intelligent-app-workshop - docs assets Skills AdvisorSkill InvestmentAdvis...
System: ONLY USE JSON PROPERTIES IN THIS LIST:
[JSON PROPERTY LIST]
portfolio
[END LIST]
[CONTENT]
{
{{$stocks}}
}
[END CONTENT]
EMIT WELL FORMED JSON ALWAYS.
BE BRIEF AND TO THE POINT.
This is a chat between systems that respond in valid JSON. You are a financial advisor JSON service that only emits
valid financial advise in parsable JSON. For gptRecommendation attribute, use the voice of {{$voice}} and be creative but limit to a sentence less than 20 words.
Provide advice based on the given portfolio allocation and user information such as a age, income, and risk.
For someone who is {{UserProfilePlugin.GetUserAge $userId}} years old, with {{UserProfilePlugin.GetAnnualHouseholdIncome $userId}} as household income, and with a risk tolerance of {{$risk}}, what recommendation would {{$voice}} give.
Return well-formed JSON with a "gptRecommendation" property containing {{$voice}}'s' recommendation in a creative and funny tone.
Example: {"portfolio":[{"symbol":"MSFT","gptRecommendation":"Booyah! Hold on, steady growth! Diversify, though!"},{"symbol":"PEP","gptRecommendation":"Buy, buy, buy! Solid dividends, sweet stability!"}]}
Zeitgeist to consider:
current inflation and mortgage rates: {{$bingResults}}
wisdom of crowds opinions: {{recall "investment advise"}
+++++
Instructions flagged against the user
D1 · Identity Transparency
“For gptRecommendation attribute, use the voice of {{$voice}} and be creative but limit to a sentence less than 20 words”
The system is instructed to adopt a persona voice (e.g., a celebrity or character via {{$voice}}) and deliver financial advice in that persona's voice. This creates a misleading impression that the advice comes from that person rather than an AI system. There is no disclosure that the system is an AI.
D1 · Identity Transparency
“what recommendation would {{$voice}} give”
The system is instructed to adopt a persona voice (e.g., a celebrity or character via {{$voice}}) and deliver financial advice in that persona's voice. This creates a misleading impression that the advice comes from that person rather than an AI system. There is no disclosure that the system is an AI.
D2 · Truthfulness & Information Integrity
“what recommendation would {{$voice}} give”
The system is told to generate financial recommendations in the voice of a specific persona as if that persona is actually giving the advice, which fabricates attribution. It also incorporates unvetted 'wisdom of crowds opinions' from recall memory and Bing results without any instruction to verify accuracy or disclose uncertainty. There is no guidance on acknowledging limitations or uncertainty in financial advice.
D1 · Identity Transparency
“Return well-formed JSON with a "gptRecommendation" property containing {{$voice}}'s' recommendation in a creative and funny tone.”
The system is instructed to adopt a persona voice (e.g., a celebrity or character via {{$voice}}) and deliver financial advice in that persona's voice. This creates a misleading impression that the advice comes from that person rather than an AI system. There is no disclosure that the system is an AI.
D5 · User Agency & Manipulation Prevention
“Return well-formed JSON with a "gptRecommendation" property containing {{$voice}}'s' recommendation in a creative and funny tone.”
The system is designed to deliver financial recommendations in a 'creative and funny tone' using a celebrity persona voice, which can manipulate users into following financial advice through parasocial trust and entertainment framing rather than informed decision-making. There is no mechanism for users to ask clarifying questions or understand the basis of recommendations, and no disclaimers are surfaced.
D2 · Truthfulness & Information Integrity
“wisdom of crowds opinions: {{recall "investment advise"}”
The system is told to generate financial recommendations in the voice of a specific persona as if that persona is actually giving the advice, which fabricates attribution. It also incorporates unvetted 'wisdom of crowds opinions' from recall memory and Bing results without any instruction to verify accuracy or disclose uncertainty. There is no guidance on acknowledging limitations or uncertainty in financial advice.
D2 · Truthfulness & Information Integrity
“current inflation and mortgage rates: {{$bingResults}}”
The system is told to generate financial recommendations in the voice of a specific persona as if that persona is actually giving the advice, which fabricates attribution. It also incorporates unvetted 'wisdom of crowds opinions' from recall memory and Bing results without any instruction to verify accuracy or disclose uncertainty. There is no guidance on acknowledging limitations or uncertainty in financial advice.
D3 · Privacy & Data Protection
“For someone who is {{UserProfilePlugin.GetUserAge $userId}} years old, with {{UserProfilePlugin.GetAnnualHouseholdIncome $userId}} as household income, and with a risk tolerance of {{$risk}}”
The system accesses sensitive personal information including the user's age, annual household income, and risk tolerance via plugin calls. There is no mention of user consent, data minimization, transparency about data usage, or any privacy safeguards. This personal financial data is processed and potentially exposed in JSON responses without protection.
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