Prompt · Finance

Portfolio Checkup

Audits your portfolio allocation against your age and risk tolerance.

Have ready: Paste all holdings with balances

Fill in · 3 fields

Paste: account, holdings, balances, e.g. 401k: 80% S&P 500 index, 20% bond fundXlow/medium/high

Your prompt

Audit my portfolio allocation. Here's what I hold:

[Paste: account, holdings, balances, e.g. 401k: 80% S&P 500 index, 20% bond fund]
My age: [X], years to retirement: [X], risk tolerance: [low/medium/high]

Calculate my overall stock/bond/cash split across all accounts, flag concentration risks (single stock >10%, sector bets, overlapping funds), and compare my allocation to a standard glide path for my age. Recommend specific rebalancing moves with dollar amounts, which fund to sell, which to buy, in which account (consider taxes). Tell me what to leave alone.

Paste it into Muse or any assistant. Blank fields stay as [brackets].

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