PortfolioPilot (ChatGPT Plugin)

PortfolioPilot is a Plugin for ChatGPT.

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

Guide

Example Prompts

Example prompts that utilize the plugin:

1. Assess the risk level of my current investment portfolio. Here are the details: [Insert Portfolio Details].
2. Provide a list of top 10 socially responsible ETFs with a focus on environmental, social, and governance (ESG) factors.
3. Get me the top 15 dividend-paying stocks with a consistent dividend growth over the past 5 years. Sort the results by dividend yield.
4. Explain the Efficient Market Hypothesis and its impact on investment strategies.
5. Analyze the potential impact of an upcoming major economic event on my investment portfolio. Here are the details: [Insert Portfolio Details].
6. Find the top 10 municipal bond funds with the highest average return over the past 5 years.
7. Explain the difference between active and passive investment strategies and which one would suit my risk profile more.
8. 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.
9. Provide an overview of my investment portfolio allocation compared to a well-diversified benchmark. Here are the details: [Insert Portfolio Details].
10. Recommend six ways to maximize the tax-efficiency of my investment portfolio. Here are the details: [Insert Portfolio Details].

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