Mutual Fund Portfolio Analysis with ChatGPT: Merging and analyzing across multiple excel files

Investment analysis often involves tracking changes in equity portfolio holdings of mutual funds over time. This requires merging multiple Excel files, some with print formatting and images.

Can ChatGPT handle it? That was the specific use case.

Amazingly: Yes.

Merged and analyzed 11 months of files in less than a minute. Even handled a file with a different name format seamlessly.

Check it out.

Main prompt is large. Have published on a separate page on the website along-with further tips and tricks.

Validation is crucial, whether ChatGPT, Excel or Python. 

Ask ChatGPT for code if you prefer analyzing in Python.