FinTrek - Portfolio Tracker

Track portfolio performance, fetch live prices, and receive daily P&L summaries by email.

0 StarsMIT LicenseSetup Time 5 minutes
AnalyticsFinanceNotifications

Overview & Instructions

FinTrek is a financial workflow that ingests your tradebook, fetches live market prices, and emails a clean daily portfolio summary.

Features:

  • Tradebook ingestion via spreadsheet or API
  • Real-time price fetching with yfinance
  • Daily return & P&L calculation
  • Auto-email summary using WaveAssist nodes

How to Use:

  1. Click the Deploy on WaveAssist button below.
  2. Connect your tradebook source (CSV or API).
  3. Set email recipients and schedule.
  4. Get a daily snapshot of your performance.

Repo URL: https://github.com/WaveAssist/FinTrek
Loom Demo: Coming soon

AnalyticsFinanceNotifications
FinTrek - Portfolio Tracker

FinTrek - Portfolio Tracker

Track portfolio performance, fetch live prices, and receive daily P&L summaries by email.

AnalyticsFinanceNotifications