Weekly portfolio fundamentals brief in Notion
Every Monday at 7am ET, generate a dated fundamentals memo per ticker and file it in Notion so your team has an auditable weekly archive.
Real-Time Finance Data
NotionFinanceOperationsAI ReportsResearch & MonitoringDaily DigestsBuild me an agent workflow that produces a weekly fundamentals brief for my portfolio and files it in Notion.
Trigger: cron, every Monday at 7:00 AM America/New_York.
Inputs (configurable at setup time):
- TICKERS: a list of stock symbols, for example AAPL, MSFT, NVDA, GOOGL, AMZN. Accept exchange-qualified form (AAPL:NASDAQ) for non-US listings.
- NOTION_DATABASE_ID: the Notion database where each weekly brief should be created as a new page.
For each ticker, the agent should:
1. Call Real-Time Finance Data "Get Stock / Company Overview" to pull market cap, PE ratio, dividend yield, year high/low, exchange, and company profile.
2. Call Real-Time Finance Data "Get Company Income Statement" with period=QUARTERLY to get the last several quarters of revenue, operating expense, net income, EPS, and EBITDA.
3. Call Real-Time Finance Data "Get Company Balance Sheet" with period=QUARTERLY for assets, liabilities, equity, price-to-book, and ROA.
4. Call Real-Time Finance Data "Get Company Cash Flow" with period=QUARTERLY for operating cash flow, investing, financing, and free cash flow.
5. Call Real-Time Finance Data "Get Stock News" to gather the most recent headlines for context.
Then synthesize a written memo per ticker that:
- Opens with a one-paragraph summary of the company's current state (price, market cap, valuation snapshot).
- Walks quarter-over-quarter direction on revenue growth, gross/operating margin trend, leverage change (debt to equity), and free cash flow trend.
- Explicitly flags anomalies: a big swing in operating cash flow, a step-up in debt, an EPS miss versus the prior quarter, a sharp margin move, or a notable balance sheet shift.
- Ties anomalies and direction to relevant news headlines from the stock news pull (cite the headline so the analyst can click through).
- Ends with a short "things to watch" section for next week.
Output to Notion:
- Use Notion "Create a Page" to create a new page in NOTION_DATABASE_ID titled "Fundamentals Brief — {YYYY-MM-DD}" (the Monday of the run).
- Use Notion "Update Page Content as Markdown" to write the full structured memo into the page body. Use H2 per ticker, then subsections for Snapshot, QoQ Direction, Anomalies, News Context, and Watchlist. Keep the markdown clean and skimmable.
If any ticker lookup fails (404 on the symbol, quota error, etc.), the agent should note the failure inline in the memo rather than aborting the whole run, and continue with the remaining tickers.
The goal is an auditable weekly archive of fundamentals reviews in Notion, not an ephemeral chat post. Optimize the memo for an analyst skimming on Monday morning: lead with what moved and why, not raw data dumps.
What does this prompt do?
- Runs every Monday at 7am ET and walks through your configured list of portfolio tickers.
- Pulls the latest company overview, quarterly income statement, balance sheet, cash flow, and recent stock news for each ticker.
- Writes a readable memo per ticker that calls out quarter over quarter revenue, margin, leverage, and free cash flow direction, then flags anomalies like a big cash flow swing, debt step up, or EPS miss.
- Files a dated brief in a designated Notion database so the team builds a permanent, searchable archive of weekly fundamentals reviews.
What do I need to use this?
- A Real-Time Finance Data account (via RapidAPI) for stock fundamentals and news.
- A Notion workspace with a database where the weekly briefs should land, shared with your General Input connection.
- Your watchlist of ticker symbols (for example AAPL, MSFT, NVDA, GOOGL).
How can I customize it?
- Edit the ticker list, swap in your own portfolio, or split it into watchlists per analyst.
- Change the run time or cadence, for example move it to Sunday night, or run it the morning after every earnings release.
- Tune the memo style: lengthen the summary, add a price target section, or have the agent score each ticker against your own criteria.
- Point it at a different Notion database, or have it tag each brief with sector, analyst, or quarter properties.
FAQs
How many tickers can I track in one run?
Does this work for non-US listings?
Can I change the schedule or run it on demand?
Where do the briefs live in Notion?
Will the memo flag earnings misses or unusual moves?
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Stop running ad hoc fundamentals lookups every Monday.
Connect Real-Time Finance Data and Notion once, and Geni files a fresh fundamentals brief for every ticker on your watchlist before the market opens.