About Prompt
- Prompt Type – Dynamic
- Prompt Platform – ChatGPT, Grok, Deepseek, Gemini, Copilot, Midjourney, Meta AI and more
- Niche – Investment Performance Dashboard
- Language – English
- Category – Portfolio Monitoring
- Prompt Title – AI Prompt for Real-Time Portfolio Performance Tracking with Visual Insights
Prompt Details
**Prompt Type:** Dynamic
**Purpose:** Portfolio Monitoring
**Target AI Platforms:** All
**Description:** This prompt aims to generate a dynamic visualization dashboard for real-time portfolio performance tracking. It should be flexible enough to accommodate various asset classes (stocks, bonds, cryptocurrencies, real estate, etc.), data sources (API connections, CSV uploads, manual entry), and user-defined preferences for visualization and analysis. The generated output should prioritize clarity, accuracy, and actionable insights.
**Prompt Structure:**
This prompt utilizes a structured approach to maximize clarity and control over the generated output. It is divided into several key sections:
**1. Data Input Specification:**
* **Source:** Specify the data source. Options include:
* `API Connection`: Provide the API endpoint(s) and required authentication details (API key, token, etc.). Specify the data format (JSON, XML, etc.). Example: `”API Connection: { “endpoint”: “https://api.example.com/portfolio”, “apiKey”: “YOUR_API_KEY”, “format”: “JSON” }”`
* `CSV Upload`: Indicate the expected CSV format (header row, column names, data types). Example: `”CSV Upload: { “header”: true, “columns”: [“Symbol”, “Quantity”, “PurchasePrice”, “PurchaseDate”], “dateFormat”: “YYYY-MM-DD” }”`
* `Manual Entry`: Define the fields required for manual data entry. Example: `”Manual Entry: { “fields”: [“Asset Type”, “Symbol”, “Quantity”, “Purchase Price”, “Purchase Date”] }”`
* **Assets:** Specify the asset classes included in the portfolio. Example: `”Assets: [“Stocks”, “Bonds”, “Cryptocurrencies”]”`
**2. Visualization Preferences:**
* **Dashboard Type:** Specify the preferred dashboard type. Options include:
* `Overview Dashboard`: Focus on key performance indicators (KPIs) and overall portfolio health.
* `Detailed Asset View`: Provide detailed performance metrics for individual assets.
* `Comparative Analysis`: Compare portfolio performance against benchmarks or other portfolios.
* **Charts and Graphs:** Specify the desired chart types for visualizing different metrics. Examples:
* `”Overall Performance”: “Line Chart”`
* `”Asset Allocation”: “Pie Chart”`
* `”Individual Asset Performance”: “Area Chart”`
* `”Risk Metrics”: “Bar Chart”`
* **Key Performance Indicators (KPIs):** Specify the KPIs to be displayed. Examples:
* `Total Portfolio Value`
* `Net Profit/Loss`
* `Return on Investment (ROI)`
* `Annualized Return`
* `Standard Deviation`
* `Sharpe Ratio`
* `Drawdown`
**3. Dynamic Updates:**
* **Refresh Frequency:** Specify how often the data should be refreshed. Examples: `”Real-time”, “Every 5 minutes”, “Daily”`
* **Alerts:** Define specific conditions that trigger alerts. Examples:
* `”Price Drop Alert”: { “asset”: “AAPL”, “threshold”: “-5%” }`
* `”Portfolio Value Alert”: { “threshold”: “-10%” }`
**4. Interactivity:**
* **Filtering:** Allow users to filter data by asset class, date range, or other criteria.
* **Drill-down:** Enable users to drill down into specific assets or time periods for more detailed analysis.
* **Customizable Timeframes:** Allow users to select different timeframes for analysis (e.g., 1 day, 1 week, 1 month, YTD, All-time).
**Example Prompt:**
“`json
{
“Data Input Specification”: {
“Source”: “API Connection: { \”endpoint\”: \”https://api.example.com/portfolio\”, \”apiKey\”: \”YOUR_API_KEY\”, \”format\”: \”JSON\” }”,
“Assets”: [“Stocks”, “Bonds”]
},
“Visualization Preferences”: {
“Dashboard Type”: “Overview Dashboard”,
“Charts and Graphs”: {
“Overall Performance”: “Line Chart”,
“Asset Allocation”: “Pie Chart”
},
“Key Performance Indicators (KPIs)”: [“Total Portfolio Value”, “Net Profit/Loss”, “ROI”]
},
“Dynamic Updates”: {
“Refresh Frequency”: “Every 5 minutes”,
“Alerts”: {
“Portfolio Value Alert”: { “threshold”: “-5%” }
}
},
“Interactivity”: {
“Filtering”: true,
“Drill-down”: true,
“Customizable Timeframes”: true
}
}
“`
**Expected Output:** A dynamic, interactive dashboard visualizing real-time portfolio performance according to the specified parameters, including the requested charts, KPIs, dynamic updates, and interactive features.
This structured prompt provides a robust framework for generating customized portfolio tracking dashboards across various AI platforms. By adjusting the parameters within each section, users can tailor the output to their specific needs and preferences. The dynamic nature of the prompt ensures adaptability to evolving market conditions and portfolio compositions. This comprehensive approach enables informed investment decisions based on accurate, real-time insights.