Build and backtest strategies
Analyzera brings an investment research and portfolio-construction platform into your AI. Browse Analyzera's strategy catalogue and your own strategies and accounts in an interactive dashboard with tabs for returns, outlook, weights, risk and fundamentals, or ask for a short summary of any of them. More
MCP connector Server URL https://api.analyzera.com/mcpCopy Login OAuth Tools Reads data47 describe_ assetdescribe_ assetsdescribe_ build_ optionsdescribe_ card_ screendescribe_ driftdescribe_ historical_ scenariosdescribe_ holdingsdescribe_ methodologydescribe_ portfolio_ fundamentalsdescribe_ portfolio_ outlookdescribe_ portfolio_ riskdescribe_ portfolio_ seriesdescribe_ portfolio_ weightsfind_ assetsfind_ companiesfind_ gicsfind_ portfoliosget_ accessget_ alertsget_ asset_ riskget_ backtest_ statusget_ comparison_ seriesget_ default_ instrumentsget_ gics_ treeget_ portfolio_ childrenget_ portfolio_ constructionget_ portfolio_ fundamentalsget_ portfolio_ listget_ portfolio_ outlookget_ portfolio_ performance_ contributionget_ portfolio_ riskget_ portfolio_ scenariosget_ portfolio_ seriesget_ portfolio_ simulationsget_ portfolio_ weightsget_ risk_ ceiling_ for_ horizonget_ strategy_ definitionlist_ portfolioslist_ rebalance_ targetslist_ shareslist_ simulationsopen_ dashboardpreview_ scenarioproject_ savings_ planscreen_ equitiessolve_ equity_ weightssolve_ savings_ plan
Changes data6 save_ simulationsend_ feedbackset_ card_ screenshare_ screenshare_ viewsolve_ allocation_ weights
Deletes or can't be undone11 assign_ strategybuild_ allocation_ strategybuild_ equity_ strategydelete_ portfoliodelete_ simulationrename_ portfoliorevoke_ sharerun_ strategy_ backtestset_ alertsstart_ strategy_ backtestsync_ external_ account
Skills 2 in the ChatGPT listing
Analyzera build portfolio Build, create or set up an investment portfolio or strategy with Analyzera, such as "build a portfolio with AI stocks", "make me a dividend portfolio", "I want a Swedish tech portfolio" or "a 60/40 with funds". Analyzera working rules Rules for any conversation that uses the Analyzera connector, for the client's accounts, strategies, funds, stocks, risk levels, expected returns, backtests or savings plans.