Dots for PortfolIQ
A dot is ChatGPT's always-on personal agent. These are recipes you can set up in your own.
Overview
Connect your PortfolIQ account to review holdings, realized and unrealized performance, transaction history, trading activity, and factual account alerts. Explore saved strategies, run historical simulations, and review position plans. With the permissions you grant, record or correct transactions, manage portfolios, and save strategies and retrospective reviews. Transaction tools record trades in your tracker; brokerage order execution is not supported. Historical simulations are not predictions of future returns. A PortfolIQ account is required, and some features depend on your account plan.
Developer: Michael Penzin
Category: Finance
Version: 1.0.0
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