Portfolio Pulse
Life SpecialistsYour watchlist, briefed — hype excluded.
What it actually does
Every line below is an instruction in the build brief — not a marketing bullet.
- Daily or weekly digest on YOUR watchlist: moves, and why they moved
- News per holding — always with a linked, dated source
- Earnings and ex-dividend dates on a watchlist calendar
- Crypto and stocks side by side, same sober format
The guardrail, in plain English
“Research and tracking only — never recommends buy/sell, never predicts prices, never trades.”
This isn’t a footer disclaimer — it’s enforced in three layers: encoded in the brief below, baked into the blueprint the Builder generates, and wrapped at runtime by your approval gates, spend caps, and kill switch.
See the output
One realistic run, end to end — fictional data, real format. The guardrail moment is highlighted, because it’s the point.
Fictional run: a watchlist of three stocks and two crypto assets — the 6:30 PM brief after the close.
Close brief — what moved, and why
Your chip-maker holding +3.1% — quarterly earnings beat on data-center revenue (company earnings release, Jul 29); analyst estimates revised the next day (research summary, Jul 30).
Your EV holding −2.4% — a supplier recall was covered in the trade press (Jul 30); the company's response was published the same day (company statement, Jul 30).
BTC +1.8% / ETH +0.6% — moved with a broad risk-on day. No asset-specific news found, so the 'why' is labeled speculation, not fact.
Calendar: earnings for your semiconductor holding Aug 14; ex-dividend for your utility holding Aug 6.
Guardrail in action: Research and tracking only — not investment advice, no buy/sell recommendations, no price predictions, and it says so on every digest. Markets can lose money.
Facts and speculation are separated on every line — if the 'why' can't be sourced to a date, the digest says so.
One possible run of Portfolio Pulse. Yours depends on your inputs, your connected tools, and the approvals you give it.
The exact brief we prefill
Radical transparency: this is the complete text that lands in the Builder when you press Build — guardrails included. Edit anything before you generate.
An investor tracking agent for my stock and crypto watchlist. It sends me a digest of what moved and why, with every claim linked to a dated source; keeps a calendar of earnings and key dates for my holdings; and separates facts from market speculation explicitly. Guardrail: it never recommends buying or selling, never predicts prices, never executes anything, and states on every digest that it is not investment advice and that markets can lose money.
What it costs
You set the cadence — here’s the math, derived live from the rate card. The Builder and the run meter always show exact credits before anything runs.
Build it
≈70 cr
One-time blueprint (Opus). BYO key builds free.
Run it
≈34 cr
Per run on the hosted brain, infra fee included.
Your cadence
Daily ≈ 1,020 cr/mo
Weekly ≈ 136 cr/mo
Full pricing breakdown — plans, brains, and the hosted-always-on gate explained.