Free AI Tool

Portfolio Review Letter Writer

Enter your portfolio data and market context — get a polished quarterly review letter with performance summary and outlook, ready to personalize and send.

✓ Performance summary✓ Market commentary✓ Forward-looking outlook

Results in ~10 seconds · Saves ~30 minutes

AI PromptsSave 3-5 hours a week

Save hours every week with the Financial Advisor AI Prompts

30 agentic skills — the compliance, client-communication, and book-growth layer that stacks on top of Anthropic's free Claude for Financial Services plugin. Reg BI rationale memos, Form ADV-consistent disclosures, SEC Marketing Rule reviews, client emails in your voice. Ambient compliance-boundary + client-NPI guards built in.

Get the vault for $19One-time payment · Updates free for life