SerenQuantDocs
Sign up
Sign up
© 2026 SerenQuant. All rights reserved.
DocsPrivacyTermsStatusSupport
Docs
Documentation
Start here
Overview
Guide library
GuidesGetting Started: APIGetting Started: MCPAuth + Workspace ScopesAccount and Workspace ManagementMarkets WorkspaceMarkets Symbol WorkspaceMarket Guides and Beta ScopeFutures ReadinessResearch WorkflowResearch Workbench, Pipeline, and ExperimentsResearch Specialist MethodsResearch Context SurfacesBacktests Run LifecycleBacktests Run Detail and CompareStrategy Sweeps and OptimizerExecution WorkflowProviders and BenchmarkingSettings and Runtime ConfigAgent WorkbenchNews WorkflowDatasets WorkflowGlobal Language SelectionMFA Getting StartedMFA Recovery + Device LossMFA Trusted DevicesMFA API ReferenceLLM Market Analysis LoopStrategy Generation + Backtest LoopPromotion + Risk Guardrails
Reference
API ReferenceMCP Reference
Lifecycle
Changelog
  1. Docs/
  2. Guides/
  3. News Workflow
Public docs

Guide: News Workflow

Understand the signed-in news surfaces across feed review, impact timeline, entity enrichment, and research handoff.

Signed-in workflow

What this guide covers

Use this guide when you need to move from raw feed browsing into entity and event enrichment without losing watchlist, instrument, or time-range context.

  • Start in /news to scope the feed by watchlist, instrument, date range, sentiment, and impact threshold.
  • Treat the impact timeline and selected-item detail as part of the same review loop, not isolated side panels.
  • Use /research/news when you need entity-mention and event-tag enrichment before handing the signal into research or agent workflows.

Routes and surfaces

These are the current signed-in news and enrichment surfaces that shape the workflow.

/news

News feed

Browse workspace-linked macro, market, and social feed items from the primary news page.

/news · watchlist, instrument, range, scope filters

Scope and filter controls

Constrain the feed by watchlist, linked instrument, date range, source scope, impact, and sentiment.

/news · impact timeline & selected item detail

Impact timeline and detail

Review time-bucketed impact trends and inspect the selected item in the same workflow.

/research/news · entity mentions

Entity mentions

Use research news enrichment to identify which entities are being discussed and how often.

/research/news · event tags

Event tags

Use event streams to classify catalysts and news themes before they become research inputs.

Recommended news loop

Use this sequence to keep news review tied to real workspace context instead of generic feed browsing.

01

Scope the feed first

Pick the watchlist, instrument, time range, and filter posture before you interpret item volume or impact.

02

Review feed and impact together

Use feed items and the timeline in one pass so the selected story is grounded in recent activity, not viewed alone.

03

Escalate into enrichment

Move into entity mentions and event tags once a story or cluster looks important enough to classify more deeply.

04

Hand off to research or agents

Once the signal is meaningful, pass it into research or agent workflows while preserving the feed context you used.

Filter and scope controls

The feed becomes useful only after its watchlist, time, and scope inputs are made explicit.

watchlist scope

Watchlist and linked instrument selectors

Pick the watchlist and instrument first so the feed reflects a real workspace context instead of an arbitrary global slice.

time window

Date range and refresh actions

Use the date window and refresh button together. Changing the range without refreshing can hide the context behind the current feed state.

query filters

Search, sentiment, and minimum impact

Search, sentiment, and impact threshold are the fastest way to move from feed volume into a reviewable signal set.

scope chips

Scope chips and source posture

Macro, stock, crypto, FX, and social chips reshape the feed semantics. Use them deliberately so you know what kind of signal you are reviewing.

Feed, timeline, and detail controls

The right-hand review surfaces are where a story becomes a useful signal instead of a headline.

feed focus

Feed selection and empty states

The feed panel is the primary selection surface. Use its empty state and row selection behavior to tell whether the problem is data scope or item relevance.

time context

Impact timeline

Read the impact timeline next to the feed so a single headline is judged against the surrounding burst or lull in activity.

provider mix

Summary card and provider mix

Use the summary card to inspect total item count, provider mix, and sentiment buckets before escalating one provider's narrative.

selected detail

Selected item detail and source handoff

The selected item panel combines summary, linked instruments, source link, detail payload, and market handoff. Use it to preserve context when escalating into research.

Example signal playbooks

Use these scenarios when you need a more concrete news-review pattern than the generic workflow loop.

earnings reaction

Triage a same-day earnings shock

Scope the feed to the relevant watchlist and date window, raise the impact threshold, and compare the selected headline against the impact timeline before deciding whether it is a one-name event or the start of a broader move.

Expected outcome

You leave with one validated story, a clear symbol context, and a documented handoff into research or agent follow-up.

theme spread

Separate a sector theme from a single issuer headline

Use search, sentiment, scope chips, and provider mix together, then inspect entity mentions and event tags to see whether multiple names share the same catalyst.

Expected outcome

The review ends with a narrower theme thesis instead of a watchlist-wide reaction to one article cluster.

downstream handoff

Package a selected story for an agent or research thread

Once the selected item, summary card, and timeline agree, carry that exact context into Agent Workbench or Research rather than summarizing it again from memory.

Expected outcome

The downstream workflow inherits the exact article, timing, and impact context you already validated.

Signal quality reminders

  • A noisy feed is not a useful signal until the watchlist and instrument scope are explicit.
  • Use impact and sentiment filters deliberately so you do not confuse broad news volume with actionable relevance.
  • Treat entity and event enrichment as validation layers before you escalate a story into research or automation.
  • Preserve the selected-item and timeline context when handing news into downstream workflows.

Next steps

Open News

Jump into the signed-in news surface and review the live feed, filters, and impact timeline.

Research guide

Use the research workflow when a news signal becomes a factor or label investigation.

Agent guide

Use the agent workflow when recurring briefs, alerts, or inbox delivery should be built on top of the news signal.

Last updated

Mar 24, 2026

Feedback

Report unclear guidance, stale contracts, missing coverage, or broken docs UI on this page.

Open feedback issue
Previous
Agent Workbench
Next
Datasets Workflow
On this page

Jump to the section you need without losing your place.

  • What this guide covers
  • Routes and surfaces
  • Recommended news loop
  • Filter and scope controls
  • Feed, timeline, and detail controls
  • Example signal playbooks
  • Signal quality reminders
  • Next steps
Last updated

Mar 24, 2026

Feedback

Report unclear guidance, stale contracts, missing coverage, or broken docs UI on this page.

Open feedback issue