What you can automate
- Daily pre-market briefing
- Watchlist scan for overnight moves and news
- Earnings summary on report days
- Portfolio risk check
- Unusual volume monitor
- Macro calendar summary
Example
What a good scheduled task includes
The more precise the task, the more useful the output. A complete task usually specifies:- Frequency — daily, weekly, every weekday, etc.
- Time zone — anchor the time explicitly (e.g. “New York time”)
- Universe or watchlist — which names or markets to cover
- Output format — bullets, a short brief, a ranked list
- Delivery channel — web or Telegram
- Stop conditions or alert thresholds — only notify if something crosses a line
Delivery channels
Scheduled task output can be delivered to the web app or to Telegram. For a morning briefing you read on your phone, route it to Telegram. For heavier output you want to inspect closely, the web app is easier.Review the logs
Review task runs periodically. If the output is too broad, tighten the prompt or narrow the universe. If a task stops being useful, edit or retire it. Treat scheduled tasks like a living part of your process, not set-and-forget infrastructure.Related
- Create a market briefing — full walkthrough
- Set up watchlist monitoring — threshold-based alerts
- Advanced scheduled tasks — conditional and multi-step tasks
- Scheduled task prompts — copyable templates