PortfolioFit
Rekognize · Finance
ChatGPTApp
PortfolioFit compares normalized portfolio holdings with written mandates, identifies evidence gaps, and calculates explicit allocation constraints without placing trades or changing holdings.
Rankings
Skills
validate-mandate
Starter prompts
- Check my attached mandate PDF and holdings CSV for portfolio alignment.
- Extract the limits from this fund factsheet and test the attached holdings against them.
- Explain the evidence gaps in this mandate review and calculate the explicit portfolio constraints.