Whether you’re investing for the first time, or are familiar with Dave Ramsey’s investment strategy, PortfolioGPT is the ultimate AI portfolio generator tool to help new investors craft a personalized investment strategy with ease. Unlock the potential of your investments with PortfolioGPT, where data-driven insights meet personalized financial strategies powered by AI.
Introduction
PortfolioGPT is your go-to tool for generating personalized investment portfolios based on your unique goals and preferences
1. Create a PortfolioGPT account
To get started, visit portfoliogpt.xyz to create an account. You can either sign in with Google or request a magic link by putting your desired email address.
2. Pick the plan that suits you
Select the plan that suits your needs and you will be redirected to the dashboard. All users start with the FREE ad-sponsored plan with (5) daily portfolio generations. Or if you prefer unlimited portfolio generations with an ad-free experience, select a PortfolioGPT monthly ($3 per month) or annual plan ($27 per year for 25% off.
3. Log-in to Account
Next, now that you’ve created an account, log-in to view your user dashboard.
4. Click the ‘Generate Portfolio’ button
Click the “Generate Portfolios” button and let the magic begin! Once redirected to the portfolio generator, input your investment details, including your desired amount, risk tolerance, investment timeframe, age, goal, and preferred asset class.
- Enter an investment amount: This is the principal amount of money you plan to into an investment portfolio.
- Select your risk tolerance: Choose between low (conservative), medium (balanced) and high (aggressive) investment strategies based on your unique situation.
- Set your investment time-horizon: Enter your investment time-horizon, from less than 1 year, 1-3 years, 3-5 years, or 10 (or more) years, based on this specific investment portfolio goal.
- Choose your investment goal: Enter the goal for this specific investment portfolio. (Note: This filter does not have any impact on the portfolio strategy outcome).
- Select your preferred asset classes: Finally, select the different asset classes that will represent the composition of your portfolio, from exchange-traded funds (ETFs), stocks, bonds, real-estate, commodities and cryptocurrencies. (Note: For a well-balanced portfolio, the portfolio’s generated will always have an equal-weighted composition of ETF’s, stocks and bonds).
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