Workflow: Monitor an Asset

Use this workflow for an asset that requires continuous rather than one-time analysis.

1. Create the watchlist scope

Add the ticker or crypto asset to a focused watchlist. Use a clear label and description so the list’s purpose remains understandable.

2. Establish the baseline

Open the asset-class tab in Market Desk and review:

• latest available price and timestamp;
• recent history;
• normal volatility;
• current anomalies;
• related events and clusters;
• active quantitative signals and data quality.

Use the displayed source timestamp. An end-of-day observation, a delayed intraday snapshot, and a model generation time describe different clocks.

3. Check screening, calendar, and quant context

For a supported equity:

• use the Equity Screener to compare its technical, fundamental, and model fields with the covered universe;
• open Calendar for upcoming dividends, splits, IPO context, and capability-dependent earnings or macro releases;
• open Quant Signals to distinguish model coverage, bias, anomaly, confidence, and data quality.

An unavailable row can indicate missing coverage rather than a neutral conclusion. These surfaces may be capability- or provider-dependent.

4. Review primary and narrative context

For equities, inspect recent filings. For crypto, inspect relevant on-chain and wallet activity. Use Live Pulse and the Narratives Desk to identify active themes involving the asset.

5. Create alerts

Use scoped alerts for conditions such as:

• high-importance asset event;
• confidence above a meaningful threshold;
• relevant sentiment condition;
• wallet event for a monitored address.

Choose a cooldown that avoids repeated delivery during one cluster.

6. Configure automatic research

Where enabled, add watchlist Deep Research rules for important events, new clusters, filings, anomalies, whale activity, or a schedule.

Start with conservative thresholds and inspect the generated reports before increasing frequency.

7. Use reports and cited analysis

Create a catch-up or ticker report after periods away from the terminal. Confirm that the report contains sufficient sources and no quality warnings.

Ask targeted Analyst questions in a mode whose provenance matches the task. Useful questions include:

• What changed since the last completed report?
• Which current claims lack independent confirmation?
• What evidence contradicts the active narrative?
• Which events are new rather than repeated coverage?

8. Reassess the monitoring plan

Remove noisy rules, split broad watchlists, and update the horizon when the investment or research question changes.

Asset monitoring is effective when it creates a consistent evidence history, not when it maximizes notification volume.