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PortfolioFit

ChatGPT plugin

Agent-first portfolio analysis

View in ChatGPT directory

Normalize portfolio evidence and time series locally, then use PortfolioFit for mandate checks and deterministic performance, risk, and benchmark analytics. Optionally group related calculations by name and inspect retained inputs, results, and evidence.

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Movement

From our daily snapshots over the last 30 days.

Rank by placement

#3377of 11,36022places down24h38places down7d
#2,873#3,011#3,149#3,287Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank in Finance

#342of 935024h2places down7d
#309#319#329#339Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

9 listing changes logged · latest Oct 25: Capabilities, Description, Skills and 3 more. See what changed

In its category

How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.

Finance342nd of 935 by placement
#PluginPosition7d
340Midpoint Card Prices#3364105places up
341ACE Money Transfer#337341places down
342PortfolioFitThis page#337738places down
343Lexplorer Swiss Tax Research#339264places up
344B2B.nu#339942places up

All 935 Finance plugins

Example prompts

  • “Check this portfolio against its mandate.”
  • “Review this fund factsheet for mandate alignment.”
  • “Analyze this portfolio return series against its benchmark.”

Skills

  • analyze-portfolio-statistics

    Extract portfolio, benchmark, and rate time series from CSV or XLSX locally; upload canonical rows to PortfolioFit; review immutable series semantics; then calculate deterministic performance, risk, drawdown, and benchmark statistics. Use for historical portfolio analytics, not live market data, recommendations, trading, or regulatory risk labels.

  • validate-mandate

    Extract mandate and holdings data from prompts, PDFs, factsheets, CSV, XLSX, or separate files; normalize it locally; then use PortfolioFit to evaluate portfolio-mandate alignment or calculate explicit holdings constraints. Use for portfolio policy checks, deterministic allocation tests, fund factsheet suitability reviews, evidence-gap analysis, and remediation guidance.

Categories
Made by
Rekognize · Website
Sign-in
On Install
Capabilities
Mandate alignment, Evidence-gap analysis, Remediation guidance, Time-series profiling, Performance and risk analytics
Availability
Available
Version
2.2.0
Keywords
portfolio, mandate, compliance, investment, analytics, risk
Created
August 7, 2026
More info
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