Home Assistant bridges Trading212 to Alexa for daily P&L updates
A UK developer has wired Trading212’s portfolio data straight into Home Assistant and then out to Alexa, so a voice summary of the day’s profit or loss greets them each weekday morning. The setup uses a new custom integration to pull portfolio value, individual positions, pies and dividends into Home Assistant as sensors, followed by a Lovelace card that auto-discovers those sensors and renders them in five different layouts—portfolio sparkline, scrollable positions, pies with goal progress, or a combined view.
From raw API to a polished dashboard
The Trading212 API proved straightforward to work with, returning portfolio totals, per-position performance and dividend history in a single call. After the data lands in Home Assistant as sensors, the matching Lovelace card automatically finds them when dropped onto a dashboard, eliminating manual entity ID copying unless the user opts for custom styling. The toughest part, the developer notes, was smoothing out the sparkline: Home Assistant’s recorder only logs state changes, so flat periods between polls created gaps in the chart until the data was interpolated client-side.
Hands-free finance with Alexa automations
The real utility comes from two automations. At 08:00 each weekday Alexa announces the portfolio’s total value and whether the day’s profit-and-loss is positive or negative, rounded to the pound. On Friday at 18:00 the same voice feed gives the weekly P&L plus the single position that moved the most. The developer highlights the psychological benefit: an unignorable Alexa summary can spare the user from opening a losing app, yet still delivers the bad news in the same breath.
Both the integration and the card are on GitHub; the card is already listed as a custom HACS repository while it awaits inclusion in the default catalogue. A full step-by-step guide with the automation YAML is available on the developer’s site.
Source: DEV Community. AI-assisted editorial synthesis — TechnoExpress.