# PortfolioFit (ChatGPT App)

> Check portfolio mandate fit

- Type: app
- Publisher: Rekognize
- Categories: Finance
- Website: https://chatgpt.com/plugins/plugin_asdk_app_6a755c43e2548191a254c895128ee6b3
- Open in ChatGPT: https://chatgpt.com/plugins/plugin_asdk_app_6a755c43e2548191a254c895128ee6b3
- Version: 1.0.0
- Listed: 2026-10-04

## About

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

1. **Add it in ChatGPT** Open PortfolioFit in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.

2. **Use 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

- **PortfolioFit**: Check mandates and allocation constraints

## Example prompts

- "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."

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Source: https://chatgptplugins.directory/apps/portfoliofit · Index: https://chatgptplugins.directory/llms.txt · Independent and community-run. Not affiliated with or endorsed by OpenAI. ChatGPT is a trademark of OpenAI.