PortfoliosLab
Stocks, ETFs, funds, crypto analysis: historical performance, volatility, risk metrics, Sharpe ratio, drawdowns, etc.
Take control of your investments with PortfoliosLab! This powerful plugin enables you to analyze historical performance, volatility, risk metrics and other important factors for stocks, ETFs, funds, and crypto. With access to valuable insights like Sharpe ratio and drawdowns, you can make data-driven decisions and optimize your portfolio for maximum returns. Stop guessing and start investing with confidence!
How to
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API docs
Learn how to use PortfoliosLab effectively! Here are a few example prompts, tips, and the documentation of available commands.
Example prompts
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Prompt 1: "Get information about the Vanguard Total Stock Market ETF."
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Prompt 2: "What is the 5-year annualized return of the SPY ETF?"
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Prompt 3: "What is the maximum drawdown of BTC-USD?"
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Prompt 4: "Get the dividend yield of VOO."
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Prompt 5: "What is the expense ratio of ITOT?"
Features and commands
| Feature/Command | Description |
|---|---|
getSymbol | This command retrieves detailed information about an ETF, stock, mutual fund, index, or cryptocurrency specified by its symbol name. It provides information such as the full name, description, type, currency, exchange, ISIN, and indicators including returns, volatility, dividend yield, Sharpe ratio, drawdowns, and more. |