How do I track my robo-advisor's performance?

Start by uploading your performance guides, FAQ pages, and investment update PDFs to Chatref. The platform builds a retrieval-based knowledge base, so the AI agent answers only from your verified material-not the open web. Include step-by-step screenshots of your dashboard, explanations of time-weighted return, and instructions for finding quarterly statements. A well-structured knowledge base makes portfolio tracking questions effortless for clients.

Clients regularly ask "How do I see my returns?" or "Where is my performance report?" With your knowledge base in place, Chatref's AI agent responds instantly, guiding them to the exact part of your dashboard or document. It can explain the difference between money-weighted and time-weighted returns, show how to filter by date, or direct them to download a statement. No script writing, no manual updates-just accurate answers pulled from your own help content.

Chatref's insights feature automatically analyzes conversations and highlights common themes-requests for portfolio tracking, investment updates, or performance report locations. You'll see which queries appear most often, which help articles get referenced, and where clients get stuck. Use these insights to improve your documentation, close knowledge gaps, and make sure your robo-advisor's performance resources stay helpful.

When your robo-advisor releases a new quarterly report format or changes a performance metric, simply update the corresponding file or URL in your knowledge base. Chatref picks up the change before the next question comes in. That means clients always receive the latest portfolio tracking instructions, and your support team never worries about stale answers.

How often should I review my robo-advisor's performance?

A quarterly review is sensible for most investors, matching the rhythm of investment updates and performance reports. Checking too frequently can encourage emotional decisions. Your knowledge base can include a short article on this, and Chatref will deliver that exact guidance every time a client asks.

Can I see how my portfolio compares to market benchmarks?

Yes. Most robo-advisors show benchmark comparisons right on the performance dashboard, often a blended index that matches your asset allocation. Make sure your Chatref knowledge base links to the benchmark section of your platform's reporting guide, so the agent can point clients directly to that comparison.

What should I do if my robo-advisor's performance is poor?

Start by separating short-term market movement from sustained underperformance. Confirm the portfolio still matches your risk tolerance and goals. Compare after-fee returns to the appropriate benchmark over a full market cycle. If the gap remains, you might review the investment selection or consider a rebalancing conversation. Your support team can use Chatref to walk clients through these steps consistently, without improvising financial advice.