Daily Portfolio Brief — demo · Osiris Virtual Studio

Holdings

Allocation

Indicatorscached · 1D

Curated newssample headlines

Alertscooldown 240 min

Alerts fire by email between briefs; a cooldown stops a volatile day from becoming 40 messages.

Tomorrow's email — live preview

Send hour (ET)

Send days

Personal note (top of email)

What it is

A small web app plus a scheduled sender. Each profile has its own holdings, recipient, send hour, send days and a custom message. The sender assembles the brief from cached prices, cached indicators and a news table, then emails it.

How it works

Price cache — quotes are fetched, compared to a second source and flagged if they diverge; a flagged price never ships silently.
Indicator cache — RSI, 50/200-day averages and 52-week range computed once per symbol per interval.
News — deduplicated by URL hash per symbol; summaries kept short and sourced.
Email prefs — per-profile alert kinds, thresholds and cooldowns, plus a one-time custom message that clears after sending.

Data model

Profile: name, recipient, color, sendHourEt, sendDays, customMessage
Holding: symbol, assetType, quantity, costBasis, notes
PriceCache: price, prevClose, dayChange, divergencePct, flagged
Alert / EmailPref: kind, threshold, enabled, cooldownMinutes

Stack

SupabasePostgresScheduled jobsTransactional email

A client version points at your data — sales, inventory, tickets — and sends the same kind of calm morning brief to the right person.