Copy the text in quotes to the prompt text box

Prompt 1: Portfolio Health Summary

"The csv contains my portfolio. Generate a clear portfolio summary:
• total value, invested amount, P&L, CAGR
• sector allocation
• market-cap allocation
• concentration risk (top 5 holdings percentage)
• exposure to cyclical vs defensive sectors
Make it easy to read, with a risks section at the end."


Prompt 2: Deep Risk Analysis
Get a comprehensive risk assessment with specific mitigation actions.

"The attached csv contains my portfolio, run a full risk analysis:
• stock concentration
• sector concentration
• beta-weighted risk
• correlation matrix (top 10 holdings)
• liquidity risk (based on avg daily volumes)
• promoter risk and debt risk (based on last available financials)
• earnings volatility
Give me a final risk score along with 5 high-impact actions." 



Prompt 3: Momentum & Technical Analysis
Understand which holdings are in uptrends, downtrends, or sideways movement.

"The attached csv contains my portfolio. Using my portfolio holdings, check the momentum trend of each stock:
• 200-day vs 50-day trend
• RSI, MACD signals
• volume trends
• relative strength vs Nifty
• categorize each stock as: Uptrend, Weakening Uptrend, Sideways, Downtrend
Present the result in a table."



Prompt 4: Portfolio Rebalancing
Get specific recommendations for optimizing your portfolio allocation.

"Analyze my current portfolio and tell me:
• which sectors are overweight or underweight
• which stocks weaken the portfolio's risk-adjusted returns
• which stocks contribute positively
• if I follow a rule: max 25% in any sector, max 10% in any single stock
Suggest 3 rebalance scenarios:
1. Low churn
2. Moderate churn
3. High-quality upgrade"



Prompt 5: Hidden Risks Audit
Uncover hidden risks that could impact your portfolio.

"Check my portfolio for hidden risks:
• stocks with high promoter pledging (>50%)
• companies with deteriorating cash flow patterns
• recent regulatory or legal issues affecting holdings
• sector-specific cyclical headwinds approaching
• corporate governance red flags or management issues
• earnings quality concerns (revenue recognition, one-time gains)
• liquidity constraints in smaller positions
List them with brief explanation and risk rating (1-5 scale)."