The Prompt
Write a comprehensive investment portfolio review for client [Client Name]. Portfolio details: - Total value: [$amount] - Review period: [quarter/year] - Risk profile: [conservative/moderate/aggressive] - Time horizon: [years to retirement] - Primary goal: [growth/income/preservation] Current allocation: - Stocks: [%] - Bonds: [%] - Cash: [%] - Alternative investments: [%] Review should include: 1. PORTFOLIO PERFORMANCE - Return vs benchmark - Return vs last period - Best and worst performers 2. ASSET ALLOCATION ANALYSIS - Current vs target allocation - Drift from target 3. RISK ASSESSMENT - Current risk level - Volatility metrics 4. REBALANCING RECOMMENDATIONS - What to buy/sell - Tax implications 5. MARKET OUTLOOK - Current market conditions - Impact on portfolio 6. RECOMMENDED CHANGES 7. NEXT STEPS Tone: Professional and client friendly Length: 400-500 words
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How to Use This Prompt
- Click Copy Prompt above
- Open ChatGPT or Claude
- Paste the prompt and replace anything in [brackets] with your own details
- Press Enter and get your result instantly
Pro Tip
The more specific you are when replacing the [brackets], the better your result. For example instead of writing [Job Title] write "Senior Software Engineer with 5 years experience" — specificity is what separates a good AI response from a great one.
This prompt works best with ChatGPT . If you are not happy with the first result, try adding "make it more concise" or "give me 3 alternative versions" as a follow-up message.