Sunday weekly portfolio recap emailed to your inbox

Every Sunday at 5pm ET, run a personalized weekly portfolio review and email the recap to me in Gmail. Build this as an agent workflow with a cron trigger.

Start by reading my holdings from a designated Google Sheet using Google Sheets Get Values. The holdings tab has one row per position with columns for ticker, shares, and cost basis. Treat that sheet as the source of truth for what I own.

For each ticker in the sheet, call Massive Get Stock Aggregate Bars for the last five trading days to get daily OHLCV, Massive List News Articles for the past week including sentiment, and Massive Get Ticker Details for company context like name, sector, and market cap. If every US session was closed that week (e.g. a full holiday week), skip everything else and do not send an email.

Then have the agent draft a concise recap that covers: portfolio-level return for the week (weighted by position size) and unrealized profit and loss per position based on cost basis; the top three winners and top three losers for the week with the specific news catalysts from the news feed that likely drove each move; any positions showing strongly negative sentiment or unusual volume worth watching; and a short 'week ahead' bullet list highlighting things I should keep an eye on next week.

Send the recap as a formatted HTML email using Gmail Send a Message, sent from me to me, with a subject line like 'Weekly portfolio recap' followed by the date range. Keep the email skimmable: short intro paragraph, then clear sections for portfolio summary, winners, losers, watchlist, and week ahead. Use a table for per-position P&L.

Before publishing, prompt me to enter the Google Sheet ID, the holdings tab range (e.g. Holdings!A2:C), and the Gmail address to send to.