Connect with ChatGPT
With the MCP connection, you can use your PDT data directly in ChatGPT. This allows you to ask questions about your portfolio, analyze your dividend income, or get a summary of your portfolio allocation through a simple chat conversation.
Portfolio Dividend Tracker is approved by OpenAI and listed in the official ChatGPT directory, so there is nothing to set up manually. Connecting usually takes less than a minute.
Step 1: Go to ChatGPT and open the directory.
Step 2: Search for Portfolio Dividend Tracker and open the PDT listing.
Step 3: Click Connect and connect your PDT account.
You will be redirected to Portfolio Dividend Tracker. Log in with your PDT account and give ChatGPT permission to access your portfolio through the MCP connection. Thereafter, you will be redirected back to ChatGPT.
Step 4: Open a new chat in ChatGPT and ask a question about your portfolio.
Is ChatGPT not using the connection on its own? Select Portfolio Dividend Tracker from the + menu below your message, or mention PDT in your question.
Using ChatGPT in a work environment (Business, Enterprise, or Edu)? Your admin needs to enable the app before you can connect.
Example questions
Once you start with a question, ChatGPT will often suggest follow-up questions. You can ask many things, such as:
- What is the current total value of my portfolio?
- Which positions have the largest weight in my portfolio?
- How much dividend income have I received this year?
- Analyze my allocation by sector and country.
- Show my largest positions in a table.
- Which broker holds the largest part of my portfolio value?
- What costs have I made this year?
- Which transactions did I make this month?
- Where is my largest concentration risk?