Feature · AI insights

Plain-English insights. From your real portfolio. Daily.

Not a chatbot. Not a generic newsletter. Real, opinionated takes on your concentration, income, dividend safety, and strategy fit — generated daily from your live holdings.

AI insights showing concentration and income recommendations

What gets generated

Each day Infnits looks at your real portfolio and generates 4-6 insights: a concentration call ("Your top 3 are 67% of your portfolio"), an income call ("60% of your dividends come from REITs"), a strategy fit ("Your portfolio fits the Conviction Collector archetype"), and 1-2 specific watchouts based on what you actually own.

Why this is different from a chatbot

Chatbots wait for you to ask. Infnits surfaces what you should know without being asked. The model has access to your real positions, sector mix, dividend history, and the company-by-company safety data — so insights are grounded, specific, and actionable.

Updated daily, not on demand

Your portfolio shifts. Yields move. Companies cut or raise dividends. Insights regenerate every night so what you see in the morning reflects what your portfolio actually looked like the night before — not what you set up six months ago.

In practice

A real AI insight, edited for length

For a Conviction Collector portfolio with 22 holdings but 68% in the top 5:

TitleEffective concentration above your archetype norm
FindingTop 3 = 47% of effective HHI
ComparisonConviction Collectors typically run 30-40%
WatchoutSingle dividend cut on top holding = ~14% portfolio income hit
Suggested actionTrim top position by 25-30% over 4 quarters; redirect to existing 4-7% positions

Daily generation

Insights regenerate every night. What you see in the morning reflects last night's portfolio state, not last quarter's.

Grounded in your data

No hallucinations. Every number references a holding, a date, or a benchmark we can show you the source for.

Opinionated

We tell you what to do, not just what we see. Watchouts come with suggested actions where the data supports one.

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