💰 For Retail Investors · Any Market · Any AI
Your AI Doesn't Know Your Situation.
75 investment prompts that turn any AI into a personal finance analyst — portfolio sizing, FIRE planning, tax strategy, retirement optimisation. Built for investors in any market, any currency, anywhere in the world.
From $9/month
All 10 products included
Cheaper than one hour with a financial advisor. Works with any AI tool, forever.
Works with Claude · ChatGPT · Gemini · Copilot · Any AI tool
The problem isn't your AI. It's that you're asking it questions it can't answer without knowing your situation.
This is for you if…
You invest across one or more markets — US, UK, Europe, Asia-Pacific — and want a unified view
You use ChatGPT or Claude but keep getting generic, disclaimer-heavy answers
You want a framework for analysing stocks, ETFs, and allocations — not guesswork
You want to actually optimise your retirement scheme, whatever country you're in
You're somewhere on the FIRE spectrum and want a realistic target number
You want the same depth of analysis whether you hold USD, GBP, EUR, SGD, AUD, or any other currency
Sound familiar?
Most people hit at least three of these before they realise what's missing.
"What do you think of [stock]?" gets you a disclaimer.
Generic questions get generic answers. AI doesn't know your risk tolerance, your existing portfolio, your time horizon, or your tax situation. Without that context, its advice is useless — or worse, misleading.
You're writing the same context from scratch every time.
Income, goals, current holdings, risk tolerance — you type it all out before you even get to the question. Every single session. That's 15 minutes of setup for 2 minutes of insight.
Most finance prompts assume you're American.
US-centric prompts ignore everything outside a 401(k) and an S&P index fund. They don't factor in local retirement schemes, non-US brokers, cross-currency exposure, or regional tax regimes. Your situation deserves better than a US default.
Multi-market investing has no unified strategy.
Home market for dividends, US for growth, maybe some Europe or emerging-market exposure — but how do you size the allocation? How do you hedge FX? What's your rebalancing trigger? These decisions need a framework, not guesswork.
How it works
Pick a category
Choose from 8 categories: Budgeting, Debt, Investing, Savings, Income, Tax, Retirement, or Regional Finance. Each has 5–10 ready-to-use prompts.
Fill in your details
Every [placeholder] becomes an editable field inline in the prompt. Type your actual numbers — income, portfolio size, currencies, goals. Takes 60 seconds.
Copy and paste into any AI
Hit "Copy Prompt." Your personalised, context-rich prompt is on your clipboard. Paste into Claude, ChatGPT, or Gemini. Get analysis built around your situation, not a hypothetical.
Preview
A sneak peek at the interface. Scroll down — you can try 3 real prompts yourself without signing in.
75 AI Finance Prompts
Sign in to access this product
Create a free account to get started, or subscribe for the full library.
Try it yourself
3 prompts from the pack — fill them in right here
Type your real numbers into the green fields, then hit Copy. Paste directly into ChatGPT, Claude, or Gemini. This is exactly how the full tool works.
Investment Analysis
Portfolio Allocation Analyser
Preview
I am [age] years old, risk tolerance [low/medium/high], investment horizon [X years], goal is [retirement/wealth building/income]. My current portfolio: home-market stocks [amount + list], international stocks via [broker] [amount + list], retirement account [type + amount], cash/fixed income [amount]. Base currency: [USD/GBP/EUR/SGD/MYR/AUD/other]. Analyse my portfolio for: diversification, FX exposure across currencies, correlation between holdings, and alignment with my goal. Suggest an improved allocation and explain the reasoning.
💡 Tip: Be specific about your actual holdings and base currency — the more detail, the more actionable the analysis.
Retirement
Retirement Scheme Optimisation
Preview
I am [age], annual income [amount + currency], current retirement contributions [% or amount]. My country's primary retirement scheme is [401k/Roth IRA/ISA/SIPP/CPF/EPF/Superannuation/other] with current balance [amount]. Help me: 1) Should I contribute above the default/mandatory rate? 2) What is the optimal allocation inside the scheme? 3) How should I split between pre-tax and post-tax vehicles (where applicable)? 4) Compare the expected return of my scheme vs a taxable brokerage. 5) Project my balance at retirement age and show whether it meets my target.
💡 Tip: Name your specific scheme — the AI will apply the correct contribution limits, tax treatment, and withdrawal rules for your country.
Investment Analysis
Multi-Market Allocation
Preview
I invest across multiple markets. Current split: home market [%] — mainly [sectors/stocks], US/international [%] via [broker] — mainly [ETFs/stocks], other markets [%] via [broker]. Monthly investment budget: [amount + currency]. My expenses are primarily in [currency]. Help me: 1) Is my current market split appropriate for my goal of [goal]? 2) How should I think about FX risk given my expenses are in [currency] but my holdings span multiple currencies? 3) What's a sensible rebalancing strategy? 4) Which markets should I prioritise with new capital given my situation?
💡 Tip: FX risk matters for anyone not investing purely in their home-currency market — a good AI response factors in currency exposure, not just returns.
These are 3 of 75. The full product covers Budgeting, Debt, Savings, Income, Tax, Retirement, and more.
What you get
Included in all subscription plans. Subscribe once, access all 10 products.
75 prompts across 8 categories — Budgeting, Debt, Investing, Savings, Income, Tax, Retirement, and Regional Finance
Interactive fill-in fields — every [placeholder] is editable right in the prompt text
Currency-agnostic — prompts accept any currency (USD, GBP, EUR, SGD, MYR, AUD, and more) and any broker
Regional Finance section — retirement-scheme optimisation covering 401(k), Roth IRA, ISA, SIPP, CPF, EPF, Superannuation, and others
Multi-market portfolio prompts — cross-currency FX exposure, international allocation, rebalancing frameworks
FIRE planning — calculate your number in any currency, model Fat / Lean / Barista FIRE, audit your timeline
Tax optimisation — deduction finders, year-end strategy, rental-income guide, voluntary pension-contribution analysis
One-click copy — assembled prompt with your details, ready to paste into any AI
Works offline in any browser — no internet needed after loading
The problem isn't your AI. It's that you're asking it questions it can't answer without knowing your situation.
Subscribe and unlock all 11 products — fitness, finance, career, and lifestyle tools — synced across every device.
Subscribe from $9/month →Cancel anytime · All 11 products included · Progress synced
Instant Access
Start using immediately
Works Anywhere
Any browser, no install
Secure Checkout
Powered by Lemon Squeezy
24hr Support
We reply within a day
Frequently asked
Yes. 70 of 75 prompts are fully universal — budgeting, investing, debt, general retirement, FIRE strategy. The Regional Finance section covers the major retirement schemes (401(k), Roth IRA, ISA, SIPP, CPF, Superannuation, and more) with country-specific optimisation. If your scheme isn't listed by name, the universal prompts still handle it — just name your scheme in the [placeholder] and the AI will apply the right rules.
Also from Blacknave
You might also like
🏋️ Fitness
Hyrox Training Planner
Your full race plan in 6 questions. No guesswork.
🎯 Career
60 AI Interview Prep Prompts
Walk into every interview knowing exactly what to say.
💰 Finance
Debt Payoff Planner
Enter your debts. See your debt-free date. Know exactly what to pay first.
🏋️ Fitness
TDEE & Macro Planner
Your daily calories and macro targets. Calculated in 60 seconds.
🎯 Career
Freelance Rate Calculator
Know your minimum rate before the client asks.
🎯 Career
40 Salary Negotiation Scripts
The exact words to say when money is on the table.
🎯 Career
LinkedIn Profile Rewriter
Rewrite your entire LinkedIn profile with AI. Section by section.
🎯 Career
Job Application Tracker
Every application, every stage, one board.
🏋️ Fitness
Gym Tracker
Log every lift. Hit every PR. Never guess what to train next.
🍳 Lifestyle
Meal Prep Planner
Tell the AI what you have. Get 3 ready-to-cook meal ideas instantly.
Included in all plans · From $9/month
Stop asking AI generic questions. Start getting real answers.
Subscribe and access all 11 tools — fitness, finance, career, and lifestyle. Progress synced across every device.
View plans →