Automatically build and email a daily trading performance report

At the end of each trading day the system calculates your key metrics and emails a formatted performance report.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig(["end of trading day"]):::trigtime s0["aggregate day's trades"]:::task s1["calculate performance metrics"]:::task trig --> s0 s0 --> s1 gx{"+ how to share the metrics"}:::gate s1 --> gx p00["save results to sheet"]:::task gx -->|"archive history"| p00 p10["email formatted report"]:::task gx -->|"share report"| p10 p00 --> out p10 --> out out[/"daily performance report delivered"/]:::out pay{{"consistent recap without manual work"}}:::pay 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 stepEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationSpreadsheet & Database OpsReporting & Analytics
Connects
Google SheetsGmail

The problem it solves

Putting together a daily trading recap means pulling numbers together by hand, calculating win rate and average trade size yourself, and writing it up before you can share it. That is tedious to do every single day, especially after a long session.

Who it fits

Traders and trading teams who want a consistent end-of-day performance summary without building it manually.

How it works

  1. The automation runs on a schedule at the end of the trading day
  2. It aggregates the day's trades, including total trades, win/loss ratio, and profit or loss
  3. It calculates performance metrics like win rate and best or worst trades
  4. The results are saved to Google Sheets for historical tracking
  5. A formatted report is emailed to you or your team via Gmail
What you get

Performance numbers ready at day's end

You get a formatted daily trading report emailed to you with your win rate, profit, and best and worst trades.

What you get

A daily HTML email report of trading performance, plus a growing history log in Google Sheets.

What you need

A Google Workspace account and a connection to your trading data source.

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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