A weekly read on your portfolio risk

The scenario reads your portfolio, pulls market data, evaluates the risk, and sends a clear chat summary on meaningful threats, saving weekly snapshots.

  • Pulls market data for you
  • Computes concentration, volatility, correlations
  • A plain-words summary from AI
  • A chat alert plus weekly snapshots in a sheet
Google SheetsAlpha Vantage
Set it up for yourselfScriptera

How it works

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

  1. Starts when: Weekly Schedule Trigger
  2. Then: Risk Thresholds and Settings
  3. Then: Read Portfolio Sheet
  4. Then: Validate Portfolio Input
  5. Check: Batch Portfolio Symbols
  6. Then: Portfolio Risk Engine
  7. Check: Risk Check
  8. If yes: Portfolio Risk Summary
  9. Then: Build Alert Payload
  10. Then: Send Notification
  11. Then: Store Weekly Risk Snapshot
  12. Then: Fetch Market Data
  13. Then: Rate Limit Buffer (Alpha Vantage)
  14. Then: Normalize Alpha Vantage Data
  15. Then: OpenAI Chat Model

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

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