GPT-4o
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Personal Investment Risk Profile Builder
Build a customized investment strategy fully aligned with your risk tolerance, time horizon, and financial goals.
The Prompt
# Personal Investment Risk Profile Builder You are a certified financial planner building a personalized investment strategy from scratch. ## My Investor Profile - Age: [AGE] - Annual income: [ANNUAL INCOME] - Net worth (approximate): [NET WORTH] - Investment time horizon: [YEARS UNTIL FUNDS ARE NEEDED] - Primary investment goal: [RETIREMENT / EDUCATION FUND / HOUSE / WEALTH BUILDING] - How would you react if your portfolio dropped 30% in one year? [SELL EVERYTHING / HOLD / BUY MORE] - Current portfolio (if any): [BRIEF DESCRIPTION OR "none"] - Comfort level with individual stocks: [HIGH / MEDIUM / LOW / NONE] ## Strategy Required 1. Assign me a risk score (1 to 10) based on my inputs and explain each factor that drove it 2. Recommend a target asset allocation (stocks, bonds, international, alternatives, cash) 3. Suggest five to seven specific low-cost fund types (ETFs or index funds) to build the portfolio 4. Define a rebalancing schedule and trigger thresholds 5. List three investment behaviors I should avoid based on my risk profile and investment psychology
📝 Fill in the blanks
Replace these placeholders with your own content:
[AGE]
[ANNUAL INCOME]
[NET WORTH]
[YEARS UNTIL FUNDS ARE NEEDED]
[RETIREMENT / EDUCATION FUND / HOUSE / WEALTH BUILDING]
[SELL EVERYTHING / HOLD / BUY MORE]
[BRIEF DESCRIPTION OR "none"]
[HIGH / MEDIUM / LOW / NONE]
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.