Charles Schwab Launches AI-Powered Capability That Helps Investors Understand Portfolio Performance and Market Activity

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today announced the availability of the firm's first generative artificial intelligence capability for retail investor clients. Designed to help provide greater clarity to investing, the capability delivers insights that bring together portfolio performance, relevant market news, and curated Schwab Center for Financial Research (SCFR) commentary in one simple view to provide context on factors that may potentially be impacting a client's portfoli.