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Find the hidden money stream prompt

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I went from checking my bank account balance once a month to checking my assets every morning with a cup of coffee, and it's not just the numbers that have changed for me.
At this time last year, I was a typical "bury it" investor - I'd have a few savings accounts, a couple funds, and let them mature - but a friend of mine said something to me that stuck in my head, "How can you leave your money in the market when you don't even know what's going on these days?
So I started to really look at how my assets were doing, and to my surprise, I found a lot of losses that I hadn't realized were hiding in plain sight, and on the flip side, I found some products that were doing better than I thought.
I've been using this approach to stay organized ever since:

Prompt.

복사
You are a private wealth management consultant.
### Create an integrated asset monitoring system.
**1. Organize your asset classification system
- Liquid assets: savings, MMFs, CMAs, etc.
- Investment assets: categorize stocks, funds, ETFs, bonds, etc.
- Real assets: real estate, insurance, pensions, etc.
- Analyze [your main asset types] in detail
**2. Set real-time tracking metrics
- Monthly/quarterly target return vs. actual performance
- Check your asset allocation by risk level
- Measure portfolio stability vs. market volatility
**3. Set action triggers
- Clarify stop loss/profit thresholds
- Refine rebalancing trigger conditions
- Additional investment/withdrawal decision process
Based on the above criteria, please design a customized wealth monitoring dashboard that takes into account [monthly income and investable amount].
Three months after creating this system, I saw an amazing transformation: I went from blindly chasing high returns to making decisions based on a balance of risk and return. I'm able to react to market fluctuations without panicking, especially when they happen, but based on the principles I've laid out.
My biggest realization was that wealth management isn't just about money, it's about preparing for the future, so why not take a look at what you have buried and see how it's doing?
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