PortfolioIQ
Simulates how a portfolio of stocks, bonds, crypto or real estate could grow over time.
What PortfolioIQ can do in ChatGPT
See how a portfolio could grow over time.
Growth Simulations
Project portfolio value years ahead with a likely range.
Asset Mix
Change the split between stocks, bonds, crypto and real estate.
Time Horizon
Set how many years the projection should cover.
Regular Contributions
Add monthly or yearly deposits to the model.
Unlimited Runs
Rerun projections as often as you want to compare.
You stay in control
You approve access, and you can disconnect PortfolioIQ at any time.
Apps 1
What PortfolioIQ does in ChatGPT
The PortfolioIQ plugin runs simulations in ChatGPT to show how a portfolio might grow over time. You can model stocks, bonds, crypto, real estate and other assets, and see a forecast with a range around it showing how high or low the value could plausibly end up.
You change the inputs and run it again as often as you like. Move the mix between asset types, set how many years to look ahead and add regular contributions, then compare the results. That helps you see how choices like a more careful mix change the possible outcomes.
The examples on the listing ask what $20,000 today could be worth in 20 years and what a conservative stock portfolio might reach. The results are projections from a model, not promises, and the listing does not say it links to any real brokerage account.
Who it is for
- People planning long-term savings
- Investors comparing asset mixes
- Students learning about compounding
How to add PortfolioIQ to ChatGPT
- Open the PortfolioIQ listing in ChatGPT ↗.
- Click Install plugin.
- Sign in to your PortfolioIQ account when asked and approve the access it requests.
- Start a chat and ask for what you need, mentioning PortfolioIQ if ChatGPT does not pick it up.
- To stop, disconnect PortfolioIQ under apps in your ChatGPT settings.
Questions about PortfolioIQ
What is the PortfolioIQ ChatGPT plugin?
The PortfolioIQ plugin runs simulations in ChatGPT to show how a portfolio might grow over time. You can model stocks, bonds, crypto, real estate and other assets, and see a forecast with a range around it showing how high or low the value could plausibly end up. It is listed in ChatGPT's plugin marketplace under Finance.
What can I ask PortfolioIQ to do in ChatGPT?
For example: "What will a portfolio be worth in 20 years if it's worth $20,000 today?", "What will a stock portfolio be worth if it invests conservatively?", "Optimize a financial portfolio of stocks and bonds".
Who makes the PortfolioIQ plugin for ChatGPT?
The ChatGPT listing names Layer 3 Labs as the developer. The version listed on 8 October 2026 was 1.0.0.
How do I add PortfolioIQ to ChatGPT?
Open the PortfolioIQ listing in ChatGPT, click Install plugin, sign in to your PortfolioIQ account and approve the access it asks for. Then ask for what you need in a chat, mentioning PortfolioIQ if ChatGPT does not pick it up.
Can PortfolioIQ change things in my account, or only read?
It uses the portfolio numbers you enter to run simulations. The listing does not mention reading any real investment account.
Who is the PortfolioIQ plugin for?
People planning long-term savings, investors comparing asset mixes and students learning about compounding.
Is there a limit on PortfolioIQ projections?
The listing says you can run unlimited projections.
What are confidence intervals in PortfolioIQ?
They show a range of likely outcomes around the forecast instead of a single number.
Does PortfolioIQ see my ChatGPT chats?
When PortfolioIQ is connected, ChatGPT may share the parts of your chats and memories that matter for a request with PortfolioIQ. What PortfolioIQ does with that data falls under its own terms and privacy policy. ChatGPT keeps your training-data settings, and you can disconnect at any time.
How do I disconnect PortfolioIQ from ChatGPT?
Open your ChatGPT settings, go to apps, and disconnect PortfolioIQ. You can reconnect later from the listing.
What are alternatives to PortfolioIQ in ChatGPT?
Similar plugins in the ChatGPT marketplace include Bankrate, Longbridge and MyInvestor. Each has its own page in this directory.
Privacy and your data
When PortfolioIQ is connected, ChatGPT may share the parts of your chats and memories that matter for a request with PortfolioIQ. What PortfolioIQ then does with that data falls under its own terms and privacy policy, not only OpenAI's. ChatGPT keeps your training-data settings for data that comes from connected apps, and you can disconnect at any time.
PortfolioIQ privacy policy ↗PortfolioIQ terms ↗OpenAI: apps in ChatGPT ↗