Build a daily record of your Alpaca portfolio
Turn portfolio data you supply into a dated Airtable snapshot, ready for a calmer review when you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create multiple records
Creates multiple new records in a specified airtable table.
Why this helps
Without a consistent snapshot trail, comparing portfolio states over time takes extra effort and may require data you did not retain.
- Create a repeatable dated review point.
- Store several snapshot records in one scheduled run.
- Make portfolio review easier to pick up later.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction how to summarize the portfolio data available to Notis and create snapshot records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real portfolio example, providing any data or history that is not available to the automation.
Questions about this workflow
Does the schedule fetch portfolio data from Alpaca automatically?
This workflow uses a Notis schedule, and Alpaca has no listed trigger events. Provide or make available the portfolio data Notis should use; do not assume unavailable account history.
Can I compare snapshots over time?
Airtable can retain the records created by each run. Tell Notis which supplied values and dates to include so your later reviews have consistent data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Airtable. A trigger fires from one place; an action lands in another.
Alpaca triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Alpaca and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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