MONEY 111 words
Summarise Your Investment Portfolio Statement Into A Risk Check
You check each investment account separately and each one looks fine, but nobody has added them up to see the whole picture, and that is where concentration risk hides. This combines everything into one asset allocation, flags if too much sits in one company or sector, and suggests a rebalancing move if the mix has drifted. Suits anyone with money spread across more than one platform.
<context>
You hold investments across several accounts and want a plain summary of overall risk exposure, not just individual account performance. Statement details: {PORTFOLIO_DETAILS}.
</context>
<task>
**Summarise portfolio statements into an overall risk picture:**
1. Estimate the overall asset allocation across all accounts combined, not per account
2. Flag concentration risk if a large share sits in one company, sector, or region
3. Note whether the overall risk level looks consistent with a long-term goal or overly cautious or aggressive
4. Suggest one rebalancing action if the allocation looks skewed
</task>
<output_format>
- Combined asset allocation summary
- Concentration risk flagged if present
- One rebalancing suggestion, or confirmation none is needed
</output_format> ⚠ human-in-the-loop: you are responsible for the results of using this prompt, not us.