Google Sheets and Microsoft Outlook automations — Stock Analytics & Reports

Ready-made scenarios where Google Sheets and Microsoft Outlook work for you (stock analytics & reports): pick one — a copy appears in your account and runs on its own.

10 scenarios

A daily review of your stock portfolio — to your inbox
A 5-day outlook on your stocks — every evening
Analysis across a stack of reports — a ready document with conclusions
Weekly client talking points, every Monday morning
Gold vs stocks — an emailed report with a chart
A daily multi-market report to your inbox, automatically
A morning market digest for your stocks — by email
Corporate actions matched to a client's portfolio, explained by email
Tracking money rotation between market sectors
Daily investment ideas from market moves and news