{"id":643,"date":"2024-10-21T21:50:40","date_gmt":"2024-10-21T21:50:40","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=643"},"modified":"2025-09-23T03:44:08","modified_gmt":"2025-09-23T03:44:08","slug":"how-to-use-the-ai-voice-portfolio-summary","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/how-to-use-the-ai-voice-portfolio-summary\/","title":{"rendered":"How To Use The AI Voice Portfolio Summary"},"content":{"rendered":"\n<p>Diversiview&#8217;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.<\/p>\n\n\n\n<p class=\"has-text-color has-link-color wp-elements-659bcc84f8fde3db89bb8dbcef340726\" style=\"color:#3455cf\"><strong>Why use the AI Voice Portfolio Summary? <\/strong><\/p>\n\n\n\n<ul>\n<li><em style=\"font-weight: bold;\">Hands-free Insights:<\/em><b> <\/b>Listen while doing other activities.<\/li>\n\n\n\n<li><strong><em>Quick and comprehensive:<\/em><\/strong> Get the key highlights of your portfolio in minutes. <\/li>\n\n\n\n<li><strong><em>Personalised to you:<\/em><\/strong> Tailored to your analysis and investment goals. <\/li>\n\n\n\n<li><strong><em>Mobile-friendly:<\/em><\/strong> Plays in the background, even when your phone is locked. <\/li>\n<\/ul>\n\n\n\n<div style=\"height:17px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Getting Started<\/h2>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-6094c31bcc4afb565bcda0c8502caf5b\" style=\"font-size:25px\"><strong>Step 1: Activate the AI Voice Portfolio Summary<\/strong><\/h2>\n\n\n\n<ul>\n<li>Click on the &#8220;Settings&#8221; button at the top right in your Diversiview dashboard. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"481\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-3-3-1024x481.png\" alt=\"\" class=\"wp-image-1660\" style=\"width:565px;height:auto\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-3-3-1024x481.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-3-3-300x141.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-3-3-768x360.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-3-3.png 1106w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul>\n<li>Click on &#8220;Add-Ons&#8221;.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"488\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-4-1024x488.png\" alt=\"\" class=\"wp-image-1663\" style=\"width:777px;height:auto\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-4-1024x488.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-4-300x143.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-4-768x366.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-4.png 1436w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul>\n<li>Activate the AI Voice Portfolio Summary option. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"262\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-6-1024x262.png\" alt=\"\" class=\"wp-image-1665\" style=\"width:725px;height:auto\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-6-1024x262.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-6-300x77.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-6-768x197.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-6.png 1457w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:41px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-31a1ae5c6b7b7b10091ad209c82bb334\" style=\"font-size:25px\"><strong>Step 2: Run a paid analysis or optimisation<\/strong><\/h2>\n\n\n\n<p>To access the AI Voice Portfolio Summary, you first need to run a portfolio analysis or optimisation.<\/p>\n\n\n\n<ul>\n<li>Go to your dashboard and start a <strong>new portfolio<\/strong> or optimisation. <\/li>\n\n\n\n<li>Once it&#8217;s completed, you will automatically see the option to listen to your AI Voice Portfolio Summary.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-ast-global-color-7-color has-text-color has-link-color wp-elements-38c3470171ccc74ee2a58a9af25b25c7\"><strong>Note:<\/strong> For detailed instructions on how to run a paid portfolio analysis, see our guide on how to <a href=\"https:\/\/diversiview.online\/blog\/run-a-portfolio-analysis-or-optimisation\/\" data-type=\"link\" data-id=\"https:\/\/diversiview.online\/blog\/run-a-portfolio-analysis-or-optimisation\/\"><em>run a portfolio analysis or optimisation.<\/em><\/a><\/p>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-eea6399fa305db4538417f53d12b0e14\" style=\"font-size:25px\"><strong>Step 3: Access your AI Voice Portfolio Summary<\/strong><\/h2>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-7fcc2e608b9e2f283f267382e68c6052\">You have two ways to listen: <\/p>\n\n\n\n<ul>\n<li><strong>From your Dashboard<\/strong>: Click the  <img loading=\"lazy\" decoding=\"async\" width=\"20\" height=\"20\" class=\"wp-image-648\" style=\"width: 20px;\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Speaker-Icon-in-Diversiview-for-AI-Generated-Portfolio-Summary.png\" alt=\"Speaker-Icon-in-Diversiview-for-AI-Generated-Portfolio-Summary\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Speaker-Icon-in-Diversiview-for-AI-Generated-Portfolio-Summary.png 512w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Speaker-Icon-in-Diversiview-for-AI-Generated-Portfolio-Summary-300x300.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Speaker-Icon-in-Diversiview-for-AI-Generated-Portfolio-Summary-150x150.png 150w\" sizes=\"(max-width: 20px) 100vw, 20px\" \/> icon next to your analysis. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"378\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-7-1024x378.png\" alt=\"\" class=\"wp-image-1670\" style=\"width:940px;height:auto\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-7-1024x378.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-7-300x111.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-7-768x283.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-7-1536x566.png 1536w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2025\/09\/Your-paragraph-text-7.png 1809w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul>\n<li><strong>From your Report<\/strong>: Look for <em>&#8220;Listen To An AI Generated Summary&#8221;<\/em> under<em>&#8220;Your Portfolio Options&#8221;<\/em> section of the Table of Contents.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"591\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Listen-to-a-Diversiview-AI-Generated-Voice-Portfolio-Summary-from-your-Analysis-Report-page-1024x591.png\" alt=\"How To Use the AI Voice Portfolio Summary. How to access you AI Voice Portfolio Summary from your Diversiview Analysis Report.\" class=\"wp-image-649\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Listen-to-a-Diversiview-AI-Generated-Voice-Portfolio-Summary-from-your-Analysis-Report-page-1024x591.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Listen-to-a-Diversiview-AI-Generated-Voice-Portfolio-Summary-from-your-Analysis-Report-page-300x173.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Listen-to-a-Diversiview-AI-Generated-Voice-Portfolio-Summary-from-your-Analysis-Report-page-768x443.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Listen-to-a-Diversiview-AI-Generated-Voice-Portfolio-Summary-from-your-Analysis-Report-page-1536x886.png 1536w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/10\/Listen-to-a-Diversiview-AI-Generated-Voice-Portfolio-Summary-from-your-Analysis-Report-page.png 1950w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-54780a8a737080fbb442c9bd00c070d6\" style=\"font-size:25px\"><strong>Step 4: Listen Anywhere<\/strong>!<\/h2>\n\n\n\n<ul>\n<li>Get your full portfolio overview in audio form.<\/li>\n\n\n\n<li>Continue listening on mobile, even when the screen is locked!<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center\">That&#8217;s it! You are now managing your portfolio on the go! <\/p>\n\n\n\n<div style=\"height:22px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>It&#8217;s as easy as that! <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> today and start using Diversiview&#8217;s AI Voice Portfolio Summary and experience a new way to manage your investments.<\/strong><\/p>\n\n\n\n<p><strong>Need more help?<\/strong> If you have any questions or encounter issues, please don&#8217;t hesitate to <a href=\"https:\/\/diversiview.online\/contact\">contact our support team.<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-small-font-size\"><strong>Disclaimer:<\/strong> The information provided is intended for informational purposes only and does not constitute financial advice. Diversiview&#8217;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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Diversiview&#8217;s AI Voice Portfolio Summary makes your investment analysis easier than ever. Instead of reading long reports, you can listen [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"How To Use The AI Voice Portfolio Summary | Diversiview Help","_seopress_titles_desc":"A step-by-step guide on how to listen to your Diversiview AI Voice Portfolio Summary. A new way to stay informed about the performance of your investments.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[99,5,33],"tags":[101,100,17,16],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/643"}],"collection":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/comments?post=643"}],"version-history":[{"count":42,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/643\/revisions"}],"predecessor-version":[{"id":1688,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/643\/revisions\/1688"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=643"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=643"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=643"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}