Chapters in Data, Trust & Using the Platform
Chapter 5 of 5 · 5 min read
Getting started: a 10-minute daily routine
A simple order of operations using the site, from the morning brief to the evening review.
Morning (before 9:15)
- Read the Daily Brief for the day in two minutes.
- Scan World Monitor and the economic calendar for events.
- Check your watchlist and alerts.
Midday
- Open the Stock Scanner for ideas that fit your horizon.
- Research a name on its stock page, then ask the AI Desk to argue both sides.
After close
- Review portfolio risk and allocation.
- Log trades in the activity view.
- Set alerts for tomorrow.
Key takeaways
- A routine beats scrambling for ideas.
- Brief, scan, research, review.
- Keep decisions yours.
Put it into practice
Open the live page on Market Intelligence and see this concept on real data.
Keep learning
- How the stock market works · Market Foundations
Education only, not investment advice. Updated 2026-10-09.