Deliver Faster
The Market Commentary Inserter Agent automatically generates and inserts relevant market commentary into client reports, pulling from curated sources and tailoring the narrative to each client's portfolio holdings and investment strategy. It transforms what was once hours of writing and customization into a consistent, professional output that keeps clients informed without draining advisor time.
20 free runs/month · No credit card required
Why do RIAs struggle with market commentary?
Clients expect timely, relevant market insights in their quarterly reports. But writing fresh commentary for every report cycle pulls advisors away from the work that actually grows their practice.
"Time-Consuming Writing"
Crafting original market commentary for each reporting period takes hours of research, writing, and editing. Many advisors spend entire days on commentary alone during quarter-end.
Inconsistent Quality
When multiple team members write commentary or when advisors rush to meet deadlines, the tone, depth, and quality of market insights varies widely across client reports.
Generic Content
Off-the-shelf market commentary rarely addresses the specific sectors, asset classes, or themes relevant to individual client portfolios. Clients notice when insights feel disconnected from their holdings.
How PitCrew Addresses This
Automatically generates market commentary in minutes instead of hours, freeing advisors to focus on client relationships and portfolio decisions.
Maintains consistent voice and quality across all reports by using your firm's preferred tone and terminology as a template.
Tailors commentary to each client's actual holdings, highlighting market movements and trends relevant to their specific portfolio composition.
How does the Market Commentary Inserter Agent work?
Analyze
The agent reviews each client's portfolio holdings and identifies the relevant asset classes, sectors, and geographic exposures that should be addressed in their commentary.
Source
It pulls from approved market data sources and recent economic developments, focusing on events and trends that directly impact the client's investment positions.
Generate
Using your firm's voice and style guidelines, the agent drafts market commentary that connects broader market movements to the client's specific portfolio context.
Insert
The finished commentary is automatically placed into your report template in the correct location, formatted and ready for final review before client delivery.
What Does the Output Look Like?
Sample output below uses anonymized data to show the actual report format.
Apex Wealth Advisors
CRD #287451 | Austin, TX
| Check | Status |
|---|---|
| US Large Cap Commentary | PASS |
| International Markets | PASS |
| Emerging Markets Section | FLAG |
| Fixed Income Overview | PASS |
| Tone Consistency | DISCREPANCY |
Suggested Action
Review emerging markets commentary tone before client delivery. Consider adding personalized context for high-EM allocation clients.
What Does This Agent Do?
Asset Class Matching
Automatically matches market commentary to each client's specific holdings and allocation percentages.
Performance Context
Pulls relevant benchmark data and market events to provide meaningful context for portfolio returns.
Tone Calibration
Adjusts commentary tone based on market conditions - balanced during volatility, confident during growth.
Quarterly Updates
Maintains current commentary library with fresh insights updated for each reporting period.
Compliance Alignment
Ensures all inserted commentary meets regulatory standards and avoids forward-looking statements.
Works with Your Existing Stack
Orion Portfolio Solutions
PlannedBlack Diamond
PlannedTamarac Reporting
PlannedAddepar
PlannedMorningstar Office
PlannedWhen do RIAs use the Market Commentary Inserter Agent?
Quarterly Report Production
Situation
It's quarter-end and your team needs to produce 150 client reports within two weeks, each requiring current market commentary.
Without PitCrew
Advisors spend late nights writing and customizing commentary, often recycling generic content that doesn't reflect individual client portfolios.
With PitCrew
The agent generates tailored commentary for each report in minutes, giving advisors time to review and add personal touches rather than starting from scratch.
Market Volatility Response
Situation
A significant market event occurs mid-quarter and clients are requesting updated reports with commentary on how it affects their portfolios.
Without PitCrew
Advisors scramble to write ad-hoc commentary while fielding anxious client calls, often delivering inconsistent messages across the client base.
With PitCrew
The agent quickly generates event-specific commentary customized to each client's exposure, allowing advisors to send timely, relevant updates within hours.
Frequently Asked Questions
Can I customize the tone and style of the generated commentary?
Yes. The agent learns from your firm's existing commentary samples and style guidelines. You can specify preferences for formality, length, and the types of market themes you want emphasized or avoided.
What market data sources does the agent use?
The agent integrates with major market data providers and can be configured to pull from your preferred sources. All commentary is based on factual market data - the agent does not fabricate statistics or performance figures.
How does the agent know what's relevant to each client?
The agent analyzes each client's current portfolio holdings to identify their exposure to specific sectors, asset classes, and geographic regions. Commentary is then filtered to focus on market developments that actually affect their investments.
Do I need to review the commentary before it goes to clients?
While the agent produces high-quality drafts, we recommend a quick review before client delivery. The human-in-the-loop requirement is low - most advisors spend just a few minutes confirming the output meets their standards.
Can the agent handle different report formats?
Yes. The agent works with your existing report templates and inserts commentary in the designated sections. It adapts to various formats whether you use portfolio management software exports, custom Word templates, or PDF builders.
Stop Writing the Same Commentary Over and Over
Let PitCrew insert relevant, professional market insights into every client report automatically.
Join the Waitlist✓ Consistent messaging across all client reports
✓ Hours saved each quarter on report preparation