- SCREEN
- Dashboard → Portfolio Reports
- METRIC
- Report sections
- PLAN
- Investor Pro
Checked against the app on 25 September 2026
Generate Report writes a dated AI portfolio report from a snapshot of your data, in six sections: an introduction, Market Trends & Insights, Portfolio Strengths, Portfolio Weaknesses, Recommendations & Next Steps, and Changes. A language model writes each one. It's told to use only your data and the app's stored news, to cite each news item's source and date, and to write “Insufficient data” rather than guess.
Read each section against the screen it came from, on the day the report is dated — its as-of date. Strengths and weaknesses should match your Portfolio Health measures and a Pie Chart of your stock portfolio by holding and sector; trends should name their sources. Recommendations & Next Steps and Changes are written from data about your holdings, not from your cash, other assets, tax wrappers or plans, which the report is never given — that's its main limitation. Treat them as questions to check, not instructions.
Everything in the report is as of the moment it was generated.
DO IT IN THE APP
0 of 5 done- Add Portfolio Reports to your dashboard and press Generate Report. Open your dashboard →
- Note the date on the report: its numbers are fixed at that moment.
- Work through the sections with the guide below, checking each against the screen it names.
- Treat any figure without a source as unchecked until you've found it in the app.
- Before acting on anything, write down what you'd do and why — in Notes & ideas, or anywhere you'll find it again.
Educational content only. It is not personal financial advice.