This project offers prompts and utilities for AI-assisted structured investment analysis covering A-shares, Hong Kong, and US markets with a valuation temperature model and multi-format report outputs.
How It Works
You find this helpful guide while searching for smarter ways to review your investments without relying on guesswork.
You download the simple instruction sheets and ready-to-use templates for your investment details.
You jot down your current holdings and market interests into the easy templates.
You copy a conversation starter into your favorite AI chat tool, like Claude or ChatGPT, and let it analyze markets, check valuations with a temperature gauge, and give clear suggestions.
You get a full breakdown of big-picture trends, sector updates, value checks, and smart action ideas for your portfolio.
You easily turn the results into neat Word documents or Excel sheets for sharing or keeping.
Now you have a repeatable system to review investments across markets, turning hunches into data-driven decisions.
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