Learn what’s new in GPTadvisor: Summer Highlights
GPTadvisor comes with fresh and productive new features you will want to learn about.
At GPTadvisor, we are constantly striving to enhance your advisory capabilities. Our latest summer updates are designed to bring you essential tools and improvements, ensuring a more efficient and productive experience.
Latest Highlights
Generate complete product reporting
GPTadvisor lets you generate, visualize, and hold conversations on comprehensive and complete product reporting. Browse the immense product catalog in natural language and pick the ISIN of the product you’d like to learn more about. Instantly, GPTadvisor generates summaries, performance analyses, and breakdowns and even lets you auto-read the available documentation.
Generate AI portfolio analysis just by taking a picture
GPTadvisor now allows users to quickly upload a new portfolio from a picture, a screenshot, or any file containing holding information. The wealth-trained AI automatically understands the portfolio, accurately retrieves all relevant product data, and generates comprehensible analysis, explanations, and comparisons, you name it—a new productivity shortcut for daily quick portfolio conversations.
Quickly find any specific product
Simplify the identification and selection of financial products with our new chat search function. Simply use “@” followed by a name, ISIN, or ticker, and GPTadvisor will present you with a list of relevant matches. This feature enhances accuracy and speed in data retrieval, saving you valuable time.
Start a new conversation about a given PDF
You can now attach PDF files directly within conversations. This feature allows you to include relevant documents in your dialogues, ask specific questions about the PDF content, streamline your queries, save time, and enhance accuracy.
Additional Improvements
Default Date Range Update
The profitability function now sets a default date range of 5 years. This change ensures you always have access to significant historical data, enabling deeper and more contextualized analysis.
User-Friendly PDF Names
PDF names in quotes are now more readable and descriptive, making it easier to identify their content quickly.
Enhanced Listing Visualization
The visualization of listings generated by the assistant has been improved, making the information more straightforward and organized for better accessibility.
Forex Return Calculation
The profitability calculation function has been modified to include exchange-type products, enabling a more comprehensive analysis of these investments.
User Feedback
Users can now provide positive or negative feedback on responses, with predefined options and the ability to add details. This new feature will help improve the service by storing and analyzing valuable feedback.
Historical Product Prices
Historical product prices have been resolved, providing a complete historical view.
Daily Calculated Returns
Profitability for all products is calculated daily across standard periods (MTD, YTD, 1Y, 3Y, 5Y, All). This ensures you always have the most up-to-date profitability information.
Enhanced Focus Lists
We've improved the management of changes in Focus Lists to travel instantly to GPT (previously, there was a wait of up to 2 minutes). We’ve also enhanced the search, filters, and category tags to make searching the table easier.
These summer updates are crafted to offer you a more agile and effective wealth management experience.
Discover how GPTadvisor can transform your work by exploring these new features today.