Portfolio Diversification Slack Brief7 nodes
Portfolio Diversification Slack Brief
Read portfolio holdings from Google Sheets, analyze concentration risk with AI, and alert Slack when exposure needs review.
Workflow at a glance
The full canvas, before you import it
Click any node to see its config.
#Finance#Portfolio#Google Sheets#Risk#Slack
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7 nodes · Free & source-available
Portfolio Diversification Slack Brief
Give finance teams a scheduled portfolio concentration check. This template reads holdings from Google Sheets, asks an LLM to summarize allocation risk, and alerts Slack when exposure needs attention.
What this workflow does
- portfolioReviewSchedule runs before market open
- readPortfolioRows reads holdings from a spreadsheet
- analyzeDiversification checks sector, asset, and account concentration
- portfolioRiskCheck branches when the output includes
REVIEW_REQUIRED - postPortfolioRisk sends the risk brief to Slack
Setup
Use columns such as account, symbol, assetClass, sector, marketValue, and targetWeight. This is an operational monitoring template, not financial advice.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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