Compare funds on risk and cost metrics with charts
A commenter has ChatGPT compare funds on max drawdown, Sharpe ratio, expense ratio, tax drag and overlap, then generate a chart. ·
Done withChatGPT
- What they did
- One commenter said they ask ChatGPT to compare a group of funds across max drawdown, Sharpe ratio, expense ratio, tax drag, three-year return, and holdings overlap, then have it assemble the results into a chart. They used it mainly for comparisons that normally require pulling data from several separate tools such as ETF overlap tools, Portfolio Visualizer, and Morningstar, and relied on their own judgment to catch mistakes.
- How it went
- The payoff was speed and convenience in combining metrics from multiple sources into one view. The limitation was accuracy: the commenter said it was not entirely accurate and only worked because they could recognize flaws.
- Worth knowing
- The main catch was verification: the commenter explicitly said the output was not fully accurate, so this only worked for someone able to spot errors themselves.
Try it yourself with ChatGPT
Compare these funds: [list of tickers]. For each, give max drawdown, Sharpe ratio, expense ratio, estimated tax drag, and the holdings overlap between each pair, and show your data sources and time period. Then make one chart that visualizes the risk versus cost tradeoff, and finish with a short summary table ranking them for [my goal, e.g. long-term taxable account].
Want help getting this working? Join the Vibe Coding Academy ↗ Run by Alex Finn, who also runs this site.
Source: Reddit · Apr 1, 2026
Related use cases
Generate LEGO CAD models in LDraw with AI agents
A toolset and docs let ChatGPT and Claude agents write LDraw source files that become LEGO CAD models, packaged as a dockerized web app.
Generate a spoken daily news bulletin at home
Poster built a morning news briefing with ChatGPT, ElevenLabs and Home Assistant that is read aloud through their home setup, replacing Alexa.
Audit SEO and AI-search visibility with an agent
The poster built MentionDesk, which includes an agent that audits a brand's SEO and GEO visibility to help it get recognized by ChatGPT and similar tools.
Shop for umbrella insurance through your personal agent
Personal AI agents use Coverage Cat's Agent API/MCP to size umbrella coverage and compare carrier options with price ranges, backed by a licensed broker.
Custom agent
Fight consumer claims and recover refunds
The author uses Claude and its Chrome extension to file complaints and dispute charges, reporting ten wins and over $12,000 recovered, while still reviewing emails and making calls.
Run Monte Carlo simulations on a retirement portfolio
Poster used Claude to rebuild their retirement portfolio and test sequence-of-returns risk by inserting past bear markets into growth paths.
Get 5 like this every morning
The best things people got an AI agent to do, each with the prompt to try it.