Skip to main content

Portfolio Insights (AI)

"Listen to your portfolio."

Portfolio Insights provides a weekly AI-generated audio summary of your portfolio data.

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

MarketQuants does not provide investment advice.

How It Works​

The weekly 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 Insights​

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

Weekly Generation​

  • Generation Time: Fridays at 8:00 PM EST
  • Portfolio Context: The report reflects the currently selected simulated or connected portfolio environment.

On-Demand Generation​

If no report exists for the current week, 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.