At a glance: what moved your money today

What does At a glance show you?

The daily chart shows how your portfolio moved over the day, and the Astor Take explains that move in two lines of plain English.

Two lines is a deliberate limit. On most days the honest answer is short, like one holding that reported earnings or one sector that sold off on a headline. When it isn’t short, you can ask Astor for the longer version.

Here’s a hypothetical. Say you own a few chip companies, a bank and an index fund, and your portfolio is down 2% on a day the broader market barely moved (illustrative numbers). The Astor Take might say that most of the drop came from your chip holdings after a large chipmaker gave a weak outlook, and that the rest of your portfolio was close to flat. That tells you where to look, which a percentage on its own can’t.

Why is my portfolio down when the market is up?

Because your portfolio isn’t the market. A market index is an average across many companies, and the headline you read about “the market” describes that average. If you hold a handful of stocks, or lean toward one sector, a single piece of news about one of your companies can move you much more than the index.

That gap between your number and the market headline is what At a glance is built for, because it starts from what you own. If you notice the same few names driving the Take day after day, that’s worth knowing too, because it tells you how concentrated your money is.

When do the daily brief and the recap arrive?

The brief comes before the open and the recap after the close. For reference, the regular trading session on the New York Stock Exchange runs from 9:30 a.m. to 4:00 p.m. Eastern time. That gives you two moments to check in without watching the market in between.

You don’t have to wait for them when something big happens. Astor follows every position you own and the earnings dates, filings and headlines that touch them, and when something crosses a line you care about, it texts you right away. It stays quiet when nothing matters. You can read more about that in stock alerts for news on stocks you own, or set up your own checks with scheduled alerts.

Where does the information come from?

Your holdings come from connections to the accounts you already have, through Plaid, at most major US institutions like Robinhood, Schwab and Coinbase. Astor can see what you hold, but it can’t move money, and you never transfer anything to Astor. If you want the details, we wrote about whether it’s safe to connect your brokerage account.

The explanation comes from live prices, news and filings, matched against what you own. Because it’s an AI, it can get the cause of a move wrong, especially on days when several things happen at once. When something in the Take looks off, ask Astor about it and check the sources yourself.

What won’t At a glance do?

It won’t tell you what happens tomorrow. A two-line explanation of why something fell isn’t a reason to sell it, and a good day isn’t a reason to buy more. Astor is an SEC-registered investment adviser, and it doesn’t make decisions for anyone. It does the research and the watching, and you make every decision.

It also only works on iPhone and in iMessage, in the US. If you’d rather text than open an app, see how to talk to Astor in iMessage. For the bigger picture, read what a personal investing agent is.

Frequently asked questions

Sources

1. NYSE: Holidays and trading hours, accessed Oct 12, 2026
2. SEC Investment Adviser Public Disclosure: Gaus, Inc. (CRD 338424), accessed Oct 12, 2026