When it comes to trading, knowledge is power. But in today’s fast-moving market, manually tracking every trade, portfolio shift, and performance benchmark can be overwhelming. That’s where Seero’s Daily Performance Insights come in.
Every trading day, Seero delivers a comprehensive Portfolio Update Email, ensuring you have complete visibility into your portfolio’s performance, trading activity, and market standing—all in an easy-to-read format.
With this daily snapshot of your portfolio, you’ll know exactly what’s happening with your investments, how they compare to key market benchmarks, and what strategic moves are being made on your behalf. Let’s dive into what’s inside.
What’s Inside Your Daily Portfolio Update Email?
Each day, your update includes four key sections, giving you full transparency into your portfolio’s activity:
What’s Inside Your Daily Portfolio Update Email?
Each day, your update includes four key sections, giving you full transparency into your portfolio’s activity:
- Hold Updates: What’s Under Review?
Seero continuously evaluates every position in your portfolio. The Hold Updates section highlights stocks that are currently being reviewed for possible replacement. This means you get insight into which stocks are still being actively held but could soon be cycled out based on AI-driven analysis.
Think of it as a watchlist for your own portfolio—keeping you informed about positions that might be nearing a decision point.
- Trade Status: See Every Buy & Sell Action
When the system executes a trade, you’ll know exactly what happened and why. The Trade Status section outlines all trading activity for the day, listing any stocks that were sold, the number of shares, and the price at which they were liquidated. It also details which stocks replaced them and the new allocation decisions made.
No guesswork. No surprises. Every trade is logged, so you remain fully in the loop.
- Portfolio Update: Your Portfolio at a Glance
Keeping track of individual holdings can be complex, but Seero’s Portfolio Update simplifies it. Each daily email includes a snapshot of your entire portfolio, including:
- All currently held stocks
- Number of shares owned
- Current stock price
- Total market value of each position
- AI-generated classification (Buy or Hold)
This ensures you always know what’s in your portfolio and where your capital is allocated.
- Performance Section: Tracking Results Over Time
Are you outperforming the market? How does your portfolio compare to major benchmarks? Seero provides clear answers with a detailed Performance Section, giving you insight into:
- Your total portfolio return
- How your returns compare to an equal-weighted index of all stocks Seero considers
- Your performance against the S&P 500 over the same period
- Your account’s starting balance vs. current balance
Visualizing Performance with Clear, Data-Driven Graphs
Numbers alone don’t always tell the full story. That’s why Seero includes two intuitive line graphs that illustrate your portfolio’s journey:
- Recent Investment Performance: Tracks performance from your most recent capital transfer into your account.
- All-Time Performance: Shows your account’s full history since you started using Seero.
These graphs include:
Your portfolio’s balance over time- The Stock Performance Index (all stocks Seero considers, assuming equal investment)
- The S&P 500 as a baseline comparison
Why Daily Performance Insights Matter
Most trading tools leave you guessing about what’s happening with your money. With Seero’s Daily Portfolio Update, you never have to wonder. You’ll know:
- What trades were made and why
- Which stocks are being held and reviewed
- How your portfolio is performing over time
- How your results compare to key market benchmarks
No more sifting through endless spreadsheets or relying on gut feelings. Seero delivers full transparency, clarity, and control—all without requiring manual effort
Ready to Experience It for Yourself?
With Seero’s Daily Performance Insights, you get the best of both worlds: AI-powered trading automation with human-level visibility into every action taken.
If you’re ready to take control of your investments—without the stress of daily decision-making—apply for early access today and experience the future of AI-driven trading firsthand.