Investment Club Watchlist
Investment Club Watchlist with Member Notes and Votes. Collect price and thesis notes from club members, vote Buy, Hold or Pass before the meeting, and keep the club rules. Free to clone.
Investment Club Watchlist is a Taskade app kit built from one prompt: 8 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 8 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Quorum. Its automations include No note this month reminder, Join request alert and Missing votes reminder.
by @taskade
What you can do with Investment Club Watchlist
- 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 Investment Club Watchlist works
- No note this month reminder: when Every day at 8 AM, then Find the next meeting and Find tickers on watch.
- Join request alert: when a join request is added, then Read the join request and Email the treasurer.
- Missing votes reminder: when Every Monday at 8 AM, then Find the next meeting within a week and Find tickers on watch.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Quorum
- Automations: No note this month reminder, Join request alert, Missing votes reminder
- Workspace: 8 projects, 1 AI agent, 3 automations