Check what ChatGPT trades against your portfolio rules
Connect Allocait to ChatGPT and it can read your own bands and size ranges and check a trade you describe against them. It cannot place an order or supply prices.
How ChatGPT checks a trade against your rules
Once Allocait is connected, ChatGPT can call the check on a trade it proposes before anything is ordered. The pre-trade check page says how to read each field in the answer. A result is a report: your own code or broker places any order.
Rules in a prompt have to be pasted again, and a long chat can lose it. A rule saved in Allocait stays put, and ChatGPT reads it fresh each time it asks.
- You write a minimum and maximum for each asset class, and a size range for each position.
- ChatGPT reads those rules and your holdings through the Allocait connector.
- It reports which rules a holding or a proposed trade leaves outside range.
- Pre-trade check for AI agents: what each field in the answer means.
ChatGPT as a trading bot
A ChatGPT trading bot is ChatGPT proposing trades that you or your own code place. Allocait sits before the order: ChatGPT sends the proposed trade, and Allocait reports which of your rules it would put outside range.
Connect ChatGPT
In ChatGPT, add a server by URL and enter the address below. Choose OAuth for sign-in, then sign in to Allocait and check that the consent screen names your account.
ChatGPT's menus change, so the address and the OAuth sign-in are what matter. If custom connectors are hidden, turn on developer mode in ChatGPT's settings first.
Allocait is open to early access users first. Request early access on the home page, and connect once your account is ready.
https://api.allocait.app/functions/v1/mcp- Connect ChatGPT: add Allocait to ChatGPT by signing in.
- Connect Codex: the same connection from Codex.
Ask ChatGPT about your portfolio against your rules
Ask for a snapshot and ChatGPT reads your holdings and rules from Allocait. With prices you give it, it reports where each class and position stands against its range, and which holdings it could not cover. It states those facts and leaves every decision to you.
ChatGPT asks you for a price for each symbol, or takes the ones you give it, because Allocait supplies none. Try these in a new chat:
- “List my portfolios and show the snapshot for the first one. Use these prices: ALFA 181, BRAV 93, GOLF 61.”
- “I am weighing a 35-share change to ALFA. Use check_trades with ALFA at 181, BRAV at 93 and GOLF at 61, and tell me which of my rules it puts outside range.”
- “Show my current rules as rules text.”
Illustrative example. The figures are hypothetical, not a recommendation.
What it does not do
The connector is read-only until you allow changes. It reports where your own rules stand, and ChatGPT passes the prices.
- Connect an AI trading agent: everything an agent can read and check.
- Claude trading bot rules: the same check from Claude and Claude Code.