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futureagent

Trading and marketsAutomation

Evening portfolio report

From the list of your positions (crypto, stocks, ETFs), the agent reads closing prices, calculates the total value, the daily and weekly change and the allocation, and sends you a clear page with the Excel export. No order is placed.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Weekdays at 10:30 PM

  1. 1Read. Crypto closing prices.
  2. 2Read. Stock and ETF prices.
  3. 3Calculate. Value, changes, allocation.
  4. 4Send. Evening page and Excel file.

Sample deliverable

Tuesday, October 20: €24,318 (+0.8% on the day, −1.2% on the week)
| Line | Value | Day | Weight |
|---|---|---|---|
| BTC | €9,840 | +1.9% | 40% |
| World ETF | €8,120 | +0.3% | 33% |
| ETH | €4,210 | −0.4% | 17% |

  • Message: Evening page: value, changes, allocation
  • Excel: Position details

Connectors

  • CoinGeckoCoinGecko: read crypto prices
  • Alpha VantageAlpha Vantage: read stock and ETF prices
  • GmailGmail: send you the report

Already set up for you

Currency
Euros

What you'll be asked

  • Which positions do you hold?
  • Which email address should we send the result to?

Who it's for

About 22 runs a month, simple task and 3 actions per run (generated files, calculations): Essential tier.

Learn more

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