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MarketQuants Portfolio Advisor

"Listen to your portfolio."

Our proprietary AI Advisor generates weekly audio briefings that break down your positions, highlight opportunities, and keep you informed — hands-free.

How it Works​

The Portfolio Advisor is a weekly audio summary tailored specifically to your current holdings. It analyzes:

  • Your Portfolio Efficiency
  • Trends in your Key Positions
  • Sector Rotations affecting your holdings
  • Specific "Buy" or "Sell" signals based on recent price action

Accessing the Advisor​

You can access the Advisor from the My Positions header.

  1. Look for the Briefcase Icon next to the user icon.
  2. Clicking it opens the Advisor Player.

Advisor Icon Location

The Weekly Schedule​

  • Generation Time: Every Friday at 8:00 PM EST.
  • Context Aware: The AI knows if you are in Paper Trading or Live Trading mode and generates a report relative to that specific portfolio.

On-Demand Generation​

If you click the Briefcase icon and a report for the current week hasn't been generated yet (or if you are checking midweek for the first time), the system will automatically start generating it for you.

Advisor Loading State

  • Generation Time: Takes approximately 30-60 seconds.
  • Background Processing: You can close the dialog and keep using the app; the audio will continue generating in the background.

The Player​

Once generated, the audio is available for you to listen to as many times as you want throughout the week.

Advisor Player Interface

  • Playback Controls: Play, Pause, and Skip 10s.
  • Persistency: The report remains available until the next Friday cycle begins.