BICon Services Insights About Try the Builder → AI-Powered Tool for Financial Professionals From investor profile to portfolio-ready AI prompt in seconds Stop writing prompts from scratch. The Portfolio Prompt Builder converts your investment parameters into structured, immediately usable prompts for strategic asset allocation — with built-in logic for home bias, currency hedging, and ETF analysis.Launch the Builder See how it works Basic ⚡ Fast prompt for daily use Get a ready-to-use portfolio prompt in seconds — no financial background required. Ideal for private investors and anyone who wants quick, structured AI output.Pro 🏗️ Advanced configuration for professionals Fine-tune allocation logic, home bias rules, and output modules to match your investment mandate. Built for advisors, analysts, and portfolio managers.The Problem AI is powerful. Getting it to think like a portfolio manager isn't. Generic prompts produce generic output. Getting a language model to apply home bias logic, handle currency hedging, and select the right ETFs takes expertise — and time.⏱ Writing good prompts takes too long Each client has different parameters. Rebuilding a structured prompt from scratch every time wastes analyst hours on formatting, not thinking.🔁 Inconsistent results across advisors Without a standardized input structure, two advisors can send wildly different prompts for similar mandates — leading to inconsistent AI outputs.🧩 Missing domain logic Off-the-shelf prompt templates don't know about home bias calculations, synthetic ETF risks, or TER estimation. You have to add all of that manually.The Portfolio Prompt Builder solves all three A structured interface that encodes financial best practices into every prompt it generates — so analysts spend time analyzing, not formatting.4 core strategies & best-practice logic 6 selectable output sections DE/EN bilingual output 100% configurable defaults How it works Three steps from parameters to prompt No setup. No API keys. No learning curve. Configure your mandate, generate the prompt, paste it into your AI tool of choice.Step 01 ⚙️ Configure your mandate Set base currency, risk profile, investment horizon, equity allocation, number of ETFs, preferred exchange, and optional constraints like currency hedging.Currency Risk Profile Horizon Equity % Step 02 🧠 Built-in logic fires automatically The builder validates your inputs, adjusts equity allocation for the selected risk profile, and applies home-bias rules tied to the base currency — without any manual work.Validation Home Bias Auto-adjust Step 03 📋 Copy and use instantly A fully structured prompt is generated in your chosen language. Copy it to ChatGPT, Claude, or any LLM and get a professional-grade portfolio analysis immediately.German English 1-click copy Features Domain logic that took years to build, ready in seconds Every module reflects real investment decisions made by financial professionals — not generic AI templates.🏠 Dynamic Home Bias Logic Automatically adjusts regional allocation weights based on the investor's base currency. A CHF mandate gets different home bias treatment than a EUR or USD mandate — just as it should be in practice.💱 Currency Hedging Module Optionally includes structured guidance for assessing currency risk on non-base-currency positions, embedded directly in the generated prompt.📊 ETF Look-Through Analysis Instructs the AI to analyze underlying ETF exposures, preventing unintended concentration risk from overlapping holdings across funds.⚠️ Synthetic ETF Evaluation Flags and evaluates swap-based ETF structures — important for clients with counterparty risk constraints or specific mandate guidelines.✅ Plausibility Validation Built-in checks catch inconsistencies between risk profile and investment horizon before the prompt is generated, so your AI inputs stay coherent.🌐 Bilingual Output Generate prompts in German or English — ideal for DACH-based teams working with international clients or multilingual advisory workflows.Output modules Choose exactly what you need Select which sections the AI should produce. Each module is optional — build the prompt that fits the specific client situation.🎯 Target Allocation Asset class weights and regional breakdown tailored to the risk profile and investment horizon.📈 ETF Implementation Specific ETF recommendations with ISIN, exchange, and rationale for each position.💵 Currency Overview Currency exposure breakdown and hedging recommendations for non-base positions.🔄 Rebalancing Guidance Tolerance bands and rebalancing triggers for maintaining the target allocation over time.💰 TER Estimation Total Expense Ratio estimate across the proposed portfolio to ensure cost transparency.🔬 ETF Look-Through Underlying exposure analysis to identify and flag overlaps or concentration risks.Who uses it Built for financial professionals who work with AI Whether you're advising ultra-high-net-worth clients or building internal AI workflows, the builder adapts to your context.Relationship Manager Prepare client investment proposals faster Generate a structured portfolio prompt tailored to each client's mandate in under a minute — before your next client meeting.Portfolio Analyst Standardize AI-assisted analysis across the team Replace ad-hoc prompts with a consistent input format so every analyst gets comparably structured AI output, regardless of experience level.FinTech / Innovation Team Prototype AI advisory workflows quickly Use the configurable output and logic as a blueprint for building internal AI-assisted investment tools without starting from zero.Get started Stop writing prompts. Start analyzing portfolios. The Portfolio Prompt Builder is free to use. No login, no setup — just structured AI prompts for financial professionals, ready in seconds.Launch the Builder — Free Talk to BICon → Disclaimer: The Portfolio Prompt Builder is a tool for generating structured prompts for use with AI language models. It does not constitute investment advice, investment recommendations, or a solicitation to buy or sell any financial instrument. All outputs should be reviewed by qualified financial professionals before use with clients. © 2026 BICon — Business & IT Consulting for the Financial Industry About Contact Services
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