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Prompt course · 8 lessons · 24 prompts · 1 hour · Beginner

AI for Portfolio Managers

This prompt course teaches portfolio managers how to turn market news, research, and risk data into clear briefings and decisions. You will practice prompts for theses, rebalancing, performance commentary, and client reviews.

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What you'll learn

  • Market Briefings: Turn overnight news and economic releases into a short, plain-English briefing for your morning meeting.
  • Security Research: Have AI compare fundamentals, summarize earnings calls, and list questions for management.
  • Thesis Building: Structure buy, hold, or sell arguments and pressure-test them before committee.
  • Risk Review: Translate risk data into a clear narrative and check holdings against mandate rules.
  • Trade Planning: Plan rebalances and trade instructions with rationale, tax awareness, and desk-ready notes.
  • Performance Notes: Turn performance and attribution data into commentary that explains what happened and why.
  • Client Reviews: Prepare client reviews, meeting answers, and change communications without jargon.
  • Committee Prep: Create committee documents, compliance checklists, and review deck outlines for governance work.

What's inside

8 lessons · 24 prompts
  1. Before you start · framework course SCQA Prompt Framework: Briefs and Memos the Boss ReadsSCQA helps you write a quarterly rebalance memo that gives the investment committee situation, complication, question, and answer.
  2. Start here Priya's Thursday, two waysA day in the life of a Portfolio Manager, before and after these prompts.
  3. 01 Lesson 1 · 3 prompts Market News Briefings
  4. 02 Lesson 2 · 3 prompts Securities and Sector Research
  5. 03 Lesson 3 · 3 prompts Investment Thesis Development
  6. 04 Lesson 4 · 3 prompts Portfolio Risk Review
  7. 05 Lesson 5 · 3 prompts Rebalancing and Trade Planning
  8. 06 Lesson 6 · 3 prompts Performance Monitoring and Reporting
  9. 07 Lesson 7 · 3 prompts Client Communication and Reviews
  10. 08 Lesson 8 · 3 prompts Committee and Compliance Prep

About this course

7 topics

Prompts for Portfolio Managers: Research, Risk, and Client Work

Portfolio managers spend hours reading, summarizing, and writing. This course shows you how to use ChatGPT, Claude, or Gemini to do that work faster and with more structure.

You will learn a set of prompts built for investment work, from morning briefings to committee prep. Each lesson gives you a repeatable way to get useful first drafts you can refine.

  1. The lessons
    1. Market News Briefings: Turn news and economic releases into quick, plain-English briefings for your investment day.
    2. Securities and Sector Research: Speed up security and sector research by having AI compare fundamentals, summarize calls, and generate questions.
    3. Investment Thesis Development: Structure buy, hold, or sell arguments and pressure-test them before presenting to the investment committee.
    4. Portfolio Risk Review: Translate risk data into clear narratives and check holdings against mandate rules before decisions.
    5. Rebalancing and Trade Planning: Plan rebalances and trade instructions with clear rationale, tax awareness, and desk-ready summaries.
    6. Performance Monitoring and Reporting: Turn performance and attribution data into commentary that explains what happened and why.
    7. Client Communication and Reviews: Prepare polished client reviews, meeting answers, and change communications without jargon.
    8. Committee and Compliance Prep: Create formal committee documents, compliance checklists, and review deck outlines for governance work.
  2. What This Course Covers

    The course walks through eight lessons that match a portfolio manager's day. You start with market news briefings and research, then move into thesis work, risk reviews, rebalancing, performance reporting, client communication, and committee prep.

    Each lesson gives you prompts you can copy, adjust, and reuse.

  3. How the Lessons Connect

    The lessons follow the rhythm of investment work. You gather information, form a view, check risk, plan trades, report results, and communicate with clients and committees.

    Later lessons build on earlier ones, so your prompts get sharper as you go.

  4. How to Use the Prompts

    Treat every prompt as a starting point. Add your own context, like the asset class, time horizon, and client objective, so the output is relevant.

    Always review and edit what AI gives you. Your judgment is what makes the final work reliable.

  5. Who This Course Is For

    This course is for portfolio managers who want to save time on reading, writing, and preparation. It is also useful for analysts moving into portfolio management.

    No technical background is needed. If you can write an email, you can use these prompts.

  6. Safety and Privacy at Work

    Portfolio work involves sensitive client and market information. The course shows you how to avoid sharing confidential data with AI tools and how to check output for accuracy.

    You will also learn to keep a human in the loop for anything that goes to a client or committee.

  7. Your Next Step

    Start with the first lesson and try one prompt on a real task tomorrow. Pick a small, low-risk task like a news briefing or a research summary.

    Once you see the time saved, move through the rest of the lessons at your own pace.