Analyze client portfolio diversification using Google Sheets, OpenAI and Slack
Fetch Portfolio Data
googleSheets
Slack Alert: Overexposure Warning
slack
Validate Data (Sector + Investment)
Portfolio Update (Hourly)
Normalize Portfolio Data
Alert: Invalid Data
slack
Compute: Sector Allocation Breakdown
Compute: Risk Score & Exposure
Compute: Diversification Score
AI: Portfolio Insights Generator
openai
Transform: Extract AI Response
Decision: Overexposure Check
Format: Final Portfolio Report
Store: Save Report to Google Sheets
googleSheets
Report: Portfolio Summary
slack
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