The daily portfolio brief that shows up at 7 AM

It's Tuesday morning. You open your inbox. The third email in your unread list is from Marvin, sent at 7:02 AM, subject: "Portfolio Brief, May 27, 2026."

You open it.

Anthropic

• Series F led by Spark closed at $200B post; full Information piece here. Earlier-stage existing investors took pro-rata.
• Claude 4.7 rollout staged across enterprise tier first; expanded availability targeted June 12. Source

Polymarket

• SEC staff signaled willingness to fast-track approval of regulated prediction-market product launches; details from Bloomberg here.
• Founder posted that the company is "ready when the rules are." Source (Note: post was made yesterday evening; thread context not available.)

Stripe

• Filed S-1 amendment with Q1 financials. Revenue up 38% YoY; full filing on SEC EDGAR here.

Three companies, six bullets, every claim cited. Reading time: ninety seconds. The other twelve holdings had nothing material overnight, so they're not in the brief.

This is the Marvin portfolio newsletter. It runs every weekday morning, for as long as you have it set up. It takes one email.

Setting it up

Forward Marvin a list of holdings. A CSV from your brokerage works, a copy-pasted spreadsheet block works, a list typed into the body works:

To: marvin@ccmarvin.com

Hi Marvin,

Please track these for me and send a daily morning brief at 7 AM ET, Monday through Friday:

Anthropic, Polymarket, Stripe, RDDT, COIN, NVDA, MSCI

Marvin replies, asks you to confirm anything ambiguous (companies with multiple tickers, private companies with multiple sites, name collisions), and schedules the brief:

From: Marvin marvin@ccmarvin.com

Hi Elena,

Tracking all seven. Two quick confirmations: by Stripe you mean stripe.com (payments), and Polymarket is polymarket.com? Reply yes and the first brief lands tomorrow at 7 AM ET.

Sincerely,
Marvin

The first one arrives the following morning.

What's in the brief

The structure that converged after watching real investors read these:

• One section per company that had material news today, by company, not by theme. You scan the names that matter most first and skip the rest.
• Two to four bullets per company. More is too much for a morning skim; less and you don't have the context to act.
• Every bullet cites the actual source. Click through to verify. We hard-enforce this: Marvin can't make up URLs.
• Companies with no news today don't appear. If only four of your fifteen holdings had material news, only four sections show up.

If the whole portfolio had a quiet day, Marvin sends nothing. Empty briefs are insulting.

Where the news comes from

For each holding, Marvin runs a fresh news search keyed to that company specifically, not a generic query you'd then have to filter. It prioritizes the last 24 hours and fades to the prior week for stories still developing. Sources include major financial outlets, primary filings (when the holding is public), and X for breaking news that hasn't hit traditional outlets yet.

Because we run this per-holding, the brief is precise. The Anthropic section is Anthropic news, not "AI startup news that mentions Anthropic." You don't do the filtering yourself.

Tuning the brief

The brief gets better the more you tell it what you want. Each refinement is a one-line reply, and the next brief reflects it:

• "Add an executive-changes section if any holding has C-suite turnover."
• "Drop the social media bullets. Primary sources only."
• "Shorter please. Two sentences per bullet max."

The difference between a newsletter you can tune and one you eventually unsubscribe from is whether the feedback loop closes. This one does.

What this replaces

Before Marvin, the investors we talked to were paying for two to four overlapping news services, setting up Google Alerts they then ignored, or skimming Twitter at 7 AM hoping the right stuff bubbled up. The Marvin brief gives you the morning summary, written to your specifications, without the cost of an associate or the noise of unfiltered alerts.

How to start

Forward Marvin your portfolio (CSV, tickers, or company names) and ask for daily tracking. Specify the delivery time and frequency. The first brief arrives the next morning.

The setup is a single email to marvin@ccmarvin.com. The brief is on the house once you've signed up.