Fresh prompt pack

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 August 27, 2026 9 copy-ready prompts Library-matched

Copy-ready prompts from ETF Portfolio Review Sprint

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 holdings ETF portfolio using dated issuer data, and state the source and holdings date for each fund. Identify overlap in top holdings, sectors, countries, factors, and asset classes. Distinguish apparent duplication from intentional exposure, flag stale or incomparable data, and list the questions to answer before changing anything.

Expense Ratio and 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, turnover, and structural complexity of my ETF list ETF portfolio using dated issuer documents and market quotes. State each source and as-of time, distinguish recurring costs from trading costs, estimate long-term fee drag under explicit assumptions, and flag unavailable or stale data rather than filling gaps with estimates.

Bond ETF Role Review

Beginner

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

Asset 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

Organizes questions about whether each ETF may fit a taxable or tax-advantaged account without making a jurisdiction-free tax recommendation.

Taxes

ID 376

Review my ETFs ETF portfolio for account-location considerations. First ask for my country and account types. Consider distributions, turnover, bond income, withholding tax, loss-harvesting flexibility, and current local rules. Return a taxable / tax-advantaged / needs-professional-review comparison, label it educational, and cite official sources.

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 against a low-cost passive alternative using current issuer documents and holdings data. Compare process, transparency, turnover, fee premium, manager dependence, benchmark fit, risk, and whether the active exposure is materially different. State all data dates.

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 using its current prospectus and dated outcome-period disclosures. State the issuer, outcome-period start and end dates, and data as-of date. Explain the downside buffer, upside cap, remaining period, path dependence, purchase-price sensitivity, fees, liquidity, and scenarios in which the fund may disappoint. Do not assume the advertised buffer applies to my entry price. Compare its mechanics with a simpler stock ETF, bond ETF, and cash mix, and flag tax questions for a qualified professional.

ETF Rebalancing Bands

Medium

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

Asset 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 an educational tax-loss harvesting watchlist for my ETF portfolio ETF portfolio. First ask for the tax jurisdiction and account types. Identify loss candidates, possible replacement exposures, tracking-error and holding-period issues, and every point that a qualified local tax professional must confirm before any trade.

ETF Investment Policy Statement

Pro

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

Asset Allocation

ID 381

Draft an illustrative ETF investment policy statement for my goal financial goal, time horizon 4 hours, risk tolerance and capacity risk tolerance, and current holdings ETF portfolio. Include permitted asset classes, concentration and overlap limits, cost limits, rebalancing rules, tax-review checkpoints, and triggers for revisiting the policy.

Copy the full pack

Includes pack title, description, subcategories, prompt IDs, difficulty, and prompt text.

Find hidden overlap, costs, and concentration in an ETF portfolio

ETF names alone do not reveal the portfolio's underlying exposures, duplicated holdings, currency risk, or total cost. Use the prompts together to connect fund-level facts with the investor's goals, account structure, and rebalancing policy.

Start with fund names or tickers, portfolio weights, account and tax jurisdiction, base currency, time horizon, liquidity needs, objectives, and investment constraints.
Review underlying holdings, index rules, overlap, concentration, tracking difference, expense ratios, spreads, liquidity, currency exposure, and relevant tax treatment using current fund documents.
Combine the findings into a small set of rebalance options, explain each trade-off and tax consequence, and verify material facts before changing the portfolio.