---
title: "Mutual Fund Allocation Analysis with GPT Power Tools. Custom GPT. Custom Python Code. Multiple Excels."
slug: mutual-fund-analysis-custom-gpt-python-multiple-excel
date_published: 2024-03-20T00:00:00.000Z
original_url: https://www.tigzig.com/post/mutual-fund-analysis-custom-gpt-python-multiple-excel
source: migrated
processed_at: 2025-12-02T10:00:00.000Z
---

# Mutual Fund Allocation Analysis with GPT Power Tools. Custom GPT. Custom Python Code. Multiple Excels.

Live use case of having **the GPT use a custom code that ensures consistent performance, rather than relying on it's adhoc different approach each time. A GPT Power Tool.**

In my previous videos and posts, I have shown how to use **GPT Plus to run machine learning** ([**https://rb.gy/o39bvm**](https://rb.gy/o39bvm)), **LlamaParse complex PDFs** to analyze 10K / Annual Reports(deployed at https://www.tigzig.com/). As well as a **LLM App,YFIN Bot** that will pull multiple-year financials from Yahoo Finance, now **live on public internet** (https://www.tigzig.com/yfin) as well as a custom GPT ([**https://rb.gy/fy8lkk**](https://rb.gy/fy8lkk))

**All apps, including this one, fully coded by ChatGPT / Gemini (wherever coding is required)**

**Current use case:** (a) track changes in equity holdings of a mutual fund over two or more time periods. (b) compare portfolio holdings of two or more different mutual funds. To be done repetitively. Can handle **upto 10 excel files, each in different format** (GPT Plus limit)

**Solution:** Custom GPT 'Mutual Funds Portfolio Analyzer' ([**https://rb.gy/nj51lf**](https://rb.gy/nj51lf)). Live now. Feel free to use. It has regular instructions along with a custom Python code generated by GPT itself, to serve as a guideline. I was getting inconsistent results with just prompts and instructions. **So now I am having the GPT use a coding approach that ensures consistent performance, rather than relying on it's adhoc different approach each time. A GPT Power Tool.**

**How to Use:** Upload the excels, share a few details and that's it. Have GPT analyze it or analyze offline, pushing the appended data into a Pivot Table. [See document for details]

**Where do I get the portfolio allocation files ?** Available on MF websites. Have uploaded some at [**https://tigzig.com/files**](https://tigzig.com/files)

**Can I replicate this for my excel processing use case, nothing to do with equities?** Yes. Just replicate the GPT and customize your instructions. Easy to do. No coding required. Only one piece of GPT auto generated code to be copy pasted during setup. (see document)

**Can I deploy this outside of GPT store, on public internet or my corporate intranet** Yes, you can. See my YFIN bot for pulling multi-year financial statements from Yahoo Finance ([**https://rb.gy/ca2k5p**](https://rb.gy/ca2k5p)). It's deployed inside GPT store as well as on the public internet and uses GPT 3.5. However for real-world use, anything requiring GPT4/Code Interpreter has significant cost considerations. Currently exploring lower cost custom build option. Watch this space for more.