Getting Started with 🧠 PortfolioGPT
Get started with PortfolioGPT, the AI investment portfolio generator: enter your goals, amount and risk tolerance to get a personalized portfolio in minutes.
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Introducing PortfolioGPT by ✨ Unprompted Labs
Generate portfolio ideas for a large purchase, retirement and more – based on real-time market context, time-horizon and risk-tolerance – from individual stocks , ETFs , real estate, and crypto assets.
New to AI investing apps? Start with our beginner's guide, then follow the steps below.
🧠 PortfolioGPT analyzes current market conditions, real-time Yahoo! Finance data and analyst sentiment before querying your investment preferences into the latest OpenAI GPT model for response and summarization – without complex prompt engineering!
Let's get started!
Step 1: 🏆 Define Your Investment Goal
Start by telling PortfolioGPT what you're investing for – retirement, a down payment for a home or car, retirement, FIRE, long-term growth, etc. The clearer your objective, the better our AI can tailor recommendations to your unique investing situation.
Step 2: 💰 Enter Your Investment Amount
This is the principal amount of money you plan to invest into this investment portfolio.
Step 3: ⏳ Set Your Time Horizon
Tell PortfolioGPT your investment time-horizon (from less than 1 year, 1-3 years, 3-5 years, 10 years or 20 years) based on your specific investment goal.
Step 4: ⚠️ Select Your Risk Tolerance
Choose between low (conservative), medium (balanced) and high (aggressive) investment strategies based on your unique situation for risk tolerance.
Step 5: 📊 Select Your Preferred Assets
Finally, select the different asset classes that will represent the composition of your portfolio, from exchange-traded funds (ETFs), stocks, bonds, real-estate, commodities and cryptocurrencies.
Step 6: ✨ Select "Generate Portfolio"
Finally, click the "Generate Portfolio" button and let PortfolioGPT analyze hundreds of thousands of investment options! Within seconds, PortfolioGPT will generate an investment portfolio recommendation matched to your investment profile that includes historical backtested performance based on your trailing time horizon, estimated forward guidance and analyst sentiment, and specific asset allocations and investment amounts.
Our Methodology: 📚 PortfolioGPT
The LLM evaluates your invested amount, time horizon and risk-tolerance before generating a personalized portfolio strategy to reach your investment goal based on backtested performance and forward guidance estimates.
Want a fuller walkthrough? See how to build an investment portfolio with AI, including how to read each part of your result.