Commentary Generator

Instructions

Use generative AI to automatically create monthly reports for clients that summarize their latest portfolio performance and ticker-specific news from Benzinga, Traders' Insight, the Fed's Beige Book, and more.

The AI combs through dozens of sources and cites them for your convenience, saving you time and allowing you to complete research in seconds that would otherwise take hours. Edit the text as needed, then download a PDF for easy distribution.

To use this tool, follow the steps below.

  1. Click Menu in the top left corner > Administration & Tools > Commentary Generator.

    Image of the commentary generator option in advisor portal.

  2. The FA Commentary Generator Agreement will populate on your screen. After reading the agreement, select Agree.

    Image of the FA commentary generator agreement popup in advisor portal.

  3. Select an Account from the drop-down menu on the left side and select Generate.

    Image of the commentary generator select account dropdown in advisor portal.

  4. The Commentary Generator is comprised of 4 sections.

    Portfolio Summary analyzes the performance of the 5 best, 5 worst, and 5 most concentrated holdings in the selected account.

    Image of the commentary generator sample portfolio summary in advisor portal.

    Portfolio News and Trends summarizes publicly available information related to the holdings identified in Portfolio Summary, including content produced by IBKR employees for Traders' Insight, and third-party content.

    Image of the commentary generator sample portfolio news and trends in advisor portal.

    Macro Update summarizes content from the Federal Reserve's Beige Book and FOMC Meeting notes.

    Image of the commentary generator sample macro update in advisor portal.

    Economic and Market Outlook summarizes publicly available market news (not limited to account holdings), including Traders' Insight content produced by IBKR employees, and content from third-party sources.

    Image of the commentary generator sample economic and market outlook in advisor portal.

  5. Select the Confirm and adopt the content of this section toggle button to save this information to the report. Note that you must confirm and adopt the content of each section before you can download the FA Commentary Report.

  6. Select the Preview button for a preview of the PDF report.

    Image of the commentary generator preview in advisor portal.

  7. Select Download Your FA Commentary Report button to save as a PDF and print / distribute.

    Image of the download your FA commentary report button in advisor portal.

  8. This report will automatically populate in the downloads section of your web browser.

 

Additional Resources

Learn About Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website