Review portfolio fundamentals every quarter
Keep quarterly fundamentals on the agenda without rebuilding the spreadsheet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Income Statement
Tool to fetch annual and quarterly income statements. use after confirming the company symbol.
Why this helps
Portfolio reviews often focus on price movement while underlying earnings changes go unexamined.
- Creates consistent fundamentals reviews
- Highlights material earnings changes
- Supports portfolio decisions
Setup
Build it in a few focused steps.
- 1Connect Alpha Vantage in Notis once.
- 2Create an automation named Quarterly portfolio income statement review.
- 3Tell Notis to fetch annual and quarterly income statements for your supplied portfolio symbols and summarize material revenue, margin, and earnings changes.
- 4Pick a Notis recurring schedule trigger and choose a report channel.
- 5Test with one real portfolio set.
Questions about this workflow
Can it compare multiple companies?
Yes, provide the portfolio symbols and ask for a company by company summary.
Does it include valuation?
No. It focuses on income statement data unless you provide additional context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Alpha vantage. A trigger fires from one place; an action lands in another.
One drive triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Commodities Price Index
Tool to retrieve the global price index of all commodities. use when you need monthly, quarterly, or annual aggregated price index data for commodities.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
ALUMINUM
Tool to fetch global aluminum prices. use when you need monthly, quarterly, or annual lme aluminum price data.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Brent Crude Oil Prices
Tool to fetch brent crude oil prices. use when you need daily, weekly, or monthly brent price data.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Global Coffee Price
Tool to retrieve the global coffee price series. use when you need historical monthly, quarterly, or annual coffee prices.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
COPPER
Tool to fetch global price of copper in monthly, quarterly, and annual intervals. use when you need historical copper price series for analysis.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Corn
Tool to retrieve global price of corn in monthly, quarterly, and annual intervals. use after verifying api key when you need historical corn price data.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
COTTON
Tool to retrieve global cotton prices in monthly, quarterly, and annual intervals. use when you need historical cotton price data.
Connect any two apps with Notis in the middle.
One drive and Alpha vantage, 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 Alpha vantage.