Advanced Investment Portfolio Analyzer

This tool provides advanced investment portfolio analysis, including risk assessment, performance metrics, and real-time market updates directly in your Make.com workflows.

C
Christian Geimer
·Nov 1, 2026·
0 0 6
Free
Prompt
52 words
{
  "name": "Investment Portfolio Analyzer",
  "steps": [
    {
      "action": "Retrieve Portfolio Data",
      "params": {
        "API_KEY": "⟨API_KEY⟩",
        "PORTFOLIO_ID": "⟨PORTFOLIO_ID⟩"
      }
    },
    {
      "action": "Calculate Risk Metrics",
      "params": {
        "data": "⟨Retrieve Portfolio Data.data⟩"
      }
    },
    {
      "action": "Update Portfolio Dashboard",
      "params": {
        "USER_ID": "⟨USER_ID⟩",
        "riskMetrics": "⟨Calculate Risk Metrics.result⟩"
      }
    }
  ]
}

This prompt contains variables shown as ⟨variable_name⟩. Replace them with your own values before using.

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