AI Blocks › Handle money and investing
Put your whole investing plan on one page you can read in a panic
Paste your type, split and bond choice. Get one page with your plan, what you won't do and a review date.
Investing policy page writer is a free AI skill for the job "Handle money and investing". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks · Level: beginner · Thinking: low
What it does
A plan in your head disappears when prices move. A plan on one page can be read, argued with and kept. This skill collects the choices you made in the earlier steps and fixes what is usually left out. It writes what you expect after tax and inflation, and what a bad year can look like. It lists what you will not do, such as forecasting the market or borrowing to buy. It sets a rule for taking advice, since advice is the place most plans are broken. It keeps a small, separate place for risky bets, if you want one, so they cannot touch the plan. It gives no buy or sell calls.
You give it
- Your investor type, split and rebalancing rule
- Your bond choice, from "Bond type and maturity chooser" (optional)
- Whether you want a small separate account for risky bets
- Who advises you, if anyone
- Audit report (optional)
You get
- A one-page policy in plain words
- A fair expectation after tax and inflation, with a bad-year picture
- A list of things you will not do
- A rule for taking advice
- A review date
Use it when
- You have decided your split and want it written down before you put money in.
- You keep changing your plan every time prices move.
- Someone else manages part of your money and you want one page to hold them to.
How to use it
- Start a chat with the skill. Open it if you added it to your AI, or copy it and paste it in.
- Paste your split, type and bond choice.
- Say whether you want a small separate account for risky bets, and how much.
- Print the page and keep it where you look at your accounts.