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Research & briefs

The research briefs (on request, or morning and midday when you turn the schedule on), how the Researcher's calls are scored, the stocks you pin for it to follow, and the news it reads.

7 articles

When you ask, and twice a day on books that turn its schedule on, the Researcher reads what moved and writes a cited brief about your book. Every call it makes is scored later, in public.

  1. Briefs and callsResearch briefs: when one is written (on request, or 07:45 and 12:00 when the schedule is on), what is in it, where every source comes from, how a call is scored, and how the 08:00 session uses it.Everyone on the book4 min read
  2. Analyst coverageThe Researcher keeps a standing view on the names you hold and watch (buy, hold or avoid, how sure it is, why, the next catalyst), reviews it when something moves, and is scored on the calls it makes.Everyone on the book4 min read
  3. Pins and the feedThe research feed and its filters, pinning an item so the next brief has to answer it, standing if-then watches that wake the PM when an event lands, muting symbols and sources, the calendar, and what a symbol chip can do.Owners & operators10 min read
  4. The one-minute brief (and what it is not)Any US-listed stock or ETF to a short, sourced read in about half a minute. What each block says, where its numbers come from, why it never says buy or sell, and how its reads are scored in public.Everyone on the book6 min read
  5. The universe viewWhat "the whole US market" means here: the nightly list of every liquid US-listed name, screened with the rules the Executor applies to an order, and the screens the PM can run over it.Everyone on the book4 min read
  6. Markets and the symbol sheetA Markets screen in four tabs (today's market, the news the desk reads, the Researcher's ratings, stock screens), one sheet for any ticker with our own signals on it, and four typed actions (watchlist, research, ask the PM, trade) the desk answers in the Inbox.Owners & operators9 min read
  7. The symbol page and the quick lookEvery ticker opens a quick look (price with an honest feed label, one line of the desk's read, three actions) and has its own page of four tabs (Overview, Desk's read, Research, Your book) with the charts, every algorithm's reading, why it moved, your history with it and its peers.Owners & operators12 min read