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PortfolIQ

ChatGPT plugin

Track portfolio performance

View in ChatGPT directory

Connect your PortfolIQ account to review holdings, realized and unrealized performance, transaction history, trading activity, and saved strategies. Run historical strategy simulations and review position plans. With the permissions you grant, record or correct transactions, manage portfolios and watchlists with stock alert rules, and save strategy reviews. Transaction tools update your tracking records; they do not place brokerage orders.

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Movement

From our daily snapshots over the last 30 days.

Rank by placement

#4697of 11,3602places down24h6places down7d
#4,489#4,568#4,647#4,726Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank in Finance

#454of 9351places up24h4places up7d
#453#457#461#465Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

5 listing changes logged · latest Oct 25: Capabilities, Description, Skills and 2 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.

Finance454th of 935 by placement
#PluginPosition7d
452Distill Markets#467633places down
4531st Private Capital#46940
454PortfolIQThis page#46976places down
455finerd#472039places up
456MONVELOP#472388places down

All 935 Finance plugins

Example prompts

  • “Summarize my portfolio performance.”
  • “Show my holdings and unrealized gains or losses.”
  • “Review my recent trading activity.”

Skills

  • portfolio-setup-guide

    Guide a user from an empty or unfamiliar PortfolIQ account to an organized portfolio overview. Use when they ask how to set up portfolios or get started.

  • portfolio-story

    Explain a user's portfolio snapshot or selected period in clear, factual language. Use when they ask what their portfolio owns, earned, or how its performance breaks down.

  • strategy-reality-check

    Examine a saved strategy using its recorded trades and historical simulation results. Use when the user asks how a strategy behaved or wants to review a backtest.

  • trade-postgame

    Review completed trading activity for a user-selected period and connect it with saved strategies or notes. Use when they ask what happened in their past trades.

  • watchlist-rule-workshop

    Help the user express their own stock-monitoring criteria as a supported watchlist rule. Use when they ask to design, preview, create, or update an alert rule.

Categories
Made by
Mike Penzin · Website
Sign-in
On Install
Capabilities
Write
Availability
Available
Version
1.0.1
Keywords
portfolio, holdings, performance, transactions, strategies, watchlists
Created
September 15, 2026
More info
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