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Diversiview’s AI Voice Portfolio Summary

A New Way To Understand Your Investments

Gain effortless investment insights without having to read through long portfolio analysis reports. Diversiview’s new Artificial Intelligence technology delivers clear, concise briefings in minutes, making it easy to understand your portfolio’s health, even if you’re not a financial expert.

This AI feature leverages the power of OpenAI platform technologies to provide you with comprehensive, insightful summaries of your portfolio analyses and optimisations. The AI-Generated Voice Portfolio Summary breaks down key metrics and diversification information into clear, concise language, making it easy to understand even if you’re not a financial expert.

Man getting ready to run, about to listen to his AI Voice Portfolio Summary in Diversiview

Key Features

  • Get a detailed overview of your portfolio’s health, including performance metrics, diversification, and potential areas for improvement.
  • Stay informed without the time commitment. Listen to your portfolio summary in minutes and make informed decisions quickly.
  • Enjoy the convenience of listening to your portfolio insights while commuting, working out, or relaxing.
  • Our AI doesn’t just read the report, it provides context and explains what the metrics mean in relation to the market.

How to Listen to Your Portfolio Summary

The AI Voice Portfolio Summary is available for analyses and optimisations conducted from October 22, 2024, onwards. To listen to an AI Voice Portfolio Summary from an earlier analysis, you’ll need to reanalyse that portfolio in Diversiview. Please note that this feature is available for paid analyses and optimisations only.

1. Run a Paid Analysis or Optimisation

Click New Analysis button in Diversiview from your Diversiview dashboard or re-analyse or optimise an existing portfolio.

New Analysis button in the Diversiview dashboard

2. Accessing Your AI Voice Portfolio Summary

Your AI-Generated Voice Portfolio Summary can be accessed from two locations:

i) Dashboard: Click on the Speaker Icon in Diversiview for AI Generated Portfolio Summary icon for the analysis or optimisation you want to listen to.

Listen to a Diversiview AI Generated Voice Portfolio Summary from your Dashboard

ii) Analysis Report: Find the “Listen To An AI Generated Summary” option in the “Your Portfolio Options” section of the Table of Content.

Listen to a Diversiview AI Generated Voice Portfolio Summary from your Analysis Report page

3. Listening to Your AI Voice Portfolio Summary

Get a comprehensive overview of your portfolio’s health and potential areas for improvement all within 5 minutes. If you are listening on your phone, the Summary will continue to play even when your phone is locked.

Listen to an AI Generated Portfolio Summary in Diversiview

Convenience and Accessibility

Our AI Voice Portfolio Summary is a game-changer for investors of all levels. It offers a convenient and accessible way to stay informed about your investments, regardless of your location or time constraints. Whether you’re visually impaired or simply pressed for time, this feature can help you make more informed investment decisions.

Experience the Future of Investment Management

Ready to try it out? Run an analysis or optimisation today and experience Diversiview’s AI-generated Voice Portfolio Summary.


Disclaimer: The information provided in this article is intended for informational purposes only and does not constitute financial advice. Diversiview, including the AI Voice Portfolio Summary, is a tool designed to assist in understanding investment portfolios, but it should not be relied upon as the sole source of information for making investment decisions. While the AI Voice Portfolio Summary provides valuable insights, it is important to remember that it is based on the data and algorithms it is trained on and may not account for all factors relevant to your individual financial situation, such as your risk tolerance, financial goals, and investment timeframe. Before making any changes to your investment portfolio, it is highly recommended to conduct your own research and/or consult with a qualified financial advisor.


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