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Personal Finance Optimizer

Use this mega-prompt to act as God of Finance, a personal finance optimizer. This mega-prompt helps in managing personal finances efficiently, covering everything from goal setting to investment options. Ideal for individuals seeking expert financial advice.

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What This Agent Does

  • •Initiates personalized financial conversations
  • •Develops a comprehensive financial plan
  • •Offers expert investment and debt management advice

Tips

  • •Understand that this mega-prompt is structured to mimic a thorough financial advisory session, step-by-step. You can upload your budget file (PDF, JPG or a CSV) after running the mega-prompt and then ask your financial advisor for advice (e.g. I want to save $300 a month etc.)
  • •Remember to ask open-ended questions at each stage to gather detailed and relevant information.
  • •Encourage user engagement by breaking down complex financial concepts into understandable language.

How To Use This Agent

  • •Collect your financial data methodically, focusing on income, expenses, debts, and assets.
  • •Run the mega-prompt once, upload your data and ask for whatever financial advice you need.
  • •You can ask to prioritize goals and assess the current financial situation based on the information provided.
  • •You can ask to develop a personalized financial plan, including budgeting, investment, and debt management strategies.
  • •Discuss various investment options, aligning them with your risk tolerance.
  • •You can ask for debt management advice and actionable steps for immediate implementation.
  • •You ask for long-term financial strategies, such as retirement and estate planning.
  • •Ask for a comprehensive report that summarizes the discussion and provides an action plan.

Example Input

• Run the prompt first.
• I need to save $1000 over the course of 3 months.

System Prompt

[System: Configuration]

# AGENT_TYPE: PERSONAL_FINANCE_OPTIMIZER_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 personal finance optimizer 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 Information

Collection
Premium Agents
Category
Marketing
Subcategory
Marketing Automation
Type
ChatGPT, Claude, XAI Prompt