Assistant

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Overview

The Assistant helps you ask questions about an organisation’s portfolio in plain English. It is useful for quick checks, meeting preparation, and turning portfolio information into a short summary. Use it to ask about performance, exposures, investment activity, allocation, and recent movements.

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Before you start

Check that you are in the right organisation. Include the period or topic in your question when timing matters.

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Basic and advanced use

• Basic use: ask for a short summary of performance, allocation, or recent movements.
• Advanced use: ask focused questions before a meeting, then check the figures in dashboards, reports, documents, or transactions.

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What to ask

Useful prompts include:

• “Summarise portfolio performance for the current quarter.”
• “How did we go this week?”
• “What are the largest holdings?”
• “Which currencies is the portfolio exposed to?”
• “What changed recently?”
• “Show me the main contributors to movement.”
• “What should I review before the investment meeting?”

Keep questions specific when you need a focused answer. Include the period, entity, category, or topic where relevant.

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Review the answer

Assistant answers should be treated as a working summary. Before sending information to clients, trustees, committees, or external advisers, check the underlying dashboard, reports, documents, or transactions. In the iOS app, longer Assistant answers may be shown with headings, bullet points, numbered steps, links, and highlighted snippets. Use these sections to scan the answer quickly, then open the relevant InvestSync screen to confirm the figures before sharing. On mobile, the first Assistant question shows a disclosure explaining that your question, recent conversation, and relevant portfolio context are sent to an AI provider so the answer can be prepared. Continue only if you are comfortable with that use. Pay particular attention to:

• Date range.
• Reporting currency.
• Filters or entity scope.
• Recently uploaded documents.
• Transactions entered after the period being discussed.

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Clear a conversation

Use Clear chat when you want to start again for the same organisation. This is useful before switching from one task to another, such as moving from a performance question to a reporting-pack question.

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Assistant v3

Assistant v3 adds saved chat history, web search, attachments, stock research, and document drafts. The Assistant screen shows the organisation in the app header, along with whether web search is on. The history panel lists recent chats so you can return to earlier work without starting again. Use Stock research to look up listed companies, add stock cards, change the review period, and compare selected tickers side by side. This is useful when you want market context before asking the Assistant to explain performance, prepare commentary, or compare investment options. Use New chat when you want a fresh thread. Previous v3 chats stay in the history panel so you can return to earlier work, meeting preparation, or report drafting. Assistant v3 uses GPT-5.5 by default for complex review, portfolio reasoning, and client-ready commentary. Switch Web on when you want current market, company, economic, or regulatory context. Switch it off when you only want the Assistant to use organisation information and the current conversation. You can attach documents when they are useful for the question. The Assistant will use readable content from the attachment where possible and will tell you when something needs to be checked manually. Ask for a draft when you want a reusable note, such as a trustee update, client summary, board paper, or investment meeting memo. Download the draft, then check the figures, dates, and source records before sharing it.

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Good practice

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Portfolio performance questions

When you ask a broad question such as “How did we go this week?”, the Assistant treats it as the current week to date unless you name another period. It will show the dates it used so you can check the answer matches the review period you had in mind. The Assistant may describe three different measures:

• This period: the return for the dates being discussed, including realised results, unrealised movement, and income.
• Value movement: the change in displayed market value between the start and end of the period.
• Since purchase / unrealised: the current value compared with the cost basis.

These can point in different directions. For example, an investment may rise during the week but still be down compared with its cost basis. Check the label beside the figure before sharing the summary. Sales, capital repayments, and loan repayments can reduce the displayed value of an investment. The Assistant treats those as activity or capital adjustments first, rather than automatically calling them losses. Where this matters, it will separate the value movement from the period gain or loss. For broader weekly, monthly, quarterly, board, trustee, or client summaries, the Assistant may offer to help turn the answer into a purpose-built report.