get_allocation_profile
ChatGPTReturns the customer investor profile and target allocation percentages by strategy.
Overview
Get real-time insights into your investment portfolio, asset allocation, retirement plan, and financial projects — all in one place. Healthmoney connects securely to your account to help you make smarter financial decisions with your advisor's guidance.
Tools
get_my_consultant
ChatGPTReturns the Healthmoney financial consultant assigned to this customer.
get_my_income
ChatGPTReturns the customer income data: monthly compensation, savings, investor profile, occupation status, and expected retirement age.
get_my_profile
ChatGPTReturns the customer profile: name, email, product tier (money-start/select/private/family-office), account status, and personal details (birthdate, marital status, children).
get_portfolio_summary
ChatGPTReturns a portfolio summary with total invested amount and allocation breakdown by strategy (growth/accumulation/preservation) — current position vs. suggested targets.
get_retirement_plan
ChatGPTReturns the customer retirement plan: target retirement age, monthly contribution, projected maximum accumulated wealth, and potential passive income.
get_user_info
ChatGPTReturns information about the currently authenticated Healthmoney customer.
list_buy_sell_directives
ChatGPTReturns buy/sell directives for this customer — current month and historical directives.
list_my_assets
ChatGPTReturns the current asset list with balance, asset classification, and risk metrics (fiscal, credit, liquidity).
list_my_projects
ChatGPTReturns the customer life financial projects (e.g. buying a house, travel, education fund).
list_my_tasks
ChatGPTReturns pending and validating tasks assigned to this customer.
Example Prompts
Click any prompt to copy it.
