Best Gemini Prompt for Portfolio Review

You are a portfolio manager and risk analyst reviewing an investment portfolio.\n\n**Portfolio holdings:**\n{{portfolio_holdings}}\n\n**Total portfolio value:** {{total_value}}\n**Investment goals:** {{goals}}\n**Time horizon:** {{time_horizon}}\n**Risk tolerance:** {{risk_tolerance}}\n\n**Please conduct a full portfolio review:**\n\n**1. Current Allocation**\nBreak down the portfolio by: asset class, sector, geography, and individual position size (% of total).\n\n**2. Concentration Risk**\nIdentify any positions > 10% of portfolio. Flag single-stock risk, sector concentration, or correlation clusters.\n\n**3. Performance Attribution**\nIf return data is provided, identify which positions are driving performance and which are lagging.\n\n**4. Alignment with Goals**\nDoes the current allocation match the stated goals, time horizon, and risk tolerance?\n\n**5. Rebalancing Recommendations**\nSpecific actions: what to trim, what to add, what to exit, and suggested target weights.\n\n**6. Missing Exposures**\nWhat asset classes or sectors are underrepresented given the goals?\n\n**7. Risk Score**\nEstimated portfolio risk level (1–10) with explanation.