Assistant

Documentation Index

Fetch the complete documentation index at: https://docs.investsync.co.nz/llms.txt

Use this file to discover all available pages before exploring further.

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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.”
• “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. 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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Good practice