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Ask Pennee to compare it: Analytics, now in the conversation

By Melissa Canham 07 Sep 2026
4 min read
For Financial Advisers Only

There's a quicker way to get to the comparisons you need in Timeline Analytics.

Pennee is Timeline's AI assistant. With Pennee Analytics*, you can now ask it for the comparison you need, and it will pull up the Timeline Analytics chart, right there in the conversation.

No separate Analytics journey. Just tell Pennee what you want to compare.

Pennee Analytics

Ask Pennee to compare it.*

Same chart, same data, just faster to reach.

image (1)-Sep-07-2026-08-35-37-1096-AM-1

Illustrative working example only. Sarah Patel is a fictional client, and the chart does not show real client data or performance figures.

For example

"Compare [client name] against Timeline Classic 100."

Timeline Classic 100 is shown as an example. Add the portfolio or benchmark relevant to your comparison.

How it works

How does Pennee Analytics work?

1

Ask for the comparison

Tell Pennee which client you're working with and the portfolio or benchmark you'd like to compare.

2

Pennee uses Timeline Analytics

Pennee passes the request to Timeline's existing Analytics functionality.

3

Get the chart in the conversation

The resulting Analytics chart is returned within the Pennee chat, so you can continue from where you were.

Same chart. Same data. Just faster to reach.

Does Pennee perform the investment analysis?

No. Pennee doesn't perform a separate investment analysis.

When you ask Pennee for a comparison, it uses Timeline's existing Analytics functionality to generate the chart. Pennee does not create its own calculation or performance figures.

✓ Existing Timeline Analytics functionality

✓ Existing underlying data and methodology

✓ A quicker route to the Analytics chart

When might you use Pennee Analytics?

You might be preparing for a client meeting, reviewing a client's investments, or need to compare a client portfolio against another portfolio or benchmark.

Instead of navigating away to set up the comparison separately in Analytics, you can ask Pennee and get the resulting chart back in the conversation.

Ask Pennee to compare it.*

Same chart, same data, just faster to reach.

Log in to your Timeline account to start using Pennee.

Log in to Timeline

*Beta: Pennee Analytics is currently in beta. Beta functionality may change as we continue to develop and refine the experience.

Important information

This blog is prepared exclusively for use by financial advisers; retail distribution is at the adviser's sole risk and discretion. It does not constitute advice, an offer or a solicitation to invest.

Compiled from sources believed to be reliable. Any views, opinions or estimates expressed, including any forecasts or forward-looking statements, constitute the author’s judgment at the time of writing, are not guaranteed and are subject to change without notice. None of Timeline, its directors, officers or employees accepts liability for any loss arising from the use hereof or reliance hereon or for any act or omission by any such person, or makes any representations as to its accuracy and completeness.

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Timeline investing and platform services are provided by Timeline Portfolios Limited (No. 11557205), which is authorised and regulated by the Financial Conduct Authority (FRN: 840807). Timeline planning software and tools are provided by Timelineapp Tech Limited (No. 11405676) and are not regulated by the Financial Conduct Authority. Both companies are registered in England and Wales with their registered office at 70 Gracechurch Street, London, EC3V 0HR.

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