How to Get an Automated Pre-Market Brief for Your Holdings

There are four ways to get an automated pre-market brief for your holdings. A finance site can send a portfolio digest: Yahoo Finance's free portfolio alerts and Seeking Alpha's daily portfolio digest both summarise news for the stocks you hold. You can schedule an AI prompt that lists your tickers, with ChatGPT scheduled tasks or Perplexity Tasks. You can build a workflow that reads your holdings from a spreadsheet and summarises overnight news. Or you can use a research agent that already knows your holdings and theses. Ecomerate, an AI research analyst that works over iMessage, sends a pre-market brief on the days and at the time you choose, covering what changed in your theses since the last one.

Which options are there for a pre-market brief?

Checked on each provider's pages on 17 October 2026:

What should a pre-market brief include?

For an investor who holds individual stocks, a useful brief answers one question: did anything happen since yesterday's close that affects what I own?

• Overnight filings and releases. 8-Ks, results published after the close, guidance updates.
• News that touches your thesis. Not every headline that mentions the ticker.
• Suppliers and customers. A key supplier's warning often reaches your company's share price before its own report does.
• Today's calendar. Which holdings report today or this week.
• Sources. A link or a named document for every claim.

Leave out generic market commentary and futures moves unless you trade on them. A brief that is long every day stops being read within a fortnight.

How do you write a scheduled AI prompt for a morning brief?

If you use ChatGPT or Perplexity, the prompt does all the work, because the assistant does not otherwise know what you hold. A starting point:

The weaknesses are worth knowing. The prompt goes stale when you buy or sell. The assistant does not remember last week's brief, so it cannot say what changed since then. And general assistants can state prices or figures without a timestamp, so check anything you would act on.

How does Ecomerate's pre-market brief work?

Ecomerate is an AI research analyst for independent investors that works entirely in iMessage. It already holds your positions and the thesis for each one, because you text them to it, so the brief needs no prompt to maintain.

• Set it by text. "Send me a pre-market brief every weekday at 8:30." Daily, weekday, twice-daily and weekly schedules work in your own timezone.
• It covers what changed. Each brief reports developments in your monitored theses since the previous one, from filings, earnings and news.
• It says how sure it is. Each point is marked as verified, still being checked, or contradicted by the evidence, and the message is only as confident as its least verified point.
• It can stay quiet. Days with nothing material can be skipped instead of filled.
• Ask about it later. "What was in this morning's brief?" brings it back.

Two related routines are optional: an earnings-week check-in every Monday before the open, and a recap after each US market close. See earnings alerts for your holdings.

What are the limits of an automated brief?

• Pre-market prices are thin. Moves before the open can reverse at the open; treat them as a prompt to read, not a signal.
• News arrives late or early. A release published a minute after your brief will be in the next one.
• Summaries can be wrong. Open the filing or release before acting on anything material.

Sources

Provider pages checked on 17 October 2026:

• OpenAI: scheduled tasks in ChatGPT
• Perplexity changelog: Tasks
• Yahoo Finance plan comparison
• Seeking Alpha: managing email alerts
• GenFuse: daily stock market intelligence template and pricing

This article is for general information and research education only. It is not investment, tax or legal advice, and it is not a recommendation to buy or sell any security. Product features and prices belong to their providers and may have changed since they were checked.