Plugins Radar Sign up free
Adviser Agent

Adviser Agent

ChatGPT plugin by C8 Index Technologies (EU) Limited · Research & portfolio analytics

Finance v1.0.3 Created Oct 6, 2026 Website ↗ More by C8 Index Technologies (EU) Limited (2) → Open in ChatGPT ↗

Data updated · Last checked

Track this plugin
Directory search
#166 of 733
Top 25% in Finance
ChatGPT visibility
28 answers checked · Sign up to see
Category page
—
search only, no category page
Listing score
70/100
leaders average 62

Keyword gaps?Searches where competitors rank and Adviser Agent is not in the results.

SearchResultsBest competitorTheir position
equity21Public Equity Investing#2
5 more gapsSign up free →

Listing check?What to fix in the listing and how much each item adds to the listing score (70/100; category leaders average 62).

  • !
    Put a search term in the name Search rank?Directory search ranks name matches first: 53% of top-3 results have the search term in the name. Searches for a brand name itself are not tracked.
    The name has none of the tracked search terms.
    8 of 20 category leaders do this
    0 / 30
5 more checksSign up free →

Try a new name or short description →

In ChatGPT conversations?How often ChatGPT mentions Adviser Agent when people ask common Finance questions.

Visibility
In a suggestion card
Answers checked
Mentioned most
ChatGPT visibilitySign up free →

About Adviser Agent

For “etf”, Adviser Agent is #6 of 12 in directory search, and ETFtracker holds #1. For “investment” it fell from #15 to #22 this week, out of 46. It doesn't show up for “equity”, where Public Equity Investing ranks #2.

Adviser Agent brings C8 Technologies' systematic investment research into ChatGPT. Financial advisers ask in plain English and get product rankings, performance and risk analytics, and rebalancing proposals in the conversation.From the plugin’s directory listing

Try asking

@Adviser Agent What are C8's top picks to add to a 60/40 portfolio?
@Adviser Agent Rebalance my portfolio: 600 SPY and 400 AGG.
@Adviser Agent How has GLD performed over the last three years?

Competitors?Plugins that show up in the same tracked searches as Adviser Agent.

  1. ETFtrackerETFtrackerMARK JUSTIN MONFORT
  2. Stock & ETF Research PanelStock & ETF Research PanelALI SHOJA
  3. Shadowfolio BacktestShadowfolio BacktestThe Open Apps, Inc.
  4. Edgio SignalsEdgio Signalsedgio e.U.
  5. YieldelloYieldelloBreadboard Inc.
  6. Public Equity InvestingPublic Equity InvestingOpenAI
  7. Premiss: Backtest TradingPremiss: Backtest TradingLoraLabs
  8. RedstoneRedstoneRedstone Markets

In the directory

Featured page
Not on it
Category page
Search only
Same job
359 investing plugins
Account
Needed
Listed since
Oct 21, 2026
Developer
3 plugins

Recent changes

  1. New appeared in the directory
7 more changesSign up free →

Alternatives to Adviser Agent?Plugins that share searches with Adviser Agent and do the same job.

PluginMade forWorks inComes first for
ETFtrackerAustralian ETF research —Australia“etf”
Stock & ETF Research PanelClear stock and ETF research —Worldwide—
Shadowfolio BacktestBacktest & track your strategy Personal useUnited States—
Edgio SignalsAktien & Sektoren einordnen Personal use——
YieldelloTrack your investment income Personal useCanada—

More Finance plugins

All 858 →
0xArchiveMarket data and webhooksArchive Labs IncAccuQuote Life InsuranceFind life insurance optionsFletch Technologies, Inc.AdvPulseSearch SEC adviser filingsAdvisorPulse Inc.AeonDataInsider and Congress tradesArkhe Technologies Inc.AgentCollectAsk your AR portfolio anythingRespaid Inc (dba AgentCollect)Agregator.roRomanian news and bank ratesAgregator.roAllianz IrelandGet a home insurance quoteAllianz IrelandAllocator AgentPortfolio construction & riskC8 Index Technologies (EU) LimitedAllRatesTodayOfficial rates for currenciesAllRatesTodayAlphaYou: Smart Money IntelStocks. Traders. Evidence.AlphaYou, Inc.Alto FXFX rates and analysisAlto Markets LtdAluguelManagerRent, IPTU and late feesPORTMAN LLC

Adviser Agent: questions and answers

What does Adviser Agent do?

Research & portfolio analytics. Adviser Agent brings C8 Technologies' systematic investment research into ChatGPT. Financial advisers ask in plain English and get product rankings, performance and risk analytics, and rebalancing proposals in the conversation.

How do I use Adviser Agent in ChatGPT?

Install it from the ChatGPT plugin directory, then mention @Adviser Agent in a chat. Its listing suggests asking “What are C8's top picks to add to a 60/40 portfolio?”, “Rebalance my portfolio: 600 SPY and 400 AGG.” or “How has GLD performed over the last three years?”

Which plugins compete with Adviser Agent?

Adviser Agent shares directory searches with ETFtracker, Stock & ETF Research Panel, Shadowfolio Backtest and Edgio Signals.

Who makes Adviser Agent?

C8 Index Technologies (EU) Limited makes Adviser Agent, along with Allocator Agent and FX Hedge.