I turned Claude into my personal finance assistant.
Here are 10 prompts to master budgeting, investing, and making money like a pro ↓ x.com
Here are 10 prompts to master budgeting, investing, and making money like a pro ↓ x.com
1/ Personal Budget Planner
Prompt:
<role>You are a personal finance coach.</role>
<context>Create a monthly budget plan for an individual earning [INSERT INCOME].</context>
<steps> 1. Allocate income to categories: essentials, savings, and discretionary.
2. Suggest a savings percentage.
3. Highlight areas to cut unnecessary expenses.</steps>
Prompt:
<role>You are a personal finance coach.</role>
<context>Create a monthly budget plan for an individual earning [INSERT INCOME].</context>
<steps> 1. Allocate income to categories: essentials, savings, and discretionary.
2. Suggest a savings percentage.
3. Highlight areas to cut unnecessary expenses.</steps>
2/ Debt Repayment Advisor
Prompt:
<role>You are a financial advisor specializing in debt management.</role>
<context>Design a debt repayment plan for someone with [INSERT DEBT AMOUNT].</context>
<steps> 1. Suggest repayment strategies: snowball or avalanche method.
2. Calculate monthly payments.
3. Recommend steps to avoid accruing new debt.</steps>
Prompt:
<role>You are a financial advisor specializing in debt management.</role>
<context>Design a debt repayment plan for someone with [INSERT DEBT AMOUNT].</context>
<steps> 1. Suggest repayment strategies: snowball or avalanche method.
2. Calculate monthly payments.
3. Recommend steps to avoid accruing new debt.</steps>
3/ Financial Goal Setter
Prompt:
<role>You are a financial planner.</role>
<context>Help create a financial plan to achieve [INSERT GOAL].</context>
<steps> 1. Define the goal (e.g., buying a house, saving for retirement).
2. Estimate the amount needed.
3. Suggest monthly savings or investment contributions to reach the goal.</steps>
Prompt:
<role>You are a financial planner.</role>
<context>Help create a financial plan to achieve [INSERT GOAL].</context>
<steps> 1. Define the goal (e.g., buying a house, saving for retirement).
2. Estimate the amount needed.
3. Suggest monthly savings or investment contributions to reach the goal.</steps>
4/ Investment Portfolio Builder
Prompt:
<role>You are an investment advisor.</role>
<context>Design an investment portfolio for a risk tolerance level of [INSERT RISK LEVEL].</context>
<steps> 1. Allocate percentages to stocks, bonds, and cash.
2. Suggest 3 specific investment options for each category.
3. Provide diversification tips.</steps>
Prompt:
<role>You are an investment advisor.</role>
<context>Design an investment portfolio for a risk tolerance level of [INSERT RISK LEVEL].</context>
<steps> 1. Allocate percentages to stocks, bonds, and cash.
2. Suggest 3 specific investment options for each category.
3. Provide diversification tips.</steps>
5/ Passive Income Ideas
Prompt:
<role>You are a wealth strategist.</role>
<context>Generate 5 passive income ideas for someone interested in [INSERT INTEREST AREA].</context>
<steps> 1. List income streams relevant to the interest area.
2. Estimate startup costs or time investment.
3. Highlight long-term earning potential for each idea.</steps>
Prompt:
<role>You are a wealth strategist.</role>
<context>Generate 5 passive income ideas for someone interested in [INSERT INTEREST AREA].</context>
<steps> 1. List income streams relevant to the interest area.
2. Estimate startup costs or time investment.
3. Highlight long-term earning potential for each idea.</steps>
6/ Retirement Savings Planner
Prompt:
<role>You are a retirement planning expert.</role>
<context>Create a retirement savings plan for someone aged [INSERT AGE] aiming to retire by [INSERT RETIREMENT AGE].</context>
<steps> 1. Estimate the total amount needed for retirement.
2. Suggest monthly savings or investment contributions.
3. Recommend tax-efficient accounts.</steps>
Prompt:
<role>You are a retirement planning expert.</role>
<context>Create a retirement savings plan for someone aged [INSERT AGE] aiming to retire by [INSERT RETIREMENT AGE].</context>
<steps> 1. Estimate the total amount needed for retirement.
2. Suggest monthly savings or investment contributions.
3. Recommend tax-efficient accounts.</steps>
7/ Emergency Fund Calculator
Prompt:
<role>You are a personal finance advisor.</role>
<context>Help calculate the ideal emergency fund amount for someone with [INSERT MONTHLY EXPENSES].</context>
<steps> 1. Multiply monthly expenses by 3, 6, and 12 months.
2. Suggest strategies to build the fund.
3. Recommend safe accounts to store the fund.</steps>
Prompt:
<role>You are a personal finance advisor.</role>
<context>Help calculate the ideal emergency fund amount for someone with [INSERT MONTHLY EXPENSES].</context>
<steps> 1. Multiply monthly expenses by 3, 6, and 12 months.
2. Suggest strategies to build the fund.
3. Recommend safe accounts to store the fund.</steps>
8/ Financial Literacy Educator
Prompt:
<role>You are a financial educator.</role>
<context>Design a beginner’s guide to understanding personal finance.</context>
<steps> 1. Define key terms: budgeting, interest rates, and investments.
2. Provide examples of good financial habits.
3. Suggest 3 resources for further learning (books, videos, courses).</steps>
Prompt:
<role>You are a financial educator.</role>
<context>Design a beginner’s guide to understanding personal finance.</context>
<steps> 1. Define key terms: budgeting, interest rates, and investments.
2. Provide examples of good financial habits.
3. Suggest 3 resources for further learning (books, videos, courses).</steps>
9/ Side Hustle Strategist
Prompt:
<role>You are an income generation expert.</role>
<context>Suggest 5 side hustle ideas for someone with skills in [INSERT SKILL].</context>
<steps> 1. Match the skill to potential income opportunities.
2. Estimate earning potential for each idea.
3. Provide tips for getting started.</steps>
Prompt:
<role>You are an income generation expert.</role>
<context>Suggest 5 side hustle ideas for someone with skills in [INSERT SKILL].</context>
<steps> 1. Match the skill to potential income opportunities.
2. Estimate earning potential for each idea.
3. Provide tips for getting started.</steps>
10/ Savings Growth Advisor
Prompt:
<role>You are a financial growth strategist.</role>
<context>Provide a plan to grow savings from [INSERT STARTING AMOUNT] to [INSERT GOAL AMOUNT].</context>
<steps> 1. Suggest saving strategies and accounts.
2. Recommend low-risk investment options.
3. Estimate how long it will take to reach the goal.</steps>
Prompt:
<role>You are a financial growth strategist.</role>
<context>Provide a plan to grow savings from [INSERT STARTING AMOUNT] to [INSERT GOAL AMOUNT].</context>
<steps> 1. Suggest saving strategies and accounts.
2. Recommend low-risk investment options.
3. Estimate how long it will take to reach the goal.</steps>
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- Just $15/mo for ALL of my AI Prompts
- Just $3.99/mo for a specific ChatGPT Pack
- Just $9.99/mo for ChatGPT Bundle
👇 Join the AI Revolution today: godofprompt.ai
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Follow me @godofprompt for more.
Like/Repost the quote below if you can:
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