AI Insights turns your numbers into a short written summary — a few sections highlighting the shape of your growth, your debt and concentration, and more — with an overall sentiment of positive, neutral or cautionary. It appears on your dashboard.

Turn it on

AI Insights is off until you opt in. Open Settings → AI Insights and switch on Enable AI Insights. The setting explains that insights are powered by Amazon Bedrock, and that enabling them shares your portfolio data with Amazon — with no personally identifying information included. You can switch the feature off again from the same screen at any time, which stops new summaries being generated.

Generate and refresh

On your dashboard, the AI Insights card has a Generate Insights button. Your summary is kept until your data changes; after you record new snapshots the button becomes Regenerate Insights so you can refresh it. You can generate up to ten times a day.

Reading your insights

Each summary shows when it was generated, an overall sentiment badge, and a handful of short sections covering things like your growth, your debt and how concentrated your holdings are. The sentiment is a quick read on how things are trending overall, while the sections give you the detail behind it. Every summary is generated fresh from your latest figures, so it reflects your data exactly as it stands when you generate it.

Next steps

Ask follow-up questions with Ask Verdly.
See the figures behind the summary on your dashboard.