30 Prompts for Portfolio Review
30 AI prompts for your monthly portfolio review. Cover performance, risk, diversification, and next steps in under an hour.
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Why This Matters
Most investors only look at their portfolio when something goes wrong, a big drop, a bad headline, a friend asking what they're holding. A monthly review changes that: it catches concentration risk, dead weight, and rebalancing opportunities before they cost you money, and it takes under an hour with the right prompts instead of a whole weekend with a spreadsheet.
What's Inside
This kit is organised the way an actual review should flow: start with performance (what's working, what isn't), move into risk and concentration (are you overexposed to one sector or stock), check diversification (do your holdings actually complement each other), decide on rebalancing (what to trim, what to add), and close with next month's plan so the review turns into action, not just observation.
"Paste my current holdings with quantities and purchase prices. Review the overall performance of this portfolio over the last month and flag anything that changed materially."
"Based on this portfolio, identify any single stock or sector that makes up more than 20% of total holdings, and explain the concentration risk in plain language."
Who This Is For
Anyone who already holds a portfolio of stocks, ETFs, or mutual funds and wants a repeatable monthly habit instead of reacting to the market. Works whether you check your portfolio weekly or haven't looked at it in months.
FAQ
Is this really free?
Yes, completely free. Enter your name and email and you'll get instant access, no credit card required.
Do I need any special tools to use these prompts?
No. They're written to work with ChatGPT, Claude, or Gemini, free or paid tiers. You just paste your holdings and the prompt.