5 Things to Do After Creating Your PoliStock Account
Just signed up for PoliStock? Great. This checklist will get you set up properly in under 10 minutes so you can start receiving market intelligence that is actually relevant to your portfolio.
1. Connect Your Brokerage Account
This is the single highest-impact setup step. Without a connected brokerage, PoliStock sends you general market alerts. With a connected brokerage, every alert is filtered and contextualized around what you actually own.
How to connect:
- Go to Settings → Connected Accounts
- Click Connect Brokerage
- Select your broker (supported brokers include Robinhood, Fidelity, Charles Schwab, Webull, and more)
- Follow the secure authentication flow — your broker handles the login directly
- Grant PoliStock read-only access to your portfolio holdings
What PoliStock can and cannot do:
- ✓ Read your current holdings
- ✓ Use your holdings to personalize alerts and AI analysis
- ✗ Execute trades on your behalf without your direct action
- ✗ Access your login credentials (your broker handles authentication)
Once connected, Warren (PoliStock’s AI consultant) can analyze events in the context of what you own rather than giving you generic market commentary.
Free vs. Pro note: Auto-sync of your holdings is a Pro feature ($4.99/mo). Free users can still connect an account but will need to manually refresh to keep holdings current.
2. Set Up Your 3 Volatility Triggers
Volatility triggers are the specific event sources PoliStock monitors on your behalf. The free tier gives you 3 triggers. Pro ($4.99/month) gives you unlimited.
Available trigger sources:
- Truth Social posts from market-relevant figures
- White House official announcements
- SEC 8-K filings (material corporate events)
- Reddit financial forums
- Threads
- Financial forums and community discussions
- Industry reports and regulatory changes
How to choose your first 3:
Think about what events are most likely to materially affect the stocks you hold. If you hold tech stocks, SEC 8-K filings and regulatory news may be most relevant. If you hold stocks that are sensitive to political decisions and trade policy, Truth Social and White House announcements may be the most important triggers to monitor.
To set triggers: navigate to Alerts in your dashboard and add the sources that match your portfolio’s most significant risk factors.
Reminder: You can change your triggers at any time, so do not overthink the initial setup. Pick what seems most relevant and adjust once you see which sources generate the most actionable signals.
3. Ask Warren Your First Question
Warren is PoliStock’s built-in AI financial consultant and one of the most underutilized features by new users. Warren is accessible directly from your dashboard.
Good first questions:
- “What market events happened today that could affect [stock or sector]?”
- “Explain what this SEC 8-K filing means for [company]”
- “What sectors typically benefit when interest rates rise?”
- “Is there any news today that could affect energy stocks?”
Warren understands natural language — you do not need any special syntax. Just ask your question directly.
Free vs. Pro: Free users get basic query access. Pro users get full consultant mode, including detailed stock impact reports with historical context from PoliStock’s database of 16,000+ analyzed events.
4. Enable Push Notifications on Your Phone
PoliStock’s mobile app lets you receive alerts on the go. For event-driven investors, this is important — market-moving events do not happen on a 9-to-5 schedule.
To set up mobile notifications:
- Download the PoliStock app
- Log in with your PoliStock account credentials
- Go to Settings → Notifications
- Enable push notifications for the alert types you care about
You control what types of alerts send push notifications. Start with high-impact events only and adjust the sensitivity based on how many alerts you are comfortable receiving.
5. Explore the Natural Language Orders Feature
Natural Language Orders let you write trading instructions in plain English. When the conditions you describe are met — based on events PoliStock is monitoring — the order can execute automatically.
Examples of Natural Language Orders:
- “Buy $1,000 of energy sector ETF if new drilling regulations are announced”
- “Alert me to review my pharmaceutical holdings if any FDA-related news breaks”
- “Set a reminder to check my position if any 8-K filings come in for companies I hold”
To access Natural Language Orders: navigate to the relevant section in your PoliStock dashboard. You can browse examples to see the format before writing your first order.
Note: Natural Language Orders connect to your brokerage for execution. Review orders carefully before activating them, and start with smaller amounts as you learn how the feature works.
What Comes Next
Once you have completed these five steps, you are fully set up. Here is what to expect:
- Your first alert will arrive soon — When it does, read the full analysis, not just the notification. Understanding why an event matters to your holdings is as valuable as the alert itself.
- Calibrate your triggers over 1-2 weeks — You may find some trigger sources generate more actionable signals for your portfolio than others. Adjust your 3 triggers accordingly.
- Consider upgrading to Pro if you hit the trigger limit — If 3 triggers is not enough to cover your portfolio’s most important risk factors, unlimited triggers at $4.99/month addresses that directly.
You can reach the PoliStock team directly at contact@polistock.app with any questions. The founding team reads every message.
Disclaimer: PoliStock provides market event alerts and analysis for educational purposes. We do not offer personalized investment advice. All investments involve risk.