Commentary Generator for Reports - Advisors & Brokers
Instructions
We offer the ability to use the Commentary Generator when running PortfolioAnalyst reports for Advisors.
The Commentary Generator uses 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.
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Select the Reports tab in the top right corner of the PortfolioAnalyst page.
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Select a client account or multiple accounts from the pop-up menu.
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Select to run a Default Report or Custom Report with the below criteria.
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Previous Month Snapshot PDF or Previous Quarter Snapshot PDF
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Previous Month Detailed PDF or Previous Quarter Detailed PDF
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A pop-up will appear on your screen. Select Add Commentary.
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The Commentary Generator will populate on your screen.
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The Commentary Generator is comprised of 4 sections.
Portfolio Summary
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.
Portfolio News and Trends
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.
Macro Update
The Macro Update section summarizes content from the Federal Reserve's Beige Book and FOMC Meeting notes.
Economic and Market Outlook
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.
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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.
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Select the Add Report button to add the commentary into the PortfolioAnalyst Report.
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Once Commentaries have been generated and reviewed, you may select the Back to PortfolioAnalyst button to download the PortfolioAnalyst & Commentary combined Report.
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You will be prompted with the original pop-up. Select Run to view this report.
If needed, select Edit Commentary to edit any parts of the Commentary Generator.
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The Portfolio Analyst Report will populate.
Additional Resources
Learn About PortfolioAnalyst for Advisors at IBKR Campus