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Workflow Playbooks·Intermediate·3 min read

Daily routine for an active investor (15 min/day)

Pre-market, intraday, and post-market checkpoints for someone who wants to be on top of their watchlist without becoming a screen addict.

The premise

You watch the market. You don't day-trade — you swing-trade or hold for weeks-to-months — but you want to be informed enough to react when things change. 15 minutes a day is the budget.

The routine splits across three windows: pre-market (5 min), one intraday check (5 min), post-market (5 min).

Pre-market — 09:00 IST

5 minutes before market open. Goals: orient, prepare, set traps.

  1. Open the Market Dashboard

    /market. Glance at the index snapshot — what did global cues set up? Note sectoral leaders into today.

  2. Scan watchlist conviction

    Open Portfolio / Watchlist. Sort by conviction band. Note any band changes since yesterday (a stock that was Moderate Bullish yesterday and is now Strong Bullish today is a candidate for the day's attention).

  3. Check upcoming filings

    Insights → Earnings → Expected Today — note any watchlist names expected to report after close.

Intraday — one slot of your choosing, 11:30 IST or 14:00 IST

Pick one. The 11:30 slot catches early-session moves; the 14:00 slot catches afternoon momentum patterns.

  1. Check active alerts

    /alerts → triggered list. Has anything fired since open? Decide for each: act, ignore, or modify.

  2. Look at the scanner briefly

    /scanner — what signals are firing today? Don't open every result; scan for any of your watchlist symbols appearing.

  3. Spot-check one watchlist name

    Pick the highest-conviction watchlist stock and open its Overview tab. Read the strip. If conviction has weakened since open, that's information.

Post-market — 16:00 IST

5 minutes after market close. Goals: review, set tomorrow's traps.

  1. Read the day's filings

    /announcements. Watchlist filter on. Skim the day's material filings — earnings, board meetings, large orders. Read summaries; click PDFs only when something matters.

  2. Review the heatmap

    /heatmap. 30-second visual confirmation of which sectors led/lagged. Identify outliers.

  3. Set or modify alerts

    Anything you want to know about tomorrow that requires a price move or signal trigger? Set the alert now, while you're already in the workflow.

What's deliberately not in the routine

  • Reading every filing — the materiality filter does this for you
  • Watching the screen all day — three discrete 5-minute slots beats continuous attention
  • Chart-watching during market hours — set alerts and react to triggers; don't watch ticks
  • Reading the news — most "news" is reaction commentary; primary sources (filings, exchange data) are higher signal

When to add to the routine

You're allowed to spend more time when:

  • Earnings season — most of your watchlist reports in one month. Plan for 30+ minutes a day during peak weeks.
  • Open positions — when you've entered a trade, your attention budget for that stock should increase until you exit
  • Major macro event — RBI policy day, budget day, US Fed events, election results

For non-event weeks, 15 minutes a day is enough to stay informed.

The mistake to avoid

The most common mistake among active investors is over-reaction to intraday moves. A stock down 4% at 11:00 AM might close flat. A stock up 6% at 14:00 might close +1%. Intraday volatility is signal noise for swing traders.

The platform's conviction engine computes daily values, not intraday. Match your decision cadence to your data cadence — most useful information arrives once a day, post-close.

The weekly companion

The daily routine pairs with a weekly review (Sunday evening, ~30 minutes):

  • Triage your watchlist by conviction
  • Check the Trade Journal for any new closed trades and their attribution
  • Review the week's filings in aggregate
  • Adjust screens or alerts that haven't been useful

See Using conviction to triage your watchlist.

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