Live

Lucy worked 04:00 to 06:42 · 47 actions · 3 require reviewView all

Good morning, Sophie.

Lucy has prepared three things for you today.

Critical

Portfolio drift detected: Müller-Stiftung

4.2% above target US Tech allocation. Suggested rebalancing ready for your review.

View reinvestment proposal

Sourced from Morningstar MCP · retrieved 19 May, 04:58 CET

Info

10:00: Dr. Vogt briefing ready

12-minute read. Q2 review with exit tax structure focus.

Sourced from Morningstar MCP · retrieved 19 May, 04:58 CET

Attention

2 MiFID documents awaiting your signature

Drafted yesterday after Schmidt and Hoffmann meetings. Compliance-ready.

Sourced from Morningstar MCP · retrieved 19 May, 04:58 CET

This week at a glance

AUM

€186.5M+1.4%

Active Clients

87+2

Reviews Due

Drift Alerts

MiFID Backlog

Top positions across your book

IWDA

iShares Core MSCI World UCITS ETF

+12.8%

27 clients hold this

NVDA

NVIDIA Corporation

+38.4%

14 clients hold this

MSFT

Microsoft

+22.3%

11 clients hold this

ALV

Allianz SE

+9.4%

8 clients hold this

Market pulse

DAX

+0.42%

18,247.30

MSCI World

+0.18%

3,471.85

S&P 500

+0.61%

5,634.10

EUR Govt Bond

-0.12%

89.27

Today's schedule

10:00Dr. Cornelia VogtQ2 ReviewBriefing ready

13:30Maximilian SchmidtOnboardingBriefing ready

15:00Müller-StiftungDrift CallBriefing ready

16:30Bülent AydinMandate UpdateBriefing ready

Ask Lucy

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Quick high-level work: refresh holdings, brief a meeting, draft a client email, summarise the market. Live Morningstar MCP under the hood.

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