Finance Playbooks

Daily Market Brief

• Good for: investors, operators, and teams who want a sharp morning brief
• Best setup: Google News + Stock Analyzer
• Example prompt:

Daily market brief

Create a pre-market brief on AI, semiconductors, and cloud infrastructure. Use the latest public sources and market tools. Return: 1) top developments, 2) notable movers, 3) what matters today, and 4) a short watchlist.

Earnings Deep Dive

• Good for: understanding what changed across a quarter
• Best setup: Financials, Analyst Views, and web research
• Example prompt:

Earnings deep dive

Analyze the latest earnings for [company]. Compare the results with the previous quarter and analyst expectations. Highlight what improved, what deteriorated, and what management commentary changes the forward view.

Portfolio Review

• Good for: periodic portfolio check-ins
• Best setup: Stock Analyzer + Financials, with Report Generator for the polished write-up
• Example prompt:

Portfolio review

Review this portfolio: [holdings]. For each name, summarize recent performance, near-term risks, and whether the thesis is strengthening or weakening. End with a portfolio-level risk summary and rebalance questions, written up as a PDF report.

PSX Screen

• Good for: Pakistan-market workflows
• Best setup: PSX Market plus public web context
• Example prompt:

PSX opportunity screen

Use PSX market data to screen for companies with improving momentum, strong recent fundamentals, and relevant sector catalysts. Return a ranked shortlist with one paragraph on why each name made the cut.

Watchlist News Sweep (Google News)

• Good for: knowing what actually moved on your names before the open
• Best setup: Google News with a tight recency window
• Example prompt:

Watchlist news sweep

Sweep the news from the last day on my watchlist — [tickers] — deduplicate the stories, and give me a pre-market read: what happened, why it matters, and what to watch at the open.

Google News can be held to a recency window — the last hour, day, week, month, or year — so asking for 'the last day' keeps a pre-market brief genuinely pre-market.

Living PSX Dashboard (HTML Dashboard)

• Good for: a watchlist you check more than once a day
• Best setup: PSX Market + HTML Dashboard with auto-refresh
• Example prompt:

Living PSX dashboard

Build a dashboard of my PSX tickers — [tickers] — and keep it live: pull the latest prices and update the same dashboard in place. Real-time while I'm watching, twice a day otherwise.

Alfrada OS builds the dashboard once, then a background worker re-pulls the prices and edits the same dashboard in place each run — no new conversation, no remade canvas. Cadences are Twice a day, Specific time, or Real-time while you have the panel open. Full mechanics in Keep A Dashboard Live.

Build A Financial Model In Excel

• Good for: models you'll keep tweaking long after Alfrada OS hands them over
• Best setup: a saved .xlsx under Settings → Templates if you already have a branded model; otherwise Excel's ready-made financial-model workbook shape
• Example prompts:

Three-year revenue model

Build a 3-year revenue model workbook for [business]: assumptions up top, monthly periods, live formulas so I can change growth and watch it flow through.

Fill our saved model

Use our saved financial-model template. Fill it for [business] with these assumptions, don't restyle the sheets, and check the layout before you hand it over.

The Excel tool writes real Excel formulas, not a static table: numeric strings become numbers, formula text stays live (a missing = on MAX(...) is rescued), assumptions get named cells, and every downstream line references them — change a growth assumption in Excel and the whole model recalculates. A matching saved template is filled in place instead of a generic preset.

Same-Day Follow-Through (Wake-Up Timer)

• Good for: gap checks, closes, and "check back on this in an hour"
• Best setup: Wake-Up Timer in the conversation that already has the context
• Example prompt:

Gap check

Check [ticker] again 30 minutes after market open and tell me if the gap held.

Alfrada OS can offer a timed self-wake — the same conversation wakes back up (anywhere from 5 minutes to 24 hours later) and carries on with full context. For anything that should repeat daily, it offers a proper scheduled task instead.

Recurring Morning Brief (Task Scheduler)

• Good for: a market brief that runs before you open your laptop
• Best setup: Task Scheduler on a weekday cadence
• Example prompt:

Recurring morning brief

Every weekday at 7:30am, run a pre-market brief on my watchlist — [tickers] — covering overnight news, notable movers, and what to watch today.

Each run lands as its own conversation titled with the task's name; pause, edit, or review past runs under Settings → Automations. See Scheduled Tasks for cadences and limits.

Under the hood

Tool ids behind the product names on this page:

• Stock Analyzer — stocks_analyser
• Financials — company_financials
• Analyst Views — analyst_views
• PSX Market — psx_market
• Google News — google_news (recency filters last_hour → last_year)
• HTML Dashboard — html_dashboard
• Excel — excel_ops (inspect + find_replace on a saved templates/*.xlsx; financial_model is one of six create_structured_workbook presets when no template matches)
• Wake-Up Timer — wake_me
• Task Scheduler — task_scheduler
• Report Generator — report_generator