Angel Portfolio Tracker
Angel Portfolio Tracker. Track every angel stake, cost, mark and follow-on reserve, see portfolio value and loss, and share a public investor page. Free to clone.
Angel Portfolio Tracker is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 6 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Term Sheet and Term Sheet Desk. Its automations include Quarterly portfolio digest, Monday quiet stakes email and New pitch alert.
by @john
What you can do with Angel Portfolio Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Angel Portfolio Tracker works
- Quarterly portfolio digest: when 1st of the month at 9 AM, then Find all stakes and Write the quarterly digest.
- Monday quiet stakes email: when Every Monday at 8 AM, then Find updates older than 120 days and Find stakes.
- New pitch alert: when a pitch is added, then Email the pitch details.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Term Sheet, Term Sheet Desk
- Automations: Quarterly portfolio digest, Monday quiet stakes email, New pitch alert
- Workspace: 6 projects, 2 AI agents, 3 automations