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AI-assembled morning briefing with overnight market moves, portfolio drift alerts, and today's meeting prep.
advisor-daily-brief| Field | Type | Required |
|---|---|---|
advisor_id | string | |
date | ISO 8601 | |
portfolio_scope | string[] | optional |
| Field | Type | Description |
|---|---|---|
briefing | StructuredReport | Formatted briefing with sections |
alerts | Alert[] | Priority-ranked action items |
calendar_context | MeetingPrep[] | Today's meetings with prep notes |
Run daily brief for my book.
Starting Daily Brief. I'll pull data from your connected systems and have results ready in about 45 seconds.
Daily Brief complete. AI-assembled morning briefing with overnight market moves, portfolio drift alerts, and today's meeting prep. I found 3 items that need your attention. Want me to walk through them?
Yes, start with the highest priority.
The top priority item has been flagged for review. I've prepared a detailed analysis with recommended next steps. Shall I draft a client communication or schedule a follow-up?