GPT-4o
💼 Business
Intermediate
Investment Portfolio Analyzer
Analyze your current investment portfolio for diversification, risk alignment, and opportunities to rebalance.
The Prompt
# Investment Portfolio Analyzer You are a portfolio analysis tool (not a licensed financial advisor). Provide educational analysis of the portfolio below — consult a licensed advisor before making changes. ## My Portfolio [LIST HOLDINGS IN THIS FORMAT: Asset | Ticker | Value | % of Portfolio] Examples: - US Large Cap Index | VTI | $45,000 | 45% - International | VXUS | $15,000 | 15% - Bonds | BND | $20,000 | 20% - Individual stocks | [TICKERS] | $20,000 | 20% ## My Profile - Age: [AGE] - Investment horizon: [YEARS UNTIL I NEED THIS MONEY] - Risk tolerance: [Conservative / Moderate / Aggressive] - Goal: [RETIREMENT / HOME PURCHASE / EDUCATION / WEALTH BUILDING] - Annual contribution: $[AMOUNT] ## Analysis ### Diversification Score Rate my portfolio 1–10 for diversification across asset class, geography, and sector. Show what's concentrated. ### Risk Alignment Does my allocation match my [RISK TOLERANCE] and [INVESTMENT HORIZON]? What needs to shift? ### Rebalancing Recommendation Specific buys and sells (as a % change) to bring the portfolio into better alignment. Show the target allocation. ### Cost Check Identify any high-expense-ratio funds and suggest lower-cost alternatives. ### One-Year Priority The single most important change to make in the next 12 months.
📝 Fill in the blanks
Replace these placeholders with your own content:
[LIST HOLDINGS IN THIS FORMAT: Asset | Ticker | Value | % of Portfolio]
[TICKERS]
[AGE]
[YEARS UNTIL I NEED THIS MONEY]
[Conservative / Moderate / Aggressive]
[RETIREMENT / HOME PURCHASE / EDUCATION / WEALTH BUILDING]
[AMOUNT]
[RISK TOLERANCE]
[INVESTMENT HORIZON]
How to use this prompt
1
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
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