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Analyse My Portfolio with AI
Screen funds, compare managers and draft reports from Claude, ChatGPT or Copilot, on your own data

The questions investment teams ask an AI assistant most, phrased to work with AlternativeSoft MCP, with what comes back. Every answer is computed on your portfolio and the 500,000+ funds in the database.

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Last updated 5 November 2026.

In short

With AlternativeSoft MCP you can ask Claude, ChatGPT or Microsoft 365 Copilot to analyse your portfolio, screen funds, compare managers and draft the monthly performance report, and the assistant computes the answer on your own AlternativeSoft data rather than guessing. This page is a working prompt library: The questions investment teams ask most, phrased the way the assistant handles them best, with what comes back. Every prompt runs against the 500,000+ funds in the database and your own portfolios, and the connector is read-only.

At a glance

  • Your dataAnswers computed on your portfolio, not invented
  • Any assistantClaude, ChatGPT, Copilot and more
  • Read-onlyNothing is changed in AlternativeSoft
  • 4,000+Statistics the assistant can request
  • ReportsProse grounded in computed figures
  • MinutesFrom question to committee-ready output
Prompt library

Analyse my portfolio

“Analyse my Growth portfolio: Return, volatility, Sharpe and maximum drawdown over three years, and the three funds contributing most to risk.”

What comes back: Portfolio statistics, contribution to risk by fund and a short read-out.

“What is my portfolio's exposure by strategy and region, and where is it concentrated?”

What comes back: Look-through exposure table with the largest cells flagged.

“Stress my portfolio against 2008 and March 2020 and tell me which sleeve loses most.”

What comes back: Scenario losses by fund, strategy and total.

Prompt library

Screen funds

“Find equity long/short funds with AUM between 200 million and 2 billion dollars, Sharpe above 1 over three years and monthly liquidity.”

What comes back: The matching funds from 500,000+, with the statistics requested.

“Which funds in my approved managers group have a maximum drawdown worse than 15 percent?”

What comes back: The screen run on your own group, matches listed.

“Show me private credit funds currently raising with a target above 500 million.”

What comes back: Funds in fundraising from the private markets database.

Prompt library

Compare funds

“Compare Fund A, Fund B and Fund C on return, volatility, Sharpe and max drawdown over five years, and rank them against their peer group.”

What comes back: Side-by-side table and quartile ranks.

“Which of these three funds diversifies my portfolio most?”

What comes back: Correlation and marginal risk against your holdings.

“How much of Fund A's return is factor exposure and how much is alpha?”

What comes back: Factor betas, R-squared and residual alpha.

Prompt library

Monthly performance report

“Draft the monthly performance commentary for my Balanced portfolio from last month's figures.”

What comes back: Report-ready prose grounded in the computed statistics.

“Summarise the key risk statistics for the managers on this month's review list for the investment committee.”

What comes back: A table and commentary ready for the committee paper.

“Write a two-paragraph assessment of Fund B's performance and risk for the quarterly client letter.”

What comes back: Prose with no invented figures, ready for compliance review.

How it works

Why the answers are real

The assistant does not know your portfolio and should not guess at a fund's Sharpe ratio. AlternativeSoft MCP gives it tools instead: When you ask a question, the assistant calls the AlternativeSoft engine with the parameters it understood, the engine computes the answer on your data and returns it, and the assistant writes it up. The numbers in the write-up are the numbers in the platform, and the connector cannot change anything.

Setup takes under an hour: Enable the REST API, confirm the MCP licence with support, install the local or server-hosted connector for your assistant and start asking.

Try Your Own Questions on Your Own Data

Bring three questions your team asks every month. We connect the assistant in the session and run them live.

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Frequently Asked Questions

Common questions

Can an AI assistant really analyse my portfolio?

Yes, if it has tools. Through AlternativeSoft MCP the assistant calls the AlternativeSoft engine for the statistics, exposure, stress tests and comparisons, computed on your own data, and writes up the result. Without such a connector an assistant can only guess.

Which assistants work?

Claude (web, desktop, mobile, Code), ChatGPT (web and desktop), Microsoft 365 Copilot, GitHub Copilot, OpenAI Codex and any MCP-ready agent.

Can the assistant screen the whole fund database?

Yes. Screening prompts run against the 500,000+ funds in the database as well as your own groups and portfolios, on any of 4,000+ statistics.

Can it write the monthly performance report?

It can draft the commentary from the computed figures. The analyst reviews and edits, and the report itself is generated by the reporting module in your template.

Is my data sent to the AI provider?

The assistant receives the results of the query it asked for, which it needs to write the answer. The connector is read-only and runs either locally on the analyst's machine or on a server your firm hosts. The security model is described in the MCP brochure.

How much does AlternativeSoft MCP cost?

AlternativeSoft is licensed annually by users and modules, not by assets or query volume. Pricing follows a demonstration on your own funds, and a free trial is available afterwards.
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