PortfolioFit
ChatGPT pluginCheck portfolio mandate fit
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Movement
From our daily snapshots over the last 30 days.
Rank by placement
Rank in Finance
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Finance322nd of 520 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 319 | #3006 | 173places down | |
| 320 | #3009 | 93places up | |
| 321 | #3011 | 172places down | |
| 322 | #3024 | 112places down | |
| 323 | #3025 | 50places down | |
| 324 | #3051 | 214places up | |
| 325 | #3111 | 30places up |
PortfolioFit compares normalized portfolio holdings with written mandates, identifies evidence gaps, and calculates explicit allocation constraints without placing trades or changing holdings.
Example prompts
- “Check my attached mandate PDF and holdings CSV for portfolio alignment.”
- “Extract the limits from this fund factsheet and test the attached holdings against them.”
- “Explain the evidence gaps in this mandate review and calculate the explicit portfolio constraints.”
Skills
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
- Sign-in
- On Install
- Availability
- Available
- Version
- 1.0.0
- Created
- August 7, 2026
- More info