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The Financial Minimalist

10 Claude Prompt for Retail Investors like You

10 Claude Prompt for Retail Investors like You

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Unlock smarter investing decisions with 10 Claude prompts designed for everyday investors.

Skip the jargon and Wall Street complexity. These prompts are built for Main Street. Get clear, actionable guidance on portfolio analysis, risk assessment, expense tracking, and investment strategy without needing a finance degree. Perfect for building confidence in your investment choices and taking control of your financial future.

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Introduce your content

Answer your customers' common questions

How many copy can I download

Access is allowed to only one user at a time per purchased.

Can I have s different format of the ebook?

Contact: thefinancialminimalistph@gmail.com if you want to request different format. 

What is your recommended product when starting to build wealth

Grab a copy of The Boring Minamalist

ebook contains the 10,000+ hours of knowledge about personal finance and will teach you:

  • What is financial minimalist lifestyle
  • False assumption in finances
  • Basic financial concept
  • Launching yourself into financial self-reliance
  • Emergency fund calculator
  • Purpose of life insurance
  • Healthcare and Health insurance
  • How to prioritize the present while saving for the future
  • How much retirement do I need
  • Simple math behind saving the right way
  • Managing debt
  • Connecting the dots: Budgeting
  • When will my money gets double
  • Risk is not bad
  • How will I manage my portfolio based on risk
  • Asset Allocation
  • Investment vehicles cheat sheet
  • The formula of your someday
  • What if I have zero savings
  • What if I have 100,000 as initial savings
  • Slow and Stead: Delayed gratification
  • Good relationship with your money: Financial Wellness

Bonus:

My personal finance journey

Why I choose minimalism