Control Panel

Portfolio Data Now Updates Automatically Every Day

DT

August 8, 2025 · Data Team

We're excited to announce that our portfolio data is now fully automated! Starting today, the Green Light List Portfolio Value chart will update automatically every day at 8 PM with the latest market data.

⚡ What's New:

  • Daily automated updates at 8 PM
  • No more manual intervention required
  • Always current market data
  • Consistent performance metrics across all time periods

How It Works

Our automated system runs every evening to:

  • Fetch latest market data for all companies in the Green Light List
  • Calculate portfolio values using our equal-weighting methodology
  • Update the portfolio_history table with new daily values
  • Recalculate performance metrics for all chart time periods (30D, 6M, 1Y, Max)

What This Means for You

As a SWISOX user, you'll now benefit from:

  • Real-time accuracy - Portfolio performance data is never more than 24 hours old
  • Consistent updates - No more waiting for manual data refreshes
  • Reliable metrics - All time periods show the most current trends
  • Better decision-making - Access to the latest sustainable investment performance data

💡 Behind the Scenes

This automation represents our commitment to providing the most reliable and up-to-date sustainable finance data. By eliminating manual processes, we ensure our data is always current and up-to-date.

Technical Details

The automated system:

  • Runs daily at 8 PM using scheduled automation
  • Processes data for all 69 companies in the Green Light List
  • Updates the portfolio_history table with new daily entries
  • Maintains data integrity and historical accuracy
  • Includes error handling and monitoring for reliability

You can continue to view the portfolio performance chart on the dashboard as usual - it will now automatically reflect the latest data every day.

💬 Questions about the automated updates? Let us know through the feedback form.