Pins and the feed

Markets › News (what used to be the Research screen; the old address still opens it) is one corpus shared by you and the agents. Everything in the feed is exactly what the Researcher, the PM, Consult and the Critic can read through their research tools, and every read is recorded, so a card can say "read by the PM 09:31 CT" or "cited in the 07:45 CT brief". Pinning or muting never changes what is ingested or how it ranks; it changes what the next brief must answer and what stays visible.

The feed

A research worker pulls into one list, every 10 minutes while the market is open and hourly outside it: headlines for held names, the watchlist and the index ETFs; filings on held names (once a filings source is configured); earnings dates within 10 days; the macro calendar (CPI, FOMC, NFP, PCE, GDP); movers of 2% or more at 09:00, 12:00 and 15:15 CT; and a regime note whenever the label changes. Items keep a title, a sanitized summary of at most 600 characters and a link (never an article body), and are pruned after 30 days.

Two filters sit above the list: scope, which is Book (names you hold), Watchlist (your effective allowlist), Market (all items, the default) or Macro (scheduled releases and the market regime); and multi-select kind pills: News, Filing, Earnings, Macro, Mover, Regime and Your note (a leftover on this build: your own notes are no longer feed items, so that pill matches nothing; they live in the Pins panel). Each card shows its kind (with the release or form code beside it, such as CPI or 8-K), three importance dots named on hover (Low importance, Notable, High importance: held +2, watchlist +1, a material 8-K or earnings within 5 days +1; a scheduled release such as CPI, the Fed decision or the jobs report is always rated by its release), symbol chips, the headline with a small chevron that says it opens, the summary when it adds something to the headline, and then the one time that matters for that kind of item: a scheduled release counts down to its event ("in 3 days, Fri Sep 11 07:30 CT") and says "released Fri 07:30 CT" once it is out, an earnings date names its day and, when the company announced one, its slot ("in 2 days, Thu Sep 10 after the close"; never a made-up clock time), a headline, filing or mover says when it was published ("10:42 CT (6 min ago)" today, "Fri 14:02 CT" earlier in the week, the date beyond that). A mover's headline says its move once ("NVDA up 2.4% from the previous close"); a filing's headline is what the filing is about, with the form and item numbers kept for the panel. After the time come the source (the outlet and its site for outside headlines, "macro calendar" or "movers screen" for the platform's own items) and, when the desk has read the item or a brief has cited it, a badge saying who and when. Near-duplicate wires about one event fold into one card ("Apple event, 4 items") with the lead story shown and the rest one click away. New arrivals do not reshuffle the list; a "N new" button appears at the top to show them. The strip under the heading shows the current regime and a Live data or Data stale chip.

Click (tap, on a phone) or press Enter anywhere on a card to open the item. A panel slides in from the right (the whole screen on a phone) with the headline, when the event is or when the item was published, the full summary in the source's own words, for a scheduled release one line on what the release is and why markets watch it and one on what the desk does near it under your posture (in the 24 hours before a release the PM sizes new positions down, or stands aside, by the amount your posture sets), the names it mentions as chips, what in your book it touches ("You hold NVDA", "XOM and SPY are on your watchlist", or "Market-wide" for a macro release), the source with a "Read on …" link out when there is one (and, for a filing, its form and item numbers), who on the desk read it and the brief that cited it (one click opens that brief), and, as a quiet line, when the platform fetched it. Directly under those facts sit the same actions as on the card: Pin for next brief, Ask research now, Only that symbol (which narrows the feed and closes the panel), Mute, and Read on the source's site; on the card they keep working on their own without opening it, as do the symbol chips and the cited-brief badge. Escape, the close button or your browser's Back closes the panel, and Forward opens it again. The panel has its own address, so a link to one item can be pasted anywhere: Consult, the Inbox and the search results use it to point at an item, and it opens even when that item is older than the page you have loaded; a link to an item that has since been pruned from the feed says so instead of opening nothing.

Pin an item for the next brief

"The next brief" is the next one the Researcher writes for your book: with scheduled briefs off (the default) that is the brief you request with Ask research now on the card or from Consult; with the schedule on it is also the 07:45 or 12:00 brief. Pin for next brief on any card opens a note field (what you want answered, up to 600 characters). The card turns ember with a "pinned for next brief" badge, and the pin appears in the Pins panel as open with a "lapses in" countdown.

The note stays on your book's pin; it is never copied into the shared feed. What the Researcher must do with it: the next brief's prompt for your book quotes your pin and its note as data, not as an instruction to trade, and the brief has to address every pin explicitly: a sentence in the prose and a written response. The brief view then shows an "Operator pins addressed" block ("you asked · the brief answered"), the pin flips to addressed with a link to that brief, and the brief row counts "1 pin answered". If a brief skips a pin, the brief still lands but a warning alert and an audit finding are written against it. A pin two briefs pass without answering is marked expired ("expired unanswered"). Unpin on the card, or the X in the panel, removes a pin at any time.

Mute a symbol or a source

The Mute menu on a card offers "Mute NVDA" for each symbol on it and "Mute source · publisher". A mute hides matching items from your feed and from the agents' research tools for this book only. Muted chips sit at the bottom of the Pins panel; click one to unmute. Nothing is deleted.

The calendar

The Calendar panel covers the next 10 days in Central time: earnings on held or watched names with "before open" or "after close" tags and a "held" badge, macro releases with their time, half days and market holidays. It is the same calendar the Researcher reads for calendar risk.

Standing if-then watches

A pin says "answer this in the next brief". A standing if-then watch says "if this event shows up in the feed in the next few months, wake the PM and have it reconsider that". They live under Watches in the panel beside the news on Markets › News, with Open, Hit, Expired and Dismissed tabs.

Add one with the panel's Add button, or from any ticker chip's Add if-then watch…, which opens the same form with the symbol filled in. You write the condition as a headline would state it ("FDA delays the VMware approval decision", up to 200 characters), the then-action ("revisit the AVGO short; size 1%"), optionally the names a headline would carry and the kind of event (earnings, guidance, M&A, macro print, FDA, rating change, legal, product, IPO, or auto), the symbols, and how many days until it lapses (90 by default, 180 at most). The Researcher writes them too, from a brief's Ideas, and a PM session can leave up to four in its handoff; each row says who wrote it. A condition with nothing matchable in it is refused rather than stored to never fire.

What fires it is code, not a model. After every ingest cycle the research worker compares the new feed items with every open watch in your book: a shared symbol or a distinctive named entity together with the same kind of event, or enough shared terms, counts as a match; where the deployment has an embedding key, a semantic similarity above the threshold with the same event kind also counts (the panel says "semantic matching off" when there is no key, and matching then runs on terms alone). A match marks the watch hit · PM checking, records why it matched (the terms, the scorer, the score; never the headline's text), and writes one wake event for your book. Nothing in another book can match into yours.

What the PM does when woken. The wake and the state card both say "a candidate, not a fact". The react session (or, if react budgets defer it, the next scheduled session, which sees the hit in its "Since your last session" list) reads the matched item with its research tool, checks the condition and any numeric guard against live data, and answers one of two ways: confirm, where the badge turns to hit · confirmed and, if the then-action still makes sense, the PM acts the only way it can, through a proposal under the risk checks; or not yet, which clears the hit, re-opens the watch, records the non-match, and keeps that watch out of the matcher for 6 hours so one story is one wake rather than one per headline. A PM that notices the event on its own can mark an open watch hit itself; the row then reads hit · PM found. On this build react wakes are dispatched for the house book only; other books' PMs pick the hit up at their next scheduled session.

Where it shows. The row carries the if / then text, symbol chips, the event kind, the guard, "not yet ×N" for candidates the PM turned down, who wrote it and when, and "lapses in Nd"; a hit links to the matched feed item and, when a brief wrote the watch, to that brief. Activity lists each wake as an event with the scorer and terms matched. Dismiss a watch with the X and an optional note; expired ones say "expired unmet", and the PM's state card notes how many lapsed since the last brief. The day report keeps a 7-day precision line per scorer (confirmed versus not yet) so a noisy matcher is visible.

Ask, guide, filter from a symbol chip

Every ticker in the feed and in a brief is the same chip. Click it for the last price and day change when the console has them, then: Open detail (the symbol drawer), Ask the analyst (opens Consult with "What is your current read on NVDA?" filled in), Guidance… (opens Strategy › Guidance for that symbol), Filter activity (opens Activity on that symbol) and Add if-then watch… (the standing watch form with the symbol filled in). Rows in the Briefs panel are one button each, so their chips are plain; open the brief to use them.

Ask research now, on a card or in the item panel, queues a focused research brief on that item right away: it counts toward the day's run cap, the brief lands in Research when it is written, and the request is tracked under Inbox › Requests (asking for the same item twice within half an hour is answered with "Already asked"). The brief is written from the same read-only tools; nothing it does can trade or change a setting.

What is shared and what is yours

The feed items themselves (news, filings, earnings dates, macro releases, movers, regime notes) are public market data, the same for everyone on the deployment. Pins, the notes you write on them, mutes and briefs belong to your book only, and nothing you type is ever written into the feed; see the isolation promise.