Your first ten minutes
Seven steps from an empty account to a briefing that is about your stocks, with one agent set and, on Pro, one alert.
2 min read
You can read stock reports, the wire and the calendar without an account. The steps below are what make the product yours.
- 01
Open a stock you know well
Use the search box (Cmd+K or Ctrl+K on a keyboard) and open a company you already follow. Check the report against what you know. If our numbers disagree with a filing, tell us: see Corrections.
- 02
Sign in with Google
Sign-in is Google only. We receive your name, email address and profile picture from Google and nothing else. There is no password to set. See Security.
- 03
Add what you own
In the Track it panel of the stock report, add the stock as a holding if you own it or to your watchlist if you are only following it. For a holding, enter the number of shares and your average cost. The sizes stay on your account and are what the briefing uses to work out your day. Tracking is unlimited; Free covers 3 stocks in full. See Adding holdings.
- 04
Read today's briefing
Open Briefing. With names on your account it switches from the market view to yours. Start with Needs you. See How to read a briefing.
- 05
Set one price alert
Price alerts arrive by email. On a stock report, set an alert above or below a price. It fires when a fetched price is past the level. Free keeps 5 price alerts; alerts on our levels, earnings and call changes are Pro. See Alerts.
- 06
- 07
Ask one question
Open Ask and ask something you would otherwise have looked up, such as when a company reports next. Check that each figure in the answer names its source.
What to do on day two
- 1.Read the briefing again and mark each item Got it or Keep watching. What is left under Needs you is your open list.
- 2.Open the practice account if you want to try an idea with paper money first.
- 3.Pick one investor on Follow and read how their record is measured before you trust the number.
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.
- Adding holdingsThe difference between holding and watching, what to enter for a holding, and what the product does with it.
- Agents and their triggersAn agent is a standing job: one rule, checked for you on a schedule, an event or a price. The ten templates and exactly when each one reports.
Something here wrong or unclear? Tell us. Informational only, not investment advice.