Assistant
Needl.ai assistants are powerful tools that help you stay informed about the market trends and company updates that matter most to you.
With assistants, you can:
• Automate information processing and get key insights directly delivered to you.
• Save time and effort, gain actionable insights, and stay ahead of the curve.
• Customize to fit your specific needs and preferences.
How to Use Assistant: Step-by-Step Guide
Creating Your Assistant
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Navigate to the Assistants Dashboard: Open the left navigation bar and click on "Assistants."
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Select Your Assistant Type: Select the type of assistant you want to create, such as "Portfolio Summarization" or "Early Warning Signals" or "Feed Summarization".
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For “Portfolio Summarization” and “Early Warning Signals”: In the "Input" section, choose from the existing portfolios or create a new one to specify the companies you're interested in. You can select one or more portfolios.
Note: In case you have not created an assistant, click on ‘Create New Portfolio’ from the dropdown and add a list of companies that you want to track.
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For “Feed Summarization” assistant: In the input section you can choose one or more feeds to be summarized.
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In the "Events" section, choose the specific events you want to follow
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Portfolio Summarization Assistant: Track specific events such as Earnings Calls and annual reports in both Indian and US capital markets.
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Early Warning Signals Assistant: Monitor events such as Mergers and Acquisitions, Equity Fund Raising, Financial Results, Resignations, etc.
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Feed Summarization Assistant: Receive your feed summary based on the feeds chosen in these forms of our pre-defined templates.
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Enable the "Select all and Auto add future events" checkboxes to ensure you receive updates on all relevant events, including those we add in the future.
Output
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In the "Output" section, select WhatsApp or email or both according to where you want to receive updates from your assistant.
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For Feed summarization: Choose your frequency and the time you want to receive the feed summary assistant.
Note: Feed summary assistant is restricted to only emails.
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Give your assistant a desired name for easy identification.
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Click "Create Assistant" to activate your new information powerhouse.
Managing Your Assistant
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Your newly created assistant will be displayed in the "Assistants" section of the dashboard.
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You can change the status of the assistant by toggling the switch to pause or activate it.
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Use the pencil icon to edit an assistant. You will be redirected to the Assistant Builder, where you can follow the same steps as when you initially created the assistant and make necessary changes.
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Use the delete icon to permanently remove an assistant.
What should I do to receive alerts from all relevant updates?
You can enable the "Select All" and "Auto add future events" checkboxes to receive updates on all relevant events, including future additions.
Can I temporarily stop receiving updates from an assistant?
Yes, you can temporarily change the status of the assistant by toggling the switch to pause or activate it.
Can I create multiple assistants for the same portfolio?
Yes, you can create multiple assistants for the same portfolio or set of portfolios by following the steps outlined above for creating an assistant.‣
What events can I track in Portfolio Assistant?
Indian Capital markets
1. Earnings calls
2. MDNA Annual Reports
3. Broker Reports
US Capital markets
1. Earnings calls
2. MDNA 10-k Reports
3. MDNA 10-q Reports
What events can I track in EWS assistant?
1. Equity Fund Raising
2. ESOP
3. Conversions
4. Buybacks
5. Use of Proceeds
6. Restructuring
7. Default
8. Debt Issuances and Repayments
9. Credit Rating
10. Financial Results
11. Presentations
12. Conference Calls and Transcripts
13. Annual Reports
14. Investor Meet
15. Mergers and Acquisitions
16. Demergers and Sale
17. Open Offer
18. Change of Name
19. Closure
20. Subsidiary and JV
21. Award of Order
22. Capex
23. New Products
24. Business Update
25. MOA and AOA26. Appointment
27. Resignation
28. Retirement
29. Insider Trading
30. Encumbrance
31. Acquisition
32. Reclassification
33. Meetings
34. Clarifications
35. Related Party Transactions
36. Audit Reports
37. Dividend
38. Bonus
39. Split
40. Shareholding Pattern
41. Other disclosures
42. Exchange Compliance Information
43. Secretarial Compliance4o
What type of templates can I receive my feed summary?
Key Insights in Brief - You will receive a summary of most important news summarized and a list of other articles which are extracted out of the feed for a complete consumption.
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