22H·

How I automated my daily portfolio analysis with AI

Started with a simple problem: I wanted a daily snapshot of my portfolio with sentiment analysis, without doing it manually every time.

So I built a small system that does it for me.

How it runs: A JavaScript bookmarklet on #Getquin automatically clicks "show more", captures the full positions table as a PNG, and saves it locally.

A Python script then passes that image to Gemini Flash (#Google AI Studio) — it reads the screenshot, extracts every ticker with P/L and weight, searches for recent news, and generates a sentiment tag for each position.

The output lands in a Telegram message every morning. 📬

Today's snapshot:

  • Portfolio at +8.16% since inception
  • $SGLD (-3.24%) (+25.37%) 🟢 still the biggest contributor — gold doing its thing
  • $ENR (-5.03%) 🟢 Bullish — Siemens Energy buyback announced, analysts at Buy
  • $NEXI (+0.81%) (-4.78%) 🔴 Bearish — BofA downgrade, guidance missed, competition intensifying
  • $ISP (-1.34%) (-7.97%) — sitting on a loss but Moderate Buy consensus intact
  • $RACE (-2.76%) (-10.41%) — neutral for now, UBS says near peak negative sentiment


Next step: schedule it on my VPS so it runs automatically every morning without touching anything.

#portfolio
#investing
#AI
#Python
#automation

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3 Comments

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Great idea!!! 🙂 Would you happen to be able to make it usable for anyone?
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@Hendan sure, I think to put everything on my public github with public repo :)
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Nice project :)
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