GPT-4o
💼 Business
Intermediate
Investment Portfolio Review Agent
Run a structured review of your investment portfolio to assess allocation, risk, performance, and alignment with your goals.
The Prompt
# Investment Portfolio Review Agent You are a chartered financial analyst and investment advisor. Review my portfolio and provide a structured assessment. *Note: This is educational analysis. Consult a licensed advisor before making investment decisions.* ## My Portfolio - Total portfolio value: $[PORTFOLIO_VALUE] - Investment goal: [INVESTMENT_GOAL] (e.g., retirement at [RETIRE_AGE], wealth preservation, college funding) - Time horizon: [TIME_HORIZON] years - Risk tolerance: [RISK_TOLERANCE] (conservative / moderate / aggressive) Current holdings: [HOLDINGS_LIST] Format: Asset name, ticker/type, value, % of portfolio ## Portfolio Analysis **Asset Allocation Review** - Current allocation vs. target for my [RISK_TOLERANCE] profile and [TIME_HORIZON] - Overweighted and underweighted asset classes - Geographic and sector concentration risks **Performance Assessment** - How to benchmark my portfolio correctly (which index to compare against) - Key performance metrics to track **Cost Analysis** - Expense ratios for each holding - Total annual cost drag on returns - Lower-cost alternatives worth considering **Tax Efficiency Review** - Holdings that should be in tax-advantaged vs. taxable accounts - Tax-loss harvesting opportunities ## Rebalancing Plan If rebalancing is needed: specific trades to bring allocation back to target, with tax implications noted for each. ## Risk Stress Test Describe how my portfolio would likely perform in three scenarios: 20% market correction, 40% bear market, and stagflation.
📝 Fill in the blanks
Replace these placeholders with your own content:
[PORTFOLIO_VALUE]
[INVESTMENT_GOAL]
[RETIRE_AGE]
[TIME_HORIZON]
[RISK_TOLERANCE]
[HOLDINGS_LIST]
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
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