START
Important changes in
your US stock portfolio
See meaningful concentration and price changes without opening charts every day.
Information and alerts only. It does not recommend or place trades. Investment decisions remain yours.
Just ask like this.
No prompt engineering needed. Use this as-is, then swap in your own names and preferences.
At 7:00 every weekday morning, check the US stocks held in my Woodstock account. Notify me only when one holding exceeds 25% of the portfolio, a holding moves at least 5% from the previous close, or the total portfolio moves at least 3% in one day. Show the affected ticker, current weight or price change, and estimated portfolio impact, plus a concise summary of relevant recent news when available. Do not repeat the same change, recommend a trade, or place any order.
AI builds the checking flow.
Review when it runs, what it checks, and when it delivers a result before creating the automation.
AI
Review the portfolio
AI
Detect material changes
END
Alert only when needed
Only the useful result arrives.
This is an example of what arrives. Actual results include links to the sources FeedCortex checked.
NVDA now exceeds 25% of your portfolio
One alert shows the current weight, daily move, portfolio impact, and concise context.
- Portfolio weight: 26.4%
- Daily change: +5.8%
- No recommendations or orders
Start with the words already in your head