PortfoliosLab ChatGPT Plugin Tutorial, Use Cases & Prompts

Written by: Peter Sullivan
Last updated:

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

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

If you prefer to watch a video tutorial on how to use the PortfoliosLab ChatGPT Plugin, check out this one from our YouTube channel:

What can you do with the PortfoliosLab ChatGPT Plugin?

PortfoliosLab ChatGPT Plugin is a ChatGPT plugin that allows users to interact with the PortfoliosLab application, providing various analysis and metrics related to stocks, ETFs, funds, and cryptocurrencies. With this plugin, users can perform the following tasks:

– Analyzing historical performance of a stock or ETF
– Calculating volatility and risk metrics of a stock or ETF
– Calculating the Sharpe ratio of a stock or ETF
– Analyzing drawdowns of a stock or ETF over a specific time period
– Providing a comprehensive analysis of an ETF
– Analyzing risk metrics of a mutual fund
– Calculating the volatility of an index
– Providing a detailed analysis of a stock
– Calculating the Sharpe ratio of a cryptocurrency

With the PortfoliosLab ChatGPT Plugin, users can leverage the capabilities of PortfoliosLab to gain insights into the performance, volatility, risk metrics, Sharpe ratio, drawdowns, and other relevant analysis of various financial instruments. This plugin enhances the functionality of ChatGPT by integrating it with the PortfoliosLab application, allowing seamless access to its extensive analysis capabilities.

How to use the PortfoliosLab ChatGPT Plugin?

Here is how to use the PortfoliosLab 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 PortfoliosLab ChatGPT Plugin
  8. Click on ‘Install’ to add the PortfoliosLab ChatGPT Plugin to your ChatGPT account.

Now, also make sure that if you want to use the PortfoliosLab 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 PortfoliosLab ChatGPT Plugin prompt to activate the plugin.

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

Can’t install the PortfoliosLab ChatGPT Plugin

If you can’t install the PortfoliosLab 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 PortfoliosLab 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 PortfoliosLab ChatGPT Plugin but it still not generating the right response, check out the next section.

PortfoliosLab ChatGPT Plugin not working – how to fix it?

If the PortfoliosLab 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 PortfoliosLab ChatGPT Plugin, you also have to make sure you are using the Plugin mode in ChatGPT if you want to use the PortfoliosLab 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 PortfoliosLab 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. PortfoliosLab ChatGPT Plugin giving me a bad response or output.

If you can’t get the PortfoliosLab 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 PortfoliosLab ChatGPT Plugin.

  1. Check other reasons why ChatGPT is not working

It is also possible that there aren’t any issues with the PortfoliosLab 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 PortfoliosLab ChatGPT Plugin.

How to uninstall PortfoliosLab ChatGPT Plugin?

If you no longer want to use the PortfoliosLab 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 PortfoliosLab ChatGPT Plugin
  6. Click on ‘Uninstall’ to remove the PortfoliosLab ChatGPT Plugin.

Official description of the PortfoliosLab ChatGPT Plugin in the plugin store

Stocks, ETFs, funds, crypto analysis: historical performance, volatility, risk metrics, Sharpe ratio, drawdowns, etc.

Learn more about ChatGPT plugins

Are you completely new to ChatGPT plugins?

Learning more about ChatGPT plugins can also help you use PortfoliosLab 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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