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.

Daily Brief

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)
Email Resend.com Free (3,000/month)
Telegram Telegram Bot API Free
Scheduler GitHub Actions Free (cron)

Who Should Use This

Richfolio does not pick stocks for you. You should already have your own portfolio of stocks, ETFs, or crypto that you believe in.

What Richfolio does is monitor your portfolio daily and help you decide when to buy — tracking prices, technicals, news sentiment, and allocation gaps, then using AI to surface the best timing opportunities.

  • You bring the portfolio — set your target allocations once in a simple JSON config
  • Richfolio brings the signals — buy recommendations, limit order prices, and detailed analysis
  • You make the final call — every purchase decision is yours; the tool only suggests

No coding required. Fork the repo, spend ~10 minutes registering free API accounts, paste your keys into GitHub Settings, and you’re done. Everything runs automatically via GitHub Actions at $0/month.


Documentation

Page Description
Features What Richfolio does — all 10 capabilities explained
Getting Started Fork, configure, and deploy in 4 steps
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
Local Development For advanced users — run locally for customization or manual triggers
Troubleshooting Common errors and fixes
References Prior art and design influences

Richfolio — free, open-source portfolio monitoring.

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