CDIStock

Description

From the marketplace listing

CDIStock is for people in Brazil who hold US stocks and ETFs (and B3 tickers). It shows the portfolio in reais, with the effect of the dollar, against the CDI, Brazil's benchmark rate: what the same money would be worth had it stayed in the CDI from the day each real went in. Connect your account and ChatGPT can show your portfolio in the conversation, with the gap to the CDI and a chart of both over time; open one position, with its gain split into what the stock did and what the dollar did; run a what-if with sliders for the dollar, the CDI and stock prices; look up quotes and Brazilian rates (PTAX, CDI, Selic, IPCA); and record a buy or a sale you ask for, from a form you check before saving. The figures follow the CDIStock apps exactly: split-adjusted FIFO lots, each purchase valued at the PTAX of its own day when no rate was recorded, and the CDI compounded from the day the money arrived. Keep it in step with your broker: share a statement, a screenshot or a list of your holdings and ChatGPT compares it with CDIStock, shows every difference by ticker and by trade, and proposes the fixes. You tick the ones you want and apply them; nothing changes before that. ChatGPT can also correct or delete a trade you point to, one at a time and after asking you, and refuses a change that would leave a later sale without its shares. You can limit a connection to read only when you approve it, which removes every change. Each connection is bound to one CDIStock account and sees only its data. Tokens are stored only as SHA-256 hashes, refresh tokens rotate, and disconnecting at cdistock.com/connections ends every token of that connection at once. CDIStock reports and simulates; it does not recommend buying or selling anything.