PortfolioPilot ChatGPT Plugin Tutorial, Use Cases & Prompts

Written by: Peter Sullivan
Last updated:

Do you want to learn more about the PortfolioPilot ChatGPT Plugin?

In this ChatGPT plugin tutorial, we are going to show you how to use the PortfolioPilot ChatGPT Plugin, how to install the plugin, and what the PortfolioPilot ChatGPT Plugin can do.

We are also going to explain what to do when this ChatGPT plugin is not working and anything else important that you need to know about the PortfolioPilot ChatGPT Plugin.

What can you do with the PortfolioPilot ChatGPT Plugin?

PortfolioPilot ChatGPT Plugin is a ChatGPT plugin that provides a range of features to assist with investment decisions and financial inquiries. With this plugin, you can:

– Assess investment portfolios: Obtain an evaluation of your investment portfolio, including analysis of its performance, diversification, and risk profile.

– Provide top passively managed ETFs: Receive recommendations for Exchange-Traded Funds (ETFs) that are passively managed, diversified, and have a maximum expense ratio, ensuring efficient and low-cost investments.

– Find top stocks in specific sectors: Discover the best-performing stocks within specific sectors based on specific criteria. The results can be sorted to prioritize certain factors.

– Gain macroeconomic insights: Access valuable macroeconomic insights for both the US and global economies, enabling you to stay informed about economic trends and make informed investment decisions.

– Automatically improve investment portfolios: Receive automated suggestions to enhance your investment portfolios based on provided details and risk profile. This feature helps optimize your investments according to your preferences and goals.

– Obtain performance details: Retrieve detailed performance information for your investment portfolios, allowing you to track their progress and make informed adjustments as needed.

– Discover actively managed ETFs: Find top-performing ETFs that are actively managed, diversified, and listed in the US. This feature helps you identify actively managed funds that align with your investment strategy.

– Get top stocks in specific sectors with AI sentiment score: Identify the best stocks in specific sectors based on predefined criteria and sort the results by AI sentiment score. This allows you to consider market sentiment when making investment decisions.

In summary, the PortfolioPilot ChatGPT Plugin serves as your AI investing guide, providing portfolio assessment, investment recommendations, answers to finance-related questions, and various tools to enhance your investment strategies.

How to use the PortfolioPilot ChatGPT Plugin?

Here is how to use the PortfolioPilot ChatGPT Plugin:

  1. Open the ChatGPT website
  2. Sign in to your ChatGPT account
  3. Make sure that you have enabled ChatGPT plugins in your account.
  4. Select GPT-4 model from the model selector.
  5. Click on the ChatGPT plugin icon
  6. Select Plugin store.
  7. Search for the PortfolioPilot ChatGPT Plugin
  8. Click on ‘Install’ to add the PortfolioPilot ChatGPT Plugin to your ChatGPT account.

Now, also make sure that if you want to use the PortfolioPilot ChatGPT Plugin, you have to use the GPT-4 model and you also have to enable the plugin. (currently, only 3 ChatGPT plugins can be enabled at the same time).

Now, all you have to do is use a PortfolioPilot ChatGPT Plugin prompt to activate the plugin.

If you are not sure what plugin prompts you can use to activate the PortfolioPilot ChatGPT Plugin, make sure to check out our ChatGPT plugin database here.

Can’t install the PortfolioPilot ChatGPT Plugin

If you can’t install the PortfolioPilot ChatGPT Plugin, here is how to troubleshoot and find out why you can’t install and use this specific plugin.

1.Make sure you have upgraded to a GPT Plus subscription as ChatGPT plugins are currently only available for Plus subscribers

2. Next, you also have to make sure that the ChatGPT plugins are enabled in your ChatGPT account.

ChatGPT plugins enabled 2

3. It is possible that the PortfolioPilot ChatGPT Plugin is not available in the ChatGPT plugin store anymore temporarily because of some technical issues with the integration.

If you have already installed the PortfolioPilot ChatGPT Plugin but it still not generating the right response, check out the next section.

PortfolioPilot ChatGPT Plugin not working – how to fix it?

If the PortfolioPilot ChatGPT Plugin is not working properly or you get error messages instead of a ChatGPT response, here are some ways to fix it.

  1. Click on the ‘Regenerate response’ button

Keep in mind that the ChatGPT plugin is still a beta feature, so bugs and other technical issues can occur frequently when you try to make any ChatGPT plugin work.

regenerate ChatGPT plugin response 2

However, in a lot of cases, the ‘Regenerate response’ button can help you fix a lot of errors.

  1. Check if you have selected the ChatGPT plugin mode

Once you have installed the PortfolioPilot ChatGPT Plugin, you also have to make sure you are using the Plugin mode in ChatGPT if you want to use the PortfolioPilot ChatGPT Plugin

Currently, the browsing mode and the plugin mode can’t be used at the same time as you can see on this screenshot:

ChatGPT plugin mode enabled

  1. Make sure you have enabled the PortfolioPilot ChatGPT Plugin

Once you have selected the plugin mode, also make sure you have enabled the ChatGPT plugin.

Keep in mind that only three ChatGPT plugins can be enabled at the same time.

  1. PortfolioPilot ChatGPT Plugin giving me a bad response or output.

If you can’t get the PortfolioPilot ChatGPT Plugin to give you the desired output, the easiest method is to ask ChatGPT directly using the GPT-4 model how to get better responses from the PortfolioPilot ChatGPT Plugin.

  1. Check other reasons why ChatGPT is not working

It is also possible that there aren’t any issues with the PortfolioPilot ChatGPT Plugin, but ChatGPT has some technical issues in general. So as a best practice test, if ChatGPT is working without the plugin mode enabled.

If ChatGPT without the plugin mode enabled is not giving you a response as well, then most likely the bug is not related to the PortfolioPilot ChatGPT Plugin.

How to uninstall PortfolioPilot ChatGPT Plugin?

If you no longer want to use the PortfolioPilot ChatGPT Plugin, here is how to uninstall it:

  1. Open and sign in to ChatGPT.
  2. Select GPT-4 model from the model selector.
  3. Click on the ChatGPT plugin icon
  4. Select Plugin store.
  5. Search for the PortfolioPilot ChatGPT Plugin
  6. Click on ‘Uninstall’ to remove the PortfolioPilot ChatGPT Plugin.

Official description of the PortfolioPilot ChatGPT Plugin in the plugin store

Your AI investing guide: portfolio assessment, recommendations, answers to all finance questions.

Learn more about ChatGPT plugins

Are you completely new to ChatGPT plugins?

Learning more about ChatGPT plugins can also help you use PortfolioPilot ChatGPT Plugin more effectively.

Check out our ChatGPT plugin resources here:

Video tutorial for beginners on how to use ChatGPT plugins:

Some other ChatGPT tutorials:

Do you want to learn more about another ChatGPT plugin? Check out all the currently available ChatGPT plugin tutorials here.

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