A morning portfolio summary by email — automated

The scenario takes your list of holdings, gathers fresh quotes, works out the change and emails you a ready summary every morning.

  • Fresh quotes across the whole portfolio
  • Works out the change for you
  • A ready email summary every morning
  • No visits to the exchange
Set it upScriptera

How it works

Automating Stackby and Keap takes no code: a ready-made scenario does the routine for you.

  1. Starts when: On clicking 'execute'
  2. Then: Baserow
  3. Then: Fetch tradegate stock page
  4. Then: Parse tradegate stock page
  5. Then: Format result
  6. Then: Calculate change
  7. Then: Build HTML
  8. Then: SendGrid
  9. Starts when: Cron

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

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