Scenario: Portfolio Manager/Relationship manager seeking investment advice
I am looking for current high-performing investment opportunities for a client interested in long-term growth with moderate risk. Provide me with a comparison chart of the top five diversified equity funds based on their 5-year performance, risk rating, and management fees. Include only those funds that have a minimum investment grade rating of 'BBB' and exclude any funds that have had a management change in the past year. Additionally, ensure all data is up-to-date as of the last quarter.
This prompt is clear and task-specific, and uses keywords effectively (e.g., "high-performing," "long-term growth," "moderate risk," "diversified equity funds," "5-year performance," "risk rating," "management fees," "investment grade rating," "management change," "last quarter," "privacy," "data security standards"). It is structured in a logical manner, and indicates a need for up-to-date information. Below are the ingredients for a successful prompt.
Use clear and concise language
Use clear and concise language in prompts to ensure easy understanding and efficient communication.
Structure your prompts
Well structured prompts help in breaking down your request into a clear, logical format that the chat can easily process, comprehend and fulfil.
Provide clear and task-specific instructions
To ensure clarity and specificity, your prompts should be direct and focused on the exact task you need assistance with. For instance, instead of a vague request like, "I'm looking for resources on project management," try "I am looking for the top five resources on project management techniques."
Use keywords and phrases effectively
Keywords and phrases act as signposts that guide the chat to understand the context and intent of your request. To use them effectively, include terms that are central to your query. For example, if you're looking for a sales report, you might say, "Find the monthly sales report for March 2024." The keywords here are 'find,' 'monthly sales report,' and 'March 2024,' which clearly indicate the action and subject matter.
Avoid sharing sensitive information
Refrain from sharing sensitive or confidential data in your prompts, ensuring compliance with company guidelines on data privacy and security.
Specify the preferred format for the answer
Should you require your response to be structured in a particular way, such as in bullet points, as an email, or within a five-sentence paragraph, include this in your prompt.