A daily investment-portfolio breakdown

Takes your list of stocks, AI gathers fresh news and analysis and sends a short portfolio breakdown to your messenger.

  • A breakdown of all your holdings
  • Fresh news and analysis
  • Short, in one message
  • Arrives every day on its own
Google Sheets Tool
Set it upScriptera

How it works

To connect Microsoft Excel 365 and exolve, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule Trigger
  2. Then: Stock Market News & Analytics Agent
  3. Then: Telegram
  4. Then: OpenAI Chat Model
  5. Then: Simple Memory
  6. Then: Portfolio Holdings
  7. Then: Perplexity

You can launch this Microsoft Excel 365 + exolve integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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