6Mesยท

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) โ€” 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. ๐Ÿ“ฌ

Today's snapshot:

  • Portfolio at +8.16% since inception
  • $SGLD (+1,63%) (+25.37%) ๐ŸŸข still the biggest contributor โ€” gold doing its thing
  • $ENR (+3,09%) ๐ŸŸข Bullish โ€” Siemens Energy buyback announced, analysts at Buy
  • $NEXI (+2,13%) (-4.78%) ๐Ÿ”ด Bearish โ€” BofA downgrade, guidance missed, competition intensifying
  • $ISP (+0,42%) (-7.97%) โ€” sitting on a loss but Moderate Buy consensus intact
  • $RACE (+0,51%) (-10.41%) โ€” 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 Commenti

immagine del profilo
Bella idea! ๐Ÿ™‚ Riusciresti per caso a rendere il tutto fruibile per chiunque?
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@Hendan certo, penso di mettere tutto su mio github pubblico con repo pubblica :)
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immagine del profilo
Nice project :)
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