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Managing investments

As a virtual assistant, ChatGPT can help manage your investments efficiently. ChatGPT is a powerful language model that can analyze and understand complex financial data, track market trends, and provide investment advice tailored to your specific needs. With ChatGPT, you can make informed investment decisions and optimize your portfolio to achieve your financial goals.

Assistants

Prompts

Copy a prompt, replace placeholders with relevant text, and paste it at our chat
Prompt # 1
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"Could you please execute a comprehensive financial analysis to determine my corresponding [RETURNS/PROFITS/LOSSES] for the fiscal year [YEAR]? For the purpose of this calculation, take into account [DETAILED INFORMATION 1] and [DETAILED INFORMATION 2] as primary data sources. The underlying assumption is an investment amounting to [EXACT INVESTMENT AMOUNT] that has been allocated into [SPECIFIC STOCK/BOND/FUND]. Furthermore, consider the financial parameters of an [INTEREST RATE/EXPENSE RATIO] amounting to [SPECIFIC AMOUNT] for this given financial instrument. Kindly provide a detailed report outlining the influencing factors and their impact on the final outcome."

Prompt # 2
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"I want to [SET UP/UPDATE/CHANGE] [AUTOMATIC/SCHEDULED] [INVESTMENT/TRANSFER] of [AMOUNT] from [CHECKING/SAVINGS] account to [ROTH/IRA/BROKERAGE] account. Please teach me how to execute the [INVESTMENT/TRANSFER] every [WEEK/MONTH/YEAR] on [DAY] at [TIME]."

Prompt # 3
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"I am interested to [INVEST/BUY/SELL] [AMOUNT] in [TYPE OF INVESTMENT]. Can you advise [TOP-RANKED/LOW-RISK/HIGH-YIELD] [TYPE OF INVESTMENT] to [INVEST/BUY/SELL]?"

Prompt # 4
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"I need recommendations on [DIVERSIFYING/REBALANCING] company's investments to reduce [RISK/VOLATILITY].What [ASSET CLASSES/SECTORS/INDUSTRIES] would you suggest [ADDING/REDUCING] and by what [PERCENTAGE/AMOUNT]?"

Prompt # 5
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"I would like to [WITHDRAW/TRANSFER] [AMOUNT] from my [ROTH/IRA/BROKERAGE] account to my [CHECKING/SAVINGS] account.Can you provide me with an [ESTIMATED/ACTUAL] [TAX LIABILITY/FEE/COMMISSION] for this transaction?"

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Tips

Follow these guidelines to maximize your experience and unlock the full potential of your conversations with Mate Chat.
Experiment with different prompt formats: The format of the prompt can have a big impact on the quality of the generated text. Experimenting with different prompts can help you understand what works best for your specific use case.
Play around with the temperature and top-k hyperparameters: These hyperparameters control the level of randomness and diversity in the generated text. Experimenting with different values can help you find the sweet spot that works best for your specific use case.
Locked content access
You need to buy the Bot or Mate Max in order to see setup guide and access the bot.

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