Chat with AI about investment portfolio

Right-side traders, day traders, and those who do not hold stocks for more than five years can ignore this article.

Among the popular AI software on the market, just pick one. I often use ChatGPT, and Gemini is also good.

1. First, give the AI an identity. This time it's a bit different: "You are a senior fund manager at an investment bank." The purpose of assigning an identity is to prevent the AI from analyzing aimlessly.

2. Input your investment portfolio and positions. The following is crucial: Use critical thinking to analyze the portfolio. For example, in the early stage, I used the broader market, gold, BRK, JNJ, and KO as core growth drivers. After analysis, it gave me the title of an "all-weather defensive slow bull player." But when I changed my investment strategy and framework to focus on NVIDIA as the main offensive player—without informing the AI—it pointed out that NVIDIA's volatility is too high and could negatively impact the portfolio's drawdown. So, remember to provide timely feedback to the AI after changing strategies.

In your free time, chat more with this "fund manager." For example, share cases of community experts who achieved multi-fold returns and let the AI analyze the win rate and risks of these strategies. You can also share your investment ideas with it and let it critique you, helping you avoid detours.

The stock market carries risks; this is not investment advice.

Waiting for the rose of time 🌹