💰 AssetPortfolio Start Guide
Asset Management & Investment Learning Guide for the Technology Era
🔗 Official Links
| Language | GitHub Pages 🌐 | GitHub 💻 |
|---|---|---|
| 🇺🇸 English |  |
 |
| 🇯🇵 Japanese |  |
 |
📘 Overview
This repository is a two-part curriculum designed to help individuals learn and practice asset management with a focus on the technology sector.
Amid rising inflation and concerns over pensions, you will learn how to use ChatGPT, ETFs, and strategic allocation to build and evaluate your own portfolio.
📚 Repository Structure
AssetPortfolio-StartGuide/
├── chapters/ # Learning materials (14 chapters in 2 parts)
│ ├── part1_basics/ ← Investing Basics (7 chapters)
│ └── part2_techstocks/ ← Tech Stock Strategies (7 chapters)
├── templates/ # ChatGPT prompt templates (for practical use)
├── assets/ # Charts and supporting materials (optional)
└── README.md
🧠 Two-Part Curriculum
🔹 Part 1: Basic Investing Guide
- Chapter 1: Why Invest Now?
- Chapter 2: Key Terms in Investment
- Chapter 3: What is NISA? How to Use It
- Chapter 4: Choosing a Brokerage Account
- Chapter 5: How to Start (for smartphone, iPad, PC)
- Chapter 6: Recommended Products & Allocation
- Chapter 7: Rebalancing & Long-Term Strategy
- 📌 Special: Designing Your Portfolio with ChatGPT
🔹 Part 2: Tech Stock Strategy Guide
- Chapter 8: What is Tech Investing?
- Chapter 9: How to Choose Promising Sectors
- Chapter 10: Reverse-Looking Stocks via ETFs
- Chapter 11: Deep Dive into Companies (Business & IR)
- Chapter 12: Comparing Stocks with ChatGPT
- Chapter 13: Building Your Own Stock List
- Chapter 14: Investment Decision Workshop
✍️ Prompt Templates for ChatGPT
You can copy and paste the following templates directly into ChatGPT to assist your practical learning:
| File Name | Purpose |
|---|---|
| 01_prompt_sector_selection.md | Choosing promising sectors |
| 02_prompt_etf_lookup.md | Reverse lookup of ETF holdings |
| 03_prompt_stock_analysis.md | Stock analysis template |
| 04_prompt_stock_compare.md | Comparing multiple stocks |
| 05_prompt_custom_list.md | Creating your custom watchlist |
| 06_prompt_investment_judgment.md | For use in decision-making workshops |
| 07_prompt_fundamentals_analysis.md | Fundamental indicators analysis (PBR, ROE, etc.) |
| 08_prompt_pbr1x_response.md | Analyze companies under PBR < 1 and their responses |
| 09_prompt_us_macro_analysis.md | US macroeconomic conditions (interest, inflation, FRB) |
| 10_prompt_macro_vs_stocks.md | Correlation between macro data and stock sectors |
🛠 Target Audience
- Beginners who want to start investing with NISA, ETFs, or regular savings
- Individual investors interested in the technology sector
- Users looking to visualize or automate investing using ChatGPT
- Educators or corporate trainers seeking open-source material (MIT-licensed)
🧾 Planned Enhancements
- ✅ Company summary templates in the style of Shikiho (Japanese stock report)
- ✅ Integration of ESG and corporate governance perspectives
- ✅ Annual rebalancing support templates (GPT log + visualization tools)
- ✅ Educational slide decks (for training and lectures)
- ✅ Content structure map (PDF/image) and GitHub Pages site
🔗 Project Ecosystem
This repository is designed to connect and evolve with the following open-source projects:
- SamizoGPT / Project Design Hub — GPT-driven project design and prompt engineering
- Edusemi-Plus — Strategic analysis of the semiconductor industry
- Rekiden — Scenario-based decision-making & historical simulation learning
⚖️ License
This material is distributed under the MIT License, and is freely usable, modifiable, and redistributable for non-commercial, educational, and personal learning purposes.
We actively encourage its reuse in schools, training programs, and learning communities.
👤 Author Information
Shinichi Samizo
- M.S. in Electrical and Electronic Engineering, Shinshu University
- Former Seiko Epson Corporation Engineer (since 1997)
📌 Areas of Expertise:
- Semiconductor Devices (Logic, Memory, High-Voltage Integrated with Logic)
- Inkjet Thin-Film Piezoelectric Actuators
- PrecisionCore Printhead Development, BOM Management, ISO Education
📬 Contact
🌐 GitHub Pages
📘 Click here to view the Web version of this guide