Close your week with portfolio clarity
Fridays should feel clear, not scattered. This workflow pulls end-of-week quotes for all holdings Friday at close, so you start your weekend knowing exactly where your portfolio stands.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get quote
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Why this helps
Week ends scattered. Portfolio position unclear. Weekend anxiety about holdings. Missing end-of-week ritual.
- End weeks with clarity
- Spot weekly performance trends
- Weekend peace of mind
- Build weekly ritual
Setup
Build it in a few focused steps.
- 1Connect Kommo and Yahoo Finance to Notis.
- 2Tell Notis: 'Every Friday at 4pm, pull live quotes for all portfolio companies and send me a weekly snapshot.'
- 3Notis will capture prices at market close (or shortly after).
- 4Receive the end-of-week snapshot showing price, change, and week-over-week comparison.
- 5Review Friday's snapshot and start your weekend informed.
Questions about this workflow
Can I see weekly performance vs. sector benchmarks?
Yes. Ask Notis to include performance vs. S&P 500 or sector indices so you see how you're tracking.
What if some holdings are private?
Notis pulls public holdings and notes private ones, so you can manually update those.
Can I export the Friday snapshot for records?
Yes. Notis can auto-save to a sheet or PDF for weekly archives you can review over time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Kommo to Yahoo Finance. A trigger fires from one place; an action lands in another.
Kommo triggers
Yahoo Finance actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get historical prices
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get company profile
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Get market news
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Get quote
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Search tickers
Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.
Connect any two apps with Notis in the middle.
Kommo and Yahoo Finance, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Yahoo Finance.