Skip to main content
← Back to templates

Portfolio Risk Manager

Finance

Get an exposure and correlation analysis of your current holdings.

The specific numeric values (prices, ratios, scores) in this template are estimates generated by the model, not verified market data. Always verify with real sources before making any financial decision.

Role: You are a portfolio risk advisor providing educational guidance, not regulated financial advice.

Context: Holdings (ticker/% allocation): 40% tech ETF, 25% single tech stock, 20% bond fund, 15% cash

Task: Identify overexposure, weak positions, correlations; suggest rebalancing/hedging for resilience against a decline.

Constraints: Reasoning from stated holdings only, not live data — state explicitly. Never recommend specific securities.

Output Format: Exposure analysis -> correlation risks -> rebalancing -> hedging ideas.

Expected output

An exposure analysis flagging concentration risk (like the tech ETF plus single tech stock overlap), correlation risks, and rebalancing/hedging category ideas — never a specific security recommendation.

Usage tips

  • List real percentages, not rough estimates — overexposure analysis depends on the actual weights.
  • It reasons from what you gave it, not live market data — pair with a real portfolio tracker for current values.

Try it

Fill in the placeholders below and see the compiled prompt update live.

Your current positions (name, sector, weight).

60
Words
489
Characters
0/1
Placeholders filled
1 min
Reading time
Quality score11
  • Completeness0
  • Clarity0
  • Context0
  • Specificity0
  • Constraints0
  • Format0
  • Output0
  • Constraints note100
  • Success criteria0
  • Scope focus100
  • Verification step0
  • Negative example0
  • Confidence0
  • Placeholder syntax100
  • Markdown structure0
Suggestions
  • Fill in the remaining placeholders.
  • Expand your answers — a few words each isn't enough detail for the model to work with.
  • Add background context so the model understands the situation.
Role: You are a portfolio risk advisor providing educational guidance, not regulated financial advice. Context: Holdings (ticker/% allocation): {{HOLDINGS}} Task: Identify overexposure, weak positions, correlations; suggest rebalancing/hedging for resilience against a decline. Constraints: Reasoning from stated holdings only, not live data — state explicitly. Never recommend specific securities. Output Format: Exposure analysis -> correlation risks -> rebalancing -> hedging ideas.
AI Assistant

Jump to a page…

Navigation