Summary: Stock Unlock adds AI-powered portfolio summaries

Why It Matters: The platform is expanding its portfolio tracking features to include more advanced analysis tools and clearer security explanations to build trust with users connecting their bank accounts.

What Changed:

  • Added a new detailed feature list for the portfolio tracker, including SPY benchmark comparisons and geographic heatmaps.
  • Introduced an AI-powered portfolio summary tool.
  • Added specific mentions of diversification tools like concentration warnings and sustainability scores.
  • Expanded the security section to explain that data is encrypted at rest and in transit.
  • Updated the marketing copy to position the tool as "the portfolio tracker your broker should have built."
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