Review Your ETF Allocations With Live Data
Investment decisions require knowing what's inside your ETFs. When you update an issue to review your portfolio or rebalance allocations, Notis fetches the ETF's current holdings, expense ratio, performance metrics, and top holdings -- giving you the full picture without tab-switching.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
ETF Info
Tool to get detailed information about an etf by ticker. use after identifying the etf ticker symbol to retrieve its key metrics and top holdings.
Why this helps
Portfolio reviews require checking ETF details across multiple sites. You make allocation decisions without current holdings data.
- Holdings visible in issues
- Current expense ratios
- Performance in context
- Faster allocation decisions
Setup
Build it in a few focused steps.
- 1Connect Linear and Api ninjas to Notis.
- 2Create an automation: 'When an investment issue is updated, extract the ETF ticker symbol, fetch detailed information including top holdings, expense ratio, performance metrics, and post a summary as a comment.'
- 3Select 'Issue Updated' as the trigger.
- 4Choose a Slack channel for ETF data notifications.
- 5Test by updating an issue 'Rebalance portfolio - review SPY' and verify holdings and metrics appear.
Questions about this workflow
What metrics are included?
Current price, expense ratio, AUM (assets under management), top 10 holdings, performance YTD, and key fund statistics.
Can I track multiple ETFs in one issue?
Yes. List multiple tickers and Notis fetches data for all of them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
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Linear triggers
Api ninjas 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.
Linear and Api ninjas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Api ninjas.