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PortfolIQ

ChatGPT plugin

Track portfolio performance

View in ChatGPT directory
Featured
No

not on the featured shelf

Movement

From our daily snapshots over the last 30 days.

Rank by placement

#4725of 6,022202places down24h—7d
#4,494#4,557#4,620#4,683#4,746Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

Rank in Finance

#463of 5204places down24h—7d
#458#461#464Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

In its category

How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.

Finance463rd of 520 by placement
#PluginPosition7d
460DayTrading.Monster#4678—
461Antevo Wealth#4698114places down
462NeroPay#471273places down
463PortfolIQThis page#4725—
4641st Private Capital#4730—
465PrimeSync Studio#4756—
466Finology Software#476096places down

All 520 Finance plugins

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.

Example prompts

  • “Summarize my portfolio performance and largest holdings.””
  • “Show my ten most recent transactions.”
  • “Review my saved strategies and position plans.”
Categories
Made by
Michael Penzin · Website
Sign-in
On Install
Availability
Available
Version
1.0.0
Created
September 15, 2026
More info