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ETF Portfolio Review Sprint: 9 AI prompts for portfolio reviews

A focused pack for reviewing ETF portfolios across risk, costs, diversification, taxes, and long-term fit.

Added May 31, 2026 9 copy-ready prompts Library-matched

Copy-ready etf portfolio review sprint AI prompts

ETF Portfolio Overlap Audit

Start here Beginner

Finds duplicate exposure across broad-market, sector, thematic, active, and bond ETFs before the user adds another fund.

ETF Portfolios
ID 373
Act as an ETF portfolio analyst. Review my ETF holdings ETF portfolio and identify overlap in top holdings, sectors, countries, factors, and asset classes. Explain which funds are redundant, which exposures are intentional, and what questions I should answer before changing anything.

Expense Ratio & Fee Drag Check

Beginner

Compares fund costs and asks whether each ETF earns its place after fees, spreads, and complexity.

ETF Portfolios
ID 374
Compare the expense ratios, bid-ask spreads, and hidden complexity of my ETF list ETF portfolio. Estimate where fee drag matters most over a long holding period, then flag any ETF that needs a stronger reason to stay in the portfolio.

Bond ETF Role Review

Beginner

Clarifies whether bond ETFs are being used for income, ballast, duration exposure, liquidity, or speculation.

Allocation
ID 375
Act as a fixed-income ETF reviewer. For my bond ETFs ETF portfolio, explain the role of each fund: income, capital preservation, duration exposure, credit risk, inflation hedge, or cash alternative. Highlight interest-rate sensitivity, credit quality, and liquidity risks in plain language.

Taxable Account ETF Fit

Medium

Checks whether each ETF belongs in a taxable account or might be better suited for a tax-advantaged account.

Taxes
ID 376
Review my ETFs ETF portfolio for taxable-account fit. Consider dividend yield, turnover, capital gains distributions, bond income, international withholding tax, and tax-loss harvesting flexibility. Return a simple keep-in-taxable / consider-tax-advantaged / needs-review table.

Active ETF Due Diligence

Medium

Helps users evaluate active ETFs without treating recent outperformance as enough evidence.

ETF Portfolios
ID 377
Act as an ETF due diligence analyst. Evaluate an active ETF ETF portfolio versus a low-cost passive alternative. Compare process, holdings transparency, turnover, fee premium, manager risk, benchmark fit, and whether the active exposure is truly different from a cheaper index ETF.

Buffer ETF Reality Check

Medium

Explains the trade-offs of buffer and defined-outcome ETFs before the user assumes downside protection is free.

ETF Portfolios
ID 378
Analyze a buffer or defined-outcome ETF ETF portfolio. Explain the downside buffer, upside cap, reset period, fees, liquidity, tax considerations, and scenarios where the fund can disappoint. Compare it with a simpler mix of stock ETF, bond ETF, and cash.

ETF Rebalancing Bands

Medium

Turns a long-term ETF allocation into clear bands for rebalancing instead of emotional trading.

Allocation
ID 379
Create rebalancing bands for my ETF allocation target allocation. Include threshold bands, calendar review frequency, tax-aware trade priority, cash-flow rebalancing rules, and when not to rebalance because the drift is too small.

ETF Tax-Loss Harvesting Watchlist

Medium

Builds a structured tax-loss harvesting review without accidentally changing the portfolio's intended exposure.

Taxes
ID 380
Help me build a tax-loss harvesting watchlist for my ETF portfolio ETF portfolio. Identify loss candidates, possible replacement exposures that are not substantially identical, tracking error risks, holding-period issues, and questions to confirm with a tax professional.

ETF Investment Policy Statement

Pro

Creates a rules-based ETF portfolio policy so future additions, sales, and rebalances have a written standard.

Allocation
ID 381
Draft an ETF investment policy statement for my goal financial goal, time horizon 4 hours, risk tolerance risk tolerance, and current ETF list ETF portfolio. Include allowed asset classes, maximum overlap rules, fee limits, rebalance rules, tax-aware trade rules, and review triggers.

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