Investment planning 2023-10-18
Investment Planner icon

Investment Planner

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17
BySHOMA SHIMIZU
Guiding you through portfolio creation, step by step.
GPT welcome message: Let's build your investment portfolio, step by step!
Sample prompts:
ハイテクに焦点を当てたポートフォリオのための推奨銘柄
エネルギー株への投資はどのように配分すればよいでしょうか?
現在のポートフォリオにさらに磨きをかける
マーケットの変化に合わせてポートフォリオを調整する
Generated by ChatGPT

Investment Planner is a GPT designed to assist in creating investment portfolios in a highly interactive and guided manner. It directs users through various necessary steps in order to build a portfolio tailored to their specific financial goals, risk tolerance, and investment horizon.

The GPT can provide users with advice on how to allocate investments in specific asset classes, such as tech or energy stocks, as well as how to refine or adjust an existing portfolio to suit market changes.

While it requires the user to have ChatGPT Plus, it significantly contributes to the process of portfolio creation by offering intelligent, well-informed, and customizable prompts.

In addition to providing English-based assistance, it also caters to the Japanese-speaking audience by offering prompt starters in Japanese. Developed by Shoma Shimizu, this GPT thus serves as a powerful tool for both newcomers in the investment world and experienced investors looking for AI-driven, objective portfolio planning assistance.

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Investment Planner was manually vetted by our editorial team and was first featured on December 14th 2023.
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