HealthMoney

Personal investment advisor

Category: Finance
Primary Subcategory: Wealth & Portfolio Tracking Dashboards

Integration details

Description

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.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Wealth & Portfolio Tracking Dashboards
Secondary Subcategories: None listed
Brand: HealthMoney
Access: Account required
First tracked: 2026-07-05
Tool count: 11
Geography: US

ChatGPT Plugin Discovery Score

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ChatGPT can surface a Plugin when it matches a user's request.Your Plugin Discovery Score measures how often yours appears.

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ChatGPT recommends Airtable when a user asks it to update a CRM. — ChatGPT surfaces Airtable because it matches the user's request.

Primary Subcategory

Competing in ChatGPT Wealth & Portfolio Tracking Dashboards

View Category

Listed in alphabetical order

Primary Subcategory

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HealthMoneyComing soonGet notified

IBIComing soonGet notified

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Tools

11 tools agents can invoke

Returns the customer investor profile and target allocation percentages by strategy.
Returns the Healthmoney financial consultant assigned to this customer.
Returns the customer income data: monthly compensation, savings, investor profile, occupation status, and expected retirement age.
Returns the customer profile: name, email, product tier (money-start/select/private/family-office), account status, and personal details (birthdate, marital status, children).
Returns a portfolio summary with total invested amount and allocation breakdown by strategy (growth/accumulation/preservation) — current position vs. suggested targets.
Returns the customer retirement plan: target retirement age, monthly contribution, projected maximum accumulated wealth, and potential passive income.
Returns information about the currently authenticated Healthmoney customer.
Returns buy/sell directives for this customer — current month and historical directives.
Returns the current asset list with balance, asset classification, and risk metrics (fiscal, credit, liquidity).
Returns the customer life financial projects (e.g. buying a house, travel, education fund).
Returns pending and validating tasks assigned to this customer.

HealthMoney FAQ

How do I improve a ChatGPT Plugin's 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 HealthMoney alternatives on ChatGPT?

As of 2026-09-28, HealthMoney competes with Findash, IBI, Kubera, Parqet, Portfolio Dividend Tracker, WealthCheck Financial Planner, wlthy, マネックス証券 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.

Get alerts for HealthMoney

ChatGPT Plugin discovery is coming soon

Competing in ChatGPT Wealth & Portfolio Tracking Dashboards

11 tools agents can invoke