Monday Addepar portfolio brief DM to each advisor

Every Monday at 7am local time, produce a weekly portfolio brief for each advisor at the firm and deliver it as a private Slack DM so they walk into Monday knowing which client conversations need a call today. The audience is internal (advisor-facing), not the household itself, so keep the tone plain and direct, not marketing-polished.

Start in Addepar. Use List Entities to pull the firm's top-tier households (filter by the entity type or grouping attribute the firm uses to mark them). On each household read the entity attribute that names the advisor of record — typically something like 'Advisor' or 'Relationship Manager' — so you can group households by advisor later. Batch these entity lookups; do not call List Entities once per household.

For each in-scope household, run the firm's saved Portfolio View for the past week using Get Portfolio View Results. The view should already return time-weighted return, benchmark delta, largest gainers and losers, cash balance, and allocation drift versus target. Prefer this saved view over ad-hoc per-client Query Portfolio Data calls — Addepar caps a firm at 50 requests per 15 minutes, so reuse the same view across households rather than issuing a bespoke query for each. If a metric is missing from the view, use Query Portfolio Data or List Positions as a targeted fallback for that one field.

Filter out households that did not meaningfully move over the week. A reasonable default: skip when time-weighted return sits within about a percentage point of the benchmark, allocation drift is under three points, and no single position moved more than a small threshold. The goal is signal, not a roll call — an empty week is fine.

Group the surviving households by advisor. For each advisor with at least one household that cleared the threshold, call Slack's Open a Conversation to get the DM channel for that advisor (match on their work email), then Send a Message with one consolidated brief. Structure the message as short client sections, in priority order by size of move: household name as a subhead, one line for time-weighted return and benchmark delta, one for the top gainer and top loser, one for cash, one for any allocation drift over threshold, and a two- or three-word suggested talking point ('call about cash', 'de-risk energy', 'rebalance drift'). Skip advisors whose households all fell under the threshold — do not send an empty DM.

One Slack DM per advisor, grouping their clients. Advisor-facing tone throughout: internal shorthand is fine, do not soften numbers, do not add disclaimers. The finished brief should read like a note from the CIO's desk, not a client letter.