Weekly Portfolio Recap Email With News Catalysts And P&L

PromptCreate

Every Sunday at 5pm ET, run a personalized weekly portfolio review and email the recap to me in Gmail. Build this as an agent workflow with a cron trigger.

Start by reading my holdings from a designated Google Sheet using Google Sheets Get Values. The holdings tab has one row per position with columns for ticker, shares, and cost basis. Treat that sheet as the source of truth for what I own.

For each ticker in the sheet, call Massive Get Stock Aggregate Bars for the last five trading days to get daily OHLCV, Massive List News Articles for the past week including sentiment, and Massive Get Ticker Details for company context like name, sector, and market cap. If every US session was closed that week (e.g. a full holiday week), skip everything else and do not send an email.

Then have the agent draft a concise recap that covers: portfolio-level return for the week (weighted by position size) and unrealized profit and loss per position based on cost basis; the top three winners and top three losers for the week with the specific news catalysts from the news feed that likely drove each move; any positions showing strongly negative sentiment or unusual volume worth watching; and a short 'week ahead' bullet list highlighting things I should keep an eye on next week.

Send the recap as a formatted HTML email using Gmail Send a Message, sent from me to me, with a subject line like 'Weekly portfolio recap' followed by the date range. Keep the email skimmable: short intro paragraph, then clear sections for portfolio summary, winners, losers, watchlist, and week ahead. Use a table for per-position P&L.

Before publishing, prompt me to enter the Google Sheet ID, the holdings tab range (e.g. Holdings!A2:C), and the Gmail address to send to.

What does this prompt do?

Reads your holdings from a Google Sheet each Sunday evening and prices out the past week per position.
Calls out the top three winners and top three losers with the specific news stories that likely drove each move.
Flags positions with strongly negative news sentiment or unusual volume worth watching next week.
Sends the recap as a clean, formatted email to your inbox, and stays quiet if markets were closed all week.

What do I need to use this?

A Google account with a spreadsheet listing your holdings (ticker, shares, cost basis).
A Gmail account to send the recap to yourself.
A Massive account for stock prices, company details, and news sentiment.

How can I customize it?

Change the send time or day. Sunday at 5pm ET is a common prep-for-the-week slot, but Friday after close and Saturday morning work just as well.
Point it at a different sheet or tab, or add columns like target allocation and stop-loss to change what the recap comments on.
Adjust the depth of the writeup. Ask for a short executive summary only, or a longer note that includes moving averages and technicals per position.

FAQs

Do I need a brokerage connection for this to work?

No. Your holdings live in a Google Sheet you own, and the workflow only reads that sheet plus public market data. It never places trades or logs into your brokerage.

What happens on holiday weeks when the market was closed?

The recap checks whether any US trading sessions happened that week. If markets were closed the whole week, it skips sending so your inbox stays quiet.

Can I get the recap in Slack or Notion instead of email?

Yes. After you use this prompt, tell the workflow author to swap Gmail for Slack, Notion, or another destination and it will rewire the delivery step.

How does it decide the news catalyst behind each move?

It pulls the past week of news for each ticker with sentiment scores, then matches the biggest price moves to the most relevant recent headlines when writing the recap.

Will this work for ETFs and international tickers?

It works best for US-listed stocks and ETFs. International tickers may have thinner news coverage, so the catalyst commentary will be lighter for those positions.

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