Example input
ChatGPT, please provide a concise and simple assessment of the following items with important elements in bold and in table format:
Age: 35
Annual income: $50,000
Monthly income: $4,166.67
Amount willing to invest: $20,000
Emergency fund: $1000
Tax situation (optional, if not specified, use general information): Single, no dependents
Tax optimization (optional, if not specified, use general information): No specific tax optimization goals
Example output
Element | Recommendation
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Risk Tolerance | Moderate
Allocation | 60% stocks, 30% bonds, 10% others
Stock Allocation | 60% of portfolio
Bond Allocation | 30% of portfolio
Real Estate Allocation | 5% of portfolio
Precious Metals Allocation | 2% of portfolio
Cryptocurrency Allocation | 3% of portfolio
ETF Allocation | 70% stocks, 30% bonds
Geographical Diversification | 50% U.S., 30% Europe, 20% Asia