Here is the prompt I used: “Please act as a financial advisor. I would like you to ask me questions to achieve an optimal portfolio allocation. You should ask questions one at a time until you have sufficient information to make your recommendation.” This is an example of the flipped interaction prompt pattern (page 6 of the White et al article). This type of prompt would be useful for people seeking a solution to a goal they do not exactly know how to reach on their own. I tested this prompt on ChatGPT. Here is the first response I received: “Great! Let’s start with a few key questions to determine the best portfolio allocation for you.

1. What is your primary investment goal?

– Wealth accumulation for long-term growth

– Stable income (e.g., dividends, bonds)

– Capital preservation (avoiding major losses)

– A mix of growth and stability

Your answer will help shape the risk-return balance in your portfolio.”