Works with: the sample · your own assets
Briefing (3.0)
Briefing, first in the News tab, boils the latest on each of your holdings down to three lines.
- For each holding it gathers up to 3 news articles since yesterday morning, plus 3 filings and 2 reports from the last three days. Holdings with the largest value come first.
- Today's summary at the top groups the news on your top holdings by theme, at a glance.
- Tap a card to open the original article, filing or report.
- Free use gives you today's summary once a day, covering your top 5 holdings. Once you have it, it stays for the rest of the day. The three-line summary for each article keeps coming without a limit to worry about.
- Summaries are written by AI. They can be wrong or leave things out, so check the original before an important decision.
- In the sample there are no holdings of your own, so it stays empty.
News
- Shows macro news and news about your holdings, tagged with the holdings they touch.
- When one article touches several holdings, the tags are merged and it appears once.
- The public app fetches news straight from Google News. That means no translation of English articles — translation was something our server did, and it went away when that channel closed.
- The my holdings dropdown at the top picks whose articles you see. It already defaults to your holdings, so most of the time there is nothing to change.
Reading an article
- Tap an article and the text is extracted and laid out to read. You can grow and shrink the type right there, and Open the original site at the bottom takes you to the page it came from.
- Articles you read do not disappear — they fade. You can see how far you got and still find them again. Pull down for new ones.
- If the text cannot be fetched, the app says so and offers Try again and Open in a browser.
Broker reports
- Collects company reports and industry reports for what you hold.
- ETFs are matched to industry reports; ETFs and funds are left out of company reports.
- They open in the in-app PDF viewer. On Mac and iPad the document sits beside the list.
Filings (3.0)
- The Reports/Filings tab mixes the last two weeks of filings for your Korean holdings in with the reports, newest first. Filings carry a "Filing" label, and the dropdown at the top narrows them to one holding.
- Filings come from the Financial Supervisory Service's DART Open API. The insider and major-shareholder ownership reports that arrive by the dozen each day are left out.
- Tap one to open the original on DART.
Privacy
- Only holding keywords go out with a news request, and only stock codes with a report or filing request — amounts and account details are never sent.
- The briefing sends the title, address and a short excerpt of each article or filing to summarize, plus the names of your top holdings, to the summary server. Quantities and amounts never go, and the holding names and article addresses are not kept once the summary is made. The privacy policy has the details.
