Deployment

Richfolio runs as a GitHub Actions cron job — no server needed. Fork the repo, add secrets, and it runs automatically every morning.

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Fork the Repo

If you haven’t already, fork richfolio to your own GitHub account. GitHub Actions workflows only run on your own repositories — forking gives you automated scheduling for daily briefs, intraday alerts, and weekly reports.

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Enable Workflows

GitHub disables Actions on newly forked repos by default. Go to your fork → Actions tab → click “I understand my workflows, go ahead and enable them”.

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Add Secrets & Variables

Go to your forked repo → Settings → Secrets and variables → Actions.

1. Secrets tab — add your API keys (RESEND_API_KEY is required, others are optional). See API Keys for step-by-step instructions for each service.

2. Variables tab — add:

   • CONFIG_JSON — paste your full portfolio JSON (see Configuration for the format)
   • RECIPIENT_EMAIL — your email address

For CONFIG_JSON: Using a variable (instead of a secret) lets you view and edit your portfolio config directly in the GitHub UI.

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Schedule

The workflow runs automatically:

• Daily — every day at 10pm UTC (8am AEST)
• Intraday — weekdays at 10am, 12pm, 2pm, 4pm AEST (alerts only when signals strengthen)
• Weekly — every Sunday at 10pm UTC (Monday 8am AEST)

You can also trigger manually: repo → Actions → Portfolio Monitor → Run workflow → choose daily, intraday, or weekly mode.

Changing the schedule or timezone

The default schedule is set for AEST (UTC+10). To change it, edit `.github/workflows/portfolio-monitor.yml` in your fork. The file contains three cron entries — one for each mode: ```yaml schedule: - cron: "0 22 * * *" # Daily at 10pm UTC (8am AEST) - cron: "0 0,2,4,6 * * 1-5" # Intraday checks (weekdays) - cron: "0 22 * * 0" # Weekly on Sunday 10pm UTC ``` GitHub Actions cron is **always in UTC**. To get your desired local time, convert to UTC first: | Your Local Time | UTC Cron | |-----------------|----------| | 8am AEST (UTC+10) | `0 22 * * *` (previous day) | | 8am EST (UTC-5) | `0 13 * * *` | | 8am PST (UTC-8) | `0 16 * * *` | | 8am GMT (UTC+0) | `0 8 * * *` | | 8am IST (UTC+5:30) | `0 2 * * *` (closest match) | | 9am JST (UTC+9) | `0 0 * * *` | | 8am CET (UTC+1) | `0 7 * * *` | **Tip:** Search "UTC time converter" to find the right cron value for your timezone. Only change the hour (`22` in `0 22 * * *`) — the rest controls minute, day, month, and weekday.

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Updating Your Portfolio

When your holdings change, update the CONFIG_JSON variable on GitHub (Settings → Secrets and variables → Actions → Variables tab). The next scheduled run will use the updated data.

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Pulling Upstream Updates

To get new features from the original repo:

git remote add upstream https://github.com/furic/richfolio.git
git fetch upstream
git merge upstream/main
git push origin main

Or use GitHub’s Sync fork button on your fork’s main page.