Lucy's Work
Everything Lucy has been working on, in chronological order. Trigger a new task from anywhere in the dashboard, or press ⌘K to ask Lucy from here.
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Trigger a task from anywhere in the dashboard, or press ⌘K to ask Lucy anything.
Quick triggers
Overnight market summary
Lucy scans markets and surfaces the 5 themes that matter most to your book.
Book-wide rebalancing scan
Find the top portfolios with drift > 2pp and propose concrete trades.
Suitability check: last 5 trades
Cross-check the most recent recommendations against MiFID II suitability rules.
Refresh Müller-Stiftung
Pull live Morningstar holdings + drift + Fair Value flags for the foundation.