Top 10 Best ChatGPT Plugins For Financial Advisors

Written by: Peter Sullivan
Last updated:

Do you want to use ChatGPT plugins for financial advisors? We have gone through the list of 1000+ plugins to find the best ChatGPT plugins for financial advisors.

In this best ChatGPT plugins compilation, we are going to give you the list of top ChatGPT plugins for financial advisors and we are also going to share how each ChatGPT plugin can be used for helping with financial advising.

If you want to get the completely searchable database of all 1000+ ChatGPT plugins categorized by use cases, industry, etc., click here.

Best ChatGPT Plugins For financial advisors

Here are the best ChatGPT plugins for financial advisors:

1. Klarna Shopping ChatGPT Plugin:

Financial advisors can use this plugin to search and compare prices from thousands of online shops. It allows them to find the best deals and make informed recommendations to their clients when it comes to purchasing financial products or other items related to their financial goals.

2. Wolfram ChatGPT Plugin:

This plugin provides access to computation, math, curated knowledge, and real-time data through Wolfram. Financial advisors can leverage this plugin to perform complex calculations, access financial formulas and models, retrieve up-to-date market data, and gain insights into various financial concepts.

3. Polygon ChatGPT Plugin:

Designed specifically for financial markets, this plugin offers market data, news, and fundamentals for stocks, options, forex, and crypto from Financial advisors can utilize this plugin to access real-time and historical market data, stay informed about market trends, analyze investment opportunities, and make data-driven recommendations to their clients.

4. Zapier ChatGPT Plugin:

With integration capabilities for over 5,000+ apps, this plugin allows financial advisors to streamline their workflows and automate various tasks. They can connect their preferred apps, such as Google Sheets, Gmail, HubSpot, Salesforce, and more, to improve productivity, manage client information, and facilitate data-driven decision-making.

5. World News ChatGPT Plugin:

This plugin enables financial advisors to stay up-to-date with the latest news from around the world. They can ask for news summaries and receive timely updates on economic trends, regulatory changes, market developments, and other relevant information that can impact their clients’ financial strategies.

6. Public ChatGPT Plugin:

Financial advisors can leverage this plugin to access real-time and historical market data, including asset prices, news, research, and comprehensive financial analysis. It provides valuable insights for investment decision-making, portfolio management, and monitoring market trends.

7. Savvy Trader AI ChatGPT Plugin:

This plugin offers real-time stock, crypto, and other investment data. Financial advisors can use it to access live market prices, track their clients’ investment portfolios, monitor performance, and receive alerts for market movements or investment opportunities.

8. Crypto Prices and News ChatGPT Plugin:

Specifically focused on cryptocurrencies, this plugin provides financial advisors with the latest crypto prices and news from It enables them to stay informed about the crypto market, analyze digital assets, and provide guidance on crypto investments to their clients.

9. FiscalNote ChatGPT Plugin:

Designed for legal, political, and regulatory information, this plugin enables financial advisors to access market-leading, real-time data sets. They can stay informed about changing regulations, policy developments, and legal issues that may impact their clients’ financial planning and investment strategies.

10. PortfoliosLab ChatGPT Plugin:

This plugin offers in-depth analysis of stocks, ETFs, funds, and crypto assets. Financial advisors can utilize it to analyze historical performance, volatility, risk metrics, Sharpe ratio, drawdowns, and more. It provides valuable insights for portfolio assessment, risk management, and investment decision-making.

These plugins expand the capabilities of ChatGPT for financial advisors, providing them with access to real-time data, computational tools, market insights, and integration with various platforms and services.

Other Top financial advising ChatGPT plugins

Are you missing any financial advising plugins from our best ChatGPT Plugins for financial advisors list?

The ChatGPT plugin landscape is developing rapidly, so check back later as we will update these best ChatGPT plugin lists as new financial advising ChatGPT plugins appear in the plugin store.

Learn More About ChatGPT Plugins

Are you entirely new to ChatGPT plugins?

Check out our beginner guide to ChatGPT plugin video tutorial here:

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