Today’s market, then the advice
How CJT Family Office’s AI assistant turns the day’s price move and headlines into analysis a member can act on.
What the assistant actually does
The Challenge
A family office cannot send a PDF every morning and call it current. Markets move daily; a brochure is already stale.
Headlines without analysis are noise. Members need US and Canada suggestions tied to what just printed.
Advice has to fit the person — risk seeking versus averse — not a generic “buy the market” note.
The assistant we built
Market Pulse 24 timestamps the brief in EST and puts Mega 7 quotes plus the day’s percent change next to it.
News, trending, and editor’s picks feed an overall news AI analysis, with US and Canada suggestion slots.
Generate Report takes a ticker and a risk preference and returns a personalized note. A chatbot stays on the page for follow-up.
Key Features Implemented
The work, on the site
What changed
Members see today’s prices and the day’s brief in one place, not yesterday’s email.
Headlines are analyzed, then turned into suggestions for the US and Canada.
A custom report starts from the ticker they care about and the risk they actually take.
Key Results Achieved
The useful part is not another chart. The pulse is generated for today, the news is analyzed, and the report matches the ticker and the risk we actually take.
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