Richfolio

Richfolio is a system that helps investors keep track of their investments without needing constant attention. It focuses on monitoring a person's current collection of stocks, exchange-traded funds, or cryptocurrencies. Richfolio sends daily updates about missing investment opportunities, suggests potential buys using artificial intelligence, and shares related news. These updates are sent through email and Telegram, and everything happens automatically. It's important to know that Richfolio does not pick investments for you; you are expected to do your own research and decide what to buy.

Benefits

Richfolio uses AI, specifically Google Gemini, to give strong buy recommendations. It looks at factors like a stock's price, how much of your portfolio is in certain areas, what people are saying in the news, and technical chart patterns. It also gives scores for how good an investment seems based on financial information. The system checks for technical signals like when a stock's price is low or when it's moving up. It also compares a stock's current price to its average over time and its performance over the last year. Richfolio helps you manage your investments by showing if your portfolio is balanced, if you own too much of the same ETF, and by calculating important details like how much your portfolio might go up or down and how much money you might get from dividends. You get your reports through nice-looking emails and short messages on Telegram. It can also send alerts if there's a big change in a buy signal during the day and provides a report each week to help you balance your investments.

Use Cases

Setting up Richfolio is simple and doesn't require any coding. You can start by copying the project, then entering your investment details and necessary account information for services like email and Telegram into your GitHub settings. The system then runs on its own using GitHub Actions at no extra cost. Richfolio works by gathering information about prices and company finances from sources like Yahoo Finance. It also gets technical data from charts and news headlines from NewsAPI. This information is used to find investment gaps, check price signals, and see if you have too many similar ETFs. The AI then analyzes everything to suggest buys and suggest prices for placing orders. Reports are sent daily or can be sent during the day if there are important changes. There's also a weekly option that focuses only on rebalancing your investments.

Vibes

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