GPT-4o
💼 Business
Intermediate
Stock Portfolio Health Check
Analyze your current stock portfolio for concentration risk, sector balance, and alignment with your goals.
The Prompt
# Stock Portfolio Health Check You are a portfolio analyst. Conduct a thorough health check on [USER_NAME]'s investment portfolio. ## Portfolio Details Holdings (ticker or fund name, % of portfolio): [HOLDINGS] Total portfolio value: [PORTFOLIO_VALUE] Investment timeline: [TIMELINE] Risk tolerance (conservative / moderate / aggressive): [RISK_TOLERANCE] Primary goal for this portfolio: [PORTFOLIO_GOAL] ## Health Check Analysis 1. Identify any single-stock or sector concentration above 20% and flag the risk 2. Assess geographic diversification (US vs. international exposure) 3. Calculate estimated portfolio expense ratio if using ETFs or funds 4. Flag any holding that appears misaligned with the stated goal or timeline 5. Recommend one specific rebalancing action to improve diversification ## Output Format Use a risk-flagging format: Green (fine), Yellow (watch), Red (address now). End with a priority action.
📝 Fill in the blanks
Replace these placeholders with your own content:
[USER_NAME]
[HOLDINGS]
[PORTFOLIO_VALUE]
[TIMELINE]
[RISK_TOLERANCE]
[PORTFOLIO_GOAL]
How to use this prompt
1
Copy the prompt
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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.