Routines
PreviewAutomated schedules that run strategies, digests, and rebalance checks on your behalf.
Recurring automation starts here
Routines run on a schedule so you never miss a market shift or rebalance window.
Example prompts
Create a daily market summary that flags momentum shifts
Batch recurring reviews into a morning digest.
Run a strategy check every 4 hours
Periodically evaluate positions against your thesis.
Schedule a weekly portfolio rebalance review
Get a structured summary before making allocation changes.