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