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), 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)
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). 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
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). 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.