Track portfolio performance, fetch live prices, and receive daily P&L summaries by email.
Switch between scenarios to see exactly what you provide to the assistant and the kind of output it generates for you.
You provide:
investor@example.comDaily Portfolio Summary - Personal
| Holding | Shares | Price | Value | Daily P&L | Total P&L |
|---|---|---|---|---|---|
| AAPL | 100 | $185.50 | $18,550 | +$125 | +$2,850 |
| MSFT | 50 | $415.20 | $20,760 | -$85 | +$1,920 |
| Total | - | - | $39,310 | +$40 | +$4,770 |
Import portfolio data via spreadsheet upload or API integration.
Live market price updates using Yahoo Finance API.
Clean, professional portfolio summaries delivered to your inbox.
“Finally, a simple way to track my portfolio performance without complicated software.”
“The daily P&L emails help me stay on top of my investments without constant checking.”
You can import CSV files or connect via API. Standard formats include date, symbol, quantity, and price.
Portfolio values are calculated using real-time market prices during your scheduled run time.
Yes, you can set up multiple portfolio trackers with different holdings and recipients.
Currently supports US stocks and ETFs with international market expansion planned.
It's free to start with $2 credits included. You only pay once credits expire - it's a pay-as-you-go model based on usage.
No credit card required. Free tier included.