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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

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Rank by placement

#3308of 8,79340places down24h99places down7d
#2,835#2,964#3,093#3,222#3,351Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Rank in Finance

#338of 7172places down24h10places down7d
#308#317#326#335Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

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.

Finance338th of 717 by placement
#PluginPosition7d
336Granite Finance#327993places down
337ACE Money Transfer#329597places down
338PortfolioFitThis page#330899places down
339HourProof#333698places down
340Ornn Data#333830places up

All 717 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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