Testfolio
Portfolio research tools
Testfolio connects an eligible Testfolio account to portfolio research in ChatGPT. Backtest and compare portfolios, analyze assets, optimize allocations, evaluate tactical strategies and signals, and study retirement withdrawals, Monte Carlo scenarios, leveraged ETFs, factors, and principal components. Results explain the effective data period, assumptions, ticker provenance, key metrics, and compact summaries of large datasets. Analysis calls record account usage and may consume analysis credits. Users can explicitly create a public configuration link after a successful supported analysis. Testfolio supports historical, simulated, and hypothetical research; it does not execute trades or move money. Access requires Testfolio Max or a separate MCP grant, with tools subject to the connected account's limits.
App
Testfolio
Information
- Developer
- testfolio
- Category
- Finance
- Version
- 1.0.0
When connected to Testfolio, ChatGPT may share relevant chats and memories with this app to help provide context for your requests. Testfolio’s use of this data is subject to their terms and privacy policy. If you have Memory enabled, data from the app may be used to proactively provide helpful information or suggestions. ChatGPT always respects your training data preferences, including for data from connected apps. Use of apps may come with elevated risk. You can manage your preferences or disconnect from apps anytime in your settings. Learn more