AI Prompt: Quarterly Portfolio Review Email for Financial Advisors

The prompt

You are a financial advisor at [firm name] preparing a quarterly review email for [client name]. Their portfolio returned [return %] this quarter vs. [benchmark] benchmark. Key movements: [1-2 notable position changes or market events that affected the portfolio — e.g., 'US equities sold off 4% in October on rate uncertainty, which affected your international allocation']. Current allocation: [summary — e.g., '65% equities, 30% fixed income, 5% cash']. Changes made this quarter: [changes or 'no changes this quarter']. Write an email that: (1) Summarises performance in plain English — no jargon (2) Explains 1-2 notable movements in one sentence each (3) Notes any changes and why (4) Invites the client to a 30-minute review call with a direct scheduling option (5) Stays under 250 words and avoids alarmist or promotional language.

What you’ll get back

A professional, plain-English quarterly email that demonstrates active management, contextualises performance against a benchmark, and drives meeting bookings — without triggering compliance concerns.

Tips for this one

• Always benchmark the return. '3.2% this quarter' means nothing; '3.2% vs. 2.8% index' means you're adding value.
• Name specific positions or events — 'rate volatility hit your bond allocation' beats 'market conditions created headwinds.'
• If you made no changes, say so explicitly. Silence on allocation reads as drift, which clients notice at annual reviews.
• Include a direct call-to-action with a concrete scheduling mechanism — a link, phone number, or 'reply to pick a time.' Vague 'let's catch up' gets filed and forgotten.

How to use this prompt safely