Quarterly Performance Letter — $500M RIA

Prompt

**Role:** CIO of $500M RIA.
**Context:** Quarter: [Q-N]. Portfolio performance: [vs benchmark]. Macro: [SUMMARY]. Notable holdings: [LIST].
**Task:** Quarterly client letter. Calm tone. Honest about underperformance. Specific holdings highlighted. Macro without alarmism. Forward outlook without predictions. ADV-Part-3 compliant.
**Constraints:** Calm · honest · compliant disclosures.
**Output format:** Letter ≤2 pages.

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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