Get a daily crypto portfolio and risk report over WhatsApp

Pulls your exchange positions, calculates profit, loss, and risk, then sends a formatted report to WhatsApp.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(["daily portfolio check"]):::trigtime s0["pull exchange positions"]:::svc s1["calculate profit and loss"]:::task s2["calculate risk exposure"]:::task s3["send report to WhatsApp"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"WhatsApp report of positions and risk"/]:::out pay{{"daily risk visibility without manual login"}}:::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 stepAn outside serviceResultPayoff
Build size
Advanced

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

Business functions
Reporting & Analytics
Connects
WhatsApp

The problem it solves

Keeping track of crypto positions across an exchange means logging in and doing the math yourself every time you want a clear picture. Without a routine check, you can miss how much risk or margin exposure you're actually carrying.

Who it fits

An individual trader or small investment team tracking crypto holdings on an exchange.

How it works

  1. The automation connects to your exchange account
  2. It pulls your current positions and calculates profit and loss
  3. It calculates your risk exposure and margin usage
  4. A formatted report is sent to you over WhatsApp
What you get

Risk and profit numbers waiting in WhatsApp each morning

You start each day with your crypto positions, profit, and risk exposure summarized right in WhatsApp.

What you get

A WhatsApp report summarizing your portfolio positions, profit and loss, and risk exposure.

What you need

An account with a crypto exchange that offers API access and a WhatsApp Business connection.

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

Related automations

Back to the AI Playbook