Mutual Fund Allocation Analysis with GPT Power Tools. Custom GPT. Custom Python Code. Multiple Excels.
Published: March 20, 2024
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.