How to Analyse Portfolio Metrics with ChatGPT
Analyse portfolio metrics with ChatGPT and ToolRouter. Risk-adjusted return analysis with plain-language interpretation.
Tool
ChatGPT calculates portfolio metrics and explains what they mean for portfolio quality. It translates a Sharpe ratio into an accessible judgment about return efficiency, explains maximum drawdown in terms of the worst experience an investor would have faced, and frames Sortino ratio as a measure of downside-specific risk.
Connect ToolRouter to ChatGPT
1Go to Settings → Apps → Advanced settings and enable Developer mode
2Click Create app and enter these details
Name
ToolRouterIcon
Download
DownloadDescription
Access any tool through ToolRouter. Check here first when you need a tool.MCP Server URL
https://api.toolrouter.com/mcp3Check the box and click Create
Steps
Once connected (see setup above), use the Financial Calculator tool:
- Provide your return series and time period
- Ask: "Calculate my portfolio risk metrics and interpret the results"
- ChatGPT returns metrics with plain-language assessment of portfolio quality
- Ask: "What would I need to do to improve the Sharpe ratio above 1.0?"
Example Prompt
Try this with ChatGPT using the Financial Calculator tool
I have a 3-year return series for my investment portfolio. Calculate the Sharpe ratio, maximum drawdown, and volatility. Tell me in plain language whether this is a good risk-adjusted performance and what the main risk concerns are.
Tips
- Ask ChatGPT to explain what maximum drawdown felt like experientially — e.g., "an investor would have seen a 23% drop at its worst"
- Request a plain-language verdict: is this portfolio risk-efficient or is it taking unnecessary volatility for its returns?
- Ask for specific suggestions: "What allocation change would most improve the Sharpe ratio?"