Why Scheduled Tasks Matter
Tracking multiple tickers, market catalysts, and macro trends is time-consuming. ChatGPT’s Scheduled Tasks feature automates this process. You can schedule daily, weekly, or monthly tasks to review your investments, news, and catalysts automatically at a fixed time.
This lets you start each day with an organized summary of your portfolio performance and key market movements without manual research.
How to Create Scheduled Tasks in ChatGPT
- Go to your Projects tab or Automations panel.
- Select Create a Scheduled Task.
- Copy and paste one of the prompts below into the task creation window.
- Adjust your portfolio file name(s) to match your document [your investment documents]).
Task 1: Daily Catalyst and Earnings/Event Tracker
Title: Run Daily Catalyst and Earnings/Event Tracker
Schedule: Daily at 06:00 PT
Prompt:
Check the latest (≤ 48 h) news, Reddit posts, and financial media mentions for all portfolio tickers from [your investment document].
Sources: r/wallstreetbets, r/options, r/thetagang, r/pennystocks, r/stocks, r/investing, r/SecurityAnalysis, r/StockMarket, r/ValueInvesting, r/dividends, r/Bogleheads, r/Daytrading, r/SwingTrading, r/algotrading, r/personalfinance, r/financialindependence, r/fatFIRE, r/criticalmineralstocks, Seeking Alpha, Barron’s, Bloomberg Markets, Slashdot.
Include only Reddit posts with 20 or more upvotes and less than 48 hours old.
For each ticker:
- Count total mentions
- Determine tone (positive, neutral, negative)
- Identify catalysts (earnings, contracts, regulation, M&A, macro)
- Add 7-day forward events (earnings, dividends, insider trades, unusual options flow greater than 2× average open interest)
Output format:
- Consolidated Action Summary: key tickers with [Review], [Hold], [Watch], [Ignore]
- Detailed Analysis: sentiment table and catalysts by ticker
- Source Log: Ticker, Title, Source, Publication Time, URL
Task 2: Weekly Portfolio Monitor and Macro Summary
Title: Run Weekly Portfolio Monitor and Macro Summary
Schedule: Weekly on Saturday at 06:00 PT
Prompt:
Use current live prices for all tickers in [your investment document] (no manual updates required).
Compute:
- Portfolio value by position and total
- Week-over-week percent change per position
- Any holding up or down 10 percent for the week
- Any holding greater than 25 percent of total portfolio
- Approximate sector or region weighting
Add Macro Summary:
- Fed policy, CPI/PPI, employment, GDP, commodity trends (lithium, uranium, rare earths, BTC), yield curve, and USD index.
Output format:
- Consolidated Action Summary — risk flags and follow-ups [Rebalance], [Watch], [Ignore]
- Detailed Analysis — allocation table, performance deltas, macro implications for AI, minerals, and REITs
- Source Log — Metric or Ticker, Title, Source, Publication Time, URL
Task 3: Monthly Valuation and Risk Analysis
Title: Run Monthly Valuation and Risk Analysis
Schedule: Monthly on the 1st at 06:00 PT
Prompt:
For all tickers in [your investment document], fetch valuation metrics: P/E, P/S, EV/EBITDA, Debt-to-Equity, Cash-to-Debt, Free Cash Flow, Institutional vs Insider Ownership. Compare to 3-year median and sector averages.
Color tags:
- Green: more than 15 percent undervalued and positive FCF
- Yellow: fairly valued or flat FCF
- Red: overvalued or negative EBIT/FCF
Output format:
- Consolidated Action Summary — valuation changes or anomalies [Review], [Hold], [Ignore]
- Detailed Analysis — valuation table with color tags and commentary
- Source Log — Ticker, Metric or Headline, Source, Publication Time, URL
Scheduling the Tasks in ChatGPT
Once you have the tasks updated to your specific needs, you can schedule them. To do this, simply prompt in the same chat session: “Create scheduled tasks for these three tasks.“
Once these three tasks are active, you will receive automatic summaries each day, week, and month to help track catalysts, performance, and valuation changes efficiently.
Update October 10, 2025: ChatGPT Scheduled Tasks will sometime sbreak if not ran from their own chat session. Because of this I recommend starting a new chat for each scheduled task, running the initial prompt to test the output, then ask within that chat session to schedule the task.