Lora
Upcoming actions and recurring automations Lora runs for Anna Schmitt
Upcoming actions
What Lora will do next on this client's behalf
Daily market snapshot
Pre-open recap of your holdings and overnight moves.
market.snapshot
Mo., 08. Juni
05:45
RecurringWeekly portfolio report email
Performance, allocation drift, and notable transactions for the week.
portfolio.report
Mo., 08. Juni
08:00
ScheduledExecute portfolio rebalance trim
Trim DAX ETF overweight back to target band; needs your approval.
portfolio.rebalance
Di., 09. Juni
09:30
Automations
Recurring tasks Lora runs for this client automatically
Morning summary
A short WhatsApp briefing every morning.
Daily at 07:30
Weekly portfolio report
Emailed every Monday morning.
Mondays at 08:00
Market snapshot
Pre-open snapshot on trading days.
Weekdays pre-open
Risk watch
Alerts when a position breaches its risk band.
Daily
Document digest
Weekly summary of new documents in your vault.
Fridays at 17:00