ChatGPT Plugin

Antevo Wealth

Ask about your own portfolio

Brand: Antevo

Category: Finance
Primary Subcategory: Wealth & Portfolio Tracking Dashboards

Integration details

Description

Connect your Antevo Wealth account and ask about your own book in plain language: today's brief for your household, what your positions and allocation look like, total assets under management, drift against your model, correlations and concentration, real assets beyond listed securities, open compliance breaches and unread alerts, and what is on your calendar. Every answer is dated and names the source it came from. You need an Antevo Wealth account to sign in - this connector reads your own data and nothing else, and anything that would change a record describes the change and waits for your approval first.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Wealth & Portfolio Tracking Dashboards
Secondary Subcategories: None listed
Brand: Antevo
Access: Account required
First tracked: 2026-10-02
Tool count: 36
Geography: US

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Primary Subcategory

Competing in ChatGPT Wealth & Portfolio Tracking Dashboards

View Category

Listed in alphabetical order

Primary Subcategory

Antevo WealthComing soonGet notified

HealthMoneyComing soonGet notified

IBIComing soonGet notified

KuberaComing soonGet notified

ParqetComing soonGet notified

Tools

36 tools agents can invoke

Published video, audio and research notes — the desk's catalogue.
list_published_content
Cross-asset correlations by effect type.
get_correlations
Per-country geopolitical drilldown (ISO-2).
get_country_brief
Metadata for one document.
get_document
Drift snapshot across the household's portfolios.
get_drift_snapshot
One household entity in detail.
get_entity
Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
get_equity_fundamentals
How much of the book sits behind a country (ISO-2) or a TRBC sector, with the positions behind it. Omit `value` for the ranked breakdown. Always read coverage.classified_pct — sector resolves for only part of the book.
get_exposure_to
One credit facility in full, including covenant headroom and pledged collateral.
get_facility
Global geopolitical intelligence layers over a look-back window.
get_geo_map
Market data for the user's watchlist, with signals where available.
get_market_data
What the household is worth, at the width you ask for: scope='estate' (default) is AUM plus real assets minus liabilities; 'aum' is investable securities and cash only; 'allocation' breaks that book down by asset class. FX-converted.
get_net_worth
Open compliance/policy breaches.
get_open_breaches
Drift of a portfolio versus its target allocation.
get_portfolio_drift
Positions for a household, paginated, sorted by market value.
get_portfolio_positions
One real asset in detail.
get_real_asset
Real-asset economics — income, costs, net cashflow and net yield.
get_real_asset_economics
Recent auction-realised and list-price events over a look-back window.
get_recent_results
Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
get_risk
Recent alt-asset trade signals over a look-back window (days_back).
get_signals_recent
The household's daily briefing — what matters today.
get_today_brief
Unread alerts for the household.
get_unread_alerts
Upcoming dividends, earnings and macro events that touch the book.
get_upcoming_calendar
Accounts and custody for the household.
list_accounts
What this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents) behind a single connection.
list_capabilities
Document metadata in the household vault.
list_documents
Credit facilities — balances, limits, rates, maturities, covenants, collateral.
list_facilities
Household entities — people and structures.
list_family
Financial goals — target vs current funding, progress, gap and status.
list_goals
The households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household_id and it resolves to theirs.
list_households
Catalogue of geopolitical map layers you can request.
list_layers
Real assets — property, vessels, aircraft, art and collections.
list_real_assets
The household's tracked instruments with price, momentum, how each leans and volatility.
list_watchlist
Find alt-asset indices by brand or keyword (wine, watches, art, cars).
lookup_index_by_brand
Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.
run_technical_analysis
Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.
get_brief

FAQs

Antevo Wealth ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve Antevo Wealth's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Antevo Wealth alternatives on ChatGPT?

As of 2026-10-07, Antevo Wealth competes with HealthMoney, IBI, Kubera, Parqet, Portfolio Dividend Tracker, PortfolIQ, WealthCheck Financial Planner, Wealthfront and 2 more in ChatGPT Wealth & Portfolio Tracking Dashboards, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.