Portfolio Email Updates

Aureli can send a regular summary of your portfolio so you stay on top of your net worth without needing to log in every day. These emails are optional, and the portfolio owner controls how often — or whether — they are sent.

What is a portfolio update email?

A portfolio update email is an automated snapshot of a portfolio's current state. It shows your total net worth at the time the email is generated, how it has changed since the last period, and a high-level breakdown of your top assets and debts.

It is not a marketing email. It contains real data from your portfolio, sent on a schedule you choose.

Available frequencies

You can choose from three update frequencies, or disable them entirely:

What's included in each email

Each portfolio update email contains:

• Net worth — your total assets minus total debts at the time of sending, in the portfolio's base currency.
• Change since last period — how your net worth has moved since the previous email.
• Key metrics — a breakdown of total assets, total debts, and cash, each with their change since the last period.
• Significant changes — any individual assets or debts that moved by 5% or more since the last email, listed with their current value and change amount.

The email does not include bank transaction details or individual historical valuations — just a clean snapshot.

Who receives portfolio emails

Portfolio emails are sent to the portfolio based on a single frequency setting that the portfolio owner controls. The setting applies to the whole portfolio — it is not configured per-member.

How to change the email frequency

Portfolio email preferences are managed from the portfolio's Settings page. You must be the portfolio owner to change this.

1. Open the portfolio.
2. Click Settings in the left sidebar.
3. Select the Notifications tab.
4. Use the Email updates dropdown to choose your preferred frequency: Daily, Weekly, Monthly, or Disabled.
5. Click Save email preferences.

Changes take effect from the next scheduled send time.

Troubleshooting: not receiving emails

If you've enabled email updates but aren't receiving them, check the following:

• Spam or junk folder — emails from Aureli may have been filtered. Mark them as not spam to ensure future delivery.
• Email address — confirm your email address is correct in your account profile.
• Notifications enabled — go to Settings → Notifications inside the portfolio and check that the frequency is set to something other than Disabled.
• Portfolio has data — portfolio emails are only sent if the portfolio has at least one asset or debt recorded. An empty portfolio won't trigger an email.
• Timing — if you just changed your preference, wait until the next scheduled send time.

Turning off portfolio emails

1. Open the portfolio.
2. Go to Settings → Notifications.
3. Set the Email updates dropdown to Disabled.
4. Click Save email preferences.

Your account and all portfolio data are not changed in any way.