Richfolio
A zero-maintenance portfolio monitoring system. Set your target allocations once, get daily briefings with allocation gaps, AI-powered buy signals, and relevant news — delivered via email and Telegram, automatically via GitHub Actions.
Everything runs on free tiers. No server, no dashboard, no ongoing costs.
What You Get
Every morning, Richfolio fetches live market data, runs allocation analysis, generates AI buy recommendations, and delivers a polished report to your inbox and Telegram.
| Component | Service | Cost |
|---|---|---|
| Prices & Fundamentals | Yahoo Finance | Free |
| News | NewsAPI.org | Free (100 req/day) |
| AI Analysis | Google Gemini 2.5 Flash | Free (250 req/day) |
| Resend.com | Free (3,000/month) | |
| Telegram | Telegram Bot API | Free |
| Scheduler | GitHub Actions | Free (cron) |
Quick Start
git clone https://github.com/furic/richfolio.git
cd richfolio
npm install
cp config.example.json config.json
cp .env.example .env
Edit config.json with your portfolio data and .env with your API keys, then:
npm run dev # Daily brief (email + Telegram)
npm run intraday # Intraday alert check (compares vs morning)
npm run weekly # Weekly rebalancing report
See Getting Started for full prerequisites, or jump to API Keys if you just need to set up services.
Documentation
| Page | Description |
|---|---|
| Features | What Richfolio does — all 10 capabilities explained |
| Getting Started | Prerequisites, installation, and first run |
| Configuration | config.json field reference, ticker formats, tips |
| API Keys | Step-by-step setup for Resend, NewsAPI, Gemini, Telegram |
| Deployment | GitHub Actions, secrets, schedule customization |
| How It Works | Architecture, data pipeline, analysis logic |
| Troubleshooting | Common errors and fixes |
| References | Prior art and design influences |