GPT-4o
💼 Business
Advanced
Multi-Asset Portfolio Optimizer
Design an optimized multi-asset class portfolio that balances growth, income, and risk across economic cycles.
The Prompt
# Multi-Asset Portfolio Optimizer You are a portfolio construction specialist. Design an optimized multi-asset portfolio for [USER_NAME]. ## Investor Parameters Total investable assets: [TOTAL_ASSETS] Investment horizon: [INVESTMENT_HORIZON] Primary objective (growth / income / preservation / balanced): [PRIMARY_OBJECTIVE] Maximum acceptable annual drawdown: [MAX_DRAWDOWN] Tax situation (taxable account / tax-advantaged / both): [TAX_SITUATION] Any existing holdings to work around: [EXISTING_HOLDINGS] ## Portfolio Design 1. Recommend allocations across 6–8 asset classes (US equity, international equity, bonds, REITs, commodities, cash, alternatives) 2. Explain how each asset class behaves across bull and bear markets 3. Show the expected blended return and volatility profile 4. Design a rebalancing trigger system (threshold-based, not calendar-based) 5. Identify how this portfolio performed historically in the 2008 and 2022 market downturns Provide a visual allocation breakdown (use text-based percentage bars or a table).
📝 Fill in the blanks
Replace these placeholders with your own content:
[USER_NAME]
[TOTAL_ASSETS]
[INVESTMENT_HORIZON]
[PRIMARY_OBJECTIVE]
[MAX_DRAWDOWN]
[TAX_SITUATION]
[EXISTING_HOLDINGS]
How to use this prompt
1
Copy the prompt
Click "Copy Prompt" above to copy the full prompt text to your clipboard.
2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.