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.
{{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)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."
Fill in all variables thoroughly. If you leave sections blank, the advisor may make assumptions that don't align with your situation.
You can run the prompt multiple times with different risk tolerances or timelines to see how recommendations might change.
The advisor will provide:
Remember that while this prompt provides personalized advice, you should consider consulting with a human financial advisor before making significant investment decisions.