Cryptocurrency Portfolio Analyzer

Prompt

Analyze my cryptocurrency portfolio and provide structured risk and allocation guidance.

Portfolio details:
- Holdings: [LIST TOKENS AND APPROXIMATE % ALLOCATION]
- Total value: [AMOUNT]
- Average holding period: [SHORT / LONG TERM]
- Investment thesis: [STORE OF VALUE / TECH BET / YIELD / DIVERSIFICATION]
- Risk tolerance for this allocation: [HIGH — I UNDERSTAND THE VOLATILITY]
- % of net worth this represents: [PERCENTAGE]

Analysis:

1. **Portfolio Composition Review** — Assess concentration risk, sector exposure (L1s, DeFi, NFT infrastructure, etc.), and correlation among holdings.

2. **Risk-Adjusted Assessment** — For a crypto portfolio, what is an appropriate allocation vs. total net worth at my risk tolerance?

3. **Quality Assessment** — For each major holding: fundamentals (protocol revenue, active users, developer activity), competitive position, and regulatory risk.

4. **Correlation Analysis** — Which holdings are highly correlated to BTC and which provide diversification?

5. **Rebalancing Framework** — When and how to rebalance. Threshold-based rules.

6. **Tax Optimization** — Strategies to minimize crypto tax liability: loss harvesting, long-term holding, and wash sale rule differences from equities.

7. **Custody and Security** — Are my holdings appropriately secured? Hardware wallet guidance.

8. **Portfolio Optimization** — 3 suggested changes with rationale.

Note: This is analytical, not financial advice. All crypto investments carry extreme risk.