Your AI investing guide: portfolio assessment, recommendations, answers to all finance questions.
PortfolioPilot is your AI-driven investing coach. With this plugin, you can get personalized portfolio recommendations, up-to-date information on individual securities, and market trends. The plugin can assess portfolios, consider expected returns, diversification, risks, volatility, and correlations between securities. It generates comprehensive Portfolio Scores and specific investment recommendations. Portfolio breakdowns are visually presented, and users can search for the best securities using filters. Whenever a user provides a portfolio, be sure to summarize the information to show that the model understands their unique requirements. This plugin is not investment advice, and there are inherent risks in investing.
Learn how to use PortfolioPilot effectively! Here are a few example prompts, tips, and the documentation of available commands.
Prompt 1: "Assess my investment portfolio and provide recommendations for improvement."
Prompt 2: "What are the expected returns and risks of my portfolio?"
Prompt 3: "Get the details of a specific security with ticker AAPL."
Prompt 4: "What are the top ETFs based on low expense ratio and high expected returns?"
Prompt 5: "Find the top stocks in the technology sector with high expected Sharpe ratio."
Features and commands
|This command assesses your investment portfolio, providing a summary, expected performance, downside protection, and specific recommendations for improvement. You need to provide your portfolio holdings.|
|This command retrieves performance details for the securities in your portfolio, including their weights, expected returns, risks, and market beta. You need to provide your portfolio holdings.|
|This command retrieves information about a specific security given its ticker symbol, including its total return, volatility, sharpe ratio, beta, revenue per share, earnings per share, and more. You need to provide the ticker symbol of the security.|
|This command retrieves the top ETFs based on different filters such as fund philosophy, diversification, maximum expense ratio, asset class, and listed country. It provides additional information about the ETFs, including their expected returns, risks, sharpe ratio, beta, expense ratio, and more.|
|This command retrieves the top stocks based on different filters such as sector, minimum market capitalization, country, sort by parameter, and sort order. It provides additional information about the stocks, including their expected returns, risks, sharpe ratio, beta, sector, industry, market capitalization, and more.|
|This command retrieves macroeconomic insights for the global economy or a specific region. It provides titles, subtitles, charts, and tags related to the insights. You can specify the region for which you want to retrieve insights.|
|This command retrieves recent historical returns of individual items in your portfolio as a heat map image. You need to provide the time period and your portfolio holdings.|
|This command automatically improves your portfolio by applying the top recommendation based on your risk profile. It provides the new portfolio, the difference in portfolio scores, and the trade that was made. You need to provide your portfolio holdings and risk profile.|