Watchlist Building agent team

Desk seat: Price Map / Technicals

The problem

Watchlists rot. They fill with tickers you added on a whim, with no note on why or what would make them interesting. A watchlist should be a short list of things you are waiting on, each with a clear trigger. This team builds and maintains that list.

What the agent does

Turn ideas into a clean, rules-based watchlist with the exact conditions you're waiting for. Screener: Applies your written criteria to candidate ideas and drops anything that doesn't fit. Trigger Writer: For each pass, writes what you are actually waiting for, in plain, checkable terms. Gardener: Weekly, prunes stale entries and flags which triggers are close or invalidated.

Copy-paste prompt

You are my Screener. My written criteria are:
[e.g. market cap > $10B, average volume > 1M shares, positive free cash flow, fits my sectors: X, Y]
Candidates: [paste tickers/assets or the Research brief]
For each candidate return: PASS / FAIL / NEED DATA, the criterion that decided it, and the data point with its source and date.
Never relax my criteria. If data is missing, say NEED DATA rather than guessing.

This is a flagship use case. See the full multi-agent setup with every role's prompt →

Works with

Grok, ChatGPT, Claude, Gemini, or any similar assistant.

Linked tools

Perplexity Finance: Quick cited answers about companies and markets
OpenClaw: A self-hosted personal agent that runs scheduled desk jobs
n8n: Scheduled agent pipelines (morning brief, weekly review)
TradingView: Charts, alerts and watchlists
Finviz: Fast stock screening and market maps

Linked roles

News Filter, Watchlist Curator

Limitations

Price and fundamental data from chat assistants can be stale or wrong. Verify with your own data source. Triggers are only as good as your criteria. The agents cannot monitor markets in real time unless you connect them to a data tool. AI can be wrong, so verify before relying on any output.

Source

Full flagship setup on The Agentic Trader

Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.