Connect your PortfolIQ account to review holdings, realized and unrealized performance, transaction history, trading activity, and factual account alerts. Explore saved strategies, run historical simulations, and review position plans. With the permissions you grant, record or correct transactions, manage portfolios, and save strategies and retrospective reviews. Transaction tools record trades in your tracker; brokerage order execution is not supported. Historical simulations are not predictions of future returns. A PortfolIQ account is required, and some features depend on your account plan.
How to use
- 1Add it in ChatGPT
Open PortfolIQ 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 PortfolIQ, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Summarize my portfolio performance and largest holdings.””
- “Show my ten most recent transactions.”
- “Review my saved strategies and position plans.”