Track your stock portfolio's performance and risk automatically

Pulls current stock prices and updates your portfolio spreadsheet with returns, risk, and a health rating.

How the work actually flows

A straight line. Runs once per each stock holding.

Pattern: Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["scheduled portfolio check"]):::trigtime s0[("Read portfolio holdings")]:::store s1[["Fetch price per holding"]]:::mi s2["Calculate returns and risk"]:::task s3["Label holding status"]:::task s4[("Update spreadsheet")]:::store trig --> s0 s0 -->|"one per each stock holding"| s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"updated portfolio spreadsheet with risk labels"/]:::out pay{{"always current view of performance"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationSpreadsheet & Database OpsResearch & Market Intelligence
Connects
Google SheetsAlpha VantageGmail

The problem it solves

Tracking how your investments are actually performing means pulling current prices and running the same return and risk calculations by hand, over and over. Without an easy way to see which holdings are struggling, it's hard to know where to pay attention.

Who it fits

Individual investors and finance teams who want an always-current view of their portfolio's performance and risk.

How it works

  1. On a schedule, the system reads your portfolio holdings from a spreadsheet
  2. It fetches the latest market price for each stock
  3. It calculates current value, profit or loss, growth rate, and drawdown for every holding
  4. Each holding is labeled Healthy, Watch, or Risk based on those numbers
  5. The spreadsheet is updated in place with the latest results
What you get

Portfolio holdings flagged healthy, watch, or at risk

You get an always-current view of your portfolio, with every holding rated healthy, watch, or risk based on the latest prices.

What you get

An always up-to-date portfolio spreadsheet showing returns, risk, and a status label for each holding.

What you need

An Alpha Vantage API key and a Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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