Best ChatGPT Plugins for Investing
ChatGPT can explain how a fund or a stock works. With an investing plugin it also sees your positions, live quotes and analyst data. Start with one of these five.
- Interactive Brokers: managing an IBKR portfolio
- Morningstar: researching funds and ETFs
- CoinGecko: crypto prices and charts
- Webull: checking a Webull account
- Finances: all your accounts in one view
How we picked. We check the ChatGPT directory every hour. We rank the plugins for each task by how often people search for them with ChatGPT. Ties go to the directory’s Featured and home page picks, then to the plugins ChatGPT offers on its own in conversations.
1. Interactive Brokers
Best for managing an IBKR portfolio
Connect your Interactive Brokers account and ask about positions, balances, profit and loss, allocations and open orders, or get real-time quotes and historical market data.
You can have ChatGPT draft a trade, such as 100 shares at a limit price. The draft goes to your IBKR account, where you review and approve it, and ChatGPT never sends orders to the market. People search for Interactive Brokers with ChatGPT more than for any other investing plugin.
- In the directory since
- March 2026
- You need
- An Interactive Brokers account
- Trades
- Drafts only, you approve them in IBKR
- In the directory
- #2 of 598 in Finance★ Featured in the directory
2. Morningstar
Best for researching funds and ETFs
Morningstar brings its fund and stock data and its analysts’ research into ChatGPT. Screen for ETFs by Medalist Rating, star rating and category, or compare two funds side by side.
Skills for fund screening, fund comparison and the Medalist Rating come with the plugin. It reads data and changes nothing in your accounts.
- In the directory since
- November 2025
- Comes with
- Skills for screening and comparing funds
- Access
- Reads data only
- In the directory
- #68 of 598 in Finance
@Morningstar Screen for ETFs with a Medalist Rating better than Silver, a Morningstar Rating over 4 stars, in the Large Value category.
@Morningstar Compare the funds SOXX and VOO.
@Morningstar What are some datapoints that help me evaluate the performance of a fund?
3. CoinGecko
Best for crypto prices and charts
CoinGecko shows live prices, charts, market cap and trading volume for Bitcoin, Ethereum, Solana and other coins. Ask for today’s trending coins, the top gainers and losers, or a side-by-side table such as BTC vs ETH.
It reads market data and changes nothing in your accounts.
- In the directory since
- July 2026
- Access
- Reads market data only
- In the directory
- #12 of 598 in Finance
@CoinGecko what is the price of bitcoin, ethereum, solana, hyperliquid, dogecoin, and xrp
@CoinGecko what is the crypto market outlook today?
@CoinGecko BTC vs ETH
4. Webull
Best for checking a Webull account
Webull gives ChatGPT read-only access to market data and to your Webull account: balances, positions and investment insights. Ask for analyst ratings and price targets for a stock, or for the top holdings in your cash account.
It places no trades. Use it to look things up and ask follow-up questions about what you hold.
- In the directory since
- July 2026
- Access
- Read-only
- You need
- A Webull account
- In the directory
- #14 of 598 in Finance
@Webull What market and account tools can you use?
@Webull Give me analyst ratings and target prices for AAPL.
@Webull What are the top holdings in my cash account?
5. Finances
Best for all your accounts in one view
OpenAI’s Finances plugin connects your financial accounts and lets ChatGPT read your transactions, recurring charges, investments and debts.
Ask for a summary of your recent spending, the subscriptions worth reviewing, or a look at your holdings and what you owe. ChatGPT names Finances first when you ask for a plugin that tracks a stock portfolio.
- ChatGPT recommends it
- Named first in 7 of 7 answers to “Which ChatGPT plugin can track my stock portfolio?”
- Made by
- OpenAI
- Access
- Reads your accounts, changes nothing
- In the directory
- #1 of 598 in Finance★ Featured in the directoryChatGPT suggests it
@Finances Summarize my recent spending and highlight the biggest changes.
@Finances Find recurring charges and subscriptions I may want to review.
@Finances Analyze my investment holdings and outstanding liabilities.
Investing plugins compared
| Plugin | Best for | Your account | Market data |
|---|---|---|---|
| Interactive Brokers | IBKR portfolios | Reads, drafts trades | Quotes and history |
| Morningstar | Funds and ETFs | No | Funds, stocks, ratings |
| CoinGecko | Crypto | No | Prices, charts, volume |
| Webull | Webull accounts | Reads | Analyst ratings |
| Finances | All accounts at once | Reads | No |
How to choose an investing plugin
- You trade with Interactive Brokers: its plugin checks the portfolio and drafts orders for you to approve.
- You pick funds or ETFs: Morningstar.
- You follow crypto: CoinGecko. CoinMarketCap and exchanges such as Binance have plugins too.
- Your account is at Webull: Webull, read-only.
- You want spending and investments in one place: Finances.
- You build tools on market data: Alpha Vantage.
How to use an investing plugin in ChatGPT
@Morningstar or the plugin’s name in a chat, or pick it under +More investing plugins
Public Equity InvestingPublic equity researchOpenAIInvesting
BinanceExplore Binance market dataBinanceCryptoInvesting
Blockscout Blockchain DataFind & analyze blockchain dataBlockscout LTDCryptoData & databases
LongbridgeStock quotes, financial dataLongbridgeInvesting
Financial DatasetsAccess stock market dataFinancial Datasets, Inc.Investing
Bigdata.comFinance research, news & dataRavenPackInvesting
IOL invertironlineTrade Argentine investmentsIOL invertironlineInvesting
CoinMarketCapReal-time crypto market dataCoinMarketCap Mgmt LtdCryptoInvestingQuestions and answers
What is the best ChatGPT plugin for investing?
Interactive Brokers for managing an IBKR portfolio, Morningstar for researching funds and ETFs, CoinGecko for crypto prices and charts, Webull for checking a Webull account, and Finances for all your accounts in one view.
Can ChatGPT trade stocks for me?
Not on its own. The Interactive Brokers plugin drafts an order and sends it to your IBKR account, and you approve it there. The other plugins here read data and place no trades.
Are investing plugins for ChatGPT free?
Installing a plugin is free. Plugins that read your accounts need an account with that broker or service.
How many investing plugins does ChatGPT have?
About 250 plugins in the ChatGPT directory help with investing and market data, and about 70 more cover crypto.