Diversiview’s AI Voice Portfolio Summary makes your investment analysis easier than ever. Instead of reading long reports, you can listen to a personalised audio summary of your portfolio anytime, anywhere.
Why use the AI Voice Portfolio Summary?
- Hands-free Insights: Listen while doing other activities.
- Quick and comprehensive: Get the key highlights of your portfolio in minutes.
- Personalised to you: Tailored to your analysis and investment goals.
- Mobile-friendly: Plays in the background, even when your phone is locked.
Getting Started
Step 1: Activate the AI Voice Portfolio Summary
- Click on the “Settings” button at the top right in your Diversiview dashboard.
- Click on “Add-Ons”.
- Activate the AI Voice Portfolio Summary option.
Step 2: Run a paid analysis or optimisation
To access the AI Voice Portfolio Summary, you first need to run a portfolio analysis or optimisation.
- Go to your dashboard and start a new portfolio or optimisation.
- Once it’s completed, you will automatically see the option to listen to your AI Voice Portfolio Summary.
Note: For detailed instructions on how to run a paid portfolio analysis, see our guide on how to run a portfolio analysis or optimisation.
Step 3: Access your AI Voice Portfolio Summary
You have two ways to listen:
- From your Dashboard: Click the
icon next to your analysis.
- From your Report: Look for “Listen To An AI Generated Summary” under“Your Portfolio Options” section of the Table of Contents.
Step 4: Listen Anywhere!
- Get your full portfolio overview in audio form.
- Continue listening on mobile, even when the screen is locked!
That’s it! You are now managing your portfolio on the go!
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.