Table of Content
1: Financial Homework & Constraints
• Prompt 0: Financial Readiness Check
2: Big-Picture Strategy & Asset-Class Split
•Prompt 1: Risk Tolerance Calibrator
•Prompt 2: Core Asset-Class Allocator
• Prompt 3: Global Equity Selection
• Prompt 4: Fixed Income ETF Screener (Bond bucket)
• Prompt 5: Commodity & Inflation Hedge Screener (Commodity bucket)
3: Build the Core ETF Portfolio
• Prompt 6: Geographic Diversification Builder
• Prompt 7: Equity dividend ETF Screener (Optional income tilt)
• Prompt 8: ETF X-Ray (Holdings & Concentration)
• Prompt 9: ETF Hidden Cost Analyzer
4: Risk, Currency, Tax & Broker Choice
• Prompt 10: Portfolio Volatility & Drawdown Planner
• Prompt 11: Currency Risk Analyzer
• Prompt 12: Synthetic vs Physical & Tax Alpha
• Prompt 13: Tax Efficiency Optimizer
• Prompt 14: Broker Selection & Implementation
5: Satellites: Factor, Thematic, ESG (With Overlap Check)
• Prompt 15: Factor ETF Finder
• Prompt 16: Thematic ETF Explorer
• Prompt 17: ESG (Sustainability) ETF Replacement Guide
• Prompt 18: Real Estate ETF Analyzier (REIT Allocation)
• Prompt 19: Thematic & Satellite Overlap Checker
6: Execution, Timing, Automation & Ongoing Habits
• Prompt 20: Macro Event Impact Analyzer
• Prompt 21: Central Bank Decision Decoder
• Prompt 22: Earnings Season Timing Check
• Prompt 23: Geopolitical Risk Scanner
• Prompt 24: Stop-Loss & Exit Strategy Designer
• Prompt 25: Should I Invest Now? Checklist
• Prompt 26: Inflation & Real Return Calculator
• Prompt 27: Monthly / Quarterly Portfolio Review template
• Prompt 28: Rebalancing Strategy Designer
• Prompt 29: Downside Protection Planner
• Prompt 30: Behavioral Guardrails Coach
7: Glossary