Investment 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.
What is Investment Tracker?
- ·Replaces the five-app manual check: Portfolio performance and watchlist movement summarized in one report, on a fixed schedule.
- ·Labels every figure with its source: Source and as-of date on every number — never presented as live-certain.
- ·Alerts the moment something actually moves: A defined price or earnings threshold crossed triggers an immediate push, not a wait for the next check-in.
- ·Never gives investment advice: It tracks and reports — it never recommends buying, selling, or holding, and never places a trade.
What does Investment Tracker produce?
| 📊Scheduled portfolio summary | Performance and watchlist movement, delivered on a fixed schedule. |
| 🏷️Sourced figures | Every number labeled with its data source and as-of date. |
| 🚨Threshold alert | Fires the moment a defined move is crossed, watched continuously. |
| 📰Earnings surfacing | Watched-company earnings releases surfaced the same day. |
The SOP, step by step.
- 01
Load holdings and watchlist
What you hold and what you're tracking without holding.
- 02
Pull performance data
From your connected data source, on the set schedule.
- 03
Summarize
Portfolio performance and watchlist movement in one report.
- 04
Label every figure
Source and as-of date on every number — never presented as live-certain.
- 05
Define the threshold
What counts as a move worth an immediate alert.
- 06
Watch continuously
Price and earnings data for every tracked position.
- 07
Alert on breach
The moment the threshold is crossed, not at the next scheduled check.
- 08
Stay quiet otherwise
No alert for routine movement — only genuine threshold breaches.
What it produces, in practice.
Illustrative example generated for this page — actual output depends on your real data.
📈 Portfolio Tracking · Close of Day
Sample · illustrativePortfolio was -0.8% today, ahead of the benchmark by 0.3pt; one position crossed its watch threshold.
| Position | Today | This week | Contribution | Note |
|---|---|---|---|---|
| Position X | +1.2% | +3.4% | Top contributor | — |
| Position Y | -2.1% | -4.0% | Top drag | ⚠️ Near your -3% alert threshold |
| Position Z | -0.5% | +0.8% | — | Earnings release Thursday |
Threshold watch: Position Y is at -2.1% today, close to your -3% alert line — a breach will push immediately.
Source: market data feed, as of 15:00 close. Assumes no dividend reinvestment.
Informational summary only — not investment advice. Any decision is yours, or your licensed advisor's.
Watch Portfolio Tracker set up a new automation.
What Investment Tracker connects to.
Market data source
Coming soonPulls pricing and earnings data for your holdings and watchlist.
Notion
ConnectedKeeps research notes as a living reference alongside the tracker.
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