Chat with your mutual fund portfolio using Google Drive and AI

Upload your mutual fund report to Google Drive and ask an AI agent questions about your holdings and performance.

How the work actually flows

It repeats. Repeats user asks another question.

Pattern: Structured Loop (21)

flowchart TD trig(("you upload report and ask")):::human s0[("Load report into AI model")]:::store s1(("Ask question in chat")):::human s2["Calculate requested figures"]:::task s3["Return answer with recommendations"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 lp{"conversation ends"}:::gate s3 --> lp lp -. "user asks another question" .-> s1 lp -->|"finished"| out out[/"plain-English portfolio answer given"/]:::out pay{{"clarity on investments without a finance background"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceA personA record or sheetRepeat or finishResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsSpreadsheet & Database OpsFile & Cloud Storage
Connects
Google DriveGoogle SheetsGoogle Gemini

The problem it solves

Reviewing your own mutual fund investments means digging through statements and spreadsheets to figure out overlap between funds, profit and loss, and whether you're actually diversified. Without a finance background, it's hard to turn that raw data into a clear picture.

Who it fits

An individual investor or small advisory practice that wants plain-English answers about a mutual fund portfolio.

How it works

  1. You upload your mutual fund portfolio report to a Google Drive folder
  2. The system loads the report into an AI model
  3. You ask questions in chat about your holdings, overlap, or performance
  4. The AI calculates figures like profit and loss and fund overlap
  5. You receive a plain-English answer with recommendations on diversification
What you get

Portfolio answers in plain English on demand

You get plain-English answers about your mutual fund holdings, overlap, and performance just by asking in chat.

What you get

A conversational answer about your portfolio's performance, overlap, and diversification.

What you need

A Google Drive account, a Google Sheets account, and a Google Gemini API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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