Integrating PoliStock with Your Investment Workflow

PoliStock is most valuable when built into your daily process. Sporadic checking misses opportunities. Strategic integration turns alerts into profits.

Daily Routine: Morning Setup (5 minutes)

6:30 AM: Open PoliStock

Check overnight alerts:

• US markets closed, but international news happened
• Fed announcements or press releases
• Overnight geopolitical developments
• Trade negotiations updates

Action: Are there any overnight developments affecting your holdings? Mark alerts for later review.

6:40 AM: Review Overnight Alerts

Go through any alerts that came in overnight:

• What happened across monitored sources while you slept?
• Are any of your holdings affected by overnight developments?
• Are there early-morning developments that could affect today’s market open?

Action: Identify 2-3 most important developments. Mark anything that requires follow-up.

6:50 AM: Review Calendar

What’s scheduled for today?

• Fed announcements?
• Congressional votes?
• Earnings releases?
• Geopolitical updates?

Action: Mentally prepare for likely market moves.

7:00 AM: Start day

PoliStock morning setup complete. Move on to other tasks.

Pre-Market Window: 30 Minutes Before Open (8:30 AM)

Market opens 9:30 AM. Get ready at 9:00 AM.

9:00 AM: Deep Dive on Alerts

Read full details on overnight alerts:

• What actually happened?
• How many stocks affected?
• What’s the market consensus?

Action: Create short list of 3-5 “most important” alerts for the day.

9:10 AM: Prepare for Open

Check futures:

• Are markets up/down in pre-market?
• Does pre-market movement match the events you are seeing in your PoliStock alerts?
• Are there any developments you are seeing in your alerts that do not seem priced in yet?

Action: Mentally prepare for market open reaction.

9:20 AM: Set Trading Alerts

Activate today’s highest-importance alerts:

• If large move expected (3%+), reduce position size or hedge
• If small move expected (<1%), ignore noise
• Monitor your top 3-5 most important alerts closely

Action: Watch market open for 5-10 min to see if expected moves happen.

During Market Hours: Monitoring (Ongoing)

Approach: Only Check on Alert Notification

Don’t open PoliStock every 5 minutes. Let alerts come to you.

When alert arrives:

1. Read notification
2. Open PoliStock
3. Review details (30 seconds)
4. Decide: Action needed? (Yes → trade, No → monitor)
5. Close PoliStock

Expected: 2-4 alerts during typical trading day. Checking each takes 1-2 minutes.

High Impact Alert Reaction:

If an alert arrives that looks highly significant:

• Open PoliStock immediately
• Read the full AI analysis
• Review which of your holdings are affected
• Decide: hold, rebalance, or flag for end-of-day review
• If you have a Natural Language Order set for this type of event, check whether conditions are met

Afternoon Review: 3-4 PM (15 minutes)

As day winds down:

3:00 PM: Summary Review

Open PoliStock alert history for day:

• What happened today politically?
• Which holdings were affected?
• Did market react as expected?

Action: Mental note of political-market correlations for future reference.

3:10 PM: Close-of-Day Positioning

Before market closes at 4:00 PM:

• Do you want to hold overnight with today’s political risk?
• Or reduce risk (sell half position) ahead of evening developments?
• Or increase risk (buy on weakness) if you’re bullish on news?

Action: Any last-minute rebalancing before close.

3:20 PM: Overnight Watchlist

Set up overnight monitoring:

• International markets opening (Asia, Europe)
• Any overnight economic data expected?
• Is there geopolitical risk overnight?

Action: Prepare for potential overnight moves.

Weekly Review: Friday Evening (30 minutes)

Friday 4:30 PM - Market Close:

Before the weekend, review the week:

1. Weekly Event Summary (10 min)

Review PoliStock’s event feed for the week:

• What were the most significant market-moving events?
• Which sectors were most affected?
• Were the AI predictions and directional guidance accurate for events that resolved?

Action: Build pattern recognition for how events in your sectors tend to play out.

2. Alert Quality Review (5 min)

Were you getting the right types of alerts? Too many? Too few?

• If you received more than 20 alerts and found most were not actionable for your portfolio, consider narrowing your triggers
• If you missed a significant event that affected your holdings, consider whether that source should be a trigger

Action: Adjust trigger settings as needed.

3. Natural Language Orders Review (10 min)

Did any of your Natural Language Orders trigger this week?

• If yes: Did they execute as expected? Were the conditions you wrote appropriate?
• If no: Are they still relevant? Should you adjust the conditions?

Action: Delete orders that no longer make sense, create new ones for upcoming situations.

4. Upcoming Week Preview (5 min)

Check what is expected next week:

• Any major scheduled corporate events or regulatory decisions affecting your holdings?
• Known government announcements expected?
• Earnings reports for companies you hold?

Action: Prepare mentally and strategically for next week.

Monthly Ritual: First Friday of Month (1 hour)

Deep Portfolio Review:

1. Review all trades made last month (10 min)

   • How many were influenced by PoliStock alerts?
   • Which alerts led to profitable decisions?
   • What patterns do you notice?

2. Rebalance if needed (15 min)

   • Has your portfolio drifted into unexpected sector concentration?
   • Are any holdings now in sectors undergoing major regulatory or political shifts?
   • Execute rebalancing if needed

3. Review alert quality (15 min)

   • Which event sources generated the most actionable alerts for you this month?
   • Which sources generated mostly noise for your portfolio?
   • Adjust your triggers accordingly

4. Audit and refresh Natural Language Orders (10 min)

   • Are your current NLOs still appropriate given market conditions?
   • Did any trigger, and were the outcomes what you expected?
   • Create new NLOs for expected upcoming situations

5. Plan next month (10 min)

   • What events are likely next month that could affect your holdings?
   • Are there scheduled regulatory decisions, earnings, or government announcements for companies in your portfolio?

Quarterly Update: Once Per Quarter (1-2 hours)

Comprehensive Strategy Review:

1. Trade outcome review (30 min)

   • Which PoliStock-informed decisions worked well?
   • Which did not? What would you do differently?
   • What patterns are emerging in how events affect your specific holdings?

2. Sector rotation review (30 min)

   • Which sectors performed best this quarter?
   • Were major moves driven by events you were alerted to?
   • Should you adjust your sector exposure based on upcoming events?

3. Portfolio composition review (30 min)

   • Is your overall portfolio positioned the way you want given current event environment?
   • Are any holdings facing major upcoming regulatory or policy decisions that warrant review?
   • Are there sectors or types of events you should be monitoring more closely?

4. Strategy refinement (30 min)

   • What worked well this quarter?
   • What missed?
   • How should you adjust your alert triggers and Natural Language Orders for next quarter?

Using PoliStock Tools for Workflow Integration

Email Notification Preferences

Configure PoliStock’s email notifications to match your review schedule:

• Immediate alerts for high-priority events
• Summary digests for lower-priority sources

How: PoliStock → Settings → Notifications → Email Preferences

Natural Language Orders for Routine Scenarios

For events you anticipate regularly, pre-write Natural Language Orders. Rather than manually reacting to predictable situations, set up orders in advance that can execute automatically when conditions are met. This is particularly useful for events you know are coming but cannot predict the exact timing of.

Sample Workflows by Trader Type

Aggressive Day Trader

• Morning: 15 min setup, review overnight alerts
• Market hours: Check alert notifications every 30 min, execute trades frequently
• Close: Flatten positions, prepare for next day
• Weekly: Review trades and political correlation
• Monthly: Review and adjust alert settings

Swing Trader (3-10 days)

• Morning: 5 min setup, check overnight
• Pre-market: Deep dive on week’s political events
• Trading: Only check alerts if high-impact (>60)
• Daily evening: Position review
• Weekly: Full review + next week planning
• Monthly: Strategy refinement

Long-term Investor (Hold 6+ months)

• Morning: 2 min check, skim alerts
• Weekly: 30 min deep review
• Monthly: Comprehensive review + rebalancing
• Quarterly: Major strategy review + portfolio composition assessment

Avoiding Burnout

Political monitoring can become obsessive. Maintain balance:

DON’T:

• Check app more than 3 times daily during work day
• Check at night/weekends (market closed)
• React to every alert (process them systematically)
• Trade on emotions

DO:

• Set fixed review times (morning, afternoon, close)
• Trust your alert system (well-tuned = high quality)
• Review trades in batches (end of day)
• Take breaks from monitoring on weekends

Ready to Build Your Workflow?

PoliStock is most valuable when integrated into daily routine. Random checking = missed opportunities. Systematic approach = profits.

Sign up for PoliStock today and build political event monitoring into your investment workflow. Turn alerts into systematic, profitable trades through consistent daily process.