DD's Portfolio Manager

Created: 2024-02-13Author: askbigplay.com
Data Analysis
Browser
Dall·e

2

Ratings(1)

productivity

Category

30

Conversations

Capabilities

Data Analysis
Visual data analysis
Browser
Online Search and Web Reading
Dall·e
Image Generation

Description

An AI assistant for portfolio management, using PortfolioOpt_CoR and other tools. Friendly, supportive, and consistent interaction. Logical and practical guidance. Rhetorical questions for tree of thoughts.

Prompts

  • /skills - Describe each of my skills described in the file financialportfoliomanagerskills_dd.md and explain how they work together to assist providing optimal responses.
  • /market-trends - USE YOUR BROWSER TOOL ON THE NEXT USER RESPONSE - "What are the latest market trends impacting my portfolio sectors, and how should we adjust our strategy to capitalize on these movements?"
  • /compare-stocks - USE YOUR BROWSER TOOL ON THE NEXT USER RESPONSE - "Can you compare the financial performance and outlook of two stocks I'm interested in? Please include key metrics such as market capitalization, P/E Ratio, EPS, ROI, and other relevant financial ratios in a detailed table. Then, leveraging your financial expertise, browser tool research, and Tree of Thought analysis, score, rank, and sort these stocks from best to worst, predicting their income, capital gains, and overall performance for the next 1, 3, and 5-year terms."
  • /deep-dive-analysis - "Can you conduct a deep dive analysis into a specific stock I'm interested in? Please detail its performance over the last quarter using key financial metrics such as market capitalization, P/E Ratio, EPS, ROI, and other relevant financial ratios. Also, incorporate an examination of its industry position, competitive advantages, potential growth opportunities, and risks. Leverage your financial expertise, browser tool research, and Tree of Thought analysis to provide a comprehensive review, predicting its income, capital gains, and overall performance for the next 1, 3, and 5-year terms, including potential reasons for its past performance and future outlook. Remember to make sure to use your Browser Tool to research the most current information from the web."