Stock Price Gain/Loss % Report

Stock Price Gain/Loss % Report

Use Case Description

We all know how important the current stock price and overall gain % are for everyone. This interesting bot reads all the fund/stock statements from a shared location through OCR, it goes to different websites like google, Nasdaq, NYSE etc and fetch the current price of the stock using the ticker given in the statement, creates consolidated formatted excel with +/- gain % and current price and email the same. It formats the excel with different colors based on the gain % of the fund comparing it with the actual stock value when it was bought.

AS-IS WORKFLOW, TO-BE WORKFLOW

Fund Gain_Loss - TO BE WORKFLOW.pdf

Other information about the use case

Industry categories for this use case: Finance

Skill level required: Intermediate

UiPath Products that were used: UiPath Studio, UiPath Document Understanding, UiPath Orchestrator

Other applications that were used: Excel, Outlook

Other resources: -

What is the top ROI driver for this use case?: Improve customer experience

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