Parqet & Artificial Intelligence (AI/LLM) connection.
complete
Jörg Wukonig
Very nice would be the option to be able to evaluate your portfolio using LLM - either by connecting a kind of chat function in order to interact with data and be able to analyze it for abnormalities OR simply by offering the portfolio data for download (not just activities that ChatGPT & Co does not simply accept) so that you can analyze them yourself z.b. upload to ChatGPT Pro/Plus. That would be great and very timely. The first option is certainly more complex and expensive, and the second is not. It would currently be very cool to offer the securities overview cleanly as a table/CSV, so that every LLM can work well with it.
Björn Beier
updated the status to
complete
Hey! Feel free to use our new integrations for ChatGPT, Perplexity, or Claude: https://app.parqet.com/integrations/019c2317-a86e-760b-a14b-ef4be8ad5553
Björn Beier
Merged in a post:
AI-Portfolio Advisor
T R
An AI portfolio advisor would be great. The aim would be for you to be able to talk to the AI about the portfolio, and that this bot would also recognize and suggest suggestions for rebalances or other tips & tricks, trends
A
Andy_W3
The feature should actually be done quickly. Currently, it can be easily solved via DIA or COMET Browser. So just open Parqet as a tab and go for it... but it would be much nicer to have AI sparring chat features including all historical data, etc. natively in Parqet.
Björn Beier
Merged in a post:
AI analysis
J
Jonas
AI-based “analysis” of the portfolio with information (no recommendations) which are then clearly displayed, perhaps not like a news feed. A way to store your own prompts would be cool.
example:
* Show me all stocks that have fallen from their ATH -10%
* Inform me if a share has more than 5% of total assets. Also consider X-Ray
* Inform me when a share XY has reached a certain price (although this could also be a feature for the watchlist)
An AI chat function would also be nice so that you can easily ask questions about your own portfolio or securities from the database.
Björn Beier
Merged in a post:
AI depot analysis or connection to existing tools
Tobias Hermann
With AI tools like Pluto.fi, you can already chat with your portfolio, i.e. z.B. Ask questions like “How can I diversify my portfolio better?” or “What happened in my portfolio today?” I would also like to see a function like this for Parqet or, alternatively, a connection to an AI partner.