How to Get ChatGPT to Remember Your Investment Portfolio

March 03, 2025

Managing your stock portfolio can be a hassle, especially when using AI tools like ChatGPT that don’t have built-in memory (yet). However, you can customize ChatGPT to remember your portfolio every time you chat. Here's how to do it in a few simple steps.

Step 1: Use a Custom GPT

Instead of using the default ChatGPT, you can create a Custom GPT that remembers key details about your portfolio. This allows you to get personalized stock insights, track performance, and receive relevant updates without re-entering your holdings each time.

Step 2: Define Your Portfolio in the Custom Instructions

To make ChatGPT recognize your stocks, you’ll need to manually add them to the Custom GPT instructions. Here’s how:

1. Tell ChatGPT to Write Your Portfolio Instructions

Ask ChatGPT:

"Write a Custom GPT instruction that includes my investment portfolio: [List your stocks, ETFs, or sectors you track]."

For example, if your portfolio consists of AAPL, TSLA, NVDA, and SPY, ChatGPT might generate:

"This GPT should remember that the user follows Apple (AAPL), Tesla (TSLA), Nvidia (NVDA), and the S&P 500 ETF (SPY). Provide insights on these stocks first when discussing the market."

2. Add It to Your Custom GPT

  • Click on your profile icon in ChatGPT.

  • Select Explore GPTs → Create a GPT → Configure.

  • Scroll to Custom Instructions and paste the text from Step 1.

  • Click Save and start chatting with your personalized GPT!

Step 3: Get Personalized Market Updates

Now, whenever you ask for stock market insights, your Custom GPT will prioritize your holdings. Try asking:

  • "How did my portfolio perform today?"

  • "Are there any news updates on my stocks?"

  • "Give me trade ideas based on my holdings."

Bonus: Keep Your Portfolio Updated

Since ChatGPT doesn’t have automatic memory, you’ll need to manually update your portfolio in the instructions if you make changes. Simply repeat Step 2 whenever you buy or sell stocks.

Final Thoughts

By customizing ChatGPT, you can turn it into your personal investment assistant, providing stock updates, trade ideas, and market insights tailored to your holdings. While it won’t replace a financial advisor, it’s a great tool to streamline your market research and stay informed.

Would you like a step-by-step walkthrough on video? Let me know!