About Portfolio Thinking

A free tool for financial advisors to produce client-facing commentaries — tailored to the way each client likes to hear things.

What it does

You describe the topic. The AI writes a commentary in a client personality voice, at the length and reading-level you choose. You can drop in charts from a chartbook, add your firm's logo and name, and export as PDF, Word, or rich-text.

What it isn't

It's a writing assistant. It does not provide investment advice, make predictions, or replace your compliance review. Every commentary should be read carefully before it goes to clients.

Privacy

There is no signup. Your firm name, logo, and the topics you generate live in your browser session only. We don't keep a copy on our servers.