Get a daily email report on your investment portfolio's value

Automatically checks your stock and ETF prices each morning and emails you an updated portfolio summary.

How the work actually flows

A straight line. Runs once per each stock or etf holding.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["every weekday morning"]):::trigtime s0[("Look up holdings list")]:::store s1[["Fetch price for holding"]]:::mi s2["Calculate performance"]:::task s3["Email portfolio summary"]:::svc trig --> s0 s0 -->|"one per each stock or ETF holding"| s1 s1 --> s2 s2 --> s3 out[/"daily portfolio value email"/]:::out pay{{"track investments without logging in"}}:::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 serviceRuns once per itemA record or sheetResultPayoff
Build size
Advanced

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

Business functions
Research & Market IntelligenceGeneral Automation
Connects
BaserowSendGrid

The problem it solves

Checking on your investments means logging into multiple sites and doing the math on gains and losses yourself. Keeping a spreadsheet current takes discipline you don't always have time for.

Who it fits

Individual investors or small investment managers tracking a personal or client portfolio of stocks and ETFs.

How it works

  1. Every weekday morning, the automation starts on its own
  2. It looks up your holdings list stored in your investment database
  3. It fetches the current price for each stock or ETF from the exchange
  4. It calculates how each position has changed since you bought it
  5. It emails you a formatted summary of your portfolio's value
What you get

Portfolio value each morning at a glance

You get a formatted summary of your stock and ETF holdings emailed to you every weekday morning before the market opens.

What you get

A daily email summarizing the current value and performance of every holding in your portfolio.

What you need

A Baserow account to store your holdings and a SendGrid account to send the email.

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

Summarize daily cybersecurity news into one clean email digest

Every morning, AI reads dozens of security news feeds and emails you one digest with the recurring, high-signal threats.

Advanced

Welcome every new Bluesky follower with an automatic DM

Every day the system checks your Bluesky followers and sends new ones a personalized welcome message, so no one is missed.

Advanced

Spot trending news and draft timely content around it

Scans the news for relevant stories and drafts timely content ideas your team can act on fast.

Advanced

Get email and Slack alerts when a company's tech stack changes

Automatically watches target companies' technology and sends an alert to your email or Slack the moment something changes.

Standard
Back to the AI Playbook