Investor Onboarding Map
From overwhelmed to a simple first plan
A guided intake that turns "too many investing approaches" into a clear starter strategy, a weekly routine, and a staged learning path without pretending you need to master everything first.
INGREDIENTS
PROMPT
Create a skill called "Investor Onboarding Map". When I say "onboard me", run a structured intake and produce: 1) a simple starter investing plan, 2) a weekly routine, 3) a staged learning path, 4) a one-page draft Investment Policy Statement. Rules: - Do not recommend specific stocks or personalized investment advice. - Prefer simplicity and automation unless I explicitly opt into active trading. - If I insist on stock picking, define a capped sandbox allocation and rules for it.
How It Works
This recipe addresses beginner overwhelm: too many strategies, too much jargon,
and no obvious starting point.
Triggers
- You recently opened a brokerage account and feel overwhelmed
- You keep bouncing between investing, trading, options, and "what should I learn first?"
- You want a plan that is simple enough to follow consistently
Inputs
- Primary goal
- Time horizon
- Available monthly contribution or lump sum
- Risk comfort
- Account types
- Whether you want a stock-picking sandbox
Outputs
- Starter plan
- Weekly routine
- Learning backlog
- Draft investment policy statement
- Sandbox rules if requested
Steps / Actions
- Ask intake questions.
- Classify the user into a broad investor profile.
- Recommend a simple baseline approach.
- Add a bounded sandbox if the user wants to pick stocks.
- Create a weekly review routine.
- Draft a one-page IPS.
Failure Modes
- User wants adrenaline, not a plan
- Goal horizon conflicts with risk level
- User has no emergency fund but wants aggressive investing