ValuEdge - Stock Valuation

By ValuEdge

Overview

Research stocks with ValuEdge fair value estimates, margin of safety, fundamentals, comparisons, and screening. Connect your ValuEdge account to let ChatGPT read your portfolio and watchlist, use the stock screener, and get Smart Alerts, so you can ask what your portfolio is worth, how holdings compare with fair value, which stocks deserve further research, and what has changed. ValuEdge provides read-only investment research and does not execute trades.

Tools

analyze_my_portfolio

ChatGPT

Use this when the authenticated user asks for their own portfolio concentration, sector or currency allocation, fair-value coverage, or risk context. Explain evidence and limitations without giving buy, sell, or hold instructions.

compare_stocks

ChatGPT

Use this when the user asks to compare two to six confirmed stock tickers on ValuEdge valuation, growth, quality, market metrics, assumptions, or coverage. Do not declare a universal winner or give buy, sell, or hold instructions.

get_my_portfolio

ChatGPT

Use this when the authenticated user asks to review their own ValuEdge portfolio, holdings, market value, fair-value coverage, allocation, concentration, or risk context. Never accepts a user id and never returns another user's data.

get_my_smart_alerts

ChatGPT

Use this when the authenticated user asks to review their own ValuEdge Smart Alerts and the valuation context behind them. Never exposes another user's alerts or changes alert state.

get_my_watchlist

ChatGPT

Use this when the authenticated user asks to review their own ValuEdge watchlist, including current price, canonical fair value, margin of safety, quality signals, and data freshness. Never accepts a user id.

get_stock_fundamentals

ChatGPT

Use this when the user asks for a stock's ValuEdge financial history, profitability, growth, balance-sheet evidence, business quality, or data coverage. Do not use it to infer a trade instruction.

get_stock_valuation

ChatGPT

Use this when the user asks for one stock's ValuEdge fair value, current price, margin of safety, valuation method, assumptions, confidence, or valuation risk. Do not use it for a user's private portfolio.

screen_stocks

ChatGPT

Use this when the user wants a bounded ValuEdge stock screen for research candidates such as undervalued, quality, dividend, large-cap, or positive-free-cash-flow stocks. This public preview uses server-owned presets and never accepts arbitrary database queries or trade instructions.

search_securities

ChatGPT

Use this when the user gives an ambiguous company name or ticker and you need to resolve it before valuation or comparison. Search is limited to the ValuEdge-supported security universe.

Example Prompts

Click any prompt to copy it.

Links

Documentation Privacy Policy

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