Get a weekly AI analysis of your stock portfolio by email

Every Monday it researches your stock holdings with AI and emails you buy, sell, or hold recommendations.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues; a person has to approve before it continues.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig(["every monday schedule"]):::trigtime s0["read holdings from sheet"]:::task s1["analyze fundamentals and technicals"]:::svc s2["combine into recommendations"]:::task s3["email report to investor"]:::task trig --> s0 s1 --> s2 s2 --> s3 hg(("investor feedback wednesday")):::human s3 --> hg hg -->|"approved"| out hg -. "sent back" .-> s3 gx{"+ fundamental vs technical review"}:::gate s0 --> gx p00["research news and fundamentals"]:::task gx -->|"fundamental research"| p00 p10["review price and technical data"]:::task gx -->|"technical analysis"| p10 jn{"+ combine into recommendation"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"weekly buy sell hold recommendations"/]:::out pay{{"systematic portfolio review without effort"}}:::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 stepAn outside serviceA personEvery pathWaits for allResultPayoff
Build size
Advanced

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

Business functions
Email AutomationSpreadsheet & Database OpsResearch & Market IntelligenceSurvey & Feedback
Connects
Google SheetsGmailClaude

The problem it solves

You want to keep a close eye on your investments, but you don't have time to research every holding's fundamentals and technicals every week. By the time you sit down to review your portfolio, you're working from stale information.

Who it fits

Best for part-time or individual investors who want systematic, ongoing analysis of their own stock or ETF portfolio.

How it works

  1. Every Monday the system reads your stock holdings from Google Sheets
  2. AI researches each holding's fundamentals and recent news, and separately reviews technical price data
  3. Both analyses are combined into buy, sell, or hold recommendations
  4. You receive a formatted email report with the full analysis
  5. On Wednesday, a follow-up email invites you to add questions or documents, and an updated analysis is emailed back based on your input
What you get

Portfolio insights you don't have to dig for

You get a clear buy, sell, or hold view on every holding delivered straight to your inbox each week.

What you get

A weekly email report with buy, sell, or hold recommendations, plus a refined follow-up based on your feedback.

What you need

A Google Sheets account, a Gmail account, and an Anthropic 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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