How it works
A free tool for financial professionals to produce client-facing commentaries — in your voice, tuned to how each client likes to hear things, with charts and your firm's branding.
The four-step flow
The builder walks you through four steps. You can pick a worked example on the home page to pre-fill everything and see the output in seconds, or start from scratch.
- Step 1 — Topic
Tell the AI what to write about
Describe a topic in a sentence, paste a longer research note you want re-framed for clients, or upload a document (PDF/Word/text) to customise. You can also add content rules — things to always include, avoid, or emphasise.
- Step 2 — Audience & voice
Tune it to the client and to you
Pick a client risk profile (Cautious, Balanced, Adventurous, and more) and life stage, set the length (400–1,200 words), and choose the asset classes in scope. Optionally upload a sample of your own past writing — the AI extracts your voice so the output sounds like you, not like generic AI.
- Step 3 — Charts
Add charts from the library or your own
Pick from our curated chart library (refreshed regularly with current market data) or upload your own. The AI places each chart inline next to the paragraph it relates to. The number of charts scales with length: 1 chart up to 600 words, 2 up to 1,000 words, 3 beyond that.
- Step 4 — Export
Brand it and download
Add your firm name and logo. Review the draft, edit anything inline, then export as PDF, Word, or rich text — ready for your compliance review and to send to clients.
What's happening under the hood
For the curious — here is what each generation actually does.
- Your voice. If you upload a writing sample, a fast model extracts a compact description of tone, sentence rhythm, and vocabulary preferences.
- Main write. A long-context model produces the commentary using your topic, the audience settings, your voice, our central knowledge base, current market data, and the chart selection.
- Polish pass. A second pass rewrites any over-long paragraphs and tightens flow before the draft reaches you.
- Multi-LLM routing. We pick the best model for each job rather than locking in to one provider — and we can swap to a stronger model as the landscape evolves, with no change for you.
Security & privacy
The whole point of this tool is to handle sensitive, client-shaped material. We've designed it accordingly.
No data retention
Your topic, uploads, and the generated commentary are processed in memory for a single request. We don't write them to a database or persistent logs.
No model training
Inputs and outputs go through enterprise AI APIs that contractually exclude your data from being used to train or improve any underlying model.
No signup
There's no account and no profile. Your firm name and logo live in your browser session only. The generated content is yours.
Transport is HTTPS end-to-end. Uploaded files are parsed for text content and discarded immediately after the request completes.
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 — and edited where needed — before it goes to clients. You remain responsible for the final content you send.