# Monday Addepar portfolio brief DM to each advisor

> Every Monday at 7am, send each advisor a private Slack DM briefing their top-tier households in Addepar so they walk in knowing which conversations need a call.

- Workflow type: agent
- Services: Addepar, Slack
- Categories: Finance
- Published: 2026-07-17

## What it does

- Every Monday morning, pulls last week's performance for each top-tier household in Addepar (return, benchmark delta, biggest movers, cash, allocation drift).
- Groups households by their advisor of record using each household's advisor attribute in Addepar.
- DMs each advisor a private Slack brief covering only their clients, one section per household.
- Skips households that did not meaningfully move so the brief stays short and actionable.

## What you'll need

- An Addepar login for your firm with access to portfolio views and entities
- A Slack workspace where advisors can receive direct messages
- A saved Addepar Portfolio View that covers the metrics you want in the brief (time-weighted return, benchmark, gainers, losers, cash, allocation drift)
- An Addepar attribute on each household that names its advisor of record (for example an Advisor or Relationship Manager field)
- A way to match each advisor to their Slack handle (usually their work email)

## Prompt

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.

## How to customize

- Delivery time (day of week and hour, e.g. Sunday evening instead of Monday morning)
- The 'meaningful move' threshold that decides which households make it into the brief
- The list of households in scope (top-tier only, or every household the firm covers)
- Which lines each client section shows (drop cash, add concentration, add net flows, etc.)
- How advisors map to Slack users (email match, a lookup table, or a custom rule)

## FAQ

### Does this send anything to clients?

No. The Slack DMs go only to your advisors as an internal briefing. Nothing is shared with the households themselves.

### What if an advisor covers a lot of households?

They still get one DM. Every household they cover appears as its own short section inside that single message so nothing gets lost.

### What counts as a meaningful move?

You set the threshold. A common starting point is skipping any household where return sits within about a percentage point of benchmark, allocation drift is under a few points, and no single position moved much. Anything above the threshold makes the brief.

### Do we need a paid Slack plan?

No. Any Slack workspace works because the brief is delivered as a normal direct message.

### Can we run it more or less often?

Yes. Change the schedule to daily, twice a week, or the last business day of the month. The rest of the workflow stays the same.

Use this prompt in General Input: https://www.generalinput.com/prompts/monday-addepar-portfolio-brief-dm-to-each-advisor