Stock Portfolio Dashboard
Stock Portfolio Dashboard with a Free Rebalance Calculator. Track holdings across accounts, see drift from your target mix and get the buys that rebalance without selling. Free to clone.
Stock Portfolio Dashboard is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 2 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 5 projects, 2 AI agents, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger Guide and Rebalance Analyst. Its automations include Stale price reminder and Quarterly drift alert.
by @john
What you can do with Stock Portfolio Dashboard
- 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 Stock Portfolio Dashboard works
- Stale price reminder: when Every day at 8 AM, then Find holdings with prices older than 30 days and Comment a price update reminder.
- Quarterly drift alert: when First day of quarter at 8 AM, then Draft the drift report and Email the drift report.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Ledger Guide, Rebalance Analyst
- Automations: Stale price reminder, Quarterly drift alert
- Workspace: 5 projects, 2 AI agents, 2 automations