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PortfolioMeta
Empowers you with real-time, comprehensive analytics and data for investing in the stock market.
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Overall
Description
PortfolioMeta is a handy tool that allows you to manage and track your investment portfolio. It's like having a personal finance assistant that can provide you with real-time data about your investments, help you make informed decisions, and keep track of your financial goals.
How to use:
- Step 1: First, you need to create an account on the PortfolioMeta website. This is where you'll input all the details about your investments.|||
- Step 2: Once your account is set up, you'll be given a unique user ID. Keep this ID safe as you'll need it to access your portfolio data in the plugin.|||
- Step 3: Now, come back to this conversation. To access your portfolio data, simply type in a request like "Show me my portfolio data" and provide your unique user ID. The plugin will then fetch the data from your PortfolioMeta account and display it here.|||
- Step 4: You can ask for specific information about your portfolio, like the performance of a particular stock or the total value of your investments. Just make sure to specify what you want to know in your request.|||
- Step 5: The plugin also allows you to set alerts for specific events, like a significant increase or decrease in a stock's value. To set an alert, type in a request like "Set an alert for when Stock X reaches $Y".
Tasks
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