Explore Prompts

Sketch a tax-aware rebalancing algorithm for Geneva portfolios around family office governance and consolidated reporting. Detail lots selection, wash-sale guardrails, and capital-gains budgets. Return pseudocode and a small CSV example of lots.

Design a treasury ALM dashboard in Geneva for CHF/EUR FX exposure and SNB rate scenarios. Include liquidity gaps, duration, FTP curves, and early-warning indicators. Return as a widget list and a sample KPI email.

Create a regulatory change tracker for Geneva covering gold/precious metals custody and financing. Return a table: rule, applicability, effective_date, owner, action, status. Add a monthly governance ritual and escalation path.

Produce an FX hedging playbook for Geneva participants dealing with Lombard lending LTV and margin rules for multi-asset books. Cover hedge ratios, instruments, tenor ladder, accounting notes, and an exceptions policy. Return a hedge log CSV header and example entries.

Design a market risk VaR/ES pack for Geneva focusing on private banking UHNW onboarding and cross-border profiles. Return sections: data_inputs, risk_factors, model(HS/MC/parametric), horizon, backtest, and governance. Output a CSV spec for positions and a YAML config for the engine.

Create a data retention policy for a small business: categories, retention periods, lawful bases, and deletion workflows. Provide a redaction checklist. Output as a two-column table.

Propose a lead-scoring model: behavior weights (visits, time, events), firmographics, recency. Include a cutoff policy and a feedback loop from sales outcomes. Return as a table + pseudocode.

Define a daily KPI snapshot email: revenue, pipeline, churn, NPS, tickets. Provide a template with placeholders and an SQL view sketch. Output as Markdown + SQL.

Design a support triage flow with tiers, SLAs, and escalation rules. Include macros, tag taxonomy, and a weekly QA scorecard. Output as YAML + CSV taxonomy.

Write a 14-day onboarding plan with day-by-day touchpoints, docs to send, and health-score checks. Provide a churn risk signal list. Output as a table.

Create rules to auto-code expenses to GL accounts with confidence scores. Include exceptions (per-diem, mixed receipts) and a sampling audit. Output as JSONL examples.

Set up an appointment flow with buffer times, auto-reminders, no-show handling, and waitlist. Provide a state diagram description and message templates. Output as bullet list + CSV of messages.