Daily Portfolio Updates

Daily Portfolio Updates is a voice assistant for individual investors that calls you every day and explains what happened in your portfolio in just a few minutes.

Daily AI analyst digest

After you enter your investments, the AI analyst Deborah prepares a short overview. The call lasts about three minutes and covers:

• Portfolio performance and changes
• Key market moves that may affect your holdings
• Notable highlights for specific positions

Phone-first updates, no extra apps

Instead of checking a terminal, email, or another dashboard, you get updates in a familiar phone-call format. This helps you start the day with a clear snapshot of your assets without manually reviewing charts and news.

Built for daily portfolio tracking

The service is aimed at investors who want regular oversight but don’t want to do deep analysis themselves. A brief voice report can help you stay on top of changes and make decisions faster, even with a busy schedule.