121+ Best ChatGPT Prompts for Investing Success in 2025

The market is volatile.

Your portfolio needs attention.

And you’re staring at ChatGPT, wondering how to make it your personal investment advisor.

Sound familiar?

With over $100 trillion in global financial markets, making smart investment decisions has never been more crucial.

But here’s the thing – ChatGPT is only as good as the prompts you give it.

Let’s unlock the power of AI for your investment strategy with these carefully crafted ChatGPT prompts for investing.

What are the Best ChatGPT Prompts for Investing?

AI agents have made a huge impact on finance [1], but before we can started with your own prompting, this all can be very simple with a few tips that can help get the result you are seeking.

Basic Investment Analysis Prompts

Transform ChatGPT into your fundamental analysis assistant:

• “Analyze [Stock Symbol] using key financial metrics and provide a summary of its financial health” 📊
• “Compare the P/E ratios of [Company A] and [Company B] and explain what they indicate” 📈
• “Explain the current debt-to-equity ratio of [Company] and what it means for investors” 💰
• “List the top 5 red flags in [Company]’s latest quarterly report” ⚠️
• “Calculate and explain the compound annual growth rate (CAGR) for [Stock] over the past 5 years” 📱
• “Break down [Company]’s revenue streams and identify its strongest segments” 💵
• “Analyze [Company]’s competitive advantages in its industry” 🏆
• “Explain [Company]’s cash flow statement in simple terms” 💸
• “Identify potential risks in [Company]’s business model” 🎯
• “Compare [Company]’s profit margins with industry averages” 📊

Portfolio Management Prompts

Help optimize your investment mix:

• “Create a diversified portfolio strategy for a [Age] year old with [Risk Tolerance] risk tolerance” 📝
• “Suggest portfolio rebalancing steps based on current market conditions” ⚖️
• “Analyze my current portfolio allocation: [List Holdings]” 🔍
• “Generate a tax-efficient investment strategy for my portfolio” 💱
• “Calculate the optimal asset allocation for retirement in [X] years” 🎯
• “Suggest portfolio hedging strategies during market volatility” 🛡️
• “Create a dividend reinvestment strategy for my portfolio” 💰
• “Analyze the geographic diversification of my investments” 🌍
• “Suggest sector rotation strategies based on economic cycles” 🔄
• “Calculate the Sharpe ratio for my current portfolio” 📊

Market Research Prompts

Understand broader market trends:

• “Analyze the impact of [Current Event] on [Industry/Sector]” 🌐
• “Explain how rising interest rates affect different market sectors” 📈
• “Compare market conditions now vs [Historical Period]” ⏳
• “Identify emerging trends in [Industry]” 🔮
• “Analyze the correlation between [Economic Indicator] and [Asset Class]” 📊
• “Explain how [Global Event] might affect commodity prices” 🌍
• “List key economic indicators to watch for [Investment Goal]” 🎯
• “Break down the current market cycle phase and its implications” 🔄
• “Analyze the relationship between inflation and different asset classes” 💹
• “Identify potential market catalysts for the next quarter” 🚀

Risk Management Prompts

Protect your investments:

• “Create a risk assessment framework for [Investment Type]” ⚠️
• “Calculate the maximum drawdown risk for [Investment]” 📉
• “Suggest stop-loss strategies for [Trading Style]” 🛑
• “Analyze the volatility patterns of [Asset]” 📊
• “Create a hedging strategy for [Market Condition]” 🛡️
• “List risk mitigation techniques for [Investment Type]” 🔒
• “Calculate the Value at Risk (VaR) for [Portfolio]” 📈
• “Suggest position sizing strategies based on risk tolerance” 📏
• “Analyze correlation between portfolio assets for diversification” 🔍
• “Create a risk management checklist for daily trading” ✅

Technical Analysis Prompts

For the chart-focused investor:

• “Analyze the [Timeframe] chart pattern for [Stock]” 📈
• “Explain the current RSI readings for [Asset]” 📊
• “Identify key support and resistance levels for [Stock]” 🎯
• “Calculate moving averages and explain their significance” 📉
• “Analyze volume patterns for [Stock] over [Timeframe]” 📊
• “Explain the MACD indicator reading for [Asset]” 📈
• “Identify potential breakout points using technical analysis” 🚀
• “Compare different momentum indicators for [Stock]” 💫
• “Analyze Fibonacci retracement levels for [Asset]” 🔢
• “Create a technical analysis screening criteria” 🔍

Investment Research Prompts

Dig deeper into specific opportunities:

• “Research the competitive landscape of [Company]” 🏢
• “Analyze the management team background of [Company]” 👥
• “Identify potential disruption risks to [Industry]” ⚡
• “Compare [Company]’s patents and intellectual property position” 📑
• “Analyze [Company]’s ESG performance and initiatives” 🌱
• “Research [Company]’s supply chain resilience” 🔄
• “Analyze [Company]’s international market expansion potential” 🌍
• “Research [Company]’s R&D pipeline and innovation strategy” 🔬
• “Analyze [Company]’s customer concentration risk” 👥
• “Research [Company]’s regulatory compliance history” ⚖️

Retirement Planning Prompts

Plan for the long-term:

• “Calculate retirement savings needed for [Lifestyle] at age [X]” 💰
• “Create a retirement withdrawal strategy to maximize longevity” 📅
• “Analyze Social Security optimization strategies” 📊
• “Compare different retirement account types for tax efficiency” 💵
• “Create a retirement income diversification strategy” 🎯
• “Calculate required rate of return for retirement goals” 📈
• “Analyze retirement portfolio rebalancing frequency” ⚖️
• “Compare annuity options for retirement income” 💹
• “Create a retirement healthcare cost estimation” 🏥
• “Analyze retirement tax bracket optimization strategies” 📋

Real Estate Investment Prompts

For property investors:

• “Analyze the real estate market trends in [Location]” 🏘️
• “Calculate ROI for a rental property with [Parameters]” 💰
• “Compare REIT investment opportunities in [Sector]” 🏢
• “Analyze property appreciation potential in [Area]” 📈
• “Create a rental property cash flow analysis” 💵
• “Compare commercial vs residential real estate investment” 🏗️
• “Analyze real estate crowdfunding opportunities” 👥
• “Calculate mortgage vs cash purchase analysis” 🏦
• “Create a property management cost analysis” 📊
• “Analyze real estate tax optimization strategies” 💹

Trading Prompts

The fast-paced world of trading requires quick analysis and precise execution.

These prompts have made an impact on more investing tools and help active traders make more informed decisions in rapidly changing markets:

• “Create a watchlist scanning criteria for [Trading Strategy] with specific entry/exit rules” 🔎
• “Analyze the potential breakout levels for [Stock] using support/resistance and volume patterns” 📊
• “Create a day trading checklist for my morning routine, including key indicators and news sources” ✅
• “Compare swing trading vs day trading strategies for [Stock] based on its volatility pattern” 🔄
• “Design a trade journal template that tracks entries, exits, and psychological factors” 📓
• “Calculate optimal position size for [Stock] with maximum 2% risk per trade based on my portfolio value of [Amount]” 💰
• “List potential price action signals for [Stock] using multiple timeframe analysis” 📈
• “Create a trading plan for high-volatility market conditions during earnings season” 📋
• “Design a stop-loss strategy for [Trading Style] that accounts for normal market volatility” 🛑
• “Analyze pre-market movers in [Sector] and identify potential trading opportunities” 🎯
• “Compare different order types (limit, market, stop) for [Trading Scenario] to minimize slippage” 🔍

Cryptocurrency Investment Prompts

Navigate digital assets:

• “Analyze the fundamentals of [Cryptocurrency]” 🪙
• “Compare different cryptocurrency storage solutions” 🔒
• “Analyze DeFi investment opportunities and risks” 💱
• “Create a cryptocurrency portfolio diversification strategy” 📊
• “Analyze crypto market sentiment indicators” 📈
• “Compare different crypto exchange platforms” 🔄
• “Analyze NFT investment opportunities” 🎨
• “Create a crypto tax reporting strategy” 📋
• “Analyze crypto staking opportunities and risks” ⚡
• “Compare different crypto lending platforms” 💰

ESG Investment Prompts

For sustainable investing:

• “Analyze [Company]’s environmental impact and initiatives” 🌱
• “Compare ESG ratings of companies in [Sector]” 📊
• “Create a sustainable investment screening criteria” 🔍
• “Analyze impact investing opportunities in [Sector]” 🌍
• “Compare different ESG-focused ETFs” 📈
• “Analyze corporate governance scores in [Industry]” ⚖️
• “Create a social responsibility investment strategy” 🤝
• “Analyze green bond investment opportunities” 💚
• “Compare different carbon credit investment options” 🌿
• “Analyze diversity and inclusion metrics for [Company]” 👥

Advanced Investment Strategy Prompts

For More Sophisticated Investors:

• “Create an options strategy for [Market Condition]” 📊
• “Analyze pairs trading opportunities in [Sector]” 🔄
• “Create a factor investing strategy” 📈
• “Analyze arbitrage opportunities between [Markets]” 💹
• “Create a quantitative screening model for [Strategy]” 🔢
• “Analyze carry trade opportunities in forex” 💱
• “Create a statistical arbitrage strategy” 📊
• “Analyze convertible arbitrage opportunities” 💰
• “Create a merger arbitrage analysis framework” 🤝
• “Analyze long-short equity strategies” ⚖️

What Makes a Better Prompt?

Want to maximize these prompts? Here are some pro tips:

1. Be specific with your requests

2. Include relevant numbers and data

3. Ask for explanations, not just answers

4. Use follow-up questions to dig deeper

5. Cross-reference information from multiple sources

Bottom Line

These ChatGPT prompts give you a head start in making better investment choices. Remember to double-check the information and start with simple questions.

Want to learn more? Read my guide on How to Invest in AI.

Happy investing! 🚀