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End of Day Portfolio Notification

You can use Apple Shortcuts to create an end-of-day notification with your Scaryfolio portfolio value, gain, or return.

This automation requires Scaryfolio Pro because it uses one or more Pro-only portfolio metric actions: Get Portfolio Value, Get Portfolio Gain, and Get Portfolio Return.

Requirements

  • Scaryfolio Pro.
  • Scaryfolio connected to Ghostfolio.
  • Portfolio data available from your Ghostfolio account or self-hosted instance.
  • The Apple Shortcuts app.
  • Notifications enabled for Shortcuts if you want a banner, Lock Screen, or Notification Center alert.

For the first setup, open Scaryfolio and confirm your Portfolio tab loads correctly before building the automation.

Choose What the Notification Should Show

Common end-of-day choices are:

  • 1D: Daily portfolio movement.
  • MTD: Month-to-date progress.
  • YTD: Year-to-date progress.
  • Max: All-time context.

For a daily closing summary, 1D is usually the clearest time range. If your market data or Ghostfolio setup does not provide useful 1D results, try MTD or YTD.

Create the Shortcut

  1. Open the Shortcuts app.
  2. Go to the Shortcuts tab.
  3. Tap or click the add button to create a new shortcut.
  4. Name it something like End-of-Day Portfolio.
  5. Add the Scaryfolio action Get Portfolio Value.
  6. Set the Time Range to your preferred range, such as 1D, MTD, or YTD.
  7. Add Get Portfolio Gain if you want the gain or loss amount.
  8. Add Get Portfolio Return if you want the percentage return.
  9. Add a Text action and write the notification message.
  10. Insert the results from the Scaryfolio actions into the Text action.
  11. Add a Show Notification action.
  12. Use the Text action as the notification body.
  13. Run the shortcut manually once to confirm it works.

Example notification text:

End-of-day portfolio
Value: [Portfolio Value]
Gain: [Portfolio Gain]
Return: [Portfolio Return]

Scaryfolio portfolio metric actions return numeric values to Shortcuts. If you want currency symbols, decimal control, or percentage formatting in your custom notification text, add Shortcuts formatting actions such as Format Number before Show Notification.

Create the Daily Automation

  1. Open the Shortcuts app.
  2. Go to the Automation tab.
  3. Create a new personal automation.
  4. Choose Time of Day.
  5. Select the time you want, such as 6:00 PM or after your market closes.
  6. Choose Daily.
  7. Choose Run Immediately where your OS offers that option.
  8. Select the End-of-Day Portfolio shortcut you created, or build the same actions inside the automation.
  9. Save the automation.

The automation will run at the selected time using your saved Scaryfolio connection. The device must be able to run Shortcuts automations and reach your Ghostfolio server when the automation runs.

Optional: Only Notify on a Negative Day

  1. Add Get Portfolio Return with the 1D time range.
  2. Add an If action.
  3. Set the condition to run only when the return is less than 0.
  4. Place the Text and Show Notification actions inside the If block.
  5. Run the shortcut manually with different conditions to confirm the logic.

You can use the same pattern to notify only above a target return, below a drawdown threshold, or at the end of each week.

Optional: Weekly or Monthly Summary

To create a weekly or monthly version, use the same shortcut structure but change the automation schedule and time range:

  • Use WTD for a weekly summary.
  • Use MTD for a month-to-date summary.
  • Use YTD for a year-to-date summary.

Troubleshooting

The Shortcut Says Pro is Required

Get Portfolio Value, Get Portfolio Gain, and Get Portfolio Return require Scaryfolio Pro. Open Scaryfolio Settings, purchase or restore Pro, then run the shortcut again.

The Shortcut Says to Sign In

Open Scaryfolio, connect to Ghostfolio in Settings, and confirm the Portfolio tab loads before running the automation again.

The Notification Does Not Appear

  • Check notification permissions for Shortcuts in system settings.
  • Run the shortcut manually from the Shortcuts app.
  • Confirm the automation is enabled.
  • Confirm the automation is set to run immediately where supported.
  • Check Focus modes, Do Not Disturb, and notification summary settings.

Values Look Unformatted

The Scaryfolio actions return numbers to Shortcuts. Add Format Number actions if you want a specific currency, decimal, or percentage format in your custom notification.

Portfolio Value or Gain is Unavailable

Ghostfolio Zen Mode can hide absolute values. Disable Zen Mode in Ghostfolio User Settings if you want value and gain notifications to include absolute amounts.

The Automation Uses Old Data

  • Open Scaryfolio and refresh portfolio data.
  • Check whether your Ghostfolio server is reachable at the automation time.
  • For self-hosted Ghostfolio, verify VPN, network, reverse proxy, and custom header requirements.
  • Try a broader time range if the selected range has insufficient data.

Privacy Note

End-of-day notifications can display portfolio values, gains, or returns on the Lock Screen, in Notification Center, on Apple Watch, or in other visible places. If you share your device or want to keep amounts private, adjust notification preview settings or avoid placing financial values in notification text.