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 that would otherwise take hours in seconds. Edit the text as needed, then download a PDF for easy distribution.

To navigate to this tool, please take the steps outlined 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 this 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-hand side and select Generate.

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

  4. The Commentary Generator is comprised of 4 sections.

    The Portfolio Summary section identifies and explains the performance of the 5 best performing holdings, 5 worst performing holdings, and 5 highest concentrated holdings (holdings that have the highest proportion) in the selected account.

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

    The Portfolio News and Trends section searches publicly available information, including content produced by Interactive Brokers employees available on Traders' Insight and content from third-party sources, for news relating to the holdings identified in Portfolio Summary and provides a summary of the information. Third party sources may include: Benzinga.

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

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

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

    The Economic and Market Outlook section searches publicly available information, including content produced by Interactive Brokers employees available on Traders' Insight and content from third-party sources, for all market news (not limited to account holdings) and provides a summary of the information. Third-party sources may include: Benzinga.

    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. Please note, you must confirm and adopt the content of each section before you can download the FA Commentary Report.

  6. Select the Preview button to view 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