Automated mutual fund due diligence one-pager in Notion

Build me an agent workflow that turns a queued mutual fund ticker into a due diligence one-pager in Notion. Our analysts add fund tickers to an Airtable table called Fund Research Queue, and I want each new row to produce a polished one-pager automatically.

Trigger: poll Airtable for new records on the Fund Research Queue table using the new_record event. Each row has at least a ticker field, a status field, and a Notion page URL field that starts empty.

When a new row arrives, the agent should pull the data it needs from YCharts using the mutual fund symbol prefix (M:TICKER):

1. Call YCharts Get Mutual Fund Info to fetch category, fund family, expense ratio, inception date, and current manager.

2. Call YCharts Get Mutual Fund Data Series to fetch trailing 1, 3, 5, and 10 year total returns plus standard deviation for the same windows.

3. Call YCharts Get Mutual Fund Holdings to fetch the top positions. Note that this endpoint caps at 25 symbols per request, so the one-pager should describe these as the top 25 holdings and compute the concentration they represent.

4. Call YCharts Get Mutual Fund Dividends to fetch the trailing distribution history (default to the last three years).

Then have the agent compile a structured due diligence one-pager with these sections: Fund Profile (name, ticker, category, fund family, manager, inception, expense ratio), Performance vs Category (trailing returns table with simple commentary), Risk Metrics (standard deviation by window with a one-line read on volatility), Top Holdings Concentration (top 25 names, weights, and the share of assets they represent), and Distribution Pattern (cadence, recent payouts, any notable changes).

Output: use Notion Create a Page to add a new page to our fund research database. Use the fund name as the page title and render the one-pager as the page body. The database id should be configurable.

Then use Airtable Update Record on the originating row to set the status field to complete and store the new Notion page URL in the Notion page URL field, so the analyst can jump straight from the queue to the finished one-pager.

Handle the common edge cases gracefully: if YCharts returns an error for the ticker (bad symbol, no data, permissions), update the Airtable row status to needs review and include a short note instead of failing silently.

Additional information

What does this prompt do?

Watches a Fund Research Queue table in Airtable and kicks off as soon as a new ticker is added.
Pulls the fund profile, trailing returns, risk stats, top holdings, and recent distributions from YCharts.
Writes a structured due diligence one-pager into your Notion fund research database, ready to share with the investment committee.
Closes the loop by marking the Airtable row complete and saving the Notion page link next to the ticker.

What do I need to use this?

An Airtable base with a Fund Research Queue table that has a ticker field, a status field, and a link field for the Notion page.
A YCharts account with API access (your YCharts account manager can enable this).
A Notion workspace with a fund research database where the one-pagers should land.

How can I customize it?

Change the queue table name or the field names so they match the columns your team already uses.
Add or remove sections in the one-pager, such as a benchmark comparison, manager tenure, or peer ranking.
Tweak the time windows for returns and distributions, or expand the holdings list past the top positions.

Frequently asked questions

Do my analysts need to know anything about YCharts to use this?

No. Once an admin connects YCharts once, analysts just drop a ticker into the Airtable queue and the one-pager appears in Notion a moment later.

What if the fund has more than 25 holdings?

YCharts caps the holdings list at the top 25 positions per request, so the one-pager focuses on the largest holdings and the concentration they represent. You can expand it later if you need a fuller list.

Can I use a different research database in Notion?

Yes. Point the workflow at any Notion database you already use for fund research and it will create new pages there with the same one-pager structure.

Does this work for ETFs or only mutual funds?

This template is built around YCharts mutual fund coverage. ETFs use a different data path, so you would need a separate version of the workflow for ETF tickers.

How do I know when a one-pager is ready?

The workflow updates the Airtable row to mark the status complete and pastes the Notion page link into the row, so the requesting analyst can find it without leaving the queue.