What the source did
- Pulls live portfolio data.
- Briefs him each morning on overnight moves and upcoming market events, with flags.
Summary written by Agent Cookbook. See the original for the full context.
Copy the prompt
Ours Our version, based on what Miles Deutscher described. Not their wording. Fill in the [BRACKETS].
Every weekday at [TIME]: using my holdings [LIST or read-only source], report:
1. Overnight moves beyond ±[X]% with the likely reason and a source link.
2. Events in the next 7 days that affect my holdings (earnings, unlocks, macro).
3. Up to 3 flags worth a look.
Informational only. Never place trades or suggest position sizes.
Approval rule
🛡
Read-only. The bot never trades or logs into brokers.
Set it up
- Give it holdings as a list or a read-only export.
- Run once and check the numbers against your broker.
- Schedule it.
Common failures
⚠
- Stale prices from cached pages; ask for timestamps.
- Reading it as advice. It isn't.
Variations
- Weekly version on Sundays.
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