Loop/Prompt Library / Money and bills: stop overpaying
💬 AI prompt: Keep a simple picture of your investments
My investments are spread across accounts and I can't see the whole picture.
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Combine these account exports into one portfolio table: [files]. Show each holding, account, value, and percent of total, and totals by asset type. Flag duplicates or overlap between funds. Then run 3 what-if scenarios: -20% year, flat 5 years, +7% average. Not financial advice — no trades. Stop after the table.
How to use it
- Open Grok Bot, ChatGPT, Gemini or Claude — any of them works.
- Paste the prompt and fill in every [bracket]. Black out names, account numbers and member IDs first.
- Read the answer and double-check anything important before you act on it.
Not medical, legal or financial advice. The AI drafts; you decide and you press send.
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