PortfolioPilot (ChatGPT Plugin): Difference between revisions
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==Guide== | ==Guide== | ||
===Example Prompts=== | ===Example Prompts=== | ||
Example prompts that utilize the plugin: | Example prompts that utilize the plugin: | ||
#Assess the risk level of my current investment portfolio. Here are the details: [Insert Portfolio Details]. | |||
#Provide a list of top 10 socially responsible ETFs with a focus on environmental, social, and governance (ESG) factors. | |||
#Get me the top 15 dividend-paying stocks with a consistent dividend growth over the past 5 years. Sort the results by dividend yield. | |||
#Explain the Efficient Market Hypothesis and its impact on investment strategies. | |||
#Analyze the potential impact of an upcoming major economic event on my investment portfolio. Here are the details: [Insert Portfolio Details]. | |||
#Find the top 10 municipal bond funds with the highest average return over the past 5 years. | |||
#Explain the difference between active and passive investment strategies and which one would suit my risk profile more. | |||
#Provide a list of five best-performing sectors in the past year and suggest two leading stocks from each sector that have a market cap of at least $2 billion. | |||
#Provide an overview of my investment portfolio allocation compared to a well-diversified benchmark. Here are the details: [Insert Portfolio Details]. | |||
#Recommend six ways to maximize the tax-efficiency of my investment portfolio. Here are the details: [Insert Portfolio Details]. | |||
==Tips and Tricks== | ==Tips and Tricks== | ||
Latest revision as of 00:58, 24 June 2023
| PortfolioPilot (ChatGPT Plugin) | |
|---|---|
| |
| Information | |
| Name | PortfolioPilot |
| Platform | ChatGPT |
| Model | GPT-4 |
| Category | Finance |
| Description | Your AI investing guide: portfolio assessment, recommendations, answers to all finance questions. |
| Release Date | May 20, 2023 |
| Available | Yes |
| Working | Yes |
PortfolioPilot is a Plugin for ChatGPT.
Guide
Example Prompts
Example prompts that utilize the plugin:
- Assess the risk level of my current investment portfolio. Here are the details: [Insert Portfolio Details].
- Provide a list of top 10 socially responsible ETFs with a focus on environmental, social, and governance (ESG) factors.
- Get me the top 15 dividend-paying stocks with a consistent dividend growth over the past 5 years. Sort the results by dividend yield.
- Explain the Efficient Market Hypothesis and its impact on investment strategies.
- Analyze the potential impact of an upcoming major economic event on my investment portfolio. Here are the details: [Insert Portfolio Details].
- Find the top 10 municipal bond funds with the highest average return over the past 5 years.
- Explain the difference between active and passive investment strategies and which one would suit my risk profile more.
- Provide a list of five best-performing sectors in the past year and suggest two leading stocks from each sector that have a market cap of at least $2 billion.
- Provide an overview of my investment portfolio allocation compared to a well-diversified benchmark. Here are the details: [Insert Portfolio Details].
- Recommend six ways to maximize the tax-efficiency of my investment portfolio. Here are the details: [Insert Portfolio Details].
Tips and Tricks
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