Ask about your TrackMyStack portfolio in plain language: your net worth, what each holding is worth and how it has changed. Import a brokerage statement and ChatGPT records the holdings for you. Explore your allocation, dividends, daily movers, net worth history and goals.
How to use
- 1Add it in ChatGPT
Open TrackMyStack 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 TrackMyStack, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “What's my net worth today?”
- “Import my brokerage statement”
- “Am I too concentrated in tech? Break down my portfolio by sector and region.”
Disconnect
- 1Disconnect it in ChatGPT
Open Settings, then Apps or Plugins (the label depends on your rollout), select TrackMyStack and choose Disconnect. ChatGPT stops acting through your account; past conversations aren't deleted.