---
title: ToolRouter — Agent Use Case Guide
description: Step-by-step guide for completing a task with a specific AI agent using ToolRouter.
url: https://toolrouter.com/tools/stock-market/use-cases/track-portfolio-performance/chatgpt
---
# How to Track Portfolio Performance with ChatGPT

ChatGPT makes portfolio tracking feel like a conversation with a knowledgeable advisor. Share your holdings and get a clear performance summary with insights about which positions are driving returns, how your allocation has shifted, and whether any concentrations have built up that warrant attention.

## Setup

{"mcpServers":{"toolrouter":{"command":"npx","args":["-y","toolrouter-mcp"]}}}

## Steps

1. Configure ToolRouter in ChatGPT
2. Share your holdings: "Track these positions: 100 AAPL, 200 TSLA, 50 AMZN"
3. ChatGPT fetches live prices and calculates total portfolio value
4. Ask: "What is my sector exposure?" for allocation analysis
5. Request daily tracking summaries

## Example Prompt

```
Here is my portfolio: 100 AAPL, 200 TSLA, 50 AMZN, 300 PLTR, 150 MSFT. What is the total value and which stock is my biggest winner today?
```

## Tips

- ChatGPT can explain market movements affecting your holdings
- Ask for rebalancing suggestions based on your allocation
- Save your holdings list and reference it in future sessions
