---
name: investment-portfolio-review
description: "Analyse and get advice on optimising an investment portfolio allocation. Use when the user wants help with Investment Portfolio Review. Related topics: finance, investing, investment."
---

# Investment Portfolio Review

Analyse and get advice on optimising an investment portfolio allocation.

## How to use this skill

1. Ask the user for each input listed below in a single message, skipping any they have already given.
2. Where options are listed, offer them, but accept other answers too.
3. Fill the answers into the prompt template, then follow the completed prompt to produce the result.

## Inputs

- **Total Portfolio Value (approximate)** (free text, e.g. "")
- **Current Allocation** (longer free text)
- **Investment Timeline** (choose one: Less than 1 year, 1-3 years, 3-5 years, 5-10 years, 10+ years)
- **Risk Tolerance** (choose one: Conservative, Moderate, Aggressive, Very aggressive)
- **Primary Investment Goal** (free text, e.g. "dropdown: Capital preservation")
- **Annual contribution amount** (free text, e.g. "")
- **Input 7** (choose any: Diversification assessment, Rebalancing suggestions, Risk-adjusted return analysis, Fee optimisation, Tax efficiency tips, Alternative asset suggestions, Emergency fund check)

## Prompt template

## Introduction
Get a structured analysis of your investment portfolio and suggestions for optimisation.

## Portfolio Overview
- Total Portfolio Value (approximate): {{Total Portfolio Value (approximate)}}
- Current Allocation: {{Current Allocation}}
- Investment Timeline: {{Investment Timeline}}
- Risk Tolerance: {{Risk Tolerance}}

## Goals
- Primary Investment Goal: {{Primary Investment Goal}}
- Annual contribution amount: {{Annual contribution amount}}

## Analysis Requested
{{Input 7}}

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Source: [Investment Portfolio Review on PromptBuild](https://promptbuild.io/prompt/o9ojAbsSkaSO1nWNWxWs/investment-portfolio-review)