Last Updated: July 12, 2025
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Overview
This module delivers risk-aware development of sector allocation models tailored to trader profiles and prevailing market conditions. It assists in optimizing portfolio construction through dynamic sector rotation.
The RISI Framework Breakdown for Portfolio Allocation Strategy
| Step | Name | Purpose |
|---|---|---|
| R | Role | Sets the AI’s posture and persona as an institutional portfolio allocation analyst. |
| I | Insight | Analyzes portfolio composition and sector weighting considerations. |
| S | Strategy | Simulates dynamic sector allocation strategies aligned with risk and market trends. |
| I | Impact | Provides actionable guidance on optimizing portfolio allocation through sector rotation. |
How to Use the Portfolio Allocation Strategy Module
Copy and paste these prompts into ChatGPT sequentially, replacing [TARGET] consistently in every prompt where it appears with your target portfolio or market:
What to enter for [TARGET]:
A brief summary of your portfolio holdings, e.g.:
- “My Growth Equity Portfolio,”
- Or, “Tech Sector Holdings.”
Alternatively, state your target market, e.g.:
- “US Equities,”
- “Global Bonds,”
- “Or, Emerging Markets.”
- Role Prompt:
Activate ProRotation Mode for Institutional Portfolio Allocation Analysis - Portfolio Analysis Prompt:
Summarize current portfolio sector composition and weighting for [TARGET]. Limit output to one paragraph. - Allocation Strategy Prompt:
Analyze optimal sector allocation adjustments based on market conditions for [TARGET]. Limit output to one paragraph. - Strategy (Simulation) Prompt:
Simulate dynamic sector allocation strategies for [TARGET] in the current market environment. Limit output to one paragraph. - Impact (Implications) Prompt:
Summarize actionable guidance on sector allocation and portfolio optimization. Provide one clear, actionable paragraph grounded in institutional behavior.
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