Keep company balance sheet reviews organized
Get a consistent summary of balance sheet data for the companies you follow without starting each lookup from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Balance Sheet
Retrieves a company's annual and quarterly balance sheets.
Why this helps
Comparing balance sheet periods can become a scattered, repetitive research task.
- Review annual or quarterly balance sheet data in one report.
- Keep the ticker and reported periods visible in your summary.
- Make recurring company research easier to resume.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Alpha Vantage once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to retrieve the balance sheet for your specified ticker and summarize the periods and figures relevant to your review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real ticker and verify that the reported periods are included.
Questions about this workflow
What period options are available?
The action returns annual and quarterly balance sheets.
Does this tell me whether a company is financially healthy?
It provides statement data for analysis. Any conclusion depends on broader context and your assessment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Alpha vantage. A trigger fires from one place; an action lands in another.
AimTell triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
AimTell and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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