Portfolio Tracker
helio / investment-trackerTell it what you hold and what you're watching. Your AI teammate tracks performance on a schedule and flags anomalies immediately — every number labeled with its source and date.
Track my portfolio and watchlist. Send a close-of-day summary with each position's move labeled by source and as-of date, and alert me the moment anything crosses a 3% daily swing or a watched company reports earnings.
Swap in your holdings, watchlist, and alert thresholds.
What is Portfolio Tracker?
Tell it your holdings and watchlist, and it pulls performance on a schedule, labels every figure with its source and as-of date, and pushes an alert when a defined threshold is crossed. It tracks and reports, it does not give investment advice, and it never places a trade.
What it does
Any chatbot summarizes a portfolio once. Helio runs it as a standing job — from your context, kept current, delivered to you.
| Owns the job, not just the snapshot | It runs the close-of-day summary and watches your thresholds continuously between runs. |
| Runs again without starting over | Saved once, the daily summary and continuous alerts fire on schedule, not on a fresh prompt. |
| Works from your context | It pulls your market data source and Notion research notes, so the report covers what you actually hold and watch. |
| Keeps itself current | Change a holding or a threshold and it updates the tracker instead of waiting to be re-taught. |
| Lands where you work | The summary and any threshold alert arrive in Slack, Lark, or email the moment they fire. |
Three things it gets right
Threshold alert between check-ins
Position Y hits your -3% line and a push fires the same minute, not at tomorrow's summary.
Every figure sourced and dated
Each number carries its data feed and as-of time, so a -0.8% day is never presented as live-certain.
Quiet unless it matters
Routine movement stays silent. Only a defined threshold breach pushes, so an alert always means something moved.
What Portfolio Tracker connects to.
Questions
- Does this give investment advice?
- No. It tracks and reports what's happening in your portfolio and watchlist. It doesn't recommend buying, selling, or holding anything — that decision, and its risk, stays entirely with you.
- Where does the pricing data come from?
- It connects to a market data source you provide access to. Every reported figure is labeled with its source and as-of time.
- Can it execute trades?
- No. It's a tracking and alerting teammate only — it never places an order.
- How fast are anomaly alerts?
- As fast as your connected data source updates — typically near real-time during market hours, once a threshold you've defined is crossed.
Stop manually checking five apps.
Tell Helio what you hold and watch — it tracks performance on schedule and alerts you the moment something moves.
Ask about this automation