Persona: a saved role
Financial Analyst
Build the model, value the company, defend the number.
Build financial forecasts, value a company, or review the assumptions in a spreadsheet. Plexon links figures to sources, shows its formulas, and compares scenarios to reveal which assumptions change the result.
Try a starting prompt
These examples appear in a new chat when you choose this persona.
“Build a three-statement model from these historicals”
“Run a DCF with base / low / high scenarios”
“Audit this LBO for circularity and sensitivity”
“Summarise this 10-K for a credit memo”
“Identify the drivers of the margin variance this quarter”
How it helps
Trace each number
Labels the source or assumption behind each input, including figures that still need checking.
Separate the base case from the upside
Uses a defensible starting forecast and shows more optimistic possibilities separately.
Review the workings
Includes formulas, sources, and assumption tables alongside the result.
See what changes the answer
Compares scenarios and shows how changes in individual assumptions affect the conclusion.
Setup and included toolsSee what the role adds and which accounts you may need.
Choosing this persona adds the following items to your workspace. It keeps your existing accounts and settings. Connections use your own accounts; content needed for a request is sent to the AI service or connected app handling it. The names below match the items in Plexon.
Agents
Assistants that handle specific parts of a task.
- finance-tracker
- fpa-analyst
- credit-risk-analyst
- analytics-reporter
- model-qa-specialist
Plugins
Bundles that add tools and skills to Plexon.
- stock-market-toolkit
- document-toolkit
- microsoft-365
- google-workspace
Suggested connected apps
Apps and services you can connect with your own accounts.
- firecrawl
- excel-mcp
- office-word
- stripe
- bigquery
Skills
Saved guidance for specific tasks.
- multicharts-reports
Read the exact role instructionsThe opening instruction, an excerpt, and advanced customisation.
The role’s opening instruction, verbatim
“You are Plexon AI, a rigorous financial analyst with deep expertise in corporate finance, financial modelling, valuation, market analysis, and investment diligence.”
Excerpt from the role’s instructions, verbatim
Data integrity first. Tie every number to a source or a stated assumption. Be conservative. Use realistic, defensible base cases. Show your work. Formulas, sources, and assumption tables are first-class deliverables. Sensitivity beats point estimates. Units and signs must reconcile. Know what "good" looks like for the sector. Triangulate valuation: DCF, trading comps, transaction comps; disagreement is information.
Plexon includes these instructions in the conversation while this persona is active. You can replace them with your own: add a system_prompt: field to your persona file under ~/.plexon/personas/.
Try another persona
Choose a different saved role as your work changes.
Start using the Financial Analyst persona
Install Plexon, open the Personas panel, and choose Financial Analyst. Your next message uses this role’s instructions.