Diversiview’s AI Voice Portfolio Summary is a groundbreaking feature designed to make your investment journey more accessible and convenient. This innovative tool uses the power of artificial intelligence to provide you with a comprehensive, personalised audio briefing of your portfolio analysis or optimisation.
Why is it beneficial?
- Listen to your portfolio insights on the go, without the need to read through lengthy reports.
- Get a comprehensive overview of your portfolio’s performance and potential areas for improvement in just a few minutes.
- The AI-generated summary is tailored to your specific portfolio, highlighting key metrics and unique insights.
- Listen while commuting, working out, or relaxing, as the summary continues to play even when your phone is locked.
Let’s get started!
In the following guide, we’ll walk you through the simple steps to listen to your Diversiview AI Voice Portfolio Summary.
1. Run a paid analysis or optimisation:
To access the AI Voice Portfolio Summary, you must first run a paid portfolio analysis or optimisation. Click on the 
button to start a new analysis.
For more detailed instructions, read a guide below for the analysis option that best suits your needs:
- How to add Custom Investments
- Enter holdings manually
- Loading a portfolio from a CSV file
- Importing a portfolio from a broker
For more detailed instructions, read a guide below for the optimisation option that best suits your needs:
- Calculating allocation for an Efficient Frontier position
- Calculating allocation for maximum portfolio expected return (when available)
- Calculating allocation for Minimum Risk Portfolio
- Calculating allocation for Optimal Portfolio
Once you’ve completed a paid analysis or optimisation, you will be redirected to your Dashboard.
2. Accessing your AI Voice Portfolio Summary:
You have 2 options to listen to your AI Voice Portfolio Summary:
Dashboard:
- On your dashboard, click on the
icon for the analysis or optimisation you want to listen to.
Or,
Analysis Report:
- Find the “Listen To An AI Generated Summary” option in the “Your Portfolio Options” section of the Table of Content.
3. Listening to your AI Voice Portfolio Summary:
Get a comprehensive overview of your portfolio’s health and potential areas for improvement. If you are listening on your phone, the Summary will continue to play even when your phone is locked.
It’s as easy as that! Log in or sign up today and start using Diversiview’s AI Voice Portfolio Summary and experience a new way to manage your investments.
Need more help? If you have any questions or encounter issues, please don’t hesitate to contact our support team.
Disclaimer: The information provided is intended for informational purposes only and does not constitute financial advice. Diversiview’s 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.