What is CMC Intelligence? How to use AI-powered stock and portfolio summaries

Markets move quickly. Prices change, headlines break, and new information is constantly emerging. 

But for many investors, the challenge is not access to information. It is understanding what matters and why. 

CMC Intelligence is designed to help address that problem. By bringing together market data, news, and key drivers into clear, explainable summaries, it aims to support faster, more confident research. 

This article explains what CMC Intelligence is, how it works within the CMC Invest platform, and how it could be used as part of your investment process. 

What is CMC Intelligence? 

CMC Intelligence is an AI-powered feature built into the CMC Invest platform, designed to help you understand what is happening in markets and why it matters. 

CMC Intelligence provides analysis across stocks, ETFs and cryptocurrencies on key global markets, including Australia, the United States, Singapore, New Zealand, and the United Kingdom. 

It analyses market data, company announcements, news, and price movements, then brings this information together into clear, structured summaries. Instead of switching between multiple sources, you can view key insights in one place, organised around what you are researching or currently holding. 

CMC Intelligence is powered by Telescope, a specialised AI platform built for financial markets. At a high level, it works by combining multiple advanced language models with verified market data, regulatory filings, and trusted news sources. These systems are designed to identify relevant signals, connect them, and present them in a way that is structured, explainable, and grounded in source material. 

It prioritises information based on what you are invested in, surfacing relevant price movements, news, and events to help you focus on what matters most. 

In today’s markets, investors have access to more information than ever before. However, that information is often fragmented across charts, news, filings, and commentary, making it time-consuming to piece together a complete picture. 

CMC Intelligence aims to simplify this process by prioritising and explaining the most relevant information. It helps shift the focus from simply seeing what has moved, to understanding what has changed, what may be driving it, and why it could matter. 

How to use CMC Intelligence 

Look for these buttons across both the desktop platform and mobile app:

1. Web platform: AI portfolio summary 

The "AI portfolio summary" is designed to help you understand what is happening across your holdings in one place. 

How to access it: 

1. Navigate to your Portfolio Summary within your Dashboard 

2. Click the coloured AI portfolio summary button

What it does: 

• Provides a focused summary for that specific instrument  

• Surfaces the same structured summaries, but tailored to that asset only  

• Sits directly within the instrument page for quick access during research  

This makes it useful when researching new ideas or taking a closer look at individual instruments. 

2. Web platform: AI stock summary 

The "AI stock summary" is designed for analysing a single instrument in more detail. 

How to access it: 

1. Search for a stock using the search bar  

2. Open the instrument’s Overview page  

3. Click the coloured AI stock summary button 

What it does: 

• Provides a focused summary for that specific instrument  

• Surfaces the same structured summaries, but tailored to that asset only  

• Sits directly within the instrument page for quick access during research  

This makes it useful when researching new ideas or taking a closer look at individual instruments. 

3. Mobile app: AI portfolio summary

You can access this in three places within the Portfolio section of the app:

1. In the Summary tab, beneath the My Movers section (look for “AI portfolio summary”)

2. At the top of the Profit & Loss tab

3. At the top of the Holdings tab

4. Mobile app: AI stock summary

1. Search for a stock

2. Open the stock’s summary page

3. Scroll down to find the AI stock summary, located beneath the price history chart

How to use CMC Intelligence in your research 

CMC Intelligence helps you quickly understand what is happening and why it matters. It works best as a starting point, complementing other parts of your research process such as fundamental and technical analysis. 

The summaries provide a high-level summary to get you up to speed, before exploring original sources like company filings or announcements in more detail. 

A few ways it can be applied in practice: 

1. Reviewing your portfolio 

The AI portfolio summary can help you assess what is driving performance across your holdings. 

• Identify key drivers behind recent movements  

• Spot recurring themes across positions  

• Highlight key factors or developments that may be worth exploring further  

You can use it to get a quick update on what is happening across your portfolio, helping you stay across key developments. 

This can be particularly useful during periods of market volatility, when multiple factors may be influencing your portfolio at once. 

2. Understanding price movements 

When a stock or asset moves, CMC Intelligence can help surface potential drivers. 

• Earnings results or company updates  

• Industry or sector developments  

• Broader macroeconomic factors  

Rather than focusing on a single headline, this can help you identify the underlying themes influencing how prices are moving. 

3. Researching new investment opportunities 

The AI stock summary makes it easier to research potential investment opportunities. 

• Review key developments and recent news  

• Understand recent price movements  

• See both the bull and bear case  

It provides a quick, structured briefing to help you get up to speed and identify key factors that could be explored in more detail through deeper research. 

A tool to support, not replace, decision-making 

CMC Intelligence is designed to support understanding, not to make decisions for you. 

It brings together relevant information and presents it clearly, but it does not provide recommendations or personalised advice. 

As with any investment tool, it is important to: 

• Verify information where appropriate  

• Consider your own objectives and risk tolerance  

• Use multiple sources as part of your research process  

CMC Invest continues to evolve, with a focus on building tools that help investors better understand markets. 

CMC Intelligence represents an early step in integrating AI-driven analysis into the platform, with further enhancements and features expected over time. 

To start using CMC Intelligence in your research process, log in to your CMC Invest account or sign up today. 

Disclaimer:  

General information only 

CMC Intelligence is intended to supply factual, high-level information to help you understand and explore topics related to securities and investments. It is designed to support research and idea generation only. Content produced by CMC Intelligence does not constitute financial advice, investment recommendations, or opinions about buying, selling, or holding any financial product. 

All information generated through CMC Intelligence is general in nature and may not reflect the data available at the time of use. Before making any investment decision, you should review the most recent disclosure documents for the relevant investment and consider obtaining independent financial advice to determine whether the investment is suitable for your objectives, financial situation, and needs. 

Limitations and risks 

CMC Intelligence uses artificial intelligence and, like all AI systems, may generate information that is inaccurate, incomplete, or misleading. Any outputs should be independently verified before being relied upon for investment decisions. 

CMC Intelligence is continuously evolving and may not reflect the most current market data or developments. 

All investing involves risk.