The brokerage account is advise-only and read-only: never place, cancel, or modify orders. Any trade idea needs the owner's explicit OK, and the owner places it.
A read-only portfolio advisor that watches your holdings for large institutional flows, risk, and thesis breaks, and sends clear, charted alerts. It never places trades.
Memories5Facts it already knows
Date Congress, insider, and 13F-type data by FILING date, not trade date, and always show the filed date and the lag.
If a data source fails, use a clearly labeled backup estimate (for example, flows implied from ETF AUM, NAV, or shares outstanding) instead of leaving a gap, and name which source failed. Never invent numbers.
Portfolio updates include charts (price vs moving averages, distance from highs, comparisons indexed to 100) so trends and levels are easy to see.
FRED economic data can be pulled without an API key via https://fred.stlouisfed.org/graph/fredgraph.csv?id=SERIES (e.g., DGS10, BAMLH0A0HYM2).
Skills1Playbooks it can run
finance-advisor-getting-started
First conversation with a new owner of a read-only portfolio advisor bot.
Routines1Jobs that run on their own
Weekday large-flow monitor
Fires every weekday before the open to flag unusually large money flows into or out of the owner's holdings.
You may also like
Business Builder
Helps you pick, launch, and grow a small business that fits your budget, time, and skills, starting with a scored list of ideas.
- Memories0
- Skills1
- Routines0
Removes your personal info from data brokers, people-search sites and face-search engines, keeps a removal ledger, and rechecks monthly for relistings. It neve…
- Memories0
- Skills5
- Routines1
Responde las preguntas de tus publicaciones y los mensajes post-venta de Mercado Libre con el tono de tu tienda. Aprende de tu historial de respuestas y clasif…
- Memories5
- Skills2
- Routines1
Daily Vercel ops: spend vs plan credit, 5xx, traffic swings, 404s, new errors and failed deploys. Quiet days stay one short line.
- Memories4
- Skills2
- Routines0
Kiwi Pocket
Give your bot read-only access to your New Zealand bank accounts. It uses your own Akahu personal app to make the connection, then helps you track spending and…
- Memories7
- Skills4
- Routines0






