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anyone use a 3rd party portfolio analyzer?
Posted on 10/11/26 at 5:08 pm
Posted on 10/11/26 at 5:08 pm
i created an acct on portfolioslab and uploaded a csv of my total portfolio with % weights. some interesting results, i'll screenshot a couple of them here
theres tons more especially position specific analysis relative to risk/reward and benchmark performance which i found eye-opening. anyway, thought this might be helpful to some. its free, which means we are the product, but i've banned the emails to my spam folder already
theres tons more especially position specific analysis relative to risk/reward and benchmark performance which i found eye-opening. anyway, thought this might be helpful to some. its free, which means we are the product, but i've banned the emails to my spam folder already
Posted on 10/11/26 at 9:32 pm to cgrand
Could probably set something like this up in chat gpt in an hour
Posted on 10/12/26 at 8:16 am to Yeti_Chaser
quote:this took me about 5 minutes
set something like this up in chat gpt in an hour
Posted on 10/12/26 at 8:35 am to cgrand
Sure I was just mentioning it since you said you were concerned about emails. One less account
Posted on 10/12/26 at 10:19 am to cgrand
Set it up in copilot (ChatGPT backend). Does portfolio, retirement planning with Monte Carlo, Roth Conversion analysis, tax planning, and emails me an exec summary.
Posted on 10/12/26 at 11:28 am to cgrand
Getting close to retirement and used ChatGPT and simply uploaded all my position - assets. Included my goals, preferences, estimated income and expenses in retirement just like an advisor. I was very impressed with the results. Spit out a Monte Carlo and transitional plan summary with modifiable spreadsheet.
Shameless plug here: I have a high school son trying to break into the AI financial world. If any of the MT financial/daytrading geniuses want to provide feedback, please check it out. I’m not really a savvy financial guy so can’t help him.
LINK
Shameless plug here: I have a high school son trying to break into the AI financial world. If any of the MT financial/daytrading geniuses want to provide feedback, please check it out. I’m not really a savvy financial guy so can’t help him.
LINK
Posted on 10/12/26 at 11:36 am to Uroblast
before we click on it can you tell us what it is?
Posted on 10/12/26 at 12:44 pm to cgrand
Sorry. It is a link to WTTerminal.com. Website he and partner made. It does require entering an email to get verification. Big ask for people to trust putting email in (I’d be skeptical) so no one should feel obligated unless feeling particularly altruistic. They do nothing with the email except to help with their “traffic numbers”. It’s a stock analysis AI tool. This is a couple of HS seniors (future business majors) testing the waters but showed some initiative at least!
Posted on 10/12/26 at 1:10 pm to Uroblast
Just signed up. I love this stuff. We are doing a ton of AI testing where I work, healthcare finance side of things.
This shite is exciting to me.
This shite is exciting to me.
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