Explore StockViz mutual fund model portfolios and ask research questions about strategies and historical index metrics through its authenticated MCP server. Separate broker integrations are needed for trade execution.
How to use
- 1Add it in ChatGPT
Open StockViz Mutual Funds in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick StockViz Mutual Funds, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Use StockViz to help me research mutual funds.”
Disconnect
- 1Disconnect it in ChatGPT
Open Settings, then Apps or Plugins (the label depends on your rollout), select StockViz Mutual Funds and choose Disconnect. ChatGPT stops acting through your account; past conversations aren't deleted.