portfoliomorning

name: portfoliomorning description: "Overnight market briefing delivered before you wake up. Portfolio performance, market movers, news impact, and action items. Use when: managing investment portfolio, tracking markets, or staying informed on overnight moves. NOT for: automated trading, tax reporting, or investment advice (informational only)." homepage: https://pawhub.ai/portfoliomorning metadata: { "openpaw": { "emoji": "☀️", "requires": { "bins": ["curl"] }, "install": [ { "id": "npm", "kind": "node", "package": "@pawhub/portfoliomorning", "bins": ["portfoliomorning"], "label": "Install PortfolioMorning (npm)", }, ], },

}

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. ☀️🐾