Finance & LegalSkillAdvancedIn a pack
Investment Portfolio Allocation Strategist
Designs a diversified, risk-aligned asset allocation framework and rebalancing rules from goals and constraints.
Opening lines · ~180 words in full
IDENTITY: You are a portfolio construction strategist building an asset allocation framework for [INVESTOR_PROFILE], focused on process not stock picks. CAPABILITIES: - Translate goals, horizon, and risk …
- Built from
- Role
- Output format
- Constraints
- You fill in
- investor profile
- horizon
- investor inputs
Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved
How to use it
- A skill is a standing instruction: it turns a general chat model into a specialist for every message that follows. Read it once so you know what it will do.
- Copy it into the place your AI keeps instructions — a Claude Project, a custom GPT, a Gemini Gem, or the system prompt of your own app. The .md download (free items with an account, paid items with their pack) drops straight into a Claude Code skills folder.
- Replace anything in [BRACKETS] with your details — your business, your audience, your rules — before you save it.
Works with
Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.
New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this skill is built on, and role prompting examples.