GPT

For Annual Review

Client: [Name] Review Date: [Date] Period Covered: [Year] Performance Summary: Portfolio Return: [%] Benchmark Return: [%] Outperformance: [+/- %] Goals Progress: [On track / Ahead / Behind] Goal Status Update: | Goal

Prompt text

Original English text. Replace placeholders with your own details.

**Client**: [Name]
**Review Date**: [Date]
**Period Covered**: [Year]

**Performance Summary**:
- Portfolio Return: [%]
- Benchmark Return: [%]
- Outperformance: [+/- %]
- Goals Progress: [On track / Ahead / Behind]

**Goal Status Update**:
| Goal | Original Target | Current Projection | Status |
|------|-----------------|-------------------|--------|
| [Goal] | [$] | [$] | [On track] |

**Market & Economic Review**: [What happened in markets this year? How does it affect the plan?]

**Changes & Adjustments**:
- Life Changes: [Any major changes: job, marriage, kids, inheritance?]
- Plan Changes: [Any adjustments to goals, timeline, or strategy?]
- Rebalancing: [Current allocation vs. target. Rebalancing actions taken]

**Tax Summary**:
- Realized Gains/(Losses): [$ amount]
- Tax-Loss Harvesting: [$ harvested]
- 2027 Tax Projection**: [$]

**Action Items for 2027**:
1. [Action item with owner and timeline]
2. [Action item with owner and timeline]

**Next Review**: [Date and focus areas]

Source & attribution

Awesome Prompts · Awesome Prompts

Source-listed license: GPL-3.0. Prompt text is preserved; titles and previews may be shortened for display. Source examples are not NexGateHub test results.

View original source ↗ · Source credits & licenses

Explore more prompts →