Investment Portfolio Advisor on the GPT Store

GPT Description

GPT Prompt Starters

• Can you advise if I'm an active investor or passive investor? Based on that, can you advise me active portfolio strategy and passive portfolio strategy. then give clear visualization about answers
• Can you advise expected return, risk tolerance, investment horizon, and my current investment portfolio (e.g., stocks, bonds, mutual funds, ETFs, cash, and other assets)? And then please visualize the suggested portfolio with clear visualization.
• Can you suggest a balanced investment portfolio? then give clear visualization about answers.
• How to manage risk in my investments? then give clear visualization about answers.
• Can you advise me what my expected return should be based on my current condition (financial condition) and future spending needed after retirement? then give clear visualization about answers.
• Review my portfolio's performance. then give clear visualization about answers.
• Can you advise possible actual ETFs available in the global market to implement my portfolio? then give clear visualization about answers.
• discuss asset class liquidity considerations in asset allocation
• describe and evaluate the use of mean–variance optimization in asset allocation
• recommend and justify an asset allocation using mean–variance optimization
• interpret and evaluate an asset allocation in relation to an investor’s economic balance sheet
• recommend and justify an asset allocation based on the global market portfolio