Manage your stock portfolio and get weekly AI reports on Telegram

Update your portfolio by chatting or uploading a PDF, and get a researched market report every week.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"chat message updates portfolio"]:::trig s0["research market conditions"]:::svc s1["build PDF market report"]:::task s2["send report on Telegram"]:::task trig --> s0 s0 --> s1 s1 --> s2 out[/"weekly PDF report delivered"/]:::out pay{{"stays on top of holdings effortlessly"}}:::pay s2 --> 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
AI Agents & Autonomous SystemsMessaging & NotificationsDocument Processing & OCRReporting & AnalyticsWeb Scraping & Data CollectionResearch & Market Intelligence
Connects
TelegramOpenAIPerplexityPDF.co

The problem it solves

You want to track your stock portfolio and stay on top of market news, but manually updating your holdings and researching every position each week takes real time. It is easy to fall behind and lose track of what you actually own.

Who it fits

Individual investors who want to manage a US stock portfolio without spreadsheets.

How it works

  1. You message a Telegram bot to update your holdings or upload a portfolio PDF
  2. AI reads the message or PDF and updates your saved portfolio data
  3. Each week, the automation researches current market conditions for your holdings
  4. It builds a professional PDF report and sends it back to you on Telegram
What you get

Portfolio updates without opening a spreadsheet

You can update your stock holdings just by chatting or uploading a PDF, and get a researched market report every week.

What you get

An up-to-date portfolio record and a weekly PDF market report delivered on Telegram.

What you need

A Telegram bot, an OpenAI API key, a Perplexity API key, and a PDF.co 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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