Keep a simple list of your holdings in a Google Sheet (ticker, shares, what you paid). Each run pulls current prices, calculates how every position is doing, and emails you a one-page PDF summary with the totals and an AI-written commentary highlighting what moved. Schedule it to land in your inbox every Monday.
Keep a simple list of your holdings in a Google Sheet (ticker, shares, what you paid). Each run pulls current prices, calculates how every position is doing, and emails you a one-page PDF summary with the totals and an AI-written commentary highlighting what moved. Schedule it to land in your inbox every Monday.
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