Portfolio assist
Leverage Diligent Equity Portfolio assist, the Diligent Equity AI tool, to answer a wide range of queries related to your investment portfolios. Whether you need insights into asset performance, risk assessments, or investment history, Portfolio assist gathers the information from your data, so you can make informed decisions with confidence.
How it works
Portfolio assist generates responses based on the information from your portfolio. However, as our system records your data on the first day of each month, new investments made after the first of the month aren't reflected in the stored data. Any information provided will not account for investments made after the first of the month until the next data-saving cycle. Data from the past five years is stored, allowing for predictions for the upcoming year.
Tip
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Phrase your queries simply and clearly.
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Auto suggestions appear when you start to type your query, offering you a more efficient path to your information.
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You can refine text, or start again if you aren't satisfied with the results.
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Sign in to your Diligent Equity Invest account and go to your Dashboard view.
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Go to the Portfolio assist input field and enter your query.
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Select the Send icon
.Portfolio assist generates your request, and your results appear on the screen.
Note
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AI generated responses may have inaccuracies. It's important to verify details.
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Portfolio assist generates the top ten results. To see further results request the "next ten".
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You can download the Ownership report for detailed analysis or to use for further calculations.
