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.
ከTestfolio ጋር ሲገናኙ፣ ChatGPT ለጥያቄዎችዎ አውድ ለመስጠት ተዛማጅ ውይይቶችን እና ትውስታዎችን ለዚህ መተግበሪያ ሊያጋራ ይችላል። የTestfolio የዚህ ውሂብ አጠቃቀም በውሎቹ እና የግላዊነት ፖሊሲው ይገዛል። ትውስታን ካነቁ፣ ከመተግበሪያው የመጣ ውሂብ ጠቃሚ መረጃን ወይም ጥቆማዎችን በቅድሚያ ለመስጠት ጥቅም ላይ ሊውል ይችላል። ChatGPT ከተገናኙ መተግበሪያዎች የሚመጣን ውሂብ ጨምሮ፣ የሥልጠና ውሂብ ምርጫዎችዎን ሁልጊዜ ያከብራል። መተግበሪያዎችን መጠቀም ከፍ ያለ ስጋት ሊያስከትል ይችላል። በቅንብሮችዎ ውስጥ በማንኛውም ጊዜ ምርጫዎችዎን ማስተዳደር ወይም ከመተግበሪያዎች ጋር ያለውን ግንኙነት ማቋረጥ ይችላሉ። ተጨማሪ ይወቁ