Markets & Investing

How it works

The mechanics of this kit, plainly — what runs and when, where the data lands, and what you look at.

• Market sweep runs mondays · 7am and keeps the Markets at a glance dashboard fresh. Mondays — the mood by class, news on what you watch, and the week's brief.
• What is captured lands in the Asset watchlist record, which lives at Data/Asset Watchlist in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Sentiment log record, which lives at Data/Sentiment Log in your vault — yours to open, search, and edit like any other file.
• The Markets at a glance dashboard reads from the record and shows, at a glance: on the watchlist · where they stand · by asset class · sentiment balance over time · sentiment now · opportunities in view · the watchlist · sentiment log.

The wiring, in one breath: Watch capture writes to Asset watchlist · Deep dive updates Asset watchlist · Market sweep writes to Sentiment log · Market sweep writes to Asset watchlist · Asset watchlist shown by Markets at a glance · Sentiment log shown by Markets at a glance · Markets at a glance kept fresh by Market sweep.

Make it yours

Nothing here is fixed. The pieces are ordinary agents, routines, records and dashboards, so anything you know about shaping those applies. Retire whatever earns nothing.

Things people usually change first

Say any of these in chat, or edit them on the kit’s page in the app.

• What is on the watchlist, and what threshold makes a move worth flagging.
• How a deep-dive brief is structured, and how long it runs.
• When the weekly sweep and the Monday note arrive.
• Which sources it should and should not draw on.

Your first run

Installing starts a short setup conversation — not a form. Answer roughly, correct later.

1. The first sweep reads sentiment across the asset classes and seeds the log, so the board is alive immediately.
2. It leaves a card in your inbox asking what you actually follow — answer in chat and the watchlist starts from what you say.
3. Until you answer, it keeps reading the market mood each week; it never invents a portfolio for you.
4. Mention an asset in chat any time and it joins the watchlist without a form.
5. Tell it how you want a brief laid out — or how sceptical to be — and it remembers.

Watch the first pass, then tell it what you would have done differently — that correction teaches it more than any setup could.

The essentials

Learning, preferences and run costs work the same in every kit — so they are covered once, in the Kits guide.

Living with a Kit — the Kits guide →

← All kits