Customisable briefings
Your money deserves a better morning read.
Your holdings. Your questions. A morning read that makes your financial picture easier to understand.
Demo preview · Customisation in development
Less noise.
More perspective.
See what deserves a closer look.
A demo briefing opens with the portfolio it is written for.
Portfolio value and invested contributions sit together in the same chart.
Move from the overview to your holdings and the next question worth exploring.
App preview
Customisable briefings in Copio
Copio’s demo briefing combines portfolio value, invested contributions, holdings and written financial context. Planned customisation will let your questions shape its focus. Final controls, frequency and delivery channels are still to be confirmed.
Your holdings come first
Read an update anchored in the portfolio you follow. A market move means more when you can relate it to your own position.
Keep progress in perspective
See contributions alongside portfolio value. Separate what you have put in from the market’s effect on the result.
Shape the focus
The planned customisation gives your questions and areas of interest a place in the briefing, rather than making every reader follow the same agenda.
A briefing with a point of view
Start with what matters to you.
The demo puts portfolio value next to invested contributions and individual holdings, before moving into a written interpretation. The customisable briefing direction lets you frame the questions and topics you want to follow. Final controls and delivery options will be confirmed at launch.
Our approach
Planned experience
From your portfolio to your briefing.
- 01
Start with your portfolio
The briefing uses holdings and the account context available to Copio.
- 02
Define what matters
The intended customisation lets you set a direction around your questions and interests.
- 03
Read, then dig deeper
Use the summary to understand the picture and decide which questions need a closer look.
Your questions,
answered.
What is a Copio briefing?
A Copio briefing combines portfolio information and written financial context in a readable update. The demo shows portfolio value, invested contributions, individual holdings and a narrative section.
What can I customise?
The product direction includes shaping the briefing through your questions and topics of interest. Exact controls, frequency and delivery channels will be confirmed at launch; this page does not promise a particular schedule or channel.
Is the briefing a trading signal?
No. It is a way to understand information and raise better questions. The demo is illustrative and does not promise returns or provide a signal to buy or sell.
How do I get access?
Join the Copio waiting list. The app is in pre-launch and the page shows a demo of the intended experience.
Go a little deeper
The thinking behind the feature.
A clearer relationship with your money
Make your next decision
an informed one.
Copio is coming. Join the waiting list for access.
Join the waiting list