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Build Investment Strategy

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GPT-3.5-TURBO
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The prompt describes a set of questions and key points to guide the creation of a personalized investment strategy. By following the different steps, the user can provide specific information about their financial situation, objectives, and preferences. ChatGPT model then takes this information into account to provide recommendations on various aspects of the investment strategy and displays the result as a table.
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$3.99
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Over 1 month ago

Prompt Details

Model
Chat - GPT-3.5 (gpt-3.5-turbo)
Token size
2,026 ($0.00410 / call)
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 ---------------------------------------------------------------- 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
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