Getting Started

Get Richfolio running in under 5 minutes — no coding required.


1. Fork the Repo

Fork Richfolio on GitHub

This creates your own copy where you can configure your portfolio and run automated daily briefs via GitHub Actions.


2. Configure Your Portfolio

Set up your target allocations and current holdings in GitHub. See Configuration for the full field reference.

GitHub Actions Variables


3. Add API Keys

Add your API keys as GitHub Secrets. At minimum you need RESEND_API_KEY. See API Keys for step-by-step instructions for each service.

GitHub Actions Secrets


4. Deploy

Enable GitHub Actions to receive automated daily briefs, intraday alerts, and weekly reports. See Deployment for setup details.


What’s Next


Richfolio — free, open-source portfolio monitoring.

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