Insights questions
Short answers about the Annise Insights tab — what appears there, the types and levels, filtering and searching, archiving versus deleting, and replying or forwarding an insight.
What is the Insights tab?
It's where Annise tells you what it has noticed about your holdings, trends and performance — alerts, data quality notices, platform updates, and messages within your Family Office, all in one list.
What happened to the Events tab?
It was renamed. Events is now Insights — same tab, same list.
What kinds of insights are there?
Portfolio, Annise Alert, Data Quality, Platform Alert, Family Office, Security, and Annise Support. Each is shown as an icon in the Type column — hover it to see the name.
What is a Portfolio insight?
Activity and thresholds on your holdings — price and allocation alerts, trades, income, maturities, and trade summaries.
What is a Security insight?
A sign-in or password reset on your account.
What is a Platform Alert?
Something about Annise itself or your connections — an account that needs re-authenticating, a benchmark or tax setting change, or a market closure.
What is a Data Quality insight?
A notice about the data behind your securities — a new security, a price or metadata change, or transaction processing.
What does the Level chip mean?
It shows how far up an insight applies — Family Office, Entity, Account, or Managers & Advisors. Each level has its own colour so you can scan by scope.
Why does an insight about my trust say "Entity"?
Trust-level insights are labelled Entity rather than Trust. It's the same thing.
How do I filter my insights?
The filter button opens a Custom Filter dialog. In Step 1 choose Type, Date Range, or Read / Unread filter; in Step 2 pick the values. ADD FILTER applies it. Applied filters show as chips above the list — remove one with its ×, or use Clear All.
How do I see archived insights?
Turn on Include Archived Messages at the bottom of the Custom Filter dialog.
Can I search my insights?
Yes. The search box filters the list by text and works alongside whatever filters you already have set.
What's the difference between archiving and deleting?
Archiving keeps the insight and takes it out of your default view — you can see it again with Include Archived Messages. Deleting removes it.
How do I mark insights as read or unread?
Tick the checkbox on the rows you want, then use Mark as Read or Mark as Unread above the list. The checkbox in the header selects everything currently shown.
Can I reply to or forward an insight?
Yes. Open it and use Reply or Forward to send it to someone else in your Family Office. You can also Print it from the same place.
An insight I expected isn't showing. Where is it?
Check your filters first — a Type, Date Range or Read / Unread chip left set will hide anything outside it. If it's still missing, it may have been archived, so switch on Include Archived Messages.
What's the AI icon next to some holdings?
On rows about public and proprietary holdings, it opens an AI agent that assesses that company's risk and insights against your portfolio.
Why is my Insights list empty?
Annise hasn't raised anything yet. The list fills in as your accounts sync and there's something worth flagging.