Important — not financial advice: IdealPortfolio is an educational research tool. It is not acting as your financial adviser, fiduciary, tax adviser, attorney or insurance professional.
Privacy: Your questionnaire and holdings stay in browser memory while you build the review. IdealPortfolio does not save them to an account or database. The generated prompt contains the information you entered or pasted; if you paste or submit it to ChatGPT or another AI service, that service receives the information in the prompt.
Created by Derrick Senior and friends · © 2026 IdealPortfolio.app