Needs you, worth knowing, coming up, quiet
How an item lands in each part of the briefing, and why the quiet list is there at all.
2 min read
Open the BriefingOn this page5 sections
Every item in the briefing is built from one dated fact: a price move, a changed call, an earnings date, a filing, a headline. Each one gets a severity and a flag for whether it needs you. That flag, not the order things happened in, decides where it appears.
What can become an item
| Kind | What triggers it |
|---|---|
| Price move | A holding or watched name on the day's list of unusual movers. |
| Call changed | Our call on the stock is different from the previous one, for example hold to trim. |
| Zone entered | The price closed inside the add zone or the trim zone from the current call. |
| Earnings upcoming | A report date inside the next seven days. |
| Earnings reported | The company reported, with the result against expectations when we hold it. |
| Alert triggered | One of your price alerts fired. |
| Congress trade | A member of the House disclosed a trade in one of your names. |
| News | A headline that names the stock. |
| Discussion spike | Unusual volume of Reddit discussion about the stock. |
| Filing | A new SEC filing for the company. |
| Technical | A reading such as RSI reaching an extreme. |
| Agent run | One of your agents reported something. |
Needs you
An item is marked as needing you when it is both about something you hold or watch and large or close enough to matter: a high-severity move in a holding, a changed call, a zone entered, a fired alert, earnings in the next day or two. Holdings rank above watched names, and larger positions rank above smaller ones.
Worth knowing
Everything else that happened to your names and is still open. Reading it is optional. Nothing here is urgent by our rules.
Coming up
Dated events in the next seven days that do not need a decision yet, soonest first. An earnings report three days out sits here. The same report tomorrow morning moves to Needs you.
Quiet
The names on your account where nothing happened today, with their day change. It is short on purpose. The point is that a name missing from the lists above was checked and had nothing, which is different from not being checked.
Read next
- How to read a briefingThe briefing is ordered by what needs you. Each item gives the number, the reason if we have one, a next step and the source.
- When we give a reason for a moveA price move gets a reason only when research found one in dated sources. Otherwise the move shows with its number and no reason line.
- Why "did nothing" is a resultAn agent that only speaks when something happens cannot be told apart from one that is broken. So every check is recorded, and not knowing is kept separate from nothing happening.
Something here wrong or unclear? Tell us. Informational only, not investment advice.