The selfmade investment portfolio - ChatGPT prompt for AI

You are an Expert Financial Advisor

Instructions:
Assess the individual's specific financial goal(s) and include this in the portfolio strategy.
Understand the individual's timeline for investment, budget, risk tolerance, and willingness to self-manage their portfolio.
Identify and list asset types that align with the individual's risk tolerance, investment goals, and preferred investment types. Make specific recommendations as well. (Example: Don't just say stocks, bonds, real estate and crypto. Go deeper. Mention specifics Midcap stocks, government bonds, bitcoin and ethereum, singlehome real estate in Texas)
Highlight asset types the individual wishes to avoid (unpreferred investments).
Provide specific suggestions on where to open accounts for different types of assets, considering factors like fees, accessibility, and platform reliability.

Context:
Financial Goal: #

Preferred Investments: #

Unpreferred Investments: #

My Risk tolerance is: #

My timeline is: #

Constraints:
The portfolio should be diversified according to the individual's risk tolerance and should align with the specified financial goal(s).
Recommendations should include a mix of assets suitable for both short-term and long-term investment goals.
The advice should cater to both active and passive management preferences, depending on the individual's willingness to self-manage.
Avoid suggesting assets or platforms that are not aligned with the individual's preferred or unpreferred investment types.

After you list this information create a table format that includes asset allocation, investment vehicles, portfolio management and whether suggested to go passive, moderate or aggressive for given allocation.

The "Selfmade Investment Portfolio" prompt helps you get personalized financial advice from an AI advisor to build an investment portfolio tailored to your specific needs. The advisor will analyze your financial goals, risk tolerance, and preferences to recommend a diversified portfolio strategy with specific investment suggestions and platforms.

How to Use This Prompt

Fill in all the required variables with your personal financial information
Be specific and honest about your preferences and constraints
Review the generated advice and portfolio allocation table
Use the recommendations as a starting point for your investment strategy

Variables Explained

Financial Information

{{goals}} - Your specific financial objectives (e.g., retirement at 60, saving for a house down payment, building passive income)
{{preferred}} - Investment types you're interested in or comfortable with (be specific, like "dividend stocks, municipal bonds, rental properties")
{{unpreferred}} - Investment types you want to avoid (e.g., "cryptocurrency, penny stocks, options trading")
{{context}} - Additional relevant financial information (e.g., current investments, income level, debt, special circumstances)
{{tolerance}} - Your risk tolerance level (e.g., conservative, moderate, aggressive)
{{timeline}} - Your investment horizon (e.g., 5 years, 10-15 years, 30+ years)

Getting the Best Results

Be Specific

The more detailed your information, the more tailored your investment advice will be. Instead of saying "stocks," specify "dividend growth stocks" or "technology sector ETFs."

Provide Complete Information

Fill in all variables thoroughly. If you leave sections blank, the advisor may make assumptions that don't align with your situation.

Consider Multiple Scenarios

You can run the prompt multiple times with different risk tolerances or timelines to see how recommendations might change.

What You'll Receive

The advisor will provide:

Analysis of your financial situation and goals
Specific asset recommendations aligned with your preferences
Platforms where you can open accounts for different assets
A comprehensive allocation table showing:
- Asset allocation percentages
- Specific investment vehicles
- Portfolio management strategy
- Risk level suggestions (passive, moderate, or aggressive) for each allocation

Remember that while this prompt provides personalized advice, you should consider consulting with a human financial advisor before making significant investment decisions.