Find, copy and use prompts designed for MCP workflow.
List my current holdings with today's performance (gain/loss % and $ value). Show which assets are up/down most.
Analyze my portfolio holdings and provide a detailed breakdown with the following: 1. Stock/ETF Score (1-10): Rate each holding based on fundamentals, growth potential, and sector outlook. 2. Sell Recommendations: Flag overvalued, underperforming, or high-risk assets with reasons. 3. Hold/Buy More Suggestions: Highlight strong performers with upside potential. 4. Portfolio Health Check: Assess diversification (sectors, market caps), risk concentration, and overall balance. 5. Actionable Summary: Prioritized list of changes (e.g., ‘Sell X due to weak earnings, buy Y for sector balance’). Focus on market trends, valuations, and macroeconomic factors. Keep insights concise and data-driven. Give me Just Report For now.
Break down my portfolio by sector (e.g., tech, healthcare). Flag any sector making up >30% of my total value.
Identify my 3 most volatile holdings based on beta. Suggest one lower-volatility stock to balance risk.
Calculate my total dividend income and average yield. Highlight stocks with >4% yield and consistent payout growth.
Show fees/expense ratios for my ETFs/funds. Recommend cheaper alternatives for any holding with >0.5% fees.
Rate each holding 1-10 based on: P/E vs sector, debt-to-equity, and 12M revenue growth. Flag any stock with 2+ red flags.
Analyze my target allocation (e.g., 60% stocks, 30% bonds). Suggest specific trades to rebalance within 5% of targets.
Recommend 2 stocks to buy based on: undervalued (PEG <1), positive analyst upgrades, and alignment with current economic trends.
