A briefing on your watchlist: filings, news and a verdict — in your chat

The scenario pulls the financial statements and recent articles for your watchlist, hands the analysis to two independent helpers, settles their disagreement with a third and messages you the verdict.

  • Grounded in the company's own filings, not opinions from a feed
  • Two independent readings, with a third to settle a disagreement
  • A flip from yesterday's view gets its own alert
  • The history of every briefing accumulates in your sheet
Google SheetsAlpha Vantage
Set it upScriptera

How it works

To connect botHelp and Google Sheets, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule Trigger
  2. Then: Read_tickers_from_Sheet
  3. Check: loop_over_tickers
  4. Then: Build Summary
  5. Then: Send a text message
  6. Then: Cache Lookup
  7. Then: Check the cache
  8. Check: Is Cache Valid?
  9. If yes: Wait1
  10. Then: alphavantage - Balance Sheet
  11. Then: Clean balance sheet
  12. Check: Merge2
  13. Check: Merge4
  14. Then: Clean Read Financial
  15. Check: If2
  16. If yes: Update row in sheet
  17. Then: Merge New Financial
  18. Check: Merge1
  19. Then: First round ChatGPT
  20. Then: Clean Up ChatGPT
  21. Check: Merge
  22. Then: Clean Up Results from First Round
  23. Check: Needs Tiebreaker?
  24. If yes: Tide Breaker - Bull
  25. Then: Clean up Chatgpt 2
  26. Check: Merge6
  27. Then: Code in JavaScript3
  28. Check: Merge7
  29. Check: If
  30. If yes: Get Previous Verdict
  31. Then: Thesis Reversal Enricher
  32. Then: Alert Filter
  33. Check: If Alert?
  34. If yes: Get 50MA
  35. Then: Get 200MA
  36. Then: MA Check
  37. Then: Get RSI
  38. Then: Get Earnings
  39. Then: Entry Signal Enricher
  40. Check: Above 50MA?
  41. If yes: Telegram Alert
  42. Check: Is Thesis Reversal?
  43. If yes: Thesis Reversal Alert
  44. Then: write_sentiment_to_sheets
  45. Then: Wait
  46. If no: Watchlist Telegram
  47. If yes: Tide Breaker - Bear
  48. Then: Clean up Gemini 2
  49. If no: Code in JavaScript
  50. Then: First round Gemini
  51. Then: Clean up Gemini
  52. If no: Insert Row
  53. If yes: Wait2
  54. Then: alphavantage - Profile
  55. Then: Clean Profile
  56. Check: Merge3
  57. If yes: Wait3
  58. Then: alphavantage - Income Statement
  59. Then: Clean Income statement
  60. If yes: Wait4
  61. Then: alphavantage - CashFlow
  62. Then: Clean Ccashflow
  63. Check: Merge5
  64. If yes: Wait5
  65. Then: alphavantage - Current Price
  66. Then: Clean Current Price
  67. If yes: Wait6
  68. Then: alphavantage - Current Price Second
  69. Then: Clean Current Price1
  70. Then: Update row in sheet1
  71. Then: Get row(s) in sheet
  72. Then: Clean Old Financial
  73. Then: Seekingalpha Articles
  74. Then: Clean the news
  75. Check: If1
  76. If yes: XML
  77. Then: Edit Fields2
  78. Then: Final version of news
  79. If no: return the news

You can launch this botHelp + Google Sheets integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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