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Daily Portfolio Updates

Receive free, over-the-phone portfolio updates every day.

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December 29th, 2024

About Daily Portfolio Updates

Daily Portfolio Updates is an AI-powered financial assistant that provides daily portfolio updates over the phone. Start your day with a ~3 minute portfolio digest from our AI financial analyst, Deborah.

Key Features

5 features
  • Receive free
  • over-the-phone portfolio updates every day.
  • AI-powered financial assistant.
  • Provides a ~3 minute portfolio digest.
  • Updates delivered via phone calls.

Use Cases

4 use cases
  • Stay informed about your investment portfolio.
  • Monitor the performance of your stocks.
  • Receive personalized investment recommendations.
  • Save time by getting updates via phone calls.
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