Bring balance sheet figures into your review
Pull the latest reported balance sheet data for your selected companies into a clear recurring summary.
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
Reopening company filings and extracting the same statement details takes time away from comparing the businesses.
- Retrieve annual and quarterly balance sheet statements for a company.
- Summarize the latest reported figures and reporting periods returned.
- Review several specified company symbols in a consistent prompt.
Setup
Build it in a few focused steps.
- 1Connect Notis to Alpha Vantage once in the portal.
- 2Create an automation in Automations, New Automation, and name it for the balance sheet review.
- 3Tell Notis to retrieve annual and quarterly balance sheets for your specified company symbols and summarize the latest reported periods and figures.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one confirmed stock symbol and review the statement periods.
Questions about this workflow
What kind of data does this return?
The action returns annual and quarterly balance sheets for a company.
Does this provide an investment recommendation?
No. It provides financial statement data for analysis. Any decision or interpretation requires your own criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Alpha vantage. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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