Recurring premium workflow

Weekly Digest Preview

Assemble saved reports, focused lists, earnings prep, signal checks, and market context into one repeatable portfolio review.

Ticker Briefs

Company briefs with price, fundamentals, technical posture, and catalyst notes.

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Company snapshotCatalyst scanSaved report input

Watchlists

Focused symbol lists with movers, RSI posture, earnings context, and recent news.

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List moversTechnical postureReview queue

Earnings Prep

Near-term earnings dates, expectations, price gaps, and prep questions.

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Earnings windowEPS contextPrep sheet input

Signal Labs

One-symbol RSI, trend, and volatility checks for repeat technical reviews.

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RSI postureTrend checkWatchlist signal

Market Snapshot

Macro, commodity, ETF, and session context for the weekly backdrop.

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Macro backdropMarket statusPortfolio overlay