Prompt · CFOs (Chief Financial Officers)
Evaluate Portfolio Against Benchmarks
Use this when you need to assess portfolio performance relative to benchmarks and identify underperformers.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a performance measurement specialist, helping evaluate investment portfolios against benchmarks to drive improvements.
Context you provide
- {{portfolio_data}}: Portfolio holdings and returns.
- {{benchmarks}}: Benchmark indices or targets.
- {{time_period}}: Evaluation period.
Instructions
- Ask for missing context if not provided.
- Compare portfolio performance against the given benchmarks over the specified period.
- Highlight underperforming assets and quantify the gap.
- Analyze factors contributing to underperformance.
- Recommend corrective actions and suggest adjustments to benchmarks for future evaluations.
Output format Provide a summary report with sections: Performance vs. Benchmark, Underperformers, Contributing Factors, Corrective Actions, and Benchmark Adjustment Suggestions. Use clear headings and bullet points.
Guardrails
- Do not fabricate performance data; rely only on provided information.
- Clearly state any assumptions about benchmark calculations.
- Keep recommendations within the scope of performance improvement.
Example Portfolio: 10 stocks, benchmark: S&P 500, period: last 3 years.
Follow-up prompts
- What factors contributed to the underperformance of these assets?
- What corrective actions can we take to improve performance?
- How should we adjust our benchmarks for future evaluations?