ChatGPT Plugin

Astor

Your personal investing agent

Brand: Astor

Category: Finance
Primary Subcategory: Investing & Retirement Planning

Integration details

Description

Astor is the personal investing agent for serious investors. It connects to your accounts, watches everything you own all day and tells you what matters before you think to ask. Ask Astor why your portfolio moved, catch up on the alerts it sends, or research opportunities in the market. See how your portfolio moved today and over time, your allocation and sector exposure, and how much of any ticker you hold directly or through funds. Read Astor's research reports, and keep up with the alerts and digests Astor sends when something needs your attention. Requires an Astor account; connect accounts through read-only connections with Plaid, or add holdings by hand. This plugin does not place trades or move money. Available in the US. Gaus, Inc. dba Astor is an SEC-registered investment adviser (CRD #338424). Registration does not imply a certain level of skill or training. AI can make mistakes. All investments involve risk, including possible loss of principal.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Investing & Retirement Planning
Secondary Subcategories: None listed
Brand: Astor
Access: Account required
First tracked: 2026-11-11
Tool count: 22
Market: US

AgentDiscoChatGPT Plugin Discovery Score

ChatGPT organic discovery is live

Not discoverable in ChatGPT yet

ChatGPT now suggests Plugins on its own when they match a user's request, but not every Plugin is being surfaced yet.We haven’t seen Astor suggested yet. Sign up and we’ll track it, and your Discoverability Score will appear here once ChatGPT starts surfacing it.

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 Investing & Retirement Planning

View Category

Listed in alphabetical order

Primary Subcategory

AmazingPensions0/100

AstorComing soonGet notified

Can I Retire Early? Calculator0/100

Centry Global Pension Planner0/100

Clarity Pensions Calculator0/100

Tools

22 tools agents can invoke

Ask Astor, the user's personal investing agent, anything about their money: their portfolio, holdings, accounts, net worth, goals, the market, or a specific stock. Astor sees the user's connected accounts and remembers past conversations. Through this connector it explains and analyzes but does not make recommendations; for those, the user asks Astor directly, in the Astor app or by text. Relay its reply as given rather than drawing a recommendation from it. Send the user's question in their own words. Returns Astor's reply, written for the user, and a conversation_id; links in the reply open in the Astor app and work only exactly as given. A reply can take a few minutes. This conversation is read-only: Astor can look things up, but cannot change holdings, accounts, preferences, check-ins or watchers. Pass the conversation_id from the previous reply to continue the same conversation; omit it to start a new one.
ask_astor
Checks whether selling or buying one security could trigger a wash sale, based on the user's connected-account orders in the past 30 days, including dividend reinvestments in IRAs. Use this before a specific loss sale or repurchase; for every flagged symbol at once, use enumerateWashSales. Only a sale that realizes a loss in a taxable account can be a wash sale; sales inside an IRA, Roth, 401(k) or HSA are never flagged. Manual accounts have no transaction feed, so their result is unknown (hasWashSaleRisk: null) rather than no risk.
checkWashSale
Creates a link the user opens in a browser to connect brokerage or bank accounts to Astor through Plaid. The link works for 24 hours and only exactly as returned. Use this when the user wants to connect, link or add an account, or asks about their portfolio and no accounts are connected.
connectAccounts
Creates a new manually tracked account as soon as it is called, with no confirmation step of its own, so confirm the exact account with the user first. It can be seeded with positions (symbol, name, type, quantityAfter, marketValue as price per share, costBasis as total paid). Use it for accounts Astor cannot connect to and for personal assets: each home, vehicle or valuable is its own account with accountType "other" under the institution "Real Estate", "Commodities" or "Other Assets", holding one position of quantity 1 with assetType set and marketValue its total value, plus an optional "<name> Loan" position (type and assetType "loan", negative marketValue). existingItemId (from fetchAccounts) adds the account under an institution the user already tracks manually. userAsk quotes what the user said. Changes to existing accounts go through updateManualHoldings.
createManualAccount
Finds holdings in the user's taxable accounts currently worth less than their cost, largest loss first. Use this when looking across the portfolio for tax-loss harvesting opportunities; for one ticker's wash-sale status, use checkWashSale. Each candidate carries a washSale status ("clear", "risk" for a potential wash sale to verify, or "unknown" for manual accounts with no transaction history) and harvestableLoss, the loss realizable by selling the underwater shares. At granularity "lot" that figure requires selling those specific lots, named by acquisition date; at granularity "position" no lots were reported and holding periods are unknown. incomplete: true means lot figures are a floor.
getHarvestableLosses
Returns investment performance for one or more accounts (ids from fetchAccounts) over a past date range: start and end value, net deposits and withdrawals, dollar gain excluding those flows, and the time-weighted return (returnPct), the figure comparable to a benchmark or a brokerage's reported return. With several accounts it also returns a combined figure. Use this when the user asks how an account performed over a period. Dates are market dates (YYYY-MM-DD); the range runs from the close before startDate to the close of endDate, and from/to give the closes actually measured. returnPct is null when the history cannot support a return, and an account with available: false (such as a bank account, or a brokerage that supplied no holdings history) has no figure for the period. History is reconstructed from holdings, transactions and closing prices, so it can differ slightly from the brokerage's own figure.
getAccountPerformance
Lists the user's accounts: id, name, accountType (such as ira, roth, 401k, hsa, brokerage), whether it is tax-advantaged or an employer plan, institution, provider, itemId, balance and lastSyncedAt. Use this for account-level questions, to tell taxable from tax-advantaged accounts, or to get the account id or itemId other tools take. lastSyncedAt is when Astor last pulled the institution's data, not real time. An account may carry userContext: facts and constraints the user saved about it (for example advisor_managed_no_trades).
fetchAccounts
Returns the user's current investable portfolio split across asset classes (US equities, international equities, emerging markets, US bonds, international bonds, cash and money market, other) as percentages. Use this for allocation questions; it holds no target allocation. Personal assets such as a home are listed separately under personalAssets, and holdings left out of the allocation appear under excludedFromAdvice. coverage.complete: false means some linked accounts returned balances without holdings, so the breakdown is partial. The accounting block separates total value, cash debit, net equity and cash assets.
getAssetDistribution
List the updates Astor has sent the user on its own initiative: alerts about their portfolio, holdings and the market, and periodic digests. Newest first. Pass since to get only updates sent after that time, such as the newest sent_at you've seen or the time of the previous run for a scheduled check. Each update says whether it was already read; unread ones are new to the user. An update's report_url opens the full report in the Astor app and works only exactly as given; its report_slug is what readResearchReport takes. in_app_only counts updates from the same period that can only be read in the Astor app. New updates are also published as the astor.update event as Astor sends them.
get_astor_updates
Lists the user's bank and credit-card transactions from connected checking, savings and credit accounts: purchases, merchants, bills, subscriptions, paychecks, transfers and withdrawals. Use this for spending, budgeting, cash-flow and recurring-charge questions; for brokerage activity, use fetchRecentTrades. amount is positive for money leaving the account and negative for money coming in. History depth varies by account, usually 90 days to 2 years, so an empty older window can mean no history rather than no activity. Returns up to limit rows with an exact total and hasMore; page with offset.
fetchTransactions
Lists the user's investment activity from connected brokerage accounts: buys, sells, dividends, interest, fees, transfers and cash movements, with up to about 24 months of history. Use this for trade history, dividends received, or activity in a given period; for bank and card spending, use fetchTransactions. Returns up to limit rows with an exact total and hasMore; page with offset.
fetchRecentTrades
Returns the user's stored daily net worth between two dates (YYYY-MM-DD), sampled to at most 32 points, with the first-to-last dollar and percent change. Use this for how net worth changed over time. The totals include deposits, withdrawals and sync changes, so the change is not investment performance; for returns, use getAccountPerformance, and for today's move, use getPortfolioDayRecap.
getNetWorthHistory
Lists the user's current holdings, one row per security combined across accounts: key (ticker, or name when there is none), name, type, total market value and account count, plus a per-account breakdown for holdings in more than one account. Use this to see what the user owns or whether they hold something; for quantity, cost basis and tax lots of one holding, use lookupHolding, and for exposure through ETFs, use getTickerExposure. accountIds (from fetchAccounts) scopes it to specific accounts. Values are as of the last sync (dataSources gives each institution's lastSyncedAt; investment data usually updates daily after the close), not real time. A row may carry userContext, facts and constraints the user saved about the holding (for example do_not_sell). Rows with an assetType are manually entered personal assets such as a home or car, not tradable securities, and rows with a dataQuality flag are balance-only placeholders or have an unverified security identity.
fetchPortfolioHoldings
Returns the user's portfolio split across sectors (Technology, Healthcare, Financial Services, Consumer Cyclical, Consumer Defensive, Industrials, Energy, Basic Materials, Real Estate, Communication Services, Utilities, and Unknown/Other) as percentages. Use this for sector concentration questions.
getSectorWeights
Returns the user's total exposure to one ticker: shares held directly plus indirect exposure through ETFs they own (for example META inside VOO or QQQ), as dollar values and portfolio percentages, with a per-ETF breakdown. Use this for how much of the portfolio is in a stock; fetchPortfolioHoldings shows direct holdings only. For an ETF ticker it returns direct holdings only.
getTickerExposure
Returns the user's portfolio move for the current or most recent regular trading session in dollars and percent (dayChange, dayChangePct), with each priced holding's contribution across accounts, sorted by dollar impact. Use this for how the portfolio did today; for longer periods, use getNetWorthHistory or getAccountPerformance. priceBasis is "close" once the session dated sessionDate has ended and "live" while it is trading. Holdings without a usable price for the session are excluded from the move and listed in notYetPriced (will price later, such as mutual funds), unquoted (no market data) or staleQuotes; cash and personal assets do not move. noQuotedHoldings: true means no move is available yet. extendedHours appears only after the close, when extended-hours trading has moved the holdings, and is never the day's number. Before pre-market opens, it is the sessionDate session's whole move including after-hours trades, not a gain on top of dayChange. From pre-market until the open, it is the move since the sessionDate close; crypto and non-US listings count their own live daily move.
getPortfolioDayRecap
Returns how much of this month's Astor usage allowance the user has used: percentUsed (0 to 100, where 100 means the limit is reached) and resetsAt, or unlimited: true when their plan has no limit. Use this when the user asks how much Astor usage they have left or when it resets.
getUsage
Lists every symbol with potential wash-sale exposure from the user's connected-account orders in the past 30 days, in three groups: symbols recently sold from a taxable account (buying them back could trigger a wash sale if that sale realized a loss, which is not determined here); symbols recently bought in any account (selling them at a loss in a taxable account could trigger one; buys in tax-advantaged accounts still count); and manual holdings whose transaction history is unavailable. Use this before planning several trades or a tax-loss harvest; for one symbol, use checkWashSale.
enumerateWashSales
Returns every account that holds one security, with quantity, cost basis, market value, unrealized gain or loss, whether the account is tax-advantaged or an employer plan, and when it last synced. Use this for questions about a single position or the tax impact of selling it. Also returns the security's asset-class breakdown, tax lots where the institution reports them (lots marked not_reported or unreconciled have unknown holding periods), vested and unvested quantities for RSU grants, and any userContext the user saved about the holding.
lookupHolding
Returns the full text of one Astor research report and its url, given its slug from searchResearchReports or get_astor_updates. Reports written for one user are readable only by that user, and some only in the Astor app: for those it returns just the url.
readResearchReport
Lists Astor's research reports (earnings reviews, stock deep dives and market theme reports), newest first: the shared library plus reports written for this user, except those that can only be read in the Astor app. Each hit has slug, url (opens the report in the Astor app and works only exactly as given), title, subtitle, summary, subjects, writtenAt, audience and alreadyShown (whether it is already in the user's Research tab). A filtered listing, not semantic search. readResearchReport returns a report's full text.
searchResearchReports
Changes positions in one of the user's manually tracked accounts as soon as it is called, with no confirmation step of its own, so confirm the exact change with the user first. Only manual accounts can be edited; connected accounts sync from their institution. itemId is the manual account's itemId from fetchAccounts, and userAsk quotes what the user said. Each change is "add" (a position held nowhere yet: quantityBefore 0, quantityAfter the new quantity), "update" (any change to an existing position: quantityBefore the current quantity, quantityAfter the result; also revalues a personal asset such as a home at quantity 1, with marketValue its new total value) or "remove" (sold entirely). marketValue is the price per share; costBasis is the total for the whole resulting position, not per share. If any update or remove does not match an existing position, nothing is written. If the user holds the position in more than one manual account and didn't say which, ask.
updateManualHoldings

FAQs

Astor ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve Astor'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 Astor alternatives on ChatGPT?

As of 2026-11-11, Astor competes with AmazingPensions, Can I Retire Early? Calculator, Centry Global Pension Planner, Clarity Pensions Calculator, F2 Tool, Fair AI Connect, Fintual, Invest with Brooks Macdonald and 14 more in ChatGPT Investing & Retirement Planning, 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.