Portfolio Update Explainer

Step-by-step guide for Wealth Advisory users using Portfolio Update Explainer.

Live Requires Basic plan or higher · Agent role

Industry: Wealth Advisory — this app appears only on tenants provisioned for that vertical.

Explain portfolio updates in client-friendly language.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

Text to summarize (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

Example workspace for Portfolio Update Explainer with labeled fields — Mock workspace for **Portfolio Update Explainer** — rich controls (dates, selects, sliders), guided steps, and field labels match the live app UI (May 2026).

Before you start

Log in as a user on your company tenant (admins set up BYOK separately).
Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
Verify your plan includes Basic apps — disabled apps show the plan required to unlock them.

Step-by-step

Open the app — In the workspace sidebar, select Portfolio Update Explainer under Industry apps.
Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
Optional file upload — Expand Optional file upload if you have a PDF or DOCX. Otherwise paste directly in Workspace.
Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
Complete additional inputs — In Workspace, fill Focus areas, Detail level before you run.
Enter Text to summarize — In Workspace, add content to Text to summarize (paste text or load from upload).
Run the app — Click Generate summary. Review the Result section and download if needed.
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.

Text to summarize

[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 use Upload document / Load file to fill this field.

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 you 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 prompts 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 the tenant plan or confirm BYOK setup.

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