AI kit · Finance
The AI kit for Portfolio Managers
Everything your ChatGPT, Claude or Copilot needs to work like an expert portfolio manager, hand-picked from our libraries and kept up to date. Add it once and just ask your AI for help. We guide you through the set-up.
AI Coach included
ChatGPT
ClaudeCCopilot
GeminiGGrokGGrok Bot
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Kimi
14 skills for portfolio managers
Picked from our 6,000+ skills. Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.
Analyzes allocation, performance, and risk and builds reports; for example, compares your book to the S&P 500 over three years.
Produces market, company, and industry research with forecasts; for example, a semiconductor sector outlook with valuation ranges and risks.
Runs full portfolio reviews across performance, risk, allocation, tax, and policy; for example, a year-end client review with findings.
Supports decisions with statement analysis, valuation, modeling, and optimization; for example, valuing a private acquisition target.
10 more in the kit for members.
Get the full kit24 prompts in 8 topics
Picked from our 60,000+ prompts. Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.
Like "Summarize Overnight Market News"
Like "Compare Company Fundamentals Side by Side"
Like "Draft Investment Thesis Memo"
Like "Explain Portfolio Risk Metrics to Clients"
20 more in the kit for members.
Get the full kit12 AI agents for portfolio managers
Picked from our 4,000+ AI agents. An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.
A clear status of whether the live strategy is inside its tested range, with a size or pause proposal when it is not
An approved weekly plan with scenarios, levels, events and total planned risk inside the trader's limits
A monthly report of execution costs by broker, order type and time, with approved changes that cut them
Exposure that is inside the trader's limits, with a proposed fix when it is not
8 more in the kit for members.
Get the full kit12 connections (MCP servers) for portfolio managers
Picked from our 4,000+ MCP servers. A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.
Ask your AI for stock prices, news, charts and company data from Yahoo Finance.
Look up US public companies and their official SEC filings and financial numbers from your AI chat.
Lets your AI pull real-world data on markets, economies, companies, climate and more, with sources.
Lets your AI look up live prices, company filings, and market calendars for stocks, crypto, forex and more.
8 more in the kit for members.
Get the full kit16 AI apps for portfolio managers
Picked from our 9,000+ AI apps. The AI apps worth your time in this job, so you don't have to test dozens yourself.
Gorilla Terminal streamlines investment research with AI-driven insights, offering access to macroeconomic data, industry and supply chain analysis, and financi
Hudson Labs offers institutional equity research with AI precision and terminal-level data access, delivering fast, accurate, and verifiable insights to support
Discover streamlined investment research with StockInsights, an AI-driven platform offering concise summaries, real-time alerts, and a collaborative workspace f
Quartr AI chat lets you query public-company events and IR documents to instantly retrieve exact data points-one question to access earnings calls, filings and
12 more in the kit for members.
Get the full kit7 apps to build for portfolio managers
Picked from our 2,000+ apps to build. Small tools for your job that your AI builds for you with our step-by-step instructions. No code.
Build an app that keeps every research insight traceable to a cited source, so your team can move faster with evidence.
Build an app that briefs you on what changed across your watchlist, with a traceable record of each update.
Build an app that answers filing and transcript questions with citations, so every claim points back to the document.
Reduce tool sprawl and unreviewed recommendations while keeping one traceable record of holdings, risk and decisions.
3 more in the kit for members.
Get the full kit12 Grok Bots for portfolio managers
Picked from our 1,800+ Grok Bots. Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.
Summarises what moved in your holdings and why, without ever telling you what to buy.
Quantifies portfolio risk, sets position limits, and designs hedging strategies.
Calculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.
Delivers structured market intelligence and competitive analysis from public sources.
8 more in the kit for members.
Get the full kitAdd the kit to your AI
Install instructions are for members
Install the kit as a plugin, or connect it through the AI Coach. Both come with every click shown, so you don't have to work anything out.
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