Compute spending reset expectationsConnected to NVDA · MSFT · AMZN
+ HighTHE CATEGORY Personalized market information
Your portfolio
is breaking news.
Know what moved your money—and why—in 30 seconds.
A source-backed daily market briefing shaped around the assets you follow. It explains relevant news and scenarios; it never assesses suitability or tells you what to do.
Relevance-personalized Private by restraint Informational, never advisory
PR
PREPARED PRESENTER · DAILY RECAP
Three signals.
One portfolio story.
Yields changed the valuation mathConnected to QQQ · growth exposure
± MedTomorrow: one known catalystPrimary source scheduled · 08:30 ET
→ NextPrepared presenterNormal viewing→Topic · Privacy · HandoffDeliberate transition→Live analystOptional start
60%
of U.S. investors aged 18–34 use social media for investing information.
FINRA Foundation, 2026THE OPENING Attention is won. Trust is not.
Younger investors already consume finance like media. The strongest product does not fight that behavior—it replaces the weakest parts of it: generic relevance, invisible sourcing and personality-driven certainty.
SIGNALshort-form + relevance
+ privacy + accountability
+ privacy + accountability
01 Market positioning
The market is crowded.
The promise is not.
Brokerages are adding AI. Research tools are adding chat. Creators already own attention. TickerCue wins by owning a narrower, more defensible job: the private daily explanation of what changed around your assets.
HIGH PERSONAL RELEVANCE
GENERIC
LOW ACCOUNTABILITY
HIGH ACCOUNTABILITY
Robinhood CortexInside one brokerage
Public AlphaResearch + action
MagnifiCross-account analysis
FinfluencersHigh personality
Generic newsHigh volume
TICKERCUEPrivate portfolio briefing
CategoryOptimizes forDefault trade-offTickerCue response
Brokerage intelligenceAction inside one accountPlatform-bound contextIndependent, no custody required
AI research copilotsBreadth and open-ended searchUser must know what to askA habit-forming brief arrives first
Portfolio analyzersDeep cross-account diagnosticsHigh trust and setup burdenUseful before full aggregation
FinfluencersAttention and convictionGeneric, personality-led claimsPersonality with visible receipts
02 The value system
Four reasons to
come back tomorrow.
Features are easy to copy. A consistent trust contract—felt in every screen, voice and sentence—is much harder.
Relevant information
Market information connected to the assets you follow—without converting relevance into a recommendation.
PRODUCT PROOFTicker-level matching · news relevance · no suitability scoring
“I know what matters to me.”
Privacy by restraint
Personalized without demanding balances, brokerage credentials or net worth.
PRODUCT PROOFHoldings or watchlist only · amounts optional · private mode visible
“I can use this without exposing my life.”
Receipts over charisma
Every claim is traceable; every confident story includes the counter-case.
PRODUCT PROOFSource drawer · timestamps · fact labels · bull and bear framing
“I can verify this before I believe it.”
Depth on demand
Thirty seconds when you’re busy, a source-bound explanatory conversation when you’re not.
PRODUCT PROOFShort-form brief · ask-why mode · curated editorial lenses
“I can learn at my pace.”
THE PRODUCT CONTRACT
Information and context—not advice, recommendations or suitability assessments.
01 Inform, explain and educate02 Label fact, inference and uncertainty03 Show the strongest counter-case04 Never recommend, rank or size a trade
03 Gen Z + Millennials
One product.
Two urgent jobs.
GEN Z18–29
Learn without getting played.
“Help me understand what’s happening to the assets I care about—without the hype, scams or lecture.”
TENSION
High curiosity, low patience, uneven trust.
WINNING MOMENT
A shareable 30-second explanation with receipts one tap away.
STRONGEST VALUE
Source literacy disguised as effortless media.
CAMPAIGN LINEYour portfolio is breaking news.
MILLENNIALS30–45
Stay informed without making it a second job.
“Tell me what moved across the things I own and follow, what changed, and which known events come next.”
TENSION
More accounts, more obligations, less attention.
WINNING MOMENT
One calm summary across a fragmented financial life.
STRONGEST VALUE
Time saved without surrendering judgment.
PRODUCT LINEKnow what moved your money—and why.
04 The briefing anatomy
Short does not mean
shallow.
Every brief follows a repeatable evidence structure. Tap the anatomy below to see what the user gets in under a minute.
THE MOVE
Your semiconductor exposure led today’s gain.
A raised infrastructure outlook moved the whole compute chain—not just one ticker. The strongest read-through came from demand visibility; the weakest point is how much optimism is already priced in.
Connected to 3 of 7 followed assets05 Live analyst studio
Concept voices.
Ten featured at a time.
Ten is a deliberate interface limit inspired by Hick’s Law: enough contrast to feel personal, few enough to choose quickly. It is not the production roster ceiling; a larger candidate cast can rotate through this focused shelf after casting, rights, voices and provider IDs are approved. Every profile remains an informational editorial lens—not an investor profile or recommendation engine—and receives the same approved story context, sources and no-advice guardrails.
AV
AVA / YOUR RECAP“The one story tying your holdings together.”
CONCEPT PREVIEWNOT A LIVE SESSION
PERSONA 01
45 secAva
Your recap
EDITORIAL SCENARIO LENSBalanced
1 · downside-first 10 · volatility-forward
- Personality
- Calm · concise · connective
- Watches
- Portfolio movers, overlap and the next known catalyst.
- Core question
- What changed in my portfolio today—and what actually matters?
- Editorial frame
- Connect the dots. Prioritize impact over drama.
Ten is the web selector—not the production roster ceiling. This public page is a static TickerCue concept preview and cannot start a paid real-time session. The customer flow shows a privacy notice and topic choice before a separate live analyst starts. Production casting, voices, rights and provider IDs are not final.
06 Avatar operating system
Daily video and live Q&A
are different products.
Prepared presenters and live analysts use separate versioned identities and delivery paths, joined only by approved story context, sources and safety boundaries.
HEYGEN VIDEO API · ASYNCHRONOUS
Prepared vertical briefs from an approved rotating cast, generated once and distributed everywhere.
Best for the daily habit: predictable cost, instant playback, captions by default and reliable reuse across app, web and social.
10interface limit30–60seach9:16default1evidence layer
01
Fact gatePrimary sources + market data
02
Story coreOne neutral, source-linked brief
03
Presenter adaptApproved tone, pace and lens × selected roster
04
Render queuePOST /v3/videos in controlled batches
05
WebhookCapture ready, failed and retry states
06
PublishApp · web · notifications · social
Identity is a system, not a prompt.
Prepared presenters and live analysts keep separate identities, styles, voices and provider configuration. Both receive approved story context and safety boundaries.
story context → presenter version | analyst versionStyle changes emphasis—not truth.
A volatility-forward live analyst may surface asymmetric scenarios faster. It never uses a different fact base, profiles the user or tells anyone to buy, sell, hold, avoid or size a position.
editorial lens ≠ suitability ≠ advicePre-render the habit. Stream the intent.
Do not spend real-time credits on passive viewing. Render the daily edition once; reserve live minutes for explicit questions and cap every session.
daily: cached · live: user initiated07 Market entry
Earn the right
to become a daily information habit.
Private daily briefing
Follow five assets. Receive one high-signal close edition. Prove relevance, completion and next-day return.
North star → weekly brief habitAsk the live analyst
After a clear privacy and topic choice, turn “why?” into a short, source-bound conversation. Measure useful follow-ups, source opens and corrected misunderstandings.
North star → trusted questionsBroader asset context
Add optional account aggregation only after trust is earned. Preserve the low-data path and keep outputs informational for users who never want to connect.
North star → voluntary depthACTIVATIONFirst useful brief in < 90 sec
HABIT3+ completed briefs / week
TRUSTSource opens + low corrections
VALUE“Saved me time” / “helped me understand”
08 Source desk
The strategy has
receipts, too.
Current official sources behind the market argument and avatar architecture.
01
FINRA Foundation · social-media-informed investors
0260% of investors aged 18–34 use social media for investment information; FINRA also flags knowledge gaps and elevated fraud risk.
Robinhood · Cortex Portfolio Digests
03Plain-language, portfolio-linked summaries validate the personalized-digest behavior—and intensify the need for an independent wedge.
Public · Alpha
04AI research grounded in filings, earnings, market data and reporting validates demand for conversational financial research.
Magnifi · portfolio intelligence
05Cross-account analysis competes on breadth and recommendations; TickerCue can win earlier with privacy, immediacy and habit.
LiveAvatar · real-time sessions
06LiveAvatar provides the real-time conversation layer; TickerCue starts short-lived sessions through its own protected broker and keeps the provider credential server-side.
HeyGen · direct video generation
Daily, pre-rendered vertical briefs use the asynchronous video API; prepared presenters and live analysts remain separate versioned identities for different moments.