Live use case of having ๐ต๐ฉ๐ฆ ๐๐๐ ๐ถ๐ด๐ฆ ๐ข custom code ๐ต๐ฉ๐ข๐ต ๐ฆ๐ฏ๐ด๐ถ๐ณ๐ฆ๐ด ๐ค๐ฐ๐ฏ๐ด๐ช๐ด๐ต๐ฆ๐ฏ๐ต ๐ฑ๐ฆ๐ณ๐ง๐ฐ๐ณ๐ฎ๐ข๐ฏ๐ค๐ฆ, ๐ณ๐ข๐ต๐ฉ๐ฆ๐ณ ๐ต๐ฉ๐ข๐ฏ ๐ณ๐ฆ๐ญ๐บ๐ช๐ฏ๐จ ๐ฐ๐ฏ ๐ช๐ต'๐ด ๐ข๐ฅ๐ฉ๐ฐ๐ค ๐ฅ๐ช๐ง๐ง๐ฆ๐ณ๐ฆ๐ฏ๐ต ๐ข๐ฑ๐ฑ๐ณ๐ฐ๐ข๐ค๐ฉ ๐ฆ๐ข๐ค๐ฉ ๐ต๐ช๐ฎ๐ฆ. ๐ผ ๐๐๐ ๐๐ค๐ฌ๐๐ง ๐๐ค๐ค๐ก.
In my previous videos and posts, I have shown how to use ๐๐ฃ๐ง ๐ฃ๐น๐๐ ๐๐ผ ๐ฟ๐๐ป ๐บ๐ฎ๐ฐ๐ต๐ถ๐ป๐ฒ ๐น๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด (https://rb.gy/o39bvm), ๐๐น๐ฎ๐บ๐ฎ๐ฃ๐ฎ๐ฟ๐๐ฒ ๐ฐ๐ผ๐บ๐ฝ๐น๐ฒ๐ ๐ฃ๐๐๐ to analyze 10K / Annual Reportsย (deployed at ๐๐๐๐๐://๐ ๐ ๐ .๐๐๐๐ฃ๐๐.๐๐๐/). As well as a ๐๐๐ ๐๐ฝ๐ฝ,ย ๐ฌ๐๐๐ก ๐๐ผ๐ that will pull multiple-year financials from Yahoo Finance, now ๐น๐ถ๐๐ฒ on public internet (๐๐๐๐๐://๐ ๐ ๐ .๐๐๐๐ฃ๐๐.๐๐๐/๐ข๐๐๐) as well as a custom GPT (https://rb.gy/fy8lkk)
๐ผ๐ก๐ก ๐๐ฅ๐ฅ๐จ, ๐๐ฃ๐๐ก๐ช๐๐๐ฃ๐ ๐ฉ๐๐๐จ ๐ค๐ฃ๐, ๐๐ช๐ก๐ก๐ฎ ๐๐ค๐๐๐ ๐๐ฎ ๐พ๐๐๐ฉ๐๐๐ / ๐๐๐ข๐๐ฃ๐ (๐ธ๐ฉ๐ฆ๐ณ๐ฆ๐ท๐ฆ๐ณ ๐ค๐ฐ๐ฅ๐ช๐ฏ๐จ ๐ช๐ด ๐ณ๐ฆ๐ฒ๐ถ๐ช๐ณ๐ฆ๐ฅ)
๐๐๐ฟ๐ฟ๐ฒ๐ป๐ ๐๐๐ฒ ๐ฐ๐ฎ๐๐ฒ: (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 ๐๐ฝ๐๐ผ ๐ญ๐ฌ ๐ฒ๐ ๐ฐ๐ฒ๐น ๐ณ๐ถ๐น๐ฒ๐, ๐ฒ๐ฎ๐ฐ๐ต ๐ถ๐ป ๐ฑ๐ถ๐ณ๐ณ๐ฒ๐ฟ๐ฒ๐ป๐ ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ (GPT Plus limit)
๐ฆ๐ผ๐น๐๐๐ถ๐ผ๐ป: 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. ๐๐ฐ ๐ฏ๐ฐ๐ธ ๐ ๐ข๐ฎ ๐ฉ๐ข๐ท๐ช๐ฏ๐จ ๐ต๐ฉ๐ฆ ๐๐๐ ๐ถ๐ด๐ฆ ๐ข ๐ค๐ฐ๐ฅ๐ช๐ฏ๐จ ๐ข๐ฑ๐ฑ๐ณ๐ฐ๐ข๐ค๐ฉ ๐ต๐ฉ๐ข๐ต ๐ฆ๐ฏ๐ด๐ถ๐ณ๐ฆ๐ด ๐ค๐ฐ๐ฏ๐ด๐ช๐ด๐ต๐ฆ๐ฏ๐ต ๐ฑ๐ฆ๐ณ๐ง๐ฐ๐ณ๐ฎ๐ข๐ฏ๐ค๐ฆ, ๐ณ๐ข๐ต๐ฉ๐ฆ๐ณ ๐ต๐ฉ๐ข๐ฏ ๐ณ๐ฆ๐ญ๐บ๐ช๐ฏ๐จ ๐ฐ๐ฏ ๐ช๐ต'๐ด ๐ข๐ฅ๐ฉ๐ฐ๐ค ๐ฅ๐ช๐ง๐ง๐ฆ๐ณ๐ฆ๐ฏ๐ต ๐ข๐ฑ๐ฑ๐ณ๐ฐ๐ข๐ค๐ฉ ๐ฆ๐ข๐ค๐ฉ ๐ต๐ช๐ฎ๐ฆ. ๐ผ ๐๐๐ ๐๐ค๐ฌ๐๐ง ๐๐ค๐ค๐ก.
๐๐ผ๐ ๐๐ผ ๐จ๐๐ฒ: 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]
๐ช๐ต๐ฒ๐ฟ๐ฒ ๐ฑ๐ผ ๐ ๐ด๐ฒ๐ ๐๐ต๐ฒ ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ฎ๐น๐น๐ผ๐ฐ๐ฎ๐๐ถ๐ผ๐ป ๐ณ๐ถ๐น๐ฒ๐ ? Available on MF websites. Have uploaded some at https://tigzig.com/files
๐๐ฎ๐ป ๐ ๐ฟ๐ฒ๐ฝ๐น๐ถ๐ฐ๐ฎ๐๐ฒ ๐๐ต๐ถ๐ ๐ณ๐ผ๐ฟ ๐บ๐ ๐ฒ๐ ๐ฐ๐ฒ๐น ๐ฝ๐ฟ๐ผ๐ฐ๐ฒ๐๐๐ถ๐ป๐ด ๐๐๐ฒ ๐ฐ๐ฎ๐๐ฒ, ๐ป๐ผ๐๐ต๐ถ๐ป๐ด ๐๐ผ ๐ฑ๐ผ ๐๐ถ๐๐ต ๐ฒ๐พ๐๐ถ๐๐ถ๐ฒ๐? 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)
๐๐ฎ๐ป ๐ ๐ฑ๐ฒ๐ฝ๐น๐ผ๐ ๐๐ต๐ถ๐ ๐ผ๐๐๐๐ถ๐ฑ๐ฒ ๐ผ๐ณ ๐๐ฃ๐ง ๐๐๐ผ๐ฟ๐ฒ, ๐ผ๐ป ๐ฝ๐๐ฏ๐น๐ถ๐ฐ ๐ถ๐ป๐๐ฒ๐ฟ๐ป๐ฒ๐ ๐ผ๐ฟ ๐บ๐ ๐ฐ๐ผ๐ฟ๐ฝ๐ผ๐ฟ๐ฎ๐๐ฒ ๐ถ๐ป๐๐ฟ๐ฎ๐ป๐ฒ๐ 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.