Answer client portfolio questions instantly with live prices

Clients ask a portfolio question in chat and get an accurate, AI-written answer built from live market data.

How the work actually flows

A straight line. Runs once per each holding in the portfolio.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig>"client sends chat question"]:::trig s0[("look up client profile and holdings")]:::store s1[["fetch live prices for holdings"]]:::mi s2["calculate value and returns"]:::task s3["AI writes the answer"]:::task trig --> s0 s0 -->|"one per each holding in the portfolio"| s1 s1 --> s2 s2 --> s3 out[/"accurate answer to portfolio question"/]:::out pay{{"saves advisor time on routine questions"}}:::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 Chatbots & AssistantsEmail AutomationSpreadsheet & Database Ops
Connects
Google SheetsGoogle Gemini
Featured in

The problem it solves

Clients want quick answers about how their portfolio is performing, but pulling their holdings, checking current prices, and calculating returns by hand takes time away from higher-value work. Answering the same kinds of questions manually, over and over, is a drag on your day.

Who it fits

A financial advisor or wealth management team handling client portfolio questions.

How it works

  1. A client sends a question with their client ID in chat
  2. The system looks up their profile and current holdings in Google Sheets
  3. It fetches live market prices for everything they hold
  4. Portfolio value, profit and loss, and returns are calculated
  5. AI writes a clear answer based only on that data
What you get

Client portfolio questions answered with live prices

Clients ask about their portfolio and get an instant, accurate answer built from live market prices and their actual holdings.

What you get

A direct, accurate answer to the client's portfolio question, based on live data.

What you need

A Google Sheets account with client and holdings data, a market price API, and a Google Gemini API key.

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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