“I'm an investor. What can intouch do for me?”
One question, asked of a stock install. Nothing here is staged copy — this is the answer the assistant gave, played back.
Here's what InTouch actually does for an investor — described in plain terms, and what it explicitly does not do:
A monitor checks a price, yield, rate, or ratio on a schedule and only messages you when it crosses the line you set. No app to babysit, no notification firehose — just silence until something needs your attention.
Point it at your broker's CSV export or any API you have access to, and get one email/inbox message — say, every Sunday night — with positions, weights, gainers/losers, and drift versus your target allocation.
Ex-dividend dates, payment dates, earnings dates, maturities — pulled from whatever source you use and watched, so the calendar tells you instead of you checking it.
Headlines or filings for your tickers, fetched on a schedule and summarized by an AI model (Claude, GPT, Gemini, or a local Ollama model if you want nothing leaving your machine) into a short daily/weekly digest.
Cost basis, contributions, cash balance, a chart, even a PDF for your records — updated automatically on whatever cadence you want.
Want me to set up one of these — a price alert, a weekly portfolio email, or a dividend-date watch? Tell me the ticker(s)/source and schedule and I'll build it.
It answered like this because it knew who was asking.
The same assistant answers a shop owner about supplier price files and a sysadmin about cron sprawl. Same engine, same tools, same audit trail — sharpened to the person asking.
The same assistant, asked by someone else.
Every one of these is a stock install answering a different person’s first question. Nothing was staged and nothing was edited.