Portfolio Monitoring Assistant
A scheduled research workflow that combines portfolio data and relevant market information into a structured Telegram briefing.
Problem
Reviewing holdings, market movement and relevant news manually created repeated work without a consistent decision record.
Design & Approach
Designed a scheduled pipeline that gathers inputs, structures analysis and sends a concise briefing to Telegram.
Result
Reduced the manual steps required to prepare a repeatable personal portfolio briefing.
Execution Flow
Portfolio Monitoring Assistant pipeline flow
- Portfolio data — Holdings list (Andrew owned)
- Market and company information — External financial APIs (Partner-owned delivery)
- Scheduled analysis pipeline — Python parsing service (Andrew owned)
- Structured decision context — Information filters (Andrew owned)
- Telegram briefing — Private bot notification (External approval gate)
Product Decisions
- Use an existing daily channel rather than create another app.
- Schedule execution instead of continuously polling.
- Keep data, analysis and message formatting separate.
- Keep the workflow personal research, not financial advice.
Technical shape
Python pipeline servicesCron-scheduled task executionTelegram Bot API integration