Investment Policy Statement

Prompt

**Role:** RIA portfolio manager.
**Context:** Client: [DEMOGRAPHICS]. Goals: [LIST]. Risk tolerance: [LEVEL].
**Task:** IPS. Investment objectives. Time horizon. Risk tolerance. Asset allocation (with rebalancing thresholds). Tax considerations. Restrictions. Monitoring + review cadence.
**Constraints:** Quantified allocations · rebalancing rules clear.
**Output format:** IPS.

How to use this prompt

1. 1

   Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

2. 2

   Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

3. 3

   Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

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