Individual skill
investing-policy-statement
Draft a personal investing policy statement (IPS) — the rules someone sets for their own investing. Use when asked to define an investment strategy, set a target asset allocation, or write rules to avoid panic-driven decisions. Produces a structured IPS: goals, risk tolerance, target allocation, contribution & rebalancing rules, and what NOT to do. Educational, not regulated financial advice.
plugins/pm-money/skills/investing-policy-statement/SKILL.md
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- Last checked
- Nov 9, 2026
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- Repository last updated
- Nov 10, 2026
- License
- MIT
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SKILL.mdcore · 3,761 bytes
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# Investing Policy Statement Skill
The biggest investing mistakes are behavioural — panic-selling, chasing, tinkering. A personal **Investing
Policy Statement** is the rulebook you write while calm, to follow when you're not. This skill drafts one:
goals, risk tolerance, a target asset allocation, and the contribution/rebalancing rules that keep you on
track. It's educational and generic — **not** personalized financial advice or a recommendation of specific
securities.
## Required Inputs
Ask for these only if they aren't already provided:
- **Goals & time horizon** — what the money is for and when it's needed (retirement in 25y, house in 5y).
- **Risk tolerance** — how they'd react to a 30% drop; capacity for loss; experience level.