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My net worth gets checked every day, with alerts when markets move

The AI built him a small app that works out his net worth from his holdings every day. It refreshes on its own each day and sends him an alert when a market move is big enough to change the picture.

How it works

  1. He gave the AI his list of holdings
  2. The AI built a tracker that prices them from market data
  3. The app works out his net worth again every day
  4. It sends an alert when a market change is big enough to matter

Why it’s worth knowing

The tracker runs itself. He only hears from it when something moved enough to matter.

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

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