PortfolioFit compares normalized portfolio holdings with written mandates, identifies evidence gaps, and calculates explicit allocation constraints without placing trades or changing holdings.
How to use
- 1Add it in ChatGPT
Open PortfolioFit in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick PortfolioFit, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Skills 1
- PortfolioFit
Check mandates and allocation constraints
Things to ask
- “Check my attached mandate PDF and holdings CSV for portfolio alignment.”
- “Extract the limits from this fund factsheet and test the attached holdings against them.”
- “Explain the evidence gaps in this mandate review and calculate the explicit portfolio constraints.”