Automated Investment Portfolio Tracker

# Automated Investment Portfolio Tracker ## What It Does The Automated Investment Portfolio Tracker automates the tracking of your multi-broker investment portfolios, providing real-time updates and alerts. This saves you time and reduces manual errors, giving you a more accurate and up-to-date picture of your investments. You'll receive notifications via Google Sheets and Telegram, keeping you informed and on top of your investments. By automating this process, you'll be able to focus on more strategic tasks. ## Who Needs This Financial advisors and investors who manage multiple investment portfolios across different brokers will benefit from this automation. Currently, they manually track and update their portfolios, which is time-consuming and prone to errors. By automating this task, they can save time and reduce the risk of mistakes. ## How It Works — Step by Step 1. You provide the list of your investment accounts across different brokers, including the account numbers and login credentials. 2. The agent connects to each broker's website and retrieves the current portfolio holdings and values. 3. The agent consolidates the data from all accounts into a single Google Sheet, providing a unified view of your investments. 4. The agent monitors the portfolios for any changes, such as new transactions or price updates. 5. When a change is detected, the agent updates the Google Sheet and sends a notification to your Telegram account. 6. You review the updated portfolio information and notifications to stay on top of your investments. 7. The agent continues to monitor your portfolios and update the Google Sheet in real-time. 8. You can access the Google Sheet at any time to view your current portfolio holdings and values. ## What You Get * A consolidated view of your multi-broker investment portfolios in a single Google Sheet * Real-time updates to your portfolio holdings and values * Notifications via Telegram when changes are detected in your portfolios * Reduced manual errors and increased accuracy * Time savings of up to 3 hours per week * A reliable and automated solution for tracking your investments ## Setup Requirements * Google Sheets account * Telegram account * List of investment account numbers and login credentials for each broker * API keys for broker websites (if required) ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*