PortfoliosLab (ChatGPT Plugin)

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PortfoliosLab (ChatGPT Plugin)
PortfoliosLab.png
Information
Name PortfoliosLab
Platform ChatGPT
Model GPT-4
Category Finance
Description Stocks, ETFs, funds, crypto analysis: historical performance, volatility, risk metrics, Sharpe ratio, drawdowns, etc.
Release Date May 20, 2023
Available Yes
Working Yes

PortfoliosLab is a Plugin for ChatGPT.

Guide

Example Prompts

Example prompts that utilize the plugin:

  1. Compare the historical performance of [your_stock_symbol_1] and [your_stock_symbol_2].
  2. Calculate the Sortino Ratio for [your_stock_or_ETF_symbol].
  3. What are the recent significant events affecting [your_stock_or_ETF_symbol]?
  4. Provide a risk-adjusted performance analysis for [your_crypto_symbol].
  5. Analyze the sector composition of the ETF [your_ETF_symbol].
  6. What is the beta value of [your_stock_or_ETF_symbol] compared to [your_index_symbol]?
  7. Determine the annualized return for [your_stock_or_ETF_symbol] over the past [your_time_period].
  8. What is the correlation between [your_stock_or_ETF_symbol_1] and [your_stock_or_ETF_symbol_2]?
  9. Provide performance analysis of the top 5 holdings in the mutual fund [your_mutual_fund_symbol].
  10. Analyze the impact of macroeconomic factors on the index [your_index_symbol].

Tips and Tricks

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