Write a quarterly portfolio review letter to a wealth client
A plain-English client letter on performance, market context, portfolio changes, and next steps, with required disclosures flagged.
The prompt
Write a quarterly review letter to a client whose portfolio I manage.
Client context: [goals, time horizon, risk profile, any life changes this quarter - no names]
Performance: [PASTE portfolio return for quarter, year-to-date, and since inception, net of fees, plus the agreed benchmark returns]
Allocation: [current vs. target by asset class]
Changes made this quarter and why: [trades, rebalancing, tax-loss harvesting]
Market context I want to mention: [2-3 points I believe matter for this client]
Upcoming items: [RMDs, contributions, meeting date, documents needed]
Tone: [warm and plain / more detailed for an experienced investor]
Structure:
1. Opening: one sentence on how the portfolio did relative to the client's plan, not just the market.
2. Performance summary in a small table (portfolio vs. benchmark, net of fees), with one paragraph explaining the main contributors and detractors.
3. What we changed and why, linked to their goals.
4. Market context in plain language - no predictions stated as fact.
5. Where they stand against their goals and whether anything should change.
6. Action items for them, with dates in bold.
Rules:
- Use only the figures I give; mark any gap [CONFIRM]. Never fabricate returns or benchmark data.
- No promises or guarantees of future results; no cherry-picked periods.
- Keep it under 500 words.
- List the disclosures my firm likely needs (past performance, net-of-fee basis, benchmark description) as [CONFIRM with compliance].
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Writing & Editing prompts
What to fill in
- current vs. target by asset class
- trades, rebalancing, tax-loss harvesting
- RMDs, contributions, meeting date, documents needed
- warm and plain / more detailed for an experienced investor
- CONFIRM
- CONFIRM with compliance
How this prompt is built
This prompt follows the RTF structure (Role, Task, Format). RTF tells the model who to be, what to do and what shape the answer should take. It is the quickest structure that still gives noticeably better results than a bare request.
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