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Where do I…?

The twelve things operators do most, each with its click path from Overview and the one word to type into ⌘K.

Who it is for
New to Bellwether
Reading time
1 min read
Updated

Every one of these is a couple of clicks from Overview or one word away in the command palette (⌘K, or the Jump to… button in the top bar). Type a plain word such as loss, , , prompt, jim or email and pick the result. Safe destinations open straight away; anything that loosens a rule still asks for your on the it takes you to. If you cannot find something, ask Consult "where is…": it answers with the same link this list uses.

Where things live. The navigation groups screens by intent: Monitor (Overview, Inbox, Agent, Activity, Review), Shape (Strategy and Risk side by side, then Algorithms), Explore (, Markets, Research, Lab, Performance) and Manage (Accounts, Settings). Strategy and Risk are neighbours on purpose: the posture (one preset that sets every headline limit at once) is chosen on Strategy › Posture, and Risk › Limits is where those limits are fine-tuned one by one and enforced. "Posture" or "change posture" in ⌘K lands on Strategy › Posture.

  1. 01

    Where do I approve an order?

    two clicks
    1. Overview → Needs you card → Approve

    Go there →Read more

  2. 02

    Where do I stop everything?

    two clicks
    1. Top bar → Halt → Confirm

    Read more

  3. 03

    Where do I set how much I can lose in a day?

    two clicks
    1. Overview → Risk gauges → Limits ↗
    2. Risk → Halts tab → Daily loss line → Tighten / Loosen

    Go there →Read more

  4. 04

    Where do I tell the analyst something about one stock?

    two clicks
    1. Rail → Strategy → Guidance → One symbol → write the note → Save
    2. or any symbol chip → Steer…

    Go there →Read more

  5. 05

    Where do I ask a question about my book?

    two clicks
    1. Top bar → Consult → type

    Read more

  6. 06

    Where do I flag a news story for tomorrow's brief?

    two clicks
    1. Rail → Research
    2. feed item → Pin

    Go there →Read more

  7. 07

    Where do I change how much an algorithm counts?

    two clicks
    1. Rail → Algorithms (Shape group) → algorithm card → On / Off, or drag the weight slider

    Go there →Read more

  8. 08

    Where do I change how often the analyst checks in, or which model it uses?

    two clicks
    1. Rail → Agent (Your desk) → Portfolio Manager card · Configure → Schedule: interval / intraday model → Save

    Go there →Read more

  9. 09

    Where do I change the analyst's standing instructions?

    two clicks
    1. Rail → Agent (Your desk) → agent card · Configure → Instructions → Edit → confirm with code → Save

    Go there →Read more

  10. 10

    Where do I see why the analyst made a trade?

    two clicks
    1. Overview → position row → drawer (thesis, fills) → session link
    2. or Rail → Agent → session chip → Reasoning + Proposals

    Go there →Read more

  11. 11

    Where do I see how I did today compared with the market?

    two clicks
    1. Rail · Performance

    Go there →Read more

  12. 12

    Where do I add another person, or let someone see my book?

    two clicks
    1. Top bar → avatar → People & access
    2. Add someone → email (+ name) → what they get

    Read more