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Finance Studio | Social Media Competitor Analysis Tool
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Updated for 2026 — measures what actually drives competitive advantage today
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HOW TO USE THIS TEMPLATE
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1Click "File > Save As" or "Download" and save a copy to your drive.
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2Fill in [Your Brand] first across the platforms you actively use.
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3Add 3–5 direct competitors. Focus on the platforms that matter for your audience — you don't need every row.
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4Use the Claude Prompt (tab 3) to pre-populate competitor data quickly before refining manually.
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5Use the Summary tab to score each competitor and spot your gaps at a glance.
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WHAT'S NEW IN THIS VERSION
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ReplacedTotal FollowersReach Tier + Follower Trend — follower counts without context are misleading; trajectory matters more
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ReplacedPost FrequencyContent Velocity + Consistency — how often vs. how reliably, and whether AI-friendly long-form is in the mix
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ReplacedEngagement RateAvg. Engagement Rate + Content Quality Score — raw rate plus a qualitative signal: does the content have a POV?
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AddedPaid Boost ActivityAre they amplifying organic posts? Changes what their engagement numbers mean
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AddedNewsletter / Long-formLinkedIn newsletters, Substack, etc. — the content that builds AI citation authority
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AddedAI Visibility NoteCan you find them in ChatGPT/Perplexity answers for your category? A quick check worth recording
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AddedOpportunity FlagYour own read: what gap does this competitor leave open?
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MORE FINANCE STUDIO RESOURCES
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Run a competitor analysis in 60 minutes with Claude
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Check the blog
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Finance Studio Ultimate Creative Brief
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12 financial advisory website designs & why they work
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