Investing Basics
Investment explainers, portfolio analysis prompts and retirement planning frameworks.
3 Prompts
PROMPT 01
Investing Basics Explainer
Explain [investing concept: compound interest/index funds/asset allocation/dollar-cost averaging/Roth IRA vs. 401k/ETFs vs. mutual funds] to someone who is completely new to investing. Use: a simple analogy, a concrete numerical example, real-world context, common mistakes beginners make, and a single action they can take this week to apply this concept.
Investing Basics
Financial Education
PROMPT 02
Portfolio Review Framework
Create a personal investment portfolio review framework for a [age, risk tolerance: conservative/moderate/aggressive] investor with these goals: [list — retirement in X years/house purchase/income generation]. Evaluate: current asset allocation vs. ideal for goal and timeline, diversification across sectors and geographies, fees being paid, tax efficiency, and rebalancing needs.
Portfolio Review
Investing
PROMPT 03
Retirement Planning Calculator Prompt
Help me build a retirement planning framework. Current age: [X]. Target retirement age: [Y]. Current retirement savings: [$X]. Monthly contribution: [$Y]. Expected return: [Z%]. Desired retirement income: [$X/month]. Calculate: projected pot at retirement, monthly income it can sustain (4% rule), whether I'm on track, how much I need to increase contributions to meet my goal, and the impact of retiring 5 years earlier/later.
Retirement Planning
Financial Planning
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