majiayu000 PortfolioMorning ☀️
Wake up to your portfolio briefing. Performance, market movers, news impact, and action items. All before your coffee gets cold.
When to Use
✅ USE when:
- Managing investment portfolio
- Tracking stocks/crypto/assets
- Staying informed on markets
- Monitoring overnight moves
- Planning daily trading strategy
- Following macro trends
When NOT to Use
❌ DON'T use when:
- Automated trading → needs dedicated bots
- Tax reporting → use CoinTracker, etc.
- Investment advice → this is informational only
- Portfolio management at scale → use wealth platforms
Setup
npm install -g @pawhub/portfoliomorning
portfoliomorning init
Example Morning Briefing
Paw: ☀️ Good morning! Your portfolio briefing:
📊 Portfolio Snapshot Total Value: $147,382 (+$2,184 / +1.5% vs yesterday)
Top Movers:
- 🟢 NVDA: $847.20 (+4.2%) — Your 50 shares: +$1,780
- 🟢 BTC: $63,400 (+2.1%) — Your 0.5 BTC: +$663
- 🔴 TSLA: $178.50 (-2.3%) — Your 30 shares: -$164
Overnight Gains: +$2,279 Overnight Losses: -$95
📰 Market News (What Matters to Your Portfolio)
1. NVIDIA beats earnings (after hours)
- Q1 revenue: $26B (vs $24.6B expected)
- Data center revenue up 427% YoY
- Raised guidance for Q2
- Impact: Your NVDA position is up 4.2% pre-market
2. Bitcoin institutional buying accelerates
- BlackRock's ETF added $420M yesterday
- On-chain data shows whale accumulation
- Impact: Your BTC position +2.1%
3. Tesla Cybertruck recall announced
- 11,000 vehicles affected
- Stock down 2.3% pre-market
- Impact: Minor (you're long-term holder)
🎯 Action Items
Consider:
- 💰 NVDA: Take partial profits? (up 47% since you bought)
- 📊 BTC: Good entry if it dips to $62k (your target)
- ⏰ AAPL earnings: Today after market close (you hold 120 shares)
Reminders:
- Fed meeting minutes released at 2 PM EST
- Options expiry this Friday (you have 2 positions)
📅 Your Calendar
Today:
- 2:00 PM — Fed minutes release (potential volatility)
- 4:00 PM — AAPL earnings call
This Week:
- Friday — Options expiry
- Next Mon — CPI data release (watch inflation)
🌍 Market Context
Overnight:
- S&P 500 futures: +0.8%
- Nasdaq futures: +1.2%
- VIX (fear index): 14.2 (-5% — low fear)
Currency/Commodities:
- DXY (dollar): 104.2 (flat)
- Gold: $2,342 (+0.3%)
- Oil: $82.40 (+1.1%)
Crypto:
- BTC: $63,400 (+2.1%)
- ETH: $3,180 (+1.8%)
- Total market cap: $2.4T (+1.9%)
Bottom Line: Green day ahead. NVDA earnings beat is carrying tech. Watch Fed minutes at 2 PM for any surprises. Your portfolio is positioned well for the day.
Have a good one. ☀️🐾
Example Interactions
You: Set up morning briefing at 7 AM
Paw: ✅ Morning briefing configured
Delivery time: 7:00 AM (your timezone) Format: Telegram message
What I'll include:
- Portfolio performance (overnight)
- Top movers (your holdings)
- Relevant news (filtered to your assets)
- Action items (opportunities/risks)
- Market context (macro)
- Calendar events (earnings, data releases)
First briefing: Tomorrow morning at 7 AM
Want to customize what's included? 📊
You: Add my portfolio: 50 NVDA, 30 TSLA, 120 AAPL, 0.5 BTC, 200 shares VOO
Paw: ✅ Portfolio added
Holdings:
- 50 NVDA @ current price
- 30 TSLA @ current price
- 120 AAPL @ current price
- 0.5 BTC @ current price
- 200 VOO @ current price
Total value: $147,382 (as of market close)
I'll track:
- Daily performance
- Earnings dates
- Major news events
- Insider trading activity
- Analyst upgrades/downgrades
Want to add cost basis? (helps with gain/loss tracking)
You: Yes. NVDA at $580, TSLA at $195, AAPL at $172, BTC at $48k, VOO at $420
Paw: ✅ Cost basis added
Unrealized Gains:
- NVDA: +$13,360 (+46.0%) 🔥
- TSLA: -$495 (-8.5%)
- AAPL: +$1,560 (+7.5%)
- BTC: +$7,700 (+32.1%) 🔥
- VOO: +$4,200 (+11.1%)
Total unrealized: +$26,325 (+21.7%)
This will be in your morning briefings. Nice gains on NVDA and BTC. 📈
Earnings alert:
Paw: 📅 Earnings Tomorrow: AAPL (your 120 shares)
Consensus:
- EPS: $1.54 expected
- Revenue: $90.3B expected
- iPhone revenue focus
Your position:
- 120 shares @ $172 cost basis
- Current: $184.60 (+$1,512 unrealized)
- Value at risk: $22,152
Historical earnings moves:
- Last 4 quarters: Avg ±3.2% post-earnings
- Beat rate: 4/4 (perfect record)
Options activity:
- Unusual call buying (bullish signal)
- Put/call ratio: 0.42 (bullish)
Strategy ideas:
- Hold through earnings (historical beat rate strong)
- Take partial profits (lock in some gains)
- Add protective puts (insurance)
What's your play? 🎯
Weekend summary:
Paw: 🌅 Weekend Portfolio Summary
This Week:
- Total return: +$3,247 (+2.3%)
- Best performer: NVDA (+7.8%)
- Worst performer: TSLA (-3.2%)
Big wins:
- NVDA earnings beat (added $2,100)
- BTC rally (added $890)
Portfolio health:
- Up 4/5 days (80% green days)
- Beating S&P 500 (+1.8% vs +1.4%)
- Volatility: Moderate
Next Week Preview:
- Monday: CPI data (inflation numbers)
- Wednesday: Fed meeting announcement
- Friday: Options expiry
News to watch:
- Ongoing tech rally
- Fed rate cut speculation
- Crypto ETF inflows
Enjoy your weekend. Markets closed. 😺
Commands
# Setup morning briefing
portfoliomorning setup --time 07:00
# Add holdings
portfoliomorning add NVDA --shares 50 --cost-basis 580
# Remove holding
portfoliomorning remove TSLA
# Show portfolio
portfoliomorning portfolio
# Manual briefing (test)
portfoliomorning briefing --now
# Configure sections
portfoliomorning config sections "performance,news,actions"
# Set timezone
portfoliomorning config timezone "America/Los_Angeles"
What's Included
Portfolio Performance
- Total value change
- Top movers (gains/losses)
- Unrealized gains by position
- Portfolio vs benchmarks (S&P, Nasdaq)
Relevant News
- Headlines affecting your holdings
- Earnings announcements
- Analyst upgrades/downgrades
- Insider trading activity
- Sector news
Action Items
- Profit-taking opportunities
- Buy-the-dip alerts
- Earnings plays
- Risk warnings
- Rebalancing suggestions
Market Context
- Futures/pre-market
- Currency/commodities
- VIX (volatility)
- Sector performance
- Global markets
Calendar
- Earnings dates (your holdings)
- Economic data releases
- Fed meetings
- Options expiries
- Ex-dividend dates
Customization
# Choose sections
portfoliomorning config sections \
"performance,news,actions,calendar"
# Set news sources
portfoliomorning config news-sources \
"bloomberg,reuters,wsj,ft"
# Filter news by relevance
portfoliomorning config news-threshold high # high, medium, low
# Briefing length
portfoliomorning config length brief # brief, standard, detailed
# Weekend briefings
portfoliomorning config weekend-summary true
Telegram Integration
Morning briefing sent to Telegram at scheduled time automatically.
Quick commands:
/portfolio— Show current portfolio value/brief— Generate briefing now (don't wait for morning)/news AAPL— Show news for specific holding/chart NVDA— Price chart/earnings— Upcoming earnings for your holdings
Asset Support
Stocks:
- US equities (all exchanges)
- ETFs
- Indices (tracking only)
Crypto:
- Bitcoin, Ethereum, major altcoins
- Tracks across exchanges (average price)
Commodities:
- Gold, silver, oil (for context)
International:
- Limited (major ADRs supported)
Privacy
- Portfolio data stored locally (encrypted)
- Optional cloud sync (E2E encrypted)
- Market data from public APIs
- News filtered for relevance (no data sold)
- You can export/delete anytime
Configuration
# Show config
portfoliomorning config show
# Briefing time
portfoliomorning config set time "07:00"
# Timezone
portfoliomorning config set timezone "America/New_York"
# Language
portfoliomorning config set language en
# Include pre-market data
portfoliomorning config set premarket true
# Show cost basis
portfoliomorning config set show-cost-basis true
Pricing
- Free tier: 5 holdings, basic briefing
- Pro: $12/month — unlimited holdings, advanced analytics, earnings calendar
- Whale: $29/month — real-time alerts, options tracking, API access
Install: pawhub.ai/portfoliomorning
Notes
- Briefing generated 30 minutes before scheduled time (uses pre-market data)
- News filtered for relevance to your specific holdings
- Action items are suggestions, not financial advice
- Historical data used for context (not predictive)
- Supports most US-listed equities and major cryptocurrencies
Start every day informed. No scrambling. No FOMO. Just clarity. ☀️🐾