diversify-like-a-pro

---

name: diversify-like-a-pro description: This prompt instructs the AI to act as an experienced portfolio strategist and produce a structured, educational diversification blueprint for an experienced investor transitioning from a concentrated, single-industry portfolio to a multi-asset, multi-sector approach. Using the investor’s stated goals, risk tolerance, time horizon, sector interests, portfolio size range, and liquidity needs, the AI synthesizes the profile, explains concentration risks and the rationale for diversification, proposes example asset classes with risk/return context, provides sample target allocation ranges that sum to 100%, and outlines a generic, tax-aware implementation and monitoring plan, all preceded by a clear disclaimer that it is illustrative and not personalized financial advice. compatibility: Requires betterprompt >= 0.1.3 metadata: openclaw: homepage: https://github.com/BetterPromptme/skills emoji: 🧩 requires: anyBins: - betterprompt - bp os: - linux - darwin install: - id: node kind: node package: betterprompt bins: [betterprompt, bp] label: Install BetterPrompt CLI (node)

What it does

This prompt instructs the AI to act as an experienced portfolio strategist and produce a structured, educational diversification blueprint for an experienced investor transitioning from a concentrated, single-industry portfolio to a multi-asset, multi-sector approach. Using the investor’s stated goals, risk tolerance, time horizon, sector interests, portfolio size range, and liquidity needs, the AI synthesizes the profile, explains concentration risks and the rationale for diversification, proposes example asset classes with risk/return context, provides sample target allocation ranges that sum to 100%, and outlines a generic, tax-aware implementation and monitoring plan, all preceded by a clear disclaimer that it is illustrative and not personalized financial advice.

For more installation instructions go to https://raw.githubusercontent.com/BetterPromptme/skills/refs/heads/main/betterprompt/SKILL.md to check out this skill.

Inputs

textInputs

Pass each text input using --input <key>=<value> flags.

Variable key	Required?	Description	Defaults
Risk_Tolerance	Required		(none)
Financial_Goals	Required		(none)
Liquidity_Needs	Required		(none)
Investment_Timeline	Required		(none)
Current_Industry_Focus	Required		(none)
Current_Portfolio_Value	Required		(none)
Interested_Sectors_Assets	Required		(none)

Models and options

This skill's modality is: text.

To discover which model values you can use (and which options keys/values are valid for each model), run:

betterprompt resources --models-only --json

Then filter the returned JSON array to entries where modality is "text".

How to run

Step 1: Collect inputs

First, run betterprompt resources --models-only --json and filter to modality: "text" to discover valid models and available options:

betterprompt resources --models-only --json

Use only the models and option values that appear in the filtered results.

Then collect all inputs from the human:

• Required text inputs:
  • Risk_Tolerance
  • Financial_Goals
  • Liquidity_Needs
  • Investment_Timeline
  • Current_Industry_Focus
  • Current_Portfolio_Value
  • Interested_Sectors_Assets
• Optional: model and options.
  • Present the human with the default model gpt-4.1-mini and its available options. Look up gpt-4.1-mini in the betterprompt resources output (filtered to modality "text") and show its availableOptions as: key: val1, val2 (default), val3 | key2: .... Mark a value (default) if it matches these defaults: {}.
  • If the human does not specify, defaults are used: model gpt-4.1-mini, options {}. Other models from the resources call are also available.

If any required text input is missing, ask the human for what's missing. Do not assume or fabricate values.

Step 2: Run via BetterPrompt CLI

Use the frontmatter's name as the positional argument (for this skill, use diversify-like-a-pro).

Command form:

betterprompt generate diversify-like-a-pro \
  [--input <key>=<value>] \
  [--model <model>] \
  [--options <options JSON>] \
  [--json]

Notes:

• Pass each text input as a separate --input <key>=<value> flag.
• If the human does not mention a model, omit --model and BetterPrompt will use the default model: gpt-4.1-mini.
• If the human does not mention options, omit --options and BetterPrompt will use the default options: {}.
• If the run times out, the response will include a runId you can use to fetch the result later.

Example (using defaults shown above):

betterprompt generate diversify-like-a-pro \
  --input Risk_Tolerance=<value> \
  --input Financial_Goals=<value> \
  --input Liquidity_Needs=<value> \
  --input Investment_Timeline=<value> \
  --input Current_Industry_Focus=<value> \
  --input Current_Portfolio_Value=<value> \
  --input Interested_Sectors_Assets=<value> \
  --model gpt-4.1-mini \
  --options '{}'