Generate daily portfolio briefings from your watchlist
Portfolio briefing completed and emailed for 47 tickers from your watchlist. Key highlights: NVAX reported Q3 earnings beat with EPS of $1.42 vs $1.18 expected; MRKT filed an 8-K disclosing CEO transition effective Jan 15; Analyst at Greenfield Capital upgraded PLTR to Overweight with a $38 price target; ACME Corp saw unusual volume (+340% above 20-day avg) following M&A rumors. 6 tickers flagged for potential client outreach or portfolio review.
Agent snapshot
Built for finance & accounting work, not a generic template.
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runs observed
1
community clones
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integrations used
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labels matched
Sample input
Build an agent to generate daily portfolio briefings from your watchlist. Use Google Sheets, AI, Email, and Markets and related tools. Focus on alerts & notifications and data extraction & scraping. Return a ready-to-review result after each run.
Sample output
Portfolio briefing completed and emailed for 47 tickers from your watchlist. Key highlights: NVAX reported Q3 earnings beat with EPS of $1.42 vs $1.18 expected; MRKT filed an 8-K disclosing CEO transition effective Jan 15; Analyst at Greenfield Capital upgraded PLTR to Overweight with a $38 price target; ACME Corp saw unusual volume (+340% above 20-day avg) following M&A rumors. 6 tickers flagged for potential client outreach or portfolio review.
What this agent automates
The public data for this agent shows its target workflow, connected apps, and observed output.
Automates alerts & notifications and data extraction & scraping for finance & accounting workflows.
Connects Google Sheets, AI, Email, Markets, and Web Search in one repeatable run.
Produces a finished output like: Portfolio briefing completed and emailed for 47 tickers from your watchlist. Key highlights: NVAX reported Q3 earnings beat...
1 people have cloned this agent as a starting point.
Integrations used
Generate daily portfolio briefings from your watchlist connects Google Sheets, AI, Email, Markets, and Web Search.
Google Sheets
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AI
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Markets
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Web Search
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Clone Generate daily portfolio briefings from your watchlist
Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your finance & accounting workflow.
Plans start at €20/mo