Use Cases (All Zero Risk - Read Only)
Portfolio Performance Dashboard
Daily summary with P&L, allocation breakdown, top/bottom performers. Delivered via Telegram.
✓ Zero RiskAsset Allocation Rebalancer
Monitor target allocations, alert when drift exceeds 5%, generate rebalancing trades.
✓ Zero RiskDividend Tracker
Track ex-dates, payment dates, yield calculations. Alert 3 days before ex-date.
✓ Zero RiskTax-Loss Harvesting Scanner
Identify positions with unrealized losses, suggest similar securities for swap.
⚡ Medium RiskMulti-Account Aggregator
Consolidate holdings across brokers, crypto exchanges, retirement accounts.
✓ Zero RiskNotion Integration
Sync portfolio data to Notion databases for visualization and historical tracking. See My Setup for implementation details.