Portfoliomorning | Skills Pool
Portfoliomorning Overnight market briefing delivered before you wake up. Portfolio performance, market movers, news impact, and action items. Use when: managing investment portfolio, tracking markets, or staying informed on overnight moves. NOT for: automated trading, tax reporting, or investment advice (informational only).
Flexasaurusrex 13 스타 2026. 2. 24. Wake up to your portfolio briefing. Performance, market movers, news impact, and action items. All before your coffee gets cold.
When to Use
✅ USE when:
Managing investment portfolio
Tracking stocks/crypto/assets
Staying informed on markets
Monitoring overnight moves
Planning daily trading strategy
Following macro trends
When NOT to Use
❌ DON'T use when:
Automated trading → needs dedicated bots
Tax reporting → use CoinTracker, etc.
Investment advice → this is informational only
Portfolio management at scale → use wealth platforms
Setup
npm install -g @pawhub/portfoliomorning
portfoliomorning init
Example Morning Briefing
npx skills add Flexasaurusrex/OpenPaw
스타 13
업데이트 2026. 2. 24.
직업 Paw: ☀️ Good morning! Your portfolio briefing:
📊 Portfolio Snapshot
Total Value: $147,382 (+$2,184 / +1.5% vs yesterday)
🟢 NVDA: $847.20 (+4.2%) — Your 50 shares: +$1,780
🟢 BTC: $63,400 (+2.1%) — Your 0.5 BTC: +$663
🔴 TSLA: $178.50 (-2.3%) — Your 30 shares: -$164
Overnight Gains: +$2,279
Overnight Losses: -$95
📰 Market News (What Matters to Your Portfolio)
1. NVIDIA beats earnings (after hours)
Q1 revenue: $26B (vs $24.6B expected)
Data center revenue up 427% YoY
Raised guidance for Q2
Impact: Your NVDA position is up 4.2% pre-market
2. Bitcoin institutional buying accelerates
BlackRock's ETF added $420M yesterday
On-chain data shows whale accumulation
Impact: Your BTC position +2.1%
3. Tesla Cybertruck recall announced
11,000 vehicles affected
Stock down 2.3% pre-market
Impact: Minor (you're long-term holder)
💰 NVDA: Take partial profits? (up 47% since you bought)
📊 BTC: Good entry if it dips to $62k (your target)
⏰ AAPL earnings: Today after market close (you hold 120 shares)
Fed meeting minutes released at 2 PM EST
Options expiry this Friday (you have 2 positions)
2:00 PM — Fed minutes release (potential volatility)
4:00 PM — AAPL earnings call
Friday — Options expiry
Next Mon — CPI data release (watch inflation)
S&P 500 futures: +0.8%
Nasdaq futures: +1.2%
VIX (fear index): 14.2 (-5% — low fear)
DXY (dollar): 104.2 (flat)
Gold: $2,342 (+0.3%)
Oil: $82.40 (+1.1%)
BTC: $63,400 (+2.1%)
ETH: $3,180 (+1.8%)
Total market cap: $2.4T (+1.9%)
Bottom Line:
Green day ahead. NVDA earnings beat is carrying tech. Watch Fed minutes at 2 PM for any surprises. Your portfolio is positioned well for the day.
Example Interactions You: Set up morning briefing at 7 AM
Paw: ✅ Morning briefing configured
Delivery time: 7:00 AM (your timezone)
Format: Telegram message
Portfolio performance (overnight)
Top movers (your holdings)
Relevant news (filtered to your assets)
Action items (opportunities/risks)
Market context (macro)
Calendar events (earnings, data releases)
First briefing: Tomorrow morning at 7 AM
Want to customize what's included? 📊
You: Add my portfolio: 50 NVDA, 30 TSLA, 120 AAPL, 0.5 BTC, 200 shares VOO
50 NVDA @ current price
30 TSLA @ current price
120 AAPL @ current price
0.5 BTC @ current price
200 VOO @ current price
Total value: $147,382 (as of market close)
Daily performance
Earnings dates
Major news events
Insider trading activity
Analyst upgrades/downgrades
Want to add cost basis? (helps with gain/loss tracking)
You: Yes. NVDA at $580, TSLA at $195, AAPL at $172, BTC at $48k, VOO at $420
NVDA: +$13,360 (+46.0%) 🔥
TSLA: -$495 (-8.5%)
AAPL: +$1,560 (+7.5%)
BTC: +$7,700 (+32.1%) 🔥
VOO: +$4,200 (+11.1%)
Total unrealized: +$26,325 (+21.7%)
This will be in your morning briefings. Nice gains on NVDA and BTC. 📈
Paw: 📅 Earnings Tomorrow: AAPL (your 120 shares)
EPS: $1.54 expected
Revenue: $90.3B expected
iPhone revenue focus
120 shares @ $172 cost basis
Current: $184.60 (+$1,512 unrealized)
Value at risk: $22,152
Historical earnings moves:
Last 4 quarters: Avg ±3.2% post-earnings
Beat rate: 4/4 (perfect record)
Unusual call buying (bullish signal)
Put/call ratio: 0.42 (bullish)
Hold through earnings (historical beat rate strong)
Take partial profits (lock in some gains)
Add protective puts (insurance)
Paw: 🌅 Weekend Portfolio Summary
Total return: +$3,247 (+2.3%)
Best performer: NVDA (+7.8%)
Worst performer: TSLA (-3.2%)
NVDA earnings beat (added $2,100)
BTC rally (added $890)
Up 4/5 days (80% green days)
Beating S&P 500 (+1.8% vs +1.4%)
Volatility: Moderate
Monday: CPI data (inflation numbers)
Wednesday: Fed meeting announcement
Friday: Options expiry
Ongoing tech rally
Fed rate cut speculation
Crypto ETF inflows
Enjoy your weekend. Markets closed. 😺
Commands # Setup morning briefing
portfoliomorning setup --time 07:00
# Add holdings
portfoliomorning add NVDA --shares 50 --cost-basis 580
# Remove holding
portfoliomorning remove TSLA
# Show portfolio
portfoliomorning portfolio
# Manual briefing (test)
portfoliomorning briefing --now
# Configure sections
portfoliomorning config sections "performance,news,actions"
# Set timezone
portfoliomorning config timezone "America/Los_Angeles"
What's Included
Total value change
Top movers (gains/losses)
Unrealized gains by position
Portfolio vs benchmarks (S&P, Nasdaq)
Relevant News
Headlines affecting your holdings
Earnings announcements
Analyst upgrades/downgrades
Insider trading activity
Sector news
Action Items
Profit-taking opportunities
Buy-the-dip alerts
Earnings plays
Risk warnings
Rebalancing suggestions
Market Context
Futures/pre-market
Currency/commodities
VIX (volatility)
Sector performance
Global markets
Calendar
Earnings dates (your holdings)
Economic data releases
Fed meetings
Options expiries
Ex-dividend dates
Customization # Choose sections
portfoliomorning config sections \
"performance,news,actions,calendar"
# Set news sources
portfoliomorning config news-sources \
"bloomberg,reuters,wsj,ft"
# Filter news by relevance
portfoliomorning config news-threshold high # high, medium, low
# Briefing length
portfoliomorning config length brief # brief, standard, detailed
# Weekend briefings
portfoliomorning config weekend-summary true
Telegram Integration Morning briefing sent to Telegram at scheduled time automatically.
/portfolio — Show current portfolio value
/brief — Generate briefing now (don't wait for morning)
/news AAPL — Show news for specific holding
/chart NVDA — Price chart
/earnings — Upcoming earnings for your holdings
Asset Support
US equities (all exchanges)
ETFs
Indices (tracking only)
Bitcoin, Ethereum, major altcoins
Tracks across exchanges (average price)
Gold, silver, oil (for context)
Limited (major ADRs supported)
Privacy
Portfolio data stored locally (encrypted)
Optional cloud sync (E2E encrypted)
Market data from public APIs
News filtered for relevance (no data sold)
You can export/delete anytime
Configuration # Show config
portfoliomorning config show
# Briefing time
portfoliomorning config set time "07:00"
# Timezone
portfoliomorning config set timezone "America/New_York"
# Language
portfoliomorning config set language en
# Include pre-market data
portfoliomorning config set premarket true
# Show cost basis
portfoliomorning config set show-cost-basis true
Pricing
Free tier: 5 holdings, basic briefing
Pro: $12/month — unlimited holdings, advanced analytics, earnings calendar
Whale: $29/month — real-time alerts, options tracking, API access
Notes
Briefing generated 30 minutes before scheduled time (uses pre-market data)
News filtered for relevance to your specific holdings
Action items are suggestions, not financial advice
Historical data used for context (not predictive)
Supports most US-listed equities and major cryptocurrencies
Start every day informed. No scrambling. No FOMO. Just clarity. ☀️🐾
02
When NOT to Use
금융 및 투자
Energy Procurement Codified expertise for electricity and gas procurement, tariff optimization, demand charge management, renewable PPA evaluation, and multi-facility energy cost management. Informed by energy procurement managers with 15+ years experience at large commercial and industrial consumers. Includes market structure analysis, hedging strategies, load profiling, and sustainability reporting frameworks. Use when procuring energy, optimizing tariffs, managing demand charges, evaluating PPAs, or developing energy strategies.
금융 및 투자
Carrier Relationship Management Codified expertise for managing carrier portfolios, negotiating freight rates, tracking carrier performance, allocating freight, and maintaining strategic carrier relationships. Informed by transportation managers with 15+ years experience. Includes scorecarding frameworks, RFP processes, market intelligence, and compliance vetting. Use when managing carriers, negotiating rates, evaluating carrier performance, or building freight strategies.