Djohodo

Daily portfolio news watch. Every morning at 07:30 Paris time, Djohodo reads the last 24 hours of financial news for the stocks in your Google Sheet and pushes a concise digest to your Telegram — impact rating, day-over-day variation, and source links per position.

Informational tool. Not financial advice.

What you get

Each morning, a Telegram message that looks like this:

2026-06-03

▌ BNKE — Amundi Euro Stoxx Banks UCITS ETF Acc
▌ Euronext Paris
▌ 🟢 +2,45 %   (+125 €)
▌
▌ • BCE évoque un assouplissement monétaire avancé
▌   Impact: haussier — Les banques européennes profiteraient d'une remontée
▌   anticipée des marges nettes d'intérêt.
▌   Source: Reuters

One block per position, with clickable ticker → Yahoo Finance quote page.

How it works

   Your Google Sheet                Cloudflare Worker
   (any layout — the LLM            cron @ 07:30 Paris
    extracts the positions)             │
            │                           │ workflow_dispatch
            ▼                           ▼
        ┌──────────────────────  GitHub Actions  ─────────────┐
        │  Read sheet → resolve tickers (Yahoo) → fetch news  │
        │  with Claude + WebSearch → render → push Telegram   │
        └─────────────────────────────────────────────────────┘
                                  │
                                  ▼
                              You read it

You can also type /watch to @djohodobot for an instant run any time.

Setup

Three things to wire up — each has its own short guide:

1. Your portfolio in a Google Sheet (any layout, published as CSV). See the Portfolio section below.
2. A Telegram bot to receive the digest. See the Telegram section below.
3. A Cloudflare Worker for the daily cron + /watch command. See telegram-trigger/README.md and docs/cron-schedule.md.

Then add these secrets to the GitHub repo (gh secret set NAME or Settings → Secrets):

Secret	What it is
CLAUDE_CODE_OAUTH_TOKEN	claude setup-token output. Carries your Anthropic subscription credit into CI.
PORTFOLIO_SHEET_URL	The CSV-export URL of your Google Sheet.
TELEGRAM_BOT_TOKEN	From @BotFather when you create the bot.
TELEGRAM_CHAT_ID	Your numeric Telegram id (ask @userinfobot).

And one variable to turn Telegram delivery on:

gh variable set DJOHODO_TELEGRAM_ENABLED --body 1

Daily use

• /watch in Telegram → digest in 1–2 minutes.
• The morning cron fires automatically at 07:30 Paris CEST (06:30 in winter).
• gh workflow run daily-watch.yml from a terminal — same effect.

The digest is also saved as digests/YYYY-MM-DD.md in the repo.

Cost

Each run consumes ~$0.30–0.60 of your Claude subscription credit. The Cloudflare Worker and GitHub Actions are both on free tiers — $0/month of extra infrastructure.

total_cost_usd is printed on stderr at the end of every run.

Portfolio

Any Google Sheet layout works — a clean two-column ticker list or a full patrimonial dashboard. Before each run, a cheap Haiku pre-pass (~$0.005) extracts the tradable positions (equities, ETFs, crypto) and ignores the rest (cash, savings accounts, livrets, biens personnels…). It also normalises Google Finance prefixes (EPA:AM) to Yahoo format (AM.PA).

Publish your sheet as CSV — two equivalent paths:

• File → Share → Publish to web → CSV (recommended). Gives you a stable URL like …/pub?output=csv.
• File → Share → Anyone with the link → Viewer, then rewrite the share URL from /edit?gid=0 to /export?format=csv&gid=0.

Either makes the sheet readable by anyone holding the URL. Fine for tickers; don't add account numbers or other sensitive columns.

Telegram

1. Message @BotFather → /newbot → save the token it gives you (123456789:ABC…).
2. Message @userinfobot → save your numeric id.
3. Open the new bot and press Start (Telegram requires this before a bot can DM you).

That's it. Add the two values as repo secrets (see Setup).

Phase 2 — coming later

The analyst/ module is a documented placeholder for a recommendation layer: consume the watcher's digest and surface buy / sell / watch signals with rationale. Not built yet — see analyst/README.md for the planned extension point.