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Portfolio Advisor

"Listen to your portfolio."

Portfolio Advisor provides an AI-generated audio summary of your portfolio data.

  • Free and Lite: Weekly summary
  • Pro: Daily summary

See Plans & Limits for the full plan comparison.

This feature delivers informational analysis based on your current holdings and platform metrics.

MarketQuants does not provide investment advice.

How It Works​

The audio summary analyzes portfolio-level data, including:

  • Portfolio structure metrics
  • Relative performance trends
  • Sector-level movements affecting holdings
  • Changes in price behavior based on predefined quantitative criteria

The summary is informational only and does not constitute a recommendation to buy, sell, or hold any security.

Accessing Portfolio Advisor​

You can access this feature from the My Positions section:

  1. Select the Briefcase Icon in the header.
  2. The audio summary player will open.

Advisor Icon Location

Generation Schedule​

  • Free and Lite: Weekly. Generation time is Fridays at 8:00 PM EST.
  • Pro: Daily.
  • Portfolio Context: The report reflects the currently selected simulated or connected portfolio environment.

On-Demand Generation​

If no current report exists, the system will generate one automatically when accessed.

  • Typical generation time: 30–60 seconds.
  • Processing occurs in the background.

Advisor Loading State

The Player​

Once generated, the summary remains available until the next scheduled update.

Advisor Player Interface

Playback controls include play, pause, and skip functions.