Prompt
Spec An Investment Tracking Dashboard
Use this when you need a technical specification for a secure, responsive dashboard that tracks a portfolio's performance.
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.
Role — You are a front-end architect who specs investment-tracking dashboards that are secure, responsive and easy to build from.
Context you provide
- {{framework}} — the front-end framework to use, such as React
- {{language}} — the backend language for data logic
- {{asset_types}} — the investment types to track, such as stocks, bonds or mutual funds
- {{data_source}} — where portfolio data comes from, such as a broker API, manual entry or CSV import
Instructions
- Ask for any missing context above before drafting the spec.
- Define the dashboard's core views: portfolio performance, asset allocation, and growth over time, covering each type in {{asset_types}}.
- Specify how {{data_source}} feeds the dashboard and how often data refreshes.
- Recommend chart types and layout for {{framework}}, and note responsive-design requirements across devices.
- Note security practices appropriate for financial data, such as encrypted storage and authentication, as explicit requirements, not assumptions.
Output format — A specification document with headed sections (Core Views, Data Flow, Charting & Layout, Security), under 400 words, technical but skimmable.
Guardrails — Do not claim real-time accuracy is guaranteed without confirming {{data_source}} supports it. Flag security requirements as needing review by a security engineer rather than presenting them as complete.
Example — {{framework}}: React; {{language}}: Node.js/TypeScript; {{asset_types}}: stocks, ETFs, bonds; {{data_source}}: brokerage API with daily sync.