Portfolio Reports
Your automated daily look into your portfolio — personalised and with real context. Not just numbers, but meaning: what moved, why it moved, and what it means for you.
What You See at a Glance
- Top performers and underperformers of the period
- Their concrete impact on your overall portfolio value
- Sector performance and key portfolio movements
- Positions that deserve a closer look
More Than Numbers — Real Context
The report places your portfolio performance in the context of the broader market. Concrete examples:
- If the tech sector comes under pressure and you're heavily invested in tech, the report calls that out explicitly
- Changes in your sector weighting are recognised and commented on
- Correlation shifts between positions are made visible
- Relevant company earnings are highlighted
The report doesn't analyse the market in general — it analyses your market: exactly the securities and sectors you're invested in.
Your Frequency, Your Channel
Tailor the report to your lifestyle:
Frequency
- Daily — for active market watchers
- Weekly — a comprehensive weekly review
- Monthly — for long-term investors
Delivery Channel
- Email — delivered straight to your inbox
- WhatsApp — a brief summary on your phone
- App notification — directly in the MoneyPeak app
- Podcast — listen while exercising, commuting, or driving
Go Deeper with finAgent
Every report can be explored further with finAgent. Ask about specific positions, request an assessment of a particular movement, or get an explanation of what the market implications mean for your portfolio.
Activate your Portfolio Report under Settings → Report Subscriptions.