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Set up the portfolio daily digest
Updated 31 October 2026 · 3 min read · 14 Contents
Plain-language meaning
The portfolio daily digest is a per-portfolio 'What changed' message listing up to 25 changes since the previous run, with a dividend income forecast, crypto exposure, coverage warnings and a method note. It contains no AI text and is separate from the market newsletter.
Why it is useful #
It tells you what changed in a portfolio without opening it every day, through the channels you choose.
Where it appears and the workflow #
On Web open Portfolio Calendar (/Portfolio/Calendar) or the delivery panel on Daily Briefing (/Portfolio/DailyBriefing); in the app open the portfolio daily briefing screen. For each portfolio choose Enabled, the channels (Email, SMS at one credit per message, In-app) and the delivery time, shown in your local time. Save. The email has a Manage digest settings link and an unsubscribe link.
Calculation or source #
The job runs hourly and sends at your chosen hour. The first scheduled run only records a baseline and sends nothing; later runs compare against it and send even when nothing changed, saying so.
Prerequisites, inputs, period and unit #
Turning the digest on needs Pro. SMS also needs Max and a phone number verified in Profile. At least one channel must be enabled.
Worked example #
Illustrative only: after a dividend is declared on one holding and another holding's results are filed, the next digest reads 'What changed in Long-term: 2 update(s)' with both items and the updated dividend income forecast.
What high and low mean #
Not a score: the digest lists changes. A larger count means more recorded changes, not more risk.
Positive, negative and zero #
A digest with zero changes is still sent and says nothing changed.
Limitations and common mistakes #
The email unsubscribe link turns off only that portfolio's email channel; SMS and In-app continue. The app's separate daily portfolio digest push notification is set under Alerts, Delivery.
Market-specific differences #
Each portfolio keeps its own exchanges and currencies; changes are reported in each holding's native currency.
Suggested next steps #
Enable the digest for one portfolio by email, note that the first run only sets the baseline, and read the following day's message.
Educational use only #
This guide explains descriptive research evidence. It is not investment advice, a price prediction, a recommendation, a claim of predictive accuracy, or an instruction to buy, sell, rebalance or place an order.