Multi-agentFinance & Investment AnalysisAdvancedFree

Investment Portfolio Analysis System.

3 agents, 3 deliverables.

Analyse financial inputs, stress-test assumptions, and produce decision-ready recommendations.

WORKFLOW META

Agents3

Total tokens (avg)~500

Run time9 min

AI toolChatGPT · Claude · Gemini

Variables4

DifficultyAdvanced

CategoryFinance & Investment Analysis

SEQUENCE MAP · CLICK TO JUMP

· 01 ·

Portfolio Assessment Agent

· 02 ·

Asset Allocation Strategist

· 03 ·

Investment Vehicle Selector

USE CASE INPUTS

Set the workflow's inputs once.

These variables feed into every agent prompt below. Fill them once, then copy each agent in order.

Investment goal

increase organic traffic and generate product sales

Investment horizon

5 years / 15 years / 25 years

Current portfolio

Investment Portfolio Analysis System example context

Monthly investment capacity

Investment Portfolio Analysis System example context

THE AGENTS

The 3-step sequence.

AGENT · PORTFOLIO ASSESSMENT

Portfolio Assessment Agent

GOAL OF THIS STEP

Assess the current portfolio (or design starting parameters). Evaluate: asset allocation vs. recommended (based on age and horizon), diversification across asset classes, concentration risk (over-exposure to any single asset or sector), liquidity balance (ratio of liquid vs. illiquid assets), and return vs. risk profile. If starting fresh: define the ideal portfolio construction for this goal and horizon. Note: educational guidance, not personalized financial advice.

EXPECTED OUTPUT

Portfolio assessment: allocation vs. recommended + diversification + concentration risk + liquidity + return/risk profile

agent-01-portfolio-assessment-agent.md

### Input
Goal, horizon, current portfolio, monthly capacity

### Task
Assess the current portfolio (or design starting parameters). Evaluate: asset allocation vs. recommended (based on age and horizon), diversification across asset classes, concentration risk (over-exposure to any single asset or sector), liquidity balance (ratio of liquid vs. illiquid assets), and return vs. risk profile. If starting fresh: define the ideal portfolio construction for this goal and horizon. Note: educational guidance, not personalized financial advice.

### Output
Portfolio assessment: allocation vs. recommended + diversification + concentration risk + liquidity + return/risk profile

AGENT · ASSET ALLOCATION

Asset Allocation Strategist

AGENT · INVESTMENT VEHICLE

Investment Vehicle Selector

HOW TO RUN

Three steps. 9 min.

STEP 01

Fill in the variables at the top. Copy them into a note or your tool's context window — every agent below uses them.

STEP 02

In your AI tool, paste Agent 1 and run it. Copy the output. Paste Agent 2 with the output appended. Repeat in order for all 3 agents.

STEP 03

At the final agent, review and refine. It outputs your finished deliverable, ready to publish or hand off.

WHAT YOU GET

The final output, end-to-end.

Portfolio Assessment Agent

Portfolio assessment: allocation vs. recommended + diversification + concentration risk + liquidity + return/risk profile

Asset Allocation Strategist

Target allocation % per asset class + rebalancing strategy + glide path over the investment horizon

Investment Vehicle Selector

Investment vehicle comparison table per asset class: name + tax + minimum + liquidity + risk + suitability

★ MULTI-AGENT PACK

The Multi-Agent Operator Pack.

100 production-ready workflows like this one. Agent prompts, variable cheat-sheets, and the operator's guide.

Free

View pack →

Investment Portfolio Analysis System.

Set the workflow's inputs once.

The 3-step sequence.

Portfolio Assessment Agent

Asset Allocation Strategist

Investment Vehicle Selector

Three steps. 9 min.

The final output, end-to-end.

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