ChatGPT's Task Scheduling: Automated Market Analysis

Hey, it's Matt. Welcome to AI Street Markets Edition—where I share tips and tricks with AI tools for investors.

In ten years, maybe less, we’ll need to explain what ‘Googling’ meant to a younger generation.

The idea of searching an endless internet for the right link will seem antiquated.

It’s already starting to happen.

For 10+ years, I’ve been using Google Alerts — where Google sends you an email tied to specified keywords — to try stay up on topics I’m interested in. It’s an ok system, but it’s another list of links.

This week, OpenAI introduced the GPT-4o scheduled tasks feature, a tool that allows users to set automated reminders and execute recurring actions such as generating regular reports, scheduling alerts, or automating research within ChatGPT.

GPT-4o with Scheduled Tasks Key Points:

• Available to: Plus, Team, and Pro subscribers

• Status: Currently in beta

• Main benefit: Automates recurring tasks like report generation and research alerts

• Delivery: The results are emailed to you at specified times

• Use case: Creates automated market summaries (example below)

The below is a summary of market news from the past week created by this new feature.

After the news, I’ll show you how to set this up for yourself.

AI-DRIVEN NEWS

I’ve added the text for readability:

Market Roundup: January 12 – January 18, 2025

Top Market Moves

• The S&P 500 rose 1.8% to 5,950 on January 15, 2025, at 4:00 PM EST, marking its best CPI day since at least 2023. 

• The Dow Jones Industrial Average increased by 334.70 points (0.78%) to 43,487.83 on January 17, 2025, at 4:14 PM EST, contributing to its best week since November 2024. 

• The Nasdaq Composite gained 1.5% to 19,630.20 on January 17, 2025, at 4:14 PM EST, driven by strong performances in technology stocks. 

Key Economic Updates

• The U.S. Consumer Price Index (CPI) rose 2.9% year-over-year in December 2024, aligning with expectations, while core CPI increased by 3.2%, slightly below the forecasted 3.3%. 

• Richmond Federal Reserve President Thomas Barkin noted on January 15, 2025, that the latest CPI data indicates easing price pressures, supporting the narrative of declining inflation. 

• U.S. housing starts rose 5% in December 2024 to a seasonally adjusted annual rate of 1.7 million units, surpassing the forecasted 1.6 million units. 

Corporate Headlines

• JPMorgan Chase reported a 50% increase in fourth-quarter profit, reaching $14 billion, with earnings of $4.81 per share, exceeding analysts’ expectations of $4.09. 

• Goldman Sachs’ fourth-quarter profit more than doubled to $4.11 billion, driven by strong investment banking and trading revenues. 

• Morgan Stanley’s stock rose by 2.3% after outperforming profit and revenue expectations for the latest quarter, with total revenue climbing 25.8% and net income more than doubling to $3.71 billion. 

PROMPTING

Last week, we talked about the importance of specific instructions when writing prompts. For this markets alert, it took me a few tries to get an output I liked. Here’s the one I used:

Create a brief market roundup covering the most important developments from the last 7 days. Format: "Market Roundup: [DATE RANGE]"

INTERNAL REQUIREMENTS (do not display):

- Each point must have a source (Bloomberg, Reuters, WSJ, FT, Fed/ECB statements, SEC filings, or earnings reports)
- Each point must include exact date and time
- Each point must include at least one specific number
- All points must be from last 7 days

Required Sections:

1. Top Market Moves (2-3 points)

- Major index changes
- Significant sector moves
- Notable stock performances

2. Key Economic Updates (2-3 points)

- Important data releases
- Central bank actions
- Major policy changes

3. Corporate Headlines (2-3 points)

- Earnings highlights
- M&A activity
- Other material company news

FORMAT FOR EACH POINT:

• [Development with specific numbers, date, and time] SOURCE_TAG

Example:

• The S&P 500 rose 1.2% to close at 4,850 on Thursday at 4pm EST, marking its strongest daily gain since December. BLOOMBERG

Additional Requirements:

- Keep each point to 1-2 sentences
- Total output should be one page
- Focus only on material developments
- No speculation without sources
- No general statements without data

IMPLEMENTATION

1. Open ChatGPT and select the correct model and make sure you’ve selected search.

   

2. Copy and paste the above prompt into ChatGPT.

3. You should see this window on how often you want to receive the results

   

4. You can manage your tasks here https://chatgpt.com/tasks

SUMMARY

• GPT-4o scheduled tasks automates market analysis and alerts

• Replaces manual Google Alerts with structured updates

• Setup is simple: paste prompt → set frequency → manage via chatgpt.com/tasks

• Result: Precise market summaries with exact dates, times and numbers

PODCAST

I’m excited to be partnering with Francesco Fabozzi, an expert in AI + finance, in a new podcast we’re calling The Alpha Intelligence Show. We’ll be bringing you in-depth conversations with hedge fund managers, quants, and academics on the future of AI on Wall Street. More details to come.

With the new podcast, I’m retiring the Five Minutes with interview series. Given this transition and the fact I’ve added quite a few new readers over the last few weeks, I’m highlighting all of my previous interviews since starting AI Street last summer.

Five Minutes with Interviews

• Fitch’s Jayeeta Putatunda on causal AI reducing hallucinations

• Former JPM Exec Tucker Balch on scaling investment analysis with AI

• USC's Matthew Shaffer on using ChatGPT to estimate “core earnings”

• Moody’s Sergio Gago on scaling AI at the enterprise level

• Ravenpack | Bigdata.com’s Aakarsh Ramchandani on AI and NLPs

• PhD candidate Alex Kim on signals with executive tone in earnings calls

• MDOTM’s Peter Zangari, on AI for portfolio management

• Arta’s Chirag Yagnik on AI-powered wealth management

• Finster’s Sid Jayakumar on AI agents for Wall Street

• Sov.ai's Derek Snow on AI for fundamental investors

• Bain’s Richard Lichtenstein on AI adoption in private equity

• Snowflake’s Jonathan Regenstein on AI building novel datasets

• Skadden’s Dan Michael on the SEC’s AI stance

• Stardog’s Matt Lucas on hallucination-free AI

• Celent’s Monica Summerville on AI Adoption in capital markets

• Aveni's Joseph Twigg on building a finance LLM

• Persado’s Assaf Baciu on tailored AI marketing at banks

• Professor Alejandro Lopez- Lira on AI-driven stock predictions