In a rapidly evolving financial landscape, staying ahead means having the right data at your fingertips. Whether you're identifying emerging risks, tracking credit outlook shifts, or preparing targeted talking points, our validated prompts are designed to deliver clarity and precision, helping you think strategically and act confidently.
With Moody's data estate and analysts' insights at your fingertips, you'll uncover risks and opportunities early, sharpen your strategies, and communicate actionable intelligence to stakeholders with ease. We’re now also actively integrating news and earnings call transcripts from NewsEdge, our trusted news platform that pulls articles and transcripts from over 13,000 publications. This helps us stay on top of trending market events in real time, lets us flag important events as they happen, and gives us valuable insights into things like stock price reactions.
Explore the prompts below to see how you can streamline workflows, anticipate market trends, and make informed decisions.
Prompt Power Plays
Scroll down to view our sample prompts. Each one has been tested and validated by our team to ensure it delivers actionable outputs.
Identify Risks and Opportunities
Chat Workspace
Prompt:
Summarize recent research on emerging credit risks and opportunities in the precious metals segment, focusing on supply chain trends, demand shifts, and federal policies. Response should be about 500 words · Data sources: Moody's Data & News
Why it works:
As an analyst, this prompt helps you identify key risks and opportunities in a specific segment early on. Leveraging Moody’s data, you can anticipate market shifts, develop forward-looking strategies, and communicate actionable insights effectively to stakeholders.
Track Shifts in Credit Outlook Across Corporate Subsectors
Advanced Query Workspace
Prompt:
Count the outlook status (number of negative, neutral, positive) of entities across all corporate subsectors from the last 6 months compared to the prior 6 months. Organize by subsector.
Why it works:
As a portfolio manager, this prompt delivers forward-looking insights into sector-wide credit trends. It helps you identify future credit quality shifts and assess risk changes, enabling proactive portfolio adjustments.
Prepare Targeted Talking Points with Competitive Industry Insights
Chat Workspace
Prompt:
Give me a quick snapshot of Moody’s competitive outlook for the consumer-packaged goods industry, so I can prepare talking points for upcoming client calls. Provide additional detail by product type.
Why it works:
As a sales professional, this prompt helps you quickly synthesize Moody’s competitive outlook for a specific industry. With detailed insights by product type, you save time on meeting prep and gain up-to-date, actionable talking points to confidently engage clients.
Top Tips for Prompt Debugging with Moody’s Research Assistant
Debugging your prompts helps Moody’s Research Assistant deliver clear, actionable insights tailored to your financial analysis needs — use these tips to refine your prompts for optimal results.
Define Clear Objectives: Before crafting or debugging your prompt, clarify what you want the output to achieve. Are you summarizing trends, analyzing patterns, or preparing talking points? A clear goal provides focus.
Be Specific with Context: Include key parameters like time frames, sectors, or data sources (e.g., "last 6 months," "precious metals segment," "Moody’s Data & News"). This helps narrow the scope of the output and avoid irrelevant results.
Test for Completeness: Make sure your prompt includes all necessary details. For example, if you're asking for a credit outlook, specify by subsector or product type to get granular insights that are actionable.
Check for Ambiguity: Remove vague terms or phrases like "recent trends" or "significant changes." Replace them with explicit instructions (e.g., "supply chain trends in the precious metals segment" or "outlook status by corporate subsector").
Iterate Based on Output: If the response isn’t usable, refine your prompt by adding or removing details, adjusting the word count, or specifying the format (e.g., "500-word summary," "organized by subsector", etc.).
Leverage Data Sources: Reference Moody’s data explicitly in your prompt to ensure the assistant pulls insights from the most relevant datasets.
Focus on Stakeholder Needs: Tailor prompts to the end user — analyst, portfolio manager, sales professional, etc. This keeps outputs aligned with their decision-making priorities.
Test for Clarity and Flow: Read your prompt as if you were the assistant. Does it flow logically, or is it confusing? Simplify language where possible to make the task easier to interpret.
Use Examples for Complex Queries: If your prompt involves advanced queries or multi-step tasks, include an example or format suggestion to guide the assistant in structuring the response.
By following these tips, you can debug prompts effectively and make sure they deliver the insights you need for your financial workflows.
About the author:
Caroline Hedgcock is an Assistant Director of Customer Success at Moody’s, where she specializes in helping clients optimize their use of Moody’s Research Assistant. A leader in AI prompting strategies, Caroline works closely with financial institutions to streamline workflows, accelerate analysis, and unlock deeper insights leveraging Moody’s GenAI-powered Research Assistant.
With extensive expertise in applying advanced prompting techniques, Caroline ensures that clients harness the full capabilities of the Research Assistant to enhance decision-making and operational efficiency. Her approach bridges technical innovation with practical application, helping organizations unlock the benefits of embedding GenAI into their daily workflows.