DAIZY UPDATE JULY 2022

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.

Asset Dashboards

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:

• Market cap – The sum of all the outstanding shares in the market added together. Shows the overall market value of the business.
• Latest earnings – This shows the result of the last quarterly earnings announced by the company. We show if their earnings beat the market expectation, hit expectations, or missed expectations.
• P/E ratio (TTM) – The P/E Ratio (Price/Earnings) of the stock based on the last trailing twelve months. It’s the ratio between the stocks annual earnings per share and its share price. The higher the number, the more ‘expensive’ the stock is considered to be. A P/E ratio is only shown for stocks that actually generate earnings. We don’t show a ratio for loss making stocks.
• Payout (dividend) – This shows the dividend yield (the percentage of the dividend payout versus the current share price).
• Sensitivity (beta) – Beta shows how much the stock moves in relation to the rest of the market. The higher the figure is above 1 shows the stock is more sensitive to movements both up and down. A beta of 1.2 for example shows the stock is 20% more sensitive in price movements.
• Daizy popularity rank – We keep a list of all the assets currently held within portfolios within Daizy. We show the percentage of portfolios this asset appears in and its Daizy rank. For example, 10.5% (#3) shows the asset is held in 10.5% of all Daizy portfolios and is number 3 in our overall popularity ranking.

Daizy Asset Dashboard – Summary Stats

For crypto assets we show:

• CMC rank – The CoinMarketCap.com ranking for the coin/token.
• Market cap – The current value of all the coins/tokens in circulation.
• 24hr volume – The value of all the coins/tokens traded in the last 24 hours. We also show if this figure is up or down based on the previous 24 hours.
• Market dominance – Shows how much the market cap of this coin dominates the entire crypto market according to CoinMarketCap.com
• Daizy popularity rank – We keep a list of all the assets currently held within portfolios within Daizy. We show the percentage of portfolios this asset appears in and its Daizy rank. For example, 10.5% (#3) shows the asset is held in 10.5% of all Daizy portfolios and is number 3 in our overall popularity ranking.

For ETFs we show:

• AUM (Assets Under Management) – This shows the value of all the shares outstanding in the ETF by the current market price. It shows the size of the ETF in dollar terms.
• Expense ratio – This shows the annual percentage charged by the management company of this ETF.
• Payout (dividend) – This shows the dividend yield (the percentage of the dividend payout versus the current share price).
• Sensitivity (beta) – Beta shows how much the stock moves in relation to the rest of the market. The higher the figure is above 1 shows the stock is more sensitive to movements both up and down. A beta of 1.2 for example shows the stock is 20% more sensitive in price movements.
• Number of holdings – This shows the total number of individual holdings within the ETF itself. ETFs are made up of other assets, some hold stocks, some hold bonds, some hold physical assets such as commodities.
• Top holding – The name of the largest holding in the ETF and the percentage this makes up of the ETF value.

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).

Notifications Management

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!

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