Dots for Testfolio
A dot is ChatGPT's always-on personal agent. These are recipes you can set up in your own.
Overview
Testfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged ETFs, factors, and principal components. Results explain the effective data period, assumptions, ticker provenance, key metrics, and compact summaries of large datasets. Analysis calls record account usage and may consume analysis credits. Users can explicitly create a public configuration link after a successful supported analysis. Testfolio supports historical, simulated, and hypothetical research; it does not execute trades or move money. Access requires Testfolio Max or a separate MCP grant, with tools subject to the connected account's limits.
Developer: testfolio
Category: Finance
Version: 1.0.0
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