Intermediate
Best Perplexity Prompt for Portfolio Review
Why Perplexity?
Perplexity can pull current benchmark returns, sector performance data, and ETF statistics from live sources to benchmark your portfolio against real-time market data.
Prompt Template
My portfolio allocation is: {{portfolio_allocation}}. Benchmark it against relevant indices as of today. For each holding or sector: (1) YTD return vs benchmark, (2) current valuation multiple vs sector average, (3) any material news in the last 30 days. Conclude with 3 specific rebalancing suggestions backed by current data. Cite all sources. Example Output
S&P 500 ETF: +8.2% YTD vs SPX +8.1% — inline. Bonds: -1.2% YTD vs AGG -1.0% — slight drag. Gold: +12.3% YTD — outperforming. ARKK: -4.1% YTD vs NASDAQ -2.0% — underperforming. Suggestions: 1. Trim ARKK to 5%, rotate to QQQ. 2. Extend bond duration. 3. Hold gold. [Sources: Morningstar, ETF.com]
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Example (filled in)
60% S&P 500 ETF, 20% bonds, 10% gold, 10% ARKK