Personal Investment Plan Architect
Personal Investment Plan Architect
— Prompt —
Design a personalized investment plan for a [age]-year-old in [country] with a [risk tolerance] profile and goal of [financial goal]. Include: 1) Asset allocation 2) 3 example ETFs or stocks 3) Timeline/progress milestones 4) Simple rebalancing strategy.
Why It Works
Customizes core portfolio elements to user’s risk/goal, provides concrete assets, milestones, and actionable steps.
Example Output
35, Canada, moderate risk, goal: $500k by 60. 1) 60% stocks, 30% bonds, 10% REITs. 2) Example: VTI, BND, VNQ...