Portfolio Update Explainer

Live Basic plan or higher · Team member

Industry: Wealth Advisory: this app appears only in company workspaces set up for that vertical.

Explain portfolio updates in client-friendly language.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Portfolio Update source text (required), textarea field in the workspace
• Focus areas (optional), multiselect field in the workspace
• Detail level (optional), radio field in the workspace

Primary action button: Generate summary

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Basic apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Portfolio Update Explainer under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Optional file upload: If your workspace shows Optional file upload, expand it for PDF or DOCX. Otherwise paste directly on the Intake tab.
7. Complete additional inputs: In Workspace, fill Focus areas, Detail level before you run.
8. Enter Portfolio Update source text: On Intake, add content to Portfolio Update source text (paste text or load from optional upload).
9. Run the app: On the Intake tab, click Generate summary. Review output on the Result tab and download if needed.
10. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Portfolio Update source text

[Portfolio Update Explainer · wealth_advisory] Paste a contract, policy, report, or letter excerpt (2–3 paragraphs). The app returns a structured summary with key dates and risks, not legal advice.

Paste policy, contract, or report text: or click Use sample inputs to load a demo, then edit before you run.

Focus areas

coverage limits, exclusions, renewal date, and action items

Tell the AI what sections or risks to emphasize in the summary.

Detail level

Standard

Brief for quick scan; Detailed for file notes.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Summarize for a client email in plain language (no legalese).
• List only deadlines, dollar amounts, and party names found in the text.
• Highlight exclusions and risks an agent should double-check.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (summary)

• Overview: 2–3 sentences on document type and parties
• Key terms: Coverage limits, dates, amounts you provided
• Risks / gaps: Exclusions or missing data called out explicitly
• Next steps: What a human should verify before client use

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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