Pearler

View investments and trades

Category: Finance
Primary Subcategory: Investing & Retirement Planning

Integration details

Description

Connect ChatGPT to your Pearler account to bring your investing data into conversation. Ask about your cash balance, review your ASX and US share holdings across accounts, or search Pearler's investable universe by ticker or name - all without switching to the app.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Investing & Retirement Planning
Secondary Subcategories: None listed
Brand: Pearler
Access: Account required
First tracked: 2026-08-31
Tool count: 5
Geography: US

ChatGPT Plugin Discovery Score

ChatGPT Plugin discovery is coming soon

ChatGPT can surface a Plugin when it matches a user's request.Your Plugin Discovery Score measures how often yours appears.

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ChatGPT recommends Airtable when a user asks it to update a CRM. — ChatGPT surfaces Airtable because it matches the user's request.

Primary Subcategory

Competing in ChatGPT Investing & Retirement Planning

View Category

Listed in alphabetical order

Primary Subcategory

AmazingPensionsComing soonGet notified

Fair AI ConnectComing soonGet notified

FintualComing soonGet notified

InvestmentIQComing soonGet notified

Learn to invest with AJ BellComing soonGet notified

PearlerComing soonGet notified

Tools

5 tools agents can invoke

Search the investable universe of ASX and US shares available on Pearler, by ticker or name. Distinct from getHoldings, which returns what the customer already owns.
getAssets
Get the customer's cash balance for each of their trading accounts.
getBalance
Check which of the customer's trading accounts are able to trade a given ASX or US asset, by ticker and region. Use this before getOrderLink to pick a valid accountId.
getEligibleTradingAccounts
Get the customer's ASX and US share holdings across all their trading accounts, including quantity and current market value.
getHoldings
Generate a link to the Pearler website that lets the customer place a buy or sell order for an ASX or US asset, optionally pre-filled with amount, account, limit price, or a scheduled date.
getOrderLink

Pearler FAQ

How do I improve a ChatGPT Plugin's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Pearler alternatives on ChatGPT?

As of 2026-08-31, Pearler competes with AmazingPensions, Fair AI Connect, Fintual, InvestmentIQ, Learn to invest with AJ Bell, MyInvestor, NestPilot, PortfolioIQ, RetirementIQ, Savvly, Solo 401k Calculator, Stake in ChatGPT Investing & Retirement Planning, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.