Investment context is the investor-specific information that makes financial analysis more relevant: risk tolerance, goals, available capital, preferred assets, sectors, and return priorities. Supplying these constraints turns a generic portfolio request into a structured query an LLM can interpret through domain-specific terms. section 8.4.1
Useful context can specify:
- Risk profile, such as risk-averse preferences. section 8.4.1
- Financial goals, such as maximizing passive income or pursuing financial independence. section 8.4.1
- Capital, asset classes, sectors, and preferences, including stocks, ETFs, bonds, crypto, or information technology. section 8.4.1
From generic request to constrained query
Instead of asking for a good portfolio, specify a risk-averse investor with $100,000 available, an information-technology focus, and a goal of maximizing passive income while minimizing risk. The added facts give the analysis a usable decision frame, not a guaranteed recommendation. section 8.4.1
