The premise
You hold stocks for years. You don't trade reactions to single-day moves. You want to know if anything material has changed in your holdings — but daily monitoring would burn attention without producing better decisions.
30 minutes a week, ideally Sunday evening or Saturday morning, is the right budget.
The Sunday routine — 30 minutes
Read the week's filings on your watchlist (10 min)
Filings → watchlist filter ON → date range "Last 7 days" → materiality "Material + Context".
For each filing:
- Read the AI summary (one paragraph)
- Note any material updates: earnings, board meetings, M&A, regulatory actions
- Click through to the PDF only for the ones that look genuinely material
If nothing material happened on your stocks this week, that's fine — most weeks are quiet for any individual company.
Triage watchlist by conviction (5 min)
Portfolio / Watchlist. Sort by conviction band.
- For Strong / Moderate Bullish — note these as the names with current momentum
- For Bearish band — these need a why check. Is something deteriorating?
- For Weak / Neutral — leave alone
Quick check on each holding (10 min)
For each stock you actually own (not just watch), open the stock page and skim the Overview tab. Specifically:
- Conviction strip — has the band weakened from where you bought?
- Checklist score — has any dimension shifted from pass to fail?
- Recent filings — anything you missed?
This is a "still on track" check. You're not looking for trade triggers — you're looking for the rare cases where your thesis is breaking and you should know about it.
If a holding's checklist score has dropped significantly (say, from 80 to 50) without any obvious reason, dig deeper — read recent results, peer comparisons, sector context.
Review screens (5 min)
Re-run your saved screens (the quality compounders screen, value screens, whatever you've built).
Note any new names that have entered the screen this week. These are research candidates for next weekend's deeper-dive session, not immediate buy signals.
What's deliberately not in the routine
- Daily price checks — for a 2-year holding, a 3% move on a Tuesday is irrelevant
- Reading market commentary — most commentary is content marketing; the data on the platform is primary
- Reacting to single filings — the materiality filter already prevents you reacting to procedural filings; further individual-filing reactions are usually unhelpful
When to break the weekly rhythm
A few circumstances warrant in-week attention:
- A material filing on a held stock — earnings, M&A, regulatory order. Push notification will alert you in real-time.
- Sharp price moves on holdings (>10% in a day) — open the stock page, find out why, then decide if action is needed
- Macro events — budget, Fed, election results. Skim the market dashboard the next morning.
For everything else, daily monitoring is more attention than the holding period justifies.
The quarterly deep-dive
Every 3 months, do a longer 2-hour session:
- For each holding, read the latest quarterly results filing in full (not just the summary)
- Check the Financials tab — has the trajectory changed?
- Check the Peers tab — has relative valuation shifted?
- Decide for each: hold, add, trim, exit
This is where the long-term decisions get made. The weekly routine keeps you informed; the quarterly deep-dive keeps you allocated correctly.
Why this is enough
The structure of long-term investing is that most weeks should be uneventful. If your weekly review is producing actionable items in 5+ stocks every week, either you're holding too many positions for the long-term framing, or you're misreading "noise" as "news".
When the weekly review is mostly "no material change in 90% of names", you've calibrated correctly. The 10% with real news is where your attention belongs.
Start the weekly review