Talk to your portfolio in ChatGPT

AI Advisors might look slick, but they lack one crucial capability—access to your real-time portfolio.

Get Instant answers from your live Kubera portfolio. No crystal-ball hype, just clear 24/7 insight.

Export your portfolio from Kubera in an LLM-ready JSON format and upload it directly to other chatbots like Claude or Gemini. With real data in their hands, you can finally ask questions that matter to your bottom line.

Click on the Share icon > Data for AI chatbots
Download the LLM-ready JSON file.
Start a new chat session in ChatGPT or Claude, upload the JSON file, and ask any questions you’d like about your portfolio.

Here are some examples of the questions you can ask:

What’s my portfolio’s risk score?
How can I make my investments more aggressive?
Is my portfolio really diversified? Any suggestions to tighten it up?
Can you analyze my portfolio using Morningstar® style box metrics?
What are my fund expenses right now?
Which of my holdings carry the greatest risk?
Do I hold enough cash?
Give me personalized newsfeed from my top holdings.
Am I in the top 1% yet?

Heads-up: AI’s evolving fast, but it’s not infallible. Always verify any advice through independent sources.