Data guide
Stock Portfolio Update: Turn Your Holdings Into a Daily Morning Briefing
Your holdings, read aloud before the bell.
The Stock Portfolio Update template turns your personal holdings into a tight, spoken morning briefing you can listen to with coffee instead of squinting at a dozen tickers. Start from the one-click pre-built template, paste your positions or point it at a market-news source, pick a voice, and render a clean MP3 in minutes. Use it exactly as shipped, edit every part, or save your own custom version to rerun every market morning.
A Stock Portfolio Update briefing is your personal holdings turned into a short, spoken rundown you can play while you make coffee, commute, or do the dishes — no charts, no app-tapping, just the numbers and context that matter to your money read aloud. Instead of opening five tabs to check how your positions did overnight, you press play once and hear it.
It works because audio is the one format that fits the moment investors actually check their portfolios: early, busy, and away from a screen. A consistent morning briefing builds a calm routine, keeps you oriented on your own positions rather than the whole noisy market, and the pre-built template means you can have your first one rendered in minutes — then rerun it every trading day with a single click.
How to make one with Pollinator Studio
- 1
Start from the pre-built Stock Portfolio Update template
Open the template gallery and click the Stock Portfolio Update template (Data category) to start instantly — no blank page. It arrives pre-wired for a creator-edition morning briefing: an intro that sets the date and market open, a body that walks each holding, and a sign-off. You can render a first draft immediately to hear the format, then refine. Everything you see is editable, so treat the defaults as a fast starting line, not a cage.
- 2
Feed it your holdings and the morning's market context
Add your content using whichever source fits: paste a plain list of your positions (ticker, shares, cost basis, or just the tickers you watch), drop in a URL to a market-open recap or your watchlist page, or type a topic like 'tech-heavy growth portfolio, focus on overnight moves.' The AI script generator weaves your holdings into a natural briefing — leaders and laggards, notable news, and a quick overall read — rather than a robotic table read.
- 3
Pick your voices and dial in delivery
Assign anchors from the 73-voice catalog and preview each before committing. A single confident 'Portfolio Anchor' works for a solo briefing; add a second 'Market Desk' voice to split duties — one reads your positions, the other handles broad-market context. Set each host's delivery and pace: steady and measured for the open, slightly brisker for a fast flash update. Premium voices preview the same way standard ones do.
- 4
Set pronunciation rules for tickers and tricky names
Finance is full of words that trip up any reader. Add workspace or project pronunciation rules so 'NVDA' is read as 'N-V-D-A' (not 'navda'), 'NYSE' lands cleanly, and company names like 'Roche' or 'Bayer' aren't mangled. Set these once and every future briefing inherits them — this is what separates a polished daily update from an awkward one.
- 5
Tune length, music, intro/outro, and cover art
Set the target length: a 3-minute flash for a quick check or a 6-7 minute read when you want context on each position. Edit the intro/outro prompts so the briefing always opens with the date and closes with a consistent sign-off. Add a low-key, non-distracting bed from the 83-track licensed library — keep it subtle so numbers stay clear. Then generate cover art or upload your own so the briefing looks like a finished product in your library and feeds.
- 6
Render, then save it as your own daily template
Run the async render and download the clean MP3 in minutes, or push it via one-click RSS distribution to Spotify, Apple Podcasts, and Amazon Music if you want it waiting in a podcast app each morning. Most importantly, save your tuned version as a custom template — your voices, your pronunciation rules, your length and music locked in. Tomorrow you just refresh the holdings and re-render in one click.
Make it your own
The Stock Portfolio Update template is ready to use as-is — one click and you're generating. But every part is editable: swap any of the 73 AI voices and set each host's delivery and pace, change the background music, edit the AI script and intro/outro prompts, set the length, and add your own or AI-generated cover art. Use the Stock Portfolio Update template as-is, or change anything: swap from 73 AI voices and set each anchor's delivery and pace, edit the AI script and intro/outro prompts to match your tickers and tone, set the length (a 3-minute flash or a 7-minute deep read), pick background music from the 83-track library, add AI-generated or uploaded cover art, and set pronunciation rules so tickers and company names land right. Save it as your own custom template to rerun every morning in one click.
Prefer to start from scratch? Build your own custom template and save your setup to reuse for every future episode.
Tips for a great data episode
- Lead with the bottom line. Edit the intro prompt so the briefing opens with your portfolio's overall overnight move before drilling into individual names — it mirrors how you'd actually want the news delivered.
- Keep music nearly silent. For a numbers-heavy briefing, drop the background bed volume low; a faint pad adds polish, but anything prominent makes prices and percentages harder to catch.
- Group by movement, not alphabet. In the script instructions, ask for 'biggest movers first, then the rest' so your attention lands on what actually changed overnight instead of a flat ticker-by-ticker list.
- Build a pronunciation list once. Add every ticker and odd company name you hold to the workspace pronunciation rules — it pays off on every single future briefing and is the cheapest quality upgrade you can make.
- Pick a calm, low-drama voice. A measured anchor keeps a down-day briefing from sounding alarmist; preview a few before locking one into your saved template.
What you can do with Pollinator Studio
- 100+ ready-made templates — one click to start
- 73 AI voices — preview + per-host delivery & pace
- AI script from a URL, pasted text, or a topic
- 83-track licensed music + transition library
- AI-generated (or upload your own) cover art
- One-click RSS distribution to Spotify, Apple & Amazon
Try the Stock Portfolio Update template free
30 minutes of audio per month. No credit card, no microphone.
Start freeFrequently asked questions
Does this pull live stock prices automatically?
The template builds the briefing from the content you give it — a pasted list of positions and figures, a URL to a market recap, or a topic prompt. For a true daily routine, paste in your overnight numbers or point it at a source that recaps the open, then render. Creator-edition briefings are content-driven rather than connected to a live brokerage feed.
Can I make a fresh briefing every morning without rebuilding it?
Yes. Tune the template once — voices, pronunciation rules, length, music, intro/outro — and save it as your own custom template. Each morning you only update the holdings content and re-render in one click, so the whole routine takes a couple of minutes.
How do I stop tickers from being mispronounced?
Use pronunciation rules at the workspace or project level. Add each ticker and company name with how it should be spoken (for example, read 'NVDA' as letters), and every future render inherits them automatically.
One voice or two for a portfolio briefing?
Either works. A single anchor keeps it intimate and fast — ideal for a personal flash update. Two voices (a positions reader plus a market-context voice) add a 'morning-desk' feel and break up a longer briefing. You can preview and assign up to four anchors and set each one's pace and delivery.
Can I listen to it in a podcast app instead of downloading the file?
Yes. Download the MP3 directly, or use one-click RSS distribution to send your briefing to Spotify, Apple Podcasts, and Amazon Music so it's waiting in your podcast feed each morning.
