Stock Research Tracker
Stock Research Board for Long-Term Investors. Keep a thesis, catalysts and sell triggers for every stock you follow. A public position size calculator is included. Not investment advice. Free to clone.
Stock Research Tracker is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Finance
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Thesis Theo. Its automations include Monthly catalysts outlook, Missed catalyst sell trigger check and Sunday thesis review.
by @taskade
What you can do with Stock Research 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 Stock Research Tracker works
- Monthly catalysts outlook: when First of month at 8 AM, then Find catalysts due in 30 days and Join upcoming catalysts.
- Missed catalyst sell trigger check: when a catalyst is marked Missed, then Ask Thesis Theo for a draft check and Post the draft check as a comment.
- Sunday thesis review: when Every Sunday at 6 PM, then Find stale theses and Find holdings with no exit plan.
Built with Taskade Genesis
- Category: Finance
- AI agents: Thesis Theo
- Automations: Monthly catalysts outlook, Missed catalyst sell trigger check, Sunday thesis review
- Workspace: 5 projects, 1 AI agent, 3 automations