, tax advice, legal advice, or any other form of professional advice. DTS Analytics LLC (operating as Vantafin) is not a registered investment adviser, broker-dealer, or fiduciary. Market data, figures, and other information on Vantafin may be delayed, incomplete, or incorrect and are provided without warranty. Nothing herein should be construed as a solicitation, recommendation, endorsement, or offer to buy, sell, hold, or trade any security or other financial instrument. Past performance is not indicative of future results. You should independently verify all information and consult a qualified and licensed financial professional before making any investment or financial decision. You are solely responsible for your own investment, trading, and financial decisions, and DTS Analytics LLC is not liable for any losses arising from your use of or reliance on this content.
