What this guide covers
This annotated walkthrough highlights how each section of the email works, which signals to watch, and how the AI personalises recommendations for Zimbabwean investors.
Context
This guide repackages the public X thread by @harveylb into a training asset your team can share with demo users
or teammates onboarding to ShareholderView.
1Portfolio Performance Overview
This opening snapshot shows you how the week played out at a glance so you can decide where to dig deeper.
- Start vs current value (ZWL): Compares last week’s closing balance with today’s position.
- Net change (absolute and %): Quantifies how much value you gained or lost over the period.
- Benchmark comparison: Stacks your results against the broader market so you immediately see whether you outperformed or lagged.
Quick read: Think of this as your scoreboard. If you beat the benchmark, scan the holdings to find what worked. If you trailed, jump into the AI tasks for next moves.
2Holdings Breakdown
The holdings card spotlights every company in the portfolio. It calls out:
- Portfolio weight (how much of the total each stock represents)
- Weekly performance percentage
- ZWL value change for the period
- Brief AI-generated commentary tying the move back to fundamentals
“Here you’ll see each company in your portfolio, their portfolio weight %, weekly performance %, ZWL value change, and a brief AI-generated commentary. This makes it easy to spot which stocks drove gains (e.g. TSL +14.1%, Caledonia +9.25%) and which ones dragged.”
Why it matters: Start your review here to identify the #1 contributor (Caledonia in the demo)
and any holdings pulling performance down. Use the commentary line as a conversation starter with clients who
want rationale beyond the numbers.
3Market Trends
This section zooms out to benchmark personal performance against the broader Zimbabwean market.
Top Gainers
Focus on momentum leaders (e.g. Turnall +30%) your portfolio might be underweight.
Focus on momentum leaders (e.g. Turnall +30%) your portfolio might be underweight.
Top Losers
Watch laggards (e.g. Econet -1.97%) for potential rotations or risk signals.
Watch laggards (e.g. Econet -1.97%) for potential rotations or risk signals.
Macro Commentary
Captures currency trends, sector momentum, or policy changes shaping the week.
Captures currency trends, sector momentum, or policy changes shaping the week.
“We zoom out to highlight top gainers, top losers, and macro commentary on market conditions. This section situates your portfolio performance within the broader Zimbabwean market context.”
4AI Recommendations & Action Plan
The strategy layer breaks down into three actionable streams:
- Reallocation suggestions: e.g. reduce Delta exposure to manage risk.
- Opportunities: e.g. look at Caledonia or TSL to capture upside momentum.
- Risks: e.g. monitor OK Zimbabwe and Ariston for potential drawdowns.
Action horizon:
The AI tags tasks by time frame (short / medium / long term) so investors can plan next steps without guesswork.
“This is where strategy comes in. It’s not financial advice — but it’s a smart way to structure your weekly review and next steps.”
5Investor Profile & Stock Actions
The closing section recaps the investor persona and translates signals into concrete moves (Buy / Hold / Monitor) for key tickers.
Remember: The profile keeps the AI grounded in a client’s stated risk tolerance, so every
call-to-action remains aligned with their strategy.
“The final section reminds you of your Investor Type & Strategy, and provides stock-specific actions based on performance and momentum signals. These reviews go out every Friday at 3 p.m. If you’re already on the list…”