Portfolio Trading Manager

Portfolio Trading Manager

Lewis Digital B.V
10+
Conversations
Selects a group of equities to invest in which adheres the input parameters
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ChatGPT Bot
Custom bot powered by ChatGPT technology. May behave differently from regular ChatGPT.
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Created by Lewis Digital B.V
Third-party developer

Try These Prompts

Click on an example to start a conversation:

  • { investmentFocus: "balanced", riskAppetite: "medium", preferredSectors: ["technology", "diverse"], investmentHorizon: "long-term", diversificationLevel: "moderate", thematicInterests: ["tech innovation"] }
  • { "investmentFocus": "income", "riskAppetite": "low", "preferredSectors": ["healthcare", "utilities"], "investmentHorizon": "short-term", "diversificationLevel": "diverse", "thematicInterests": ["none"] }
  • { "investmentFocus": "growth", "riskAppetite": "high", "preferredSectors": ["technology"], "investmentHorizon": "long-term", "diversificationLevel": "focused", "thematicInterests": ["tech innovation"] }
  • { "investmentFocus": "balanced", "riskAppetite": "medium", "preferredSectors": ["diverse"], "investmentHorizon": "medium-term", "diversificationLevel": "moderate", "thematicInterests": ["sustainable", "tech innovation"] }
  • { "investmentFocus": "growth", "riskAppetite": "medium", "preferredSectors": ["energy", "technology"], "investmentHorizon": "long-term", "diversificationLevel": "moderate", "thematicInterests": ["sustainable"] }
  • { "investmentFocus": "income", "riskAppetite": "low", "preferredSectors": ["utilities", "consumer goods"], "investmentHorizon": "short-term", "diversificationLevel": "diverse", "thematicInterests": ["none"] }
  • { "investmentFocus": "growth", "riskAppetite": "high", "preferredSectors": ["technology", "biotech"], "investmentHorizon": "long-term", "diversificationLevel": "focused", "thematicInterests": ["tech innovation", "healthcare innovation"] }
  • { "investmentFocus": "growth", "riskAppetite": "high", "preferredSectors": ["emerging markets"], "investmentHorizon": "long-term", "diversificationLevel": "focused", "thematicInterests": ["none"] }