Scheduled Digests turn PortfolioIQ into an alerting system that comes to you, so you stay updated, on time without even logging in to the platform.

Describe what you want to watch, and get updates to your inbox on your chosen cadence.

Alerts, not dashboards: The update lands in your inbox, so you only dig in when something actually needs you.

More versatile than programmatic alerts: Skip rigid thresholds, say what matters in plain English, like "flag anything that moved more than 10%," and it catches both metric moves and qualitative changes, and explains them.

On your schedule, to the right people: Run daily, weekly, or monthly at the time and timezone you set, delivered to just you, specific people, or your whole organization.