portfoliomorning

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# PortfolioMorning ☀️

Wake up to your portfolio briefing. Performance, market movers, news impact, and action items. All before your coffee gets cold.

## When to Use

✅ **USE when:**

- Managing investment portfolio
- Tracking stocks/crypto/assets
- Staying informed on markets
- Monitoring overnight moves
- Planning daily trading strategy
- Following macro trends

## When NOT to Use

❌ **DON'T use when:**

- Automated trading → needs dedicated bots
- Tax reporting → use CoinTracker, etc.
- Investment advice → this is informational only
- Portfolio management at scale → use wealth platforms

## Setup

```bash
npm install -g @pawhub/portfoliomorning
portfoliomorning init
```

## Example Morning Briefing

**Paw:** ☀️ **Good morning! Your portfolio briefing:**

📊 **Portfolio Snapshot**
**Total Value:** $147,382 (+$2,184 / +1.5% vs yesterday)

**Top Movers:**
- 🟢 NVDA: $847.20 (+4.2%) — Your 50 shares: +$1,780
- 🟢 BTC: $63,400 (+2.1%) — Your 0.5 BTC: +$663
- 🔴 TSLA: $178.50 (-2.3%) — Your 30 shares: -$164

**Overnight Gains:** +$2,279
**Overnight Losses:** -$95

---

📰 **Market News (What Matters to Your Portfolio)**

**1. NVIDIA beats earnings (after hours)**
- Q1 revenue: $26B (vs $24.6B expected)
- Data center revenue up 427% YoY
- Raised guidance for Q2
- **Impact:** Your NVDA position is up 4.2% pre-market

**2. Bitcoin institutional buying accelerates**
- BlackRock's ETF added $420M yesterday
- On-chain data shows whale accumulation
- **Impact:** Your BTC position +2.1%

**3. Tesla Cybertruck recall announced**
- 11,000 vehicles affected
- Stock down 2.3% pre-market
- **Impact:** Minor (you're long-term holder)

---

🎯 **Action Items**

**Consider:**
- 💰 **NVDA:** Take partial profits? (up 47% since you bought)
- 📊 **BTC:** Good entry if it dips to $62k (your target)
- ⏰ **AAPL earnings:** Today after market close (you hold 120 shares)

**Reminders:**
- Fed meeting minutes released at 2 PM EST
- Options expiry this Friday (you have 2 positions)

---

📅 **Your Calendar**

**Today:**
- 2:00 PM — Fed minutes release (potential volatility)
- 4:00 PM — AAPL earnings call

**This Week:**
- Friday — Options expiry
- Next Mon — CPI data release (watch inflation)

---

🌍 **Market Context**

**Overnight:**
- S&P 500 futures: +0.8%
- Nasdaq futures: +1.2%
- VIX (fear index): 14.2 (-5% — low fear)

**Currency/Commodities:**
- DXY (dollar): 104.2 (flat)
- Gold: $2,342 (+0.3%)
- Oil: $82.40 (+1.1%)

**Crypto:**
- BTC: $63,400 (+2.1%)
- ETH: $3,180 (+1.8%)
- Total market cap: $2.4T (+1.9%)

---

**Bottom Line:**
Green day ahead. NVDA earnings beat is carrying tech. Watch Fed minutes at 2 PM for any surprises. Your portfolio is positioned well for the day.

Have a good one. ☀️🐾

---

From Flexasaurusrex/OpenPaw, MIT.

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