Crypto & Investing — Notifications & Schedules

Notifications & Schedules¶

Every output from the Investment Coach flows through Discord. Three channels, each with its own webhook, routed by content type.

Discord Channels¶

Channel	Tag	What Goes Here
`#investment-alerts`	`invest-alerts`	On-demand analysis results, morning pulse, significant price moves
`#weekly-report`	`invest-weekly`	Sunday portfolio summary, 1st-of-month deep review
`#learning`	`invest-learn`	Concept of the week, reflections, quiz results

Current Setup (Direct Webhooks)¶

As of 2026-04-05, each channel has its own Discord webhook URL stored in .env:

DISCORD_WEBHOOK_ALERTS=https://discord.com/api/webhooks/.../...
DISCORD_WEBHOOK_WEEKLY=https://discord.com/api/webhooks/.../...
DISCORD_WEBHOOK_LEARN=https://discord.com/api/webhooks/.../...

The skill's notify.sh script routes a tag to the correct webhook. All three channels are tested and working.

Future: Apprise Routing¶

The homelab already runs Apprise at notify.example.homelab (port 9914). Switching gives you:

Multi-service fanout (Discord + Telegram + Email + Gotify simultaneously)
Centralized notification config (one place to add channels)
Gotify fallback if Discord webhooks are rate-limited or down

To switch: uncomment NOTIFY_MODE=apprise in .env and run scripts/invest/apprise-setup.sh <discord-webhook-url>. See the Monitoring Stack for the Apprise service configuration.

Automated Schedules¶

Four recurring triggers drive the coach without manual invocation. All times are Asia/Manila.

Schedule	Cron	Action
Morning pulse	`0 8 * * 1-5`	Scan holdings + watchlist, overnight moves, pre-market movers, today's events → #investment-alerts
3-day reflection	n8n delayed workflow, triggered per analysis	Mini reflection → #learning
Weekly report	`0 20 * * 0`	Full portfolio review + reflections + PDF → #weekly-report
Monthly review	`0 20 1 * *`	Deep review + stage promotion check → #weekly-report

The Claude Code scheduler (RemoteTrigger) handles morning pulse, weekly, and monthly. n8n handles the 3-day reflection because it needs to fire relative to when each analysis ran — a relative delay, not an absolute cron.

Message Formats¶

On-demand analysis (#investment-alerts):

📊 AAPL Analysis — Rating: OVERWEIGHT

Bull: Strong services revenue growth, AI integration momentum
Bear: Premium valuation (P/E 32), China exposure risk
Risk: Moderate — you already hold 23% AAPL

💡 Action: Add 2 shares ($380), diversify remaining $120 into VTI
📚 Concept: "Position sizing — why 25%+ in one stock is risky"

Full analysis → [Memory MCP link]

Weekly report (#weekly-report):

📋 Weekly Portfolio Report — Apr 6, 2026

Portfolio: $12,450 (+2.3% this week)
Winners: NVDA +5.1%, VTI +1.8%
Losers: AAPL -1.2%
Freqtrade paper: +0.8% (BTC/USDT RSI strategy)

⚠️ Watch: NVDA earnings Apr 10, Fed meeting Apr 12
🎓 This week: "What earnings reports actually tell you"

Full report → [Obsidian link] | PDF → [attached]

Reflection Process¶

The 3-day reflection is the most important automation in the pipeline. It's what makes the coach learn from its own mistakes.

graph LR
    A["Analysis runs<br/>Rating stored in Memory MCP"] --> B["3 days pass<br/>n8n delayed trigger"]
    B --> C["Fetch actual price performance"]
    C --> D["Compare prediction vs reality"]
    D --> E["Generate lesson:<br/>what signals were correct,<br/>what we missed"]
    E --> F["Store reflection in Memory MCP"]
    F --> G["Discord #learning"]

Reflections accumulate in Memory MCP and get pulled into future analyses by the Bull and Bear researchers — past wins and misses directly inform new thinking.

Market Closed / Weekend Behavior¶

Scenario	Behavior
Weekend	Morning pulse skips; manual `/invest analyze` uses last close data
US holiday	Same as weekend — skip pulse, manual works
Market closed mid-day	Analyses run with last trade price, flagged as "session paused"

Error Handling¶

Scenario	Behavior
Discord webhook rate-limited	Fall back to Gotify (port 9880); retry Discord in 5 min
Apprise unreachable	Write to Obsidian + log warning, retry via n8n in 30 min
n8n unreachable	3-day reflections queue until n8n recovers

TL;DR

Three Discord channels (alerts, weekly, learning), each with its own webhook. Four scheduled triggers: morning pulse (weekdays 8am), 3-day per-analysis reflection (n8n), weekly report (Sunday 8pm), monthly review (1st of month 8pm). Apprise is already running for future multi-channel routing. 3-day reflections are the feedback loop that makes the coach learn from its own predictions.

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