Personal Investment Plan Architect
v1
Prompt
34 words
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.
Useful prompt but the real issue is bigger? That usually means the workflow or team mechanism needs attention, not just the wording.
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...
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