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PortfolioPilot

22.0
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Serves as an AI investing guide offering portfolio assessment, recommendations, and answers to financial questions.

Added on:
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May 28, 2023
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22
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Description

Generated by ChatGPT

PortfolioPilot is a powerful tool that can help you navigate the complex world of investing. It's designed to provide you with up-to-date information about various securities like stocks, ETFs, cryptocurrencies, and more. It can also assess your investment portfolio, provide personalized recommendations, and give you insights into macroeconomic trends. Whether you're a seasoned investor or just starting out, PortfolioPilot can be a valuable resource in your investment journey.

How to use:

  • Check Security Details: You can ask for details about a specific security. For example, if you're interested in Apple's stock, you can ask, "Can you give me details about Apple's stock?" The plugin will provide you with the latest information about Apple's stock, including its expected returns, risk, financial information, and more.
  • Find Top ETFs or Stocks: If you're looking for new investment opportunities, you can ask for the top ETFs or stocks based on certain criteria. For example, you can ask, "Can you show me the top ETFs with a maximum expense ratio of 0.5%?" or "Can you show me the top technology stocks in the US?"
  • Assess Your Portfolio: You can provide details about your current investments, and the plugin can assess your portfolio. It will give you a detailed report including expected returns, risk-adjusted returns, diversification, and more. For example, you can say, "I have $5000 in Apple's stock, $3000 in Microsoft's stock, and $2000 in Amazon's stock. Can you assess my portfolio?"
  • Get Recommendations: Based on your portfolio assessment, the plugin can provide specific, actionable recommendations on how to improve your portfolio. For example, it might suggest where to invest additional money for better diversification.
  • Understand Macroeconomic Trends: You can ask for insights into the global economy or a specific region. For example, you can ask, "Can you give me insights into the US economy?" The plugin will provide a summary of what's happening in the economy and how it affects the markets.

Remember, investing always comes with risks, and the information provided by PortfolioPilot should be used as a guide, not as definitive investment advice.

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Tasks

Stock market analysis, Analysing finances, Trading
Task automation
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