Navigate discovery, watchlists, symbol drilldowns, and catalyst surfaces across the signed-in markets workspace.
Use this guide when you need to move from broad market discovery into one symbol, one clear context, and then a formal backtest handoff without losing the trail.
Start in /markets to set watchlist, discovery filters, range, and chart context before you open the first serious artifact.
Use compare, earnings, alerts, and microstructure surfaces as secondary views once the active symbol and watchlist are stable.
Treat the symbol workspace as the final drilldown across overview, financials, news, technicals, and valuation.
These are the current product surfaces this guide maps, starting with the core workspace and expanding into adjacent market tools.
Discovery filters, watchlist curation, chart loading, prompt actions, watchlist briefing, and regime context in one surface.
Review cross-instrument context and benchmark framing before you commit to a single symbol path.
Track upcoming catalysts and align discovery with scheduled reporting events.
Monitor threshold or workflow-triggering changes after a watchlist thesis is defined.
Inspect venue, liquidity, and market-structure signals when execution realism or tape quality matters.
Move from discovery into the symbol-specific overview, financials, news, technicals, and valuation surfaces.
Use this loop to keep discovery work disciplined instead of bouncing between surfaces without a clear handoff.
Choose the watchlist, symbol search, filters, and chart range in /markets before you open comparison or event views.
Confirm the market calendar, active alerts, and regime context so you know whether the idea is event-driven or structural.
Open the symbol workspace to inspect fundamentals, news, technicals, and valuation with the same discovery context.
Escalate into research when you need factor and label work, or launch a starter backtest with the same symbol and range once the idea is ready for formal validation.
The top of the markets page is where discovery posture, freshness, and workflow shortcuts get set before you interpret any symbol.
Use the primary controls to pin the active asset class, search string, and watchlist before the workspace body starts changing underneath you.
Markets summary stats, cross-asset regime, and market-guide summary cards tell you whether the page is in broad discovery mode or already anchored to a symbol-level thesis.
The context rail and collection-freshness card show watchlist, symbol, range, coverage, lag, and ingestion timing. Read them before trusting a move or missing signal.
Prompt actions can rewrite the workspace scope from a screen result, while the watchlist briefing panel packages the current watchlist into a reusable readout.
The lower workspace body is where discovery turns into a concrete symbol review.
The workspace body manages results, selected symbol state, compact or full watchlist density, and add/remove actions that reshape the active market context.
Use interval, date presets, benchmark choice, chart views, and indicators together so the chart reflects the exact comparison you intend.
Timeline events, linked news, snapshot cards, and movers make the selected symbol explainable in time instead of leaving it as a bare price path.
Adjacent routes are not parallel universes. Use them once the workspace scope is stable so comparison, alerts, catalysts, and tape quality inherit the same thesis.
Stabilize the watchlist and symbol context before you compare or alert off the same idea.
Keep market catalysts and regime context visible before you treat a move as durable.
Use symbol drilldowns to verify whether the thesis still holds across fundamentals, news, technicals, and valuation.
Document the handoff into research or backtests so the next step preserves the market context you validated.
Jump into the signed-in workspace and apply the discovery flow against a live watchlist.
Continue from market discovery into scans, labels, workbench review, and explainability.
Cross-check the market endpoints that back watchlists, snapshots, and adjacent tooling.
Mar 24, 2026
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Mar 24, 2026
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