CXProWealth for ChatGPT
ChatGPT
Ask in ChatGPT with CXProWealth research intelligence behind every answer.
CXProWealth App
Bring CXProWealth research intelligenceinto the AI you already use.
Ask your own investment questions with CXProWealth’s current market research, valuation, quantitative models, historical evidence, portfolio intelligence and accumulated findings behind the answer.
CXProWealth for Claude
Claude
Ask in Claude with CXProWealth research intelligence behind every answer.
One CXProWealth membership. Your choice of AI.
How it works
Choose. Connect. Ask.
- 1Choose
Choose your AI
Connect CXProWealth to ChatGPT or Claude.
- 2Connect
Sign in with CXProWealth
Authenticate using your CXProWealth membership.
- 3Ask
Ask your investment question
Your AI answers with CXProWealth research behind it.
Private by design
CXProWealth processes what your connected AI sends when it uses the App, and answers it with the research. CXProWealth does not receive or keep your ChatGPT or Claude conversation history. Minimal usage data — which research was requested, and when — is kept for security, reliability and fair use. Privacy Policy →
Your AI + CXProWealth
Open-ended AI flexibility, grounded in continuously maintained, evidence-backed investment research intelligence.
Your AI already brings
- Web research
- General reasoning
- Files
- Calculations
- Conversation context
CXProWealth brings
- Current markets, companies & global developments
- Valuation & financial models
- Quantitative analysis & historical evidence
- Portfolio & performance intelligence
- Strategy Desk & accumulated research
The result
Your investment question
answered with the research behind it.
CXProWealth research depth. AI flexibility. Your investment question.
- Strategy Desk
- CXProWealth tells you what matters.
- CXProWealth App
- You ask what matters to you.
Example questions
Ask what matters to you.
Strategic questions, not generic ones. Copy any of these — or, once your AI is connected, open it with the question already typed.
Deploy capital
“Where should incremental capital go today?”
Challenge a thesis
“What evidence argues against adding U.S. equities here?”
Evaluate an opportunity
“Is GOOG attractive at today’s price relative to the alternatives?”
Prepare before acting
“What should I be watching now before markets force a decision?”
Compare assets
“Compare the current risk/reward of U.S. equities, Treasuries and gold.”
Go deeper
“What would need to change for the current CXProWealth view to be wrong?”
What it looks like
A research interface, not a chatbot.
Answers arrive with the evidence rendered. The panels below are the real thing — the same interactive research panels your AI shows, drawn from the research published today.
You
Where should incremental capital go today?
CXProWealth-enabled AI
U.S. equities still have supportive market conditions, but valuation is less attractive. Developed Pacific and emerging-market equities currently offer stronger valuation support, while cash and Treasuries maintain a meaningful hurdle…
Illustrative wording. Conditions change daily — a live answer reflects that day’s research.
…and the evidence, rendered:
Live · rendered from today’s research
Every market across the Lenses — sortable, with trends
Loading today’s research…
Answers can include interactive charts, tables and visual evidence when they help clarify the decision.
Time series with drawdowns · growth of $100K with projections · allocation views with comparison · valuation distributions · scatter plots · candlesticks · waterfalls · comparison matrices · interactive tables
Need help connecting?
Connection help
How do I connect CXProWealth to ChatGPT?
Open ChatGPT, find CXProWealth in its directory of apps, and choose Connect. ChatGPT sends you to CXProWealth to sign in; approve the connection and you are returned to ChatGPT with CXProWealth research intelligence available in your conversations.
Until the ChatGPT listing is live, the card above says “Coming soon” — create a free CXProWealth account and you will have access first.
How do I connect it to Claude?
Open Claude, go to Settings and the section for connected apps, find CXProWealth in the directory, and choose Connect. Claude sends you to CXProWealth to sign in; approve the connection and CXProWealth research intelligence is available in your conversations.
Until the Claude listing is live, the card above says “Coming soon” — create a free CXProWealth account and you will have access first.
Do I need to mention CXProWealth in my question?
Not usually — once connected, your AI draws on CXProWealth research when your question calls for it. Tip: in ChatGPT you can start a question with @CXProWealth to be explicit about it; in Claude, once CXProWealth is enabled, just ask naturally.
Do I need a CXProWealth account?
Yes. Membership is free, and the connection authenticates with it — it is how your AI proves it is asking on your behalf. Create the account first, then connect from your AI.
Does connecting give my AI access to my CXProWealth research?
It gives your AI access to CXProWealth research intelligence on your behalf: the daily Strategy Desk, the Market, Valuation, Portfolio and Performance Lenses, the quantitative models and the historical evidence behind them.
CXProWealth does not automatically access your saved CXProWealth portfolio or account details. If you choose to include holdings in an AI conversation, the AI platform handles that conversation under its own privacy and retention settings, and relevant information may be sent to CXProWealth when needed to answer your request.
Can I disconnect it?
Yes, at any time, from your AI’s settings for connected apps. Access ends immediately, and you can reconnect later by signing in again.
Which AI plans support CXProWealth?
ChatGPT: availability depends on your ChatGPT plan, region and workspace settings; the exact requirements are shown on the CXProWealth listing when it launches.
Claude: connected apps are available across Claude’s plans; the CXProWealth listing shows the current details for each. Each platform sets its own rules, and they can change — the cards above reflect the current state.
Why is authentication required?
The research is a member benefit, so the service needs to know it is you. Signing in also lets you disconnect cleanly, keeps fair-use limits per member rather than per AI, and means no one can use CXProWealth intelligence through an AI without a CXProWealth account.
CXProWealth App Service
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