Portfolio Monitor

Key fields: symbol, latestPrice, change, changePercent, previousClose, latestVolume, avgTotalVolume, week52High, week52Low, peRatio, marketCap, isUSMarketOpen.

Step 4 — Compute Positions

For each holding:

• day_change = latestPrice - previousClose
• day_change_pct = changePercent (already decimal)
• volume_spike = latestVolume / avgTotalVolume — flag if > 2x
• If shares provided: position_value = latestPrice × shares, position_pnl_today = day_change × shares

Aggregate portfolio total value and day PnL if shares provided.

Step 5 — Check Alerts

For each user-supplied alert:

• Price alert: fire if latestPrice crosses threshold
• % move alert: fire if abs(changePercent) >= threshold
• Default: flag any ticker moving > ±3% or with volume_spike > 2x

Step 6 — Pull News for Movers

For any ticker flagged in Step 5 (or the top 3 movers if no alerts), call viaNexus:fetch:

• dataset_name: mt_newswires_north_america
• product: edge
• endpoint: data
• symbols: mover tickers (comma-separated)
• last: 5
• on_date: today's date from Step 2

Deduplicate by subkey, prioritize isPrimary: true.

Step 7 — Check Corporate Actions (Optional)

If any ticker has dividend or split activity that could explain a move, call viaNexus:fetch with advanced_dividends or advanced_splits (product edge).

Step 8 — Synthesize

Output format:

## Portfolio Brief — [Today]
Market status: [OPEN | CLOSED]

### 💼 Holdings
| Ticker | Last | Day % | Day $ | Volume vs Avg | Position Value |
|--------|------|-------|-------|---------------|----------------|
| AAPL   | 259.10 | -0.04% | -0.10 | 0.6x | $25,910 (100 sh) |
| ...    |        |        |       |      |                  |

**Portfolio total:** $X,XXX,XXX | **Day PnL:** $X,XXX (+X.X%)

### 🚨 Alerts Fired
- **[TICKER]** crossed $XXX threshold (currently $YYY)
- **[TICKER]** volume 3.2x avg — unusual activity

### 📰 News on Movers
- **[TICKER]** (+4.2%): "[Headline]" — [1-line summary, MT Newswires, HH:MM]
- **[TICKER]** (-2.8%): "[Headline]" — [...]

### 🗓️ Upcoming Catalysts
Any earnings / dividend / split dates in the next 7 days for holdings.

Rules:

• Never invent prices or PnL — only report what the API returns.
• If isUSMarketOpen: false, label the brief as an after-hours / pre-market view.
• Flag when quotes are 15-min delayed (calculationPrice: "delayed") so the user knows this isn't real-time.
• Round prices to 2 decimals, percentages to 2 decimals, position values to the dollar.
• Do not give buy/sell recommendations.

Example Triggers

• "Check my portfolio: AAPL MSFT NVDA GOOGL"
• "Morning brief on XOM CVX COP"
• "Anything moving on my watchlist today?"
• "Alert me if TSLA drops below 240"
• "End-of-day summary for AAPL 100 shares MSFT 50 shares"
• "Which of my holdings had news today?"