Have an agent brief you on your portfolio each morning
A commenter uses an agent to turn news about their holdings into a daily portfolio digest with calendar reminders for earnings calls.
- What they did
- They built a Gemini Spark agent around one prompt and leaned on Spark’s Google Workspace connection instead of connecting separate APIs. Each day, the agent scans for news tied to their positions, folds in earnings calls on Google Calendar, and presents it as a custom morning update. They also rely on it for DCF work, budgeting, planning, and scenario forecasting.
- How it went
- They say the setup works well and tends to be more cautious than they are. They did not report returns, trades, or any other investing outcome.
- Tips
- This kind of workflow is simpler when the tool already has access to Google Workspace and can keep running in the background. They describe rebuilding the same thing in ChatGPT as a lot of extra work.
Try it yourself with Lindy
Create a portfolio monitoring agent for me. Every morning at [time], review current news for these holdings: [tickers or fund names]. Pick out the most relevant developments, such as earnings, analyst updates, guidance changes, or major company announcements, then write a concise newsletter with source links and a short top-three recap. Add any scheduled earnings calls to my Google Calendar. Before you turn on the repeating schedule, show me the draft newsletter format and wait for my approval. If a step would send, submit, delete, pay, or otherwise change something important, stop and ask me first.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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