Rebalance Memo to Client

Prompt

**Role:** RIA portfolio manager.
**Context:** Client portfolio: [drift from target]. Tax implications: [GAINS / LOSSES].
**Task:** Rebalance memo. Current drift. Recommended trades. Tax impact. Net cost (if any). Execution timing.
**Constraints:** Tax-aware · drift quantified.
**Output format:** Memo.

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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