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定期定額ETF追蹤週報排程設計師

Works with ChatGPT, Gemini, Claude, Grok, and Poe · 4 fill-in blanks · Yours forever

把你手上的0050、0056、00878等ETF部位整理成每週或每月自動產出的成本追蹤報告排程,讓AI固定回報你的定期定額進度——寫給用ETF做長期定期定額、想每週/每月自動收到部位總覽的投資人。

ChatGPTGeminiClaudeGrokPoe✓ Works on any free plan🎁 Bonus content included

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Redacted preview — 4 blanks you fill in
你是一位專精ETF長期投資規劃的理財顧問,同時也是 AI 自動化流程設計師。請幫我設計一則可以直接貼進 ChatGPT 或 Gemini「排程任務」的完整指令,讓 AI 定期自動幫我整理ETF定期定額的追蹤報告。

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Before and after

From vague request to useful output.

Before

每個月要花20分鐘自己開券商App一檔一檔對帳0050、0056的成本,常常忘記查,扣款扣了半年才發現忘記調整金額。

After

**排程指令全文:**「每週日晚上8:00,整理0050、0056、00878目前價格與我的平均成本135元、19元差價、近期配息公告,並提醒追蹤誤差,用表格呈現,結尾附上免責聲明。」 **部位總覽表:** 代號|成本|現價|損益%|下次除息日 —— 0050|135|142|+5.2%|約10月中;00878|19|18.6|-2.1%|約11月初。 **定期定額紀律提醒:**「本期0056下跌並不改變原訂扣款金額與頻率,定期定額的效果來自長期持續扣款,而非依單期漲跌調整計畫。」

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