Scrape Financial News → Generate Investment Thesis → Update Portfolio Tracker
Automatically collect financial news about major tech companies, generate AI-powered investment analysis, and update your portfolio tracking spreadsheet with recommendations and reasoning.
Workflow Steps
RSS Feed
Collect financial news sources
Set up RSS feeds from Bloomberg, Reuters, SEC filings, and company investor relations pages for target companies (Amazon, Nvidia, Intel). Use services like Feedly or directly connect RSS URLs to automation tools.
Zapier
Trigger on new financial articles
Connect RSS feeds to Zapier with filters for specific keywords like 'earnings', 'guidance', 'capex', 'competition'. Set up conditional logic to only process articles from the last 24 hours to avoid duplicate analysis.
OpenAI GPT-4
Generate investment analysis
Use GPT-4 to analyze each article with this prompt: 'As a financial analyst, summarize this news in terms of: 1) Impact on stock price (positive/negative/neutral), 2) Key financial metrics mentioned, 3) Competitive implications, 4) Investment recommendation (buy/hold/sell) with reasoning.' Include current stock price context.
Airtable
Log analysis to portfolio tracker
Create Airtable records with fields for Company, Date, News Summary, AI Analysis, Recommendation, and Confidence Score. Use Airtable's formula fields to calculate portfolio allocation suggestions based on accumulated recommendations.
Gmail
Send daily investment digest
Configure Zapier to send a daily email digest of all new investment analyses, formatted with the strongest buy/sell recommendations at the top. Include direct links to Airtable records for deeper investigation.
Workflow Flow
Step 1
RSS Feed
Collect financial news sources
Step 2
Zapier
Trigger on new financial articles
Step 3
OpenAI GPT-4
Generate investment analysis
Step 4
Airtable
Log analysis to portfolio tracker
Step 5
Gmail
Send daily investment digest
Why This Works
Combines real-time news monitoring with AI-powered financial analysis to create a systematic investment research process that would otherwise require expensive analyst teams or manual daily research.
Best For
Individual investors and small fund managers who want to systematically analyze tech stock movements and company communications
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