SonarFolio

SonarFolio is a read-only tracker for the stocks, ETFs and crypto you own. Connect it once and ask ChatGPT about your own portfolio in plain language.

What you can ask:

• What your portfolio is worth, how it changed in the last 24 hours, and which holdings moved it most.
• Your allocation by asset, by asset class (stocks, crypto, cash) and by account.
• Every holding with quantity, cost, value, unrealized P&L and weight.
• Price, 7-day change, market cap, volume and 90 days of daily closes for any asset you hold, plus social data (mentions, engagement, sentiment, discussion themes, top creators) and onchain data for coins, where your SonarFolio account includes them.
• Record a holding you bought elsewhere: ChatGPT looks up the asset, confirms the asset, quantity and cost with you, and only then saves it.

Who it's for: people who already track their investments in SonarFolio (positions added by hand, CSV imports, public wallet addresses, or brokerages and exchanges connected read-only) and want answers without opening a dashboard.

Limits:

• It only covers assets you hold; it doesn't research assets you don't own.
• It never trades, moves funds, connects accounts or deletes anything. The only write is recording a position you ask for and confirm.
• It gives facts, not recommendations: no buy, sell or hold advice. For information only; nothing here is investment, tax or legal advice.
• Data may be delayed or incomplete, and results say so.

You sign in with your SonarFolio account (OAuth); ChatGPT never sees your password or any exchange or brokerage credentials. You can disconnect ChatGPT at any time from the API and AI tools page in SonarFolio.