Daizy, the investment insight app for informed investors has been updated with several key enhancements for users. Let’s explore a few here and show you how to get the most from Daizy.
The main enhancement introduced in Daizy 2.6 is the introduction of new Asset Dashboards. These are shown any time you tap on an asset within the app, such as Apple, Tesla, or Bitcoin. The Asset Dashboard shows you key information about the asset as well as being a launch pad for our insight playlists that go into detail about a specific types of analysis.
The first screen you will see when opening an Asset Dashboard will look something like this…
Daizy Asset Dashboard – Playlist buttons.
You can see each of the insight playlists that are available to launch. The Key Analysis playlist is a collection of insight content from each of the others. It shows a mix of performance, risk, ESG and impact, and social sentiment. Tapping the individual playlists for performance, risk, etc. will open the full content for each.
Another completely new feature for v2.6 is “Take The Red Pill”. We’ll go into this in more detail later in the article.
As you scroll down the new asset dashboard you will see the Summary Stats section. This shows different metrics and stats based on what type of asset you’re looking at. For stocks, we show the the following:
Daizy Asset Dashboard – Summary Stats
For crypto assets we show:
For ETFs we show:
The lower part of the Asset Dashboard screen allows you to setup alerts for that particular asset.
Daizy Asset Dashboard – Notifications
From Daizy v2.6 you can set individual asset alerts such as daily price movements. You can also receive an alert if the asset is trending on social media, or if the asset is set to report earnings tomorrow (social media and earnings alerts are only available for stocks). To enable the price notifications, simply tap on one of the available percentage movements (-5%, -10%, +5% or +10%). Daizy will then send you a push notification if that asset hits those percentage price movements during any given trading day. To enable the other notification subscriptions, use the slider to switch them on or off. To ensure you receive your notifications, make sure they are enabled for the Daizy app on your phone.
Updated Portfolio Dashboard
Daizy v2.6 also sees some great enhancements to the Portfolio Dashboard. We’ve added portfolio level spark charts so you can see your performance trend over various time periods. We have also added the portfolio $ value into an improved portfolio donut chart.
Daizy Portfolio Dashboard
You will see the same buttons to launch our insight playlists as we have on the new Asset Dashboard. These playlists will show portfolio level analysis to help you understand your performance, risk, impact and ESG, and social sentiment.
If you scroll down in the Portfolio Dashboard you will see the individual assets that make up the portfolio. You can see the allocation of each asset in the donut chart and the value of that holding. Tapping anywhere on the asset will launch the Asset Dashboard.
Daizy – Portfolio Assets
To edit your portfolio and to add or update holdings. Tap on the Settings cog next to the portfolio name drop down menu. From here you can edit, add, or remove holdings (not applicable for live broker connected portfolios).
Daizy – Edit Portfolio
Take The Red Pill
One of the most exciting new features in this release of Daizy is ‘Take The Red Pill’ (TTRP). This new capability is an extension of our existing AI powered chatbot feature. TTRP is supported for both assets and portfolios. You can launch it from the new Asset Dashboard or the Portfolio Dashboard. TTRP shows you a list of selected questions you can ask about the asset or portfolio in question. Tap on the buttons to submit the question to our AI and it will give you a response. A new set of questions will then be shown for you to continue the journey down the rabbit hole!
Daizy – Take The Red Pill
Take The Red Pill is a great way to learn more about a particular asset or your portfolio. We are adding more questions to the feature each month to expand its abilities. It’s also a good way to learn about some of the questions you can ask our full chatbot feature within the App (AI (beta) in the main menu).
To help you manage the new asset level notifications we have created a new Notifications Management screen under the Profile menu. Access this by tapping on the Profile button in the top left hand corner of the screen. From the menu select “My Notifications”.
Daizy – Notifications Management
Your notifications are shown alphabetically and you can see which alerts are configured for each asset. To edit, simply tap on the asset name and switch the notifications on or off. To update your notification settings for all your assets, tap the “All assets” button at the top of the screen. Any changes you make here are applied to all your assets.
Enjoy this release of Daizy!
We hope you enjoy this release of Daizy and it gives you some real insight into your investments. We’re constantly looking to improve the platform and we’d love to hear your feedback. You can do this directly in the App by tapping on the Profile button and selecting “Give us feedback” from the menu. You can also report bugs to us from here too.
Thanks for being part of the Daizy universe and happy investing!