ChatGPT Plugin

CDIStock

US stocks in reais vs the CDI

Brand: CDIStock

Category: Pending
Primary Subcategory: Pending

Integration details

Description

CDIStock is for people in Brazil who hold US stocks and ETFs (and B3 tickers). It shows the portfolio in reais, with the effect of the dollar, against the CDI, Brazil's benchmark rate: what the same money would be worth had it stayed in the CDI from the day each real went in. Connect your account and ChatGPT can show your portfolio in the conversation, with the gap to the CDI and a chart of both over time; open one position, with its gain split into what the stock did and what the dollar did; run a what-if with sliders for the dollar, the CDI and stock prices; look up quotes and Brazilian rates (PTAX, CDI, Selic, IPCA); and record a buy or a sale you ask for, from a form you check before saving. The figures follow the CDIStock apps exactly: split-adjusted FIFO lots, each purchase valued at the PTAX of its own day when no rate was recorded, and the CDI compounded from the day the money arrived. Keep it in step with your broker: share a statement, a screenshot or a list of your holdings and ChatGPT compares it with CDIStock, shows every difference by ticker and by trade, and proposes the fixes. You tick the ones you want and apply them; nothing changes before that. ChatGPT can also correct or delete a trade you point to, one at a time and after asking you, and refuses a change that would leave a later sale without its shares. You can limit a connection to read only when you approve it, which removes every change. Each connection is bound to one CDIStock account and sees only its data. Tokens are stored only as SHA-256 hashes, refresh tokens rotate, and disconnecting at cdistock.com/connections ends every token of that connection at once. CDIStock reports and simulates; it does not recommend buying or selling anything.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Pending
Primary Subcategory: Pending
Secondary Subcategories: None listed
Brand: CDIStock
Access: Account required
First tracked: 2026-11-13
Tool count: 14
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 CDIStock 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

Competitive lineup

No Primary Subcategory assigned yetOnce CDIStock has a Primary Subcategory, the Plugins and Connectors it competes with will appear here with their scores.

Tools

14 tools agents can invoke

Correct one recorded buy or sale, identified by its id: its quantity, price, date, buy or sell, ticker, currency, dollar rate (fx_rate, reais per dollar; null clears it) or usd_source. Only the values given change. The result shows the trade before and after. Refused when the change would leave fewer shares than a later sale needs.
update_transaction
Delete one recorded buy or sale, identified by its id. The result gives the deleted trade in full, so it can be recorded again if it was the wrong one. Refused when a later sale needs the shares it bought.
delete_transaction
Today's CDI (% a year, from the central bank's daily rate), the Selic target, IPCA over 12 months, and the dollar and euro PTAX in reais.
get_market_rates
One holding as data: quantity, average price, value, cost and gain in reais (stock and dollar parts), comparison with the CDI from each purchase date, open lots and transactions. Works for a ticker not held (then only the quote).
get_position
The portfolio's value in reais over time, with the same money compounded by the CDI and the net money put in, from the first transaction to today (at most about 160 points).
get_portfolio_history
Live quotes for up to 20 tickers (US stocks and ETFs, or B3 tickers such as IVVB11): price in its own currency and in reais at today's PTAX, change on the day, and the 52-week range.
get_stock_quote
The portfolio as data: total value in reais and dollars, the day's change, the net money put in, the gain, the same money compounded by the CDI and the difference, and every position with its value, cost, gain (split into stock and dollar) and comparison with the CDI.
get_portfolio
The recorded buys and sales, newest first, optionally for one ticker or a date range, each with the id that identifies it. Quantities and prices are as entered (before split adjustments).
list_transactions
Compare the portfolio with what a broker shows, from a statement, screenshot or list the person shared: for each ticker the shares in CDIStock and at the broker, and for each listed trade whether it is recorded, recorded differently, or missing. Proposes the fixes (trades to add, trades to correct, trades to delete, quantity adjustments) and shows them for the person to tick and apply; nothing changes until they do. Pass the holdings, the trades, or both, as the statement shows them.
show_reconciliation
Record one buy or sale in the portfolio. Quantity and price are as traded, the price in the ticker's own currency. For a purchase in dollars, fx_rate is the reais paid per dollar if the person knows it; otherwise the day's PTAX is used. usd_source EXISTING_USD means it was paid with dollars already held as DOLAR cash. A sale cannot exceed what was held that day.
add_transaction
Show a form for recording a buy or a sale, pre-filled with what the person said (ticker, buy or sell, quantity, price, date, dollar rate). The person checks it and saves it themselves; nothing is written until they do, and the view reports what was saved.
show_add_transaction
Show one stock or ETF in the conversation: price, value in reais, the gain split into what the stock did and what the dollar did, the comparison with the CDI, a year of prices and the purchase lots. For a ticker not held, shows the quote and chart.
show_position
Show the whole portfolio in the conversation: total in reais, today's change, the money put in, how it compares with the same money in the CDI, a chart of both over time, and every position. For when the person asks to see their portfolio, or how it is doing overall against the CDI; not for a question about one figure or one holding.
show_portfolio
Show an interactive what-if in the conversation: sliders for the dollar (R$ per US$), the CDI (% a year) and a move in stock prices (%), with the portfolio revalued against the CDI as the person moves them. Set the sliders to what the person asked, e.g. "what if the dollar goes to 6?" is usd_brl 6. Optionally limit it to some tickers. A simulation, not a forecast.
show_scenario

FAQs

CDIStock ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve CDIStock'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.

Where is this profile measured?

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