For CFA, CFP® and financial services professionals
Built from your holdings and the situations you follow. A ten-minute read and a companion podcast, in your inbox at the times you choose.
Your problem
Market news is written for everybody. There is too much of it, most of it is noise, and none of it is about your book.
Our solution
We personalize your news feed so you only receive the info & data that matters most to you, your portfolios, and your clients. Comes in a 10-minute brief and a 5-minute podcast, at custom times.
A real brief · Sample
MARKET PULSE
Friday, August 30, 2026
Today's brief is
ready for you.
Prepared exclusively for John Doe
◆◆◆
THE WRITTEN BRIEF
VIEW THE FULL BRIEF →THE AUDIO EDITION
LISTEN TO THE PODCAST →Market Pulse
XYZ Advisors · Prepared for one reader
Eight sections · open any one to see what it does for your desk
The three market moves that directly hit your holdings, ranked by relevance to you. Each includes why it matters to your positions and language you can use on a client call before 9:30.
How you're tracking against benchmarks. Which positions are overbought or oversold. What's driving today's performance. The view that takes 30 minutes to assemble by hand.
Macro risks, geopolitical events, earnings announcements, but only the ones that hit your book. We flag the Iran crisis because oil matters to your energy exposure. We flag CoreWeave earnings because it's 3% of your Roth IRA. Not because it's a headline.
Three to five lines you can use on the call, including why a holding is down even though the thesis is intact. Specific to the positions your clients own and the questions they'll ask you today. You decide what to say and what to send.
What the big houses are saying, what they're doing with their own capital, and the disagreement between strategists. We show you when consensus is cracking and when the smart money is rotating. Insider trades and 13F moves for your holdings.
CEO buys, CFO sells, board appointments, leadership changes at companies you own. Each move decoded. A founder buying their own stock means something different than a CFO selling.
If rates rise 1%, which positions get hurt most? If growth slows, what's your real exposure? Each scenario, priced against your book, before it arrives.
Economic data, Fed announcements, earnings reports, and geopolitical events, ranked by relevance to your holdings, not by newsworthiness. Know what's live before your clients bring it up on Thursday's call.
Companion podcast · same brief, read aloud
Book a callRead the brief
Each part lights up as we explain what it does for your desk.
Masthead
Dated, named, and built from one book. Nothing in it was written for a mailing list.
Market tiles
The levels that moved since your last brief. No terminal required.
Your book · rates
Book performance, RSI, what is stretched and what is washed out, with the rate backdrop underneath it.
Section 01
The three moves that hit your holdings, ranked by relevance to you, with language you can use on a call before 9:30.
Section 02
Tracking against benchmarks, which positions are stretched, what is driving today. Thirty manual minutes, delivered in seconds.
Section 03
Macro, geopolitics and earnings, but only where they touch your book. Every situation maps to a position you hold.
Section 04
Three to five lines for the call, written against the positions your clients actually own. Context to work from, not a script to read.
Section 05
Where the big houses disagree, where consensus is cracking, and what the 13Fs did with your names.
Section 06
Insider buys and sells at companies you own, each one decoded: a founder buying is not a CFO selling.
Section 07
Rates up a point, growth slowing: which positions carry the damage. Where the real risk lives, before it arrives.
Section 08
Data, Fed and earnings ranked by relevance to your holdings, so nothing reaches you first from a client.
Book a callThe audio edition
Same brief, read aloud. Press play for a real one.
“WAM Agentics saves me 30 minutes every morning and delivers personalized information that digs into the topics I care about. The briefings and podcasts prepare me for any client conversation.”
01
Generated from your holdings, your sectors, your situations, and the questions your clients actually ask. One portfolio, one reader.
02
Prices, returns, RSI, factor exposures, and weighted portfolio moves are all calculated deterministically from institutional market data. The language model never performs arithmetic. It reads numbers it cannot invent, and explains what they show.
03
A general AI chatbot makes you do the work: ask the right question, check the answer, reformat it, decide what mattered. Market Pulse is already done when it reaches you, at the times you set. No prompt, no verification pass.
04
Client holdings never touch a consumer chatbot or an offshore model. Disclosures are embedded in every brief. The agent informs, it does not advise, and you remain the fiduciary of record.
Who it is for
Name-by-name reads, earnings coverage, insider flow.
Rotation and sensitivity tuned to sleeves, not tickers.
Talking points and meeting prep, markets translated for clients.
The tape, the story, and the week ahead in a ten-minute read.
Onboarding, three steps
You do nothing. Tell us your holdings once.
Step 1 · 30 minutes
Step 2 · The template
Holdings, sectors, situations, people to watch.
Step 3 · Under three days
Briefings start arriving before the open.
Market Pulse
$175/month
Market Pulse: Your daily brief, built from your holdings. Eight sections covering the moves that hit your book, your situations, the analyst and insider flow on your names, and what's coming this week. Ten-minute read plus the audio edition.
Full Desk · Pulse + Earnings Intelligence
$250/month
Market Pulse, plus earnings coverage. During earnings season, you get a preview the day before a company you hold reports, covering what to expect and what to watch for. The day after, you get a summary built from the complete earnings transcript, not a press release recap: what was said, what changed, and what it means for your position.
Monthly billing, cancel anytime. Setup takes one 30-minute call and your first brief arrives within three days.
We'll look at how you run your mornings and what your book actually needs. Bring your top holdings and we'll build you a real brief from them.
No slides · No pitch deck