SonarFolio
LunarCrush, Inc. v1.0.1
Your portfolio, read-only
From the developer
Declared capabilities
- Read portfolio summary
- Read holdings
- Read market and social data for held assets
Cost & access
SonarFolio's plugin doesn't sell anything or process payments. It reads the user's own portfolio and can record a position they confirm.
Declared limitations
- Trading request: the plugin can't trade
- Investment advice request
- Asset the user doesn't hold
Onboarding example
What's my portfolio worth today, and what moved it most in the last 24 hours?
Sources & dates
Developer declarations; not independently tested. Listing last checked Nov 12, 2026. Package observed Nov 12, 2026.
Description
From the marketplace listing
SonarFolio is a read-only tracker for the stocks, ETFs and crypto you own. Connect it once and ask ChatGPT about your own portfolio in plain language. What you can ask: - What your portfolio is worth, how it changed in the last 24 hours, and which holdings moved it most. - Your allocation by asset, by asset class (stocks, crypto, cash) and by account. - Every holding with quantity, cost, value, unrealized P&L and weight. - Price, 7-day change, market cap, volume and 90 days of daily closes for any asset you hold, plus social data (mentions, engagement, sentiment, discussion themes, top creators) and onchain data for coins, where your SonarFolio account includes them. - Record a holding you bought elsewhere: ChatGPT looks up the asset, confirms the asset, quantity and cost with you, and only then saves it. Who it's for: people who already track their investments in SonarFolio (positions added by hand, CSV imports, public wallet addresses, or brokerages and exchanges connected read-only) and want answers without opening a dashboard. Limits: - It only covers assets you hold; it doesn't research assets you don't own. - It never trades, moves funds, connects accounts or deletes anything. The only write is recording a position you ask for and confirm. - It gives facts, not recommendations: no buy, sell or hold advice. For information only; nothing here is investment, tax or legal advice. - Data may be delayed or incomplete, and results say so. You sign in with your SonarFolio account (OAuth); ChatGPT never sees your password or any exchange or brokerage credentials. You can disconnect ChatGPT at any time from the API and AI tools page in SonarFolio.
Language: English · Automatically detected from descriptions.
Changes
No changes recorded yet. Follow this plugin to keep track of future changes.
First seen Nov 11, 2026. Last seen Nov 12, 2026.
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Keywords
Files & skills
File archives
Release notes
First release: portfolio summary, holdings, market and social data for held assets, asset search, and recording a position after the user confirms. Read-only otherwise; OAuth sign-in.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
- Package author
- LunarCrush, Inc.
- Keywords
- See keywords
- Commerce declaration
- Does not support commerceThis does not establish whether access is free or paid.
- Review scenarios
- 5 positive · 3 negativeScenario counts, not test results.
Declared capabilities
- Read portfolio summary
- Read holdings
- Read market and social data for held assets
- Add a position
Package observed Nov 12, 2026.
Technical details
- First seen
- Nov 11, 2026 · 00:00 UTC
- Last seen
- Nov 12, 2026 · 12:00 UTC
- Collection status
- Collected
plugin_asdk_app_6af27334bf30819197f2eadfbf8098b5
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