Get a daily AI-researched buy, hold, or sell brief on your stocks

Every day, AI checks your stock portfolio against fresh news and data, then emails you a buy or sell call for each holding.

How the work actually flows

A straight line. Runs once per each stock holding.

Pattern: Sequence (1) ยท Multiple Instances without a priori Run-Time Knowledge (15)

flowchart TD trig(["every morning schedule fires"]):::trigtime s0[("open portfolio list")]:::store s1[["research news per holding"]]:::mi s2["ai drafts recommendation"]:::task s3["send newsletter email"]:::task trig --> s0 s0 -->|"one per each stock holding"| s1 s1 --> s2 s2 --> s3 out[/"daily buy hold sell newsletter delivered"/]:::out pay{{"informed portfolio decisions without hours of research"}}:::pay s3 --> 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
AI Agents & Autonomous SystemsEmail AutomationSpreadsheet & Database OpsReporting & AnalyticsResearch & Market Intelligence
Connects
PerplexityExcelGmail

The problem it solves

You want to react to market news before it moves your portfolio, but you don't have hours to read analyst reports and macro headlines every morning. Checking each holding one by one against the news takes real time you don't have.

Who it fits

An individual investor or small wealth advisor who manages a personal or client stock portfolio.

How it works

  1. Every morning, the automation opens your portfolio list from a spreadsheet
  2. It searches the web in real time for news and analysis on each holding
  3. It checks the broader economic outlook that could affect your positions
  4. AI reviews the research and drafts a buy, hold, or sell recommendation for each stock, with sources
  5. You receive a newsletter-style email summarizing every recommendation
What you get

Clearer sense of what to watch tomorrow

Each morning you receive a researched buy, hold, or sell view on every stock you own, backed by current news and analysis.

What you get

A daily or on-demand email newsletter with cited buy, hold, or sell calls for every stock in your portfolio.

What you need

A Perplexity API subscription, a spreadsheet with your holdings, and an email account for delivery.

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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