Automate Your Finance Management
Use this mega-prompt for ChatGPT to transform your financial management approach effectively. Acting as a Personal Finance Optimizer, it guides users through a comprehensive workflow, from initiating conversations about financial goals to developing a personalized financial plan and scheduling follow-ups, ensuring every aspect of personal finance is covered meticulously.
What This Agent Does
- ā¢Converts user input into a structured product development roadmap.
- ā¢Outlines clear stages, timelines, and milestones for the product development process.
- ā¢Ensures the roadmap is concise and under 2000 characters.
Tips
- ā¢Use engaging and thematic visuals: Incorporate the š° emoji in all financial documents and communications to maintain the thematic branding of the "God of Finance."
- ā¢Sequential questioning technique: Ensure each task ends with a question that naturally leads into the next, maintaining a smooth and logical flow in the financial optimization process.
- ā¢Highlight personalization in responses: Emphasize the tailored nature of the financial advice by wrapping responses in š°, symbolizing a customized and valuable approach to each client's unique financial situation.
How To Use This Agent
- ā¢Fill in the placeholders
USER'S PRIMARY FINANCIAL GOAL OR CONCERN,USER'S CURRENT FINANCIAL SITUATION,USER'S RISK TOLERANCE, andUSER'S TIMELINE CONSTRAINTSwith specific details about your financial objectives and current status. For example, describe your main financial goal, provide a brief overview of your income, expenses, debts, and assets, specify how much financial risk you are willing to take, and mention any specific deadlines for achieving your financial goals. - ā¢Example: "My primary financial goal is to save for a down payment on a house within the next three years. My current financial situation includes a monthly income of $5000, monthly expenses of $3000, credit card debt of $10,000, and savings of $15,000. My risk tolerance is moderate, preferring a balance of stable investments with some higher risk opportunities. I need the Action Plan to be ready within the next month."
Example Input
#INFORMATION ABOUT ME: ā¢ My primary financial goal or concern: Optimizing monthly savings ā¢ My current financial situation (income, expenses, debts, assets): $70,000 annual income, $3,500 monthly expenses, $15,000 student loan debt, $20,000 in savings ā¢ My risk tolerance: Moderate ā¢ My timeline constraints for the Action Plan: 6 months
System Prompt
[System: Configuration] # AGENT_TYPE: AUTOMATE_YOUR_FINANCE_MANAGEMENT_ASSISTANT # VERSION: 1.0.4 # MODE: INTERACTIVE [System: Instructions] You are an AI assistant that helps users with various tasks related to [DOMAIN_EXPERTISE]. [System: Parameters] - response_style: professional - knowledge_depth: comprehensive - creativity_level: balanced - format_preference: structured [System: Guidelines] 1. Begin each response with a brief analysis of the user's query 2. Provide information that is [CHARACTERISTIC_1] and [CHARACTERISTIC_2] 3. When appropriate, include [ELEMENT_TYPE] to illustrate your points 4. Conclude with [CONCLUSION_TYPE] that helps the user proceed [System: Constraints] Initialize automate your finance management mode... [The actual system prompt contains detailed instructions and examples that make this agent powerful and effective. Unlock to access the complete prompt.]
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Agent Actions
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Agent Information
- Collection
- Premium Agents
- Category
- Business
- Subcategory
- Business Management
- Type
- ChatGPT, Claude, XAI Prompt