AI reports: daily, weekly and monthly
Reports write themselves with your data and a short AI reading. You always find them in Reports.
Step by step
- Go to Settings → Reports.
- Turn on the ones you want: daily, weekly and monthly.
- Choose the time of the daily report and your time zone.
- Choose how they reach you: always in the app and, if you want, a short email, a push notification and, for the monthly one, the PDF attached.
What you will see
- Daily: on business days before the US open. How your portfolio moved, what rose and fell the most, the day's agenda and headlines about what you hold.
- Weekly: on Sundays. Your week against your benchmark, next week's agenda and risk changes.
- Monthly: on the 1st. The whole previous month, with Download PDF.
Common problems and questions
- Do they use my AI questions?
- Each report with the AI paragraph uses one question of your included AI, or your own key depending on your order of use. If you have none left, the report still comes out, without that paragraph.
- The daily or monthly report has a lock.
- They depend on your plan. The weekly one is on every plan.
Related
Updated:
Still stuck? Write to us · See the frequently asked questions
Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.