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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

#4691of 8,79349places up24h61places up7d
#4,489#4,568#4,647#4,726Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Rank in Finance

#456of 7175places up24h6places up7d
#456#459#462#465Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

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.

Finance456th of 717 by placement
#PluginPosition7d
454Validis (AU)#4636138places down
455Tinman AI#4647144places down
456PortfolIQThis page#469161places up
4571st Private Capital#469341places up
458QuoteScore#4703156places down

All 717 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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