plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "c8-adviser-agent",
  "version": "1.0.3",
  "description": "Investment research for financial advisers: product rankings, performance and risk analytics, C8 top picks and rebalancing proposals.",
  "author": {
    "name": "C8 Index Technologies (EU) Limited",
    "email": "support@c8-technologies.com",
    "url": "https://c8-technologies.com"
  },
  "homepage": "https://c8-technologies.com/adviser-agent/support",
  "keywords": [
    "investment research",
    "ETF",
    "portfolio",
    "rebalancing",
    "financial advisers"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Adviser Agent",
        "shortDescription": "Research & portfolio analytics",
        "longDescription": "Adviser Agent brings C8 Technologies' systematic investment research into ChatGPT. Financial advisers ask in plain English and get product rankings, performance and risk analytics, and rebalancing proposals in the conversation.\n\nWhat you can do:\n- Search and rank ETFs, equities, bonds, funds and model portfolios by return, risk and C8's ranking, over one, three or five years, or through an equity factor lens.\n- See performance and risk for any product: total and annualised return, volatility and maximum drawdown, from year-to-date to ten years, with the date the data runs to.\n- Get C8's current top picks to add to a 60/40, equity or bond portfolio, top buys by category, and C8's market insights.\n- Analyse a portfolio you describe (\"100 SPY and 200 AGG\"): value, weights and concentration.\n- Get a rebalancing proposal with target weights, share counts and the statistics of the proposed portfolio against the current one, or compare rebalancing scenarios.\n- Browse C8's model portfolios and their holdings.\n\nHoldings you type are analysed in memory for that answer only: nothing is stored and nothing is executed. Every answer names its source and the date its data runs to.\n\nAdviser Agent is research and analytics for financial professionals. It does not give personal financial advice, execute trades or connect to brokerage accounts; rebalancing proposals use C8's model weights and do not take account of a client's tax position or circumstances. Prices are end-of-day closes.\n\nRequires a C8 Adviser Agent account. You connect with your account email and a one-time code; no API keys.",
        "developerName": "C8 Index Technologies (EU) Limited",
        "category": "Finance",
        "capabilities": [
          "Rank investments",
          "Performance and risk analytics",
          "Top picks",
          "Portfolio analysis",
          "Rebalancing proposals",
          "Model portfolios"
        ],
        "websiteURL": "https://c8-technologies.com",
        "supportURL": "https://c8-technologies.com/adviser-agent/support",
        "privacyPolicyURL": "https://c8-technologies.com/adviser_privacy.html",
        "termsOfServiceURL": "https://c8-technologies.com/adviser_terms_of_use.html",
        "defaultPrompt": [
          "What are C8's top picks to add to a 60/40 portfolio?",
          "Rebalance my portfolio: 600 SPY and 400 AGG.",
          "How has GLD performed over the last three years?"
        ],
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Top picks for a 60/40 portfolio",
              "prompt": "What are C8's top picks to add to a 60/40 portfolio?",
              "tools_triggered": "get_top_picks",
              "expected_behavior": "Lists up to ten ETFs with the change each makes to a 60/40 portfolio's Sharpe, Sortino and Calmar ratios, the method and the data window."
            },
            {
              "description": "Rebalancing proposal for stated holdings",
              "prompt": "Rebalance my portfolio: 600 SPY and 400 AGG.",
              "tools_triggered": "rebalance_proposal",
              "expected_behavior": "Returns target weights and a trade list in shares with the statistics of the proposed portfolio against the current one; nothing is executed or stored."
            },
            {
              "description": "Historical performance of one instrument",
              "prompt": "How has GLD performed over the last three years?",
              "tools_triggered": "get_investment_performance",
              "expected_behavior": "Total and annualised return, volatility and maximum drawdown for SPDR Gold Shares over three years, with the date the data runs to."
            },
            {
              "description": "Search and rank products",
              "prompt": "Find the best-ranked global equity ETFs over five years.",
              "tools_triggered": "search_investments",
              "expected_behavior": "A ranked list of global equity ETFs with five-year return and risk statistics."
            },
            {
              "description": "Analyse a described portfolio",
              "prompt": "Analyze my portfolio: 100 shares of SPY and 200 shares of AGG.",
              "tools_triggered": "analyze_portfolio_composition",
              "expected_behavior": "The portfolio's value at the latest close, each holding's weight and its concentration; the holdings are not stored."
            }
          ],
          "negative": [
            {
              "description": "Trade execution is out of scope",
              "prompt": "Buy 100 shares of SPY for me."
            },
            {
              "description": "Personal financial advice is out of scope",
              "prompt": "Should I put my retirement savings into GLD?"
            },
            {
              "description": "Changing C8's published model portfolios is not possible",
              "prompt": "Delete C8's balanced model portfolio."
            }
          ]
        },
        "demo_recording_url": "https://youtu.be/nZj1gldZOsY",
        "commerce": false,
        "commerce_description": "The plugin does not sell anything or take payments in ChatGPT. It requires a C8 Adviser Agent subscription bought on c8-technologies.com or in Microsoft Marketplace."
      },
      "publication": {
        "release_notes": "First release: product search and rankings, performance and risk analytics, C8 top picks, top buys and market insights, portfolio analysis, rebalancing proposals and scenarios, and C8's model portfolios."
      },
      "apps": "./.app.json"
    }
  }
}