Add On-Demand AI Insights per Holding — Current Navexa AI Falls Short for Portfolio Guidance

Feature request The current Navexa AI is limited to querying your historical portfolio data (performance, returns, tax). It doesn't provide meaningful, forward-looking insights on individual holdings — what's happening with a company right now, whether to add or trim a position, or what risks are on the horizon. For subscribers paying $54/month, a small AI token budget (e.g., $5/month of Gemini 2.5 Flash credits) could unlock genuinely useful, on-demand AI analysis per company — consumed only when the user requests it, so costs stay controlled. Area (pick one) Chosen area: Portfoloio, news and Perofrmance Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matter? AI-driven insights are rapidly becoming table-stakes for any serious portfolio management tool. Competitors are already moving in this direction, and Navexa's existing AI chat (Navexa AI) only handles historical portfolio data queries — it doesn't provide forward-looking, contextual guidance on individual holdings. Paying subscribers at the $54/month tier should expect this as a baseline capability. What should it look like? An "AI Insight" button or panel on each individual holding page On-demand analysis triggered by the user (not automatic) — token budget is only consumed when requested Insights should pull in latest news, analyst sentiment, and relevant market context for that specific company Output could include: recent news summary, key risk factors, potential catalysts, and a brief outlook. Token Budget Model: Allocate a small monthly AI credit pool (e.g., ~$5 Gemini 2.5 Flash equivalent) per subscriber Credits consumed on-demand, per insight request — idle users burn nothing Optional: show users their remaining credit balance for transparency Example (optional) I hold CBA.AX — I click "AI Insight" and get a 3-sentence summary of recent earnings news, analyst sentiment shift, and any macro headwinds relevant to Australian banks I hold NVDA — the insight flags recent export restriction news, revised revenue guidance, and a note on valuation vs. sector peers I hold a smaller ASX mid-cap — the AI surfaces a recent broker upgrade, an upcoming catalyst (e.g., quarterly report date), and any insider trading disclosures Extra details (optional) Reference — what good looks like: Sharesight's AI tools and Stockopedia's AI scoring model show that portfolio platforms can layer AI meaningfully without overwhelming UX Cost model suggestion: ~$5 Gemini 2.5 Flash budget ≈ roughly 1–2 million tokens, more than enough for 20–30 on-demand insight requests per month per user at current pricing Navexa AI today: https://www.navexa.com/n/navexa-ai — great start, but purely backward-looking on your own data; no external market context or per-holding guidance