Corporate actions matched to a client's portfolio, explained by email

The scenario reads the corporate actions feed, matches it against the client's portfolio, explains the impact in plain words and emails the result. Every run is logged.

  • You only get emailed about securities the client actually holds
  • When there are no events, you still get a confirmation the check ran
  • The impact is explained in plain words, not jargon
  • Every run and its outcome are written into Google Sheets
Set it upMade with Scriptera