The Four Pillars of a Monitoring System
Step 1: Define Your Universe
Start by building a focused watchlist. A watchlist of 15 to 20 well-chosen stocks is far more manageable than 50. Include your current holdings plus the 5 to 10 stocks you are most actively considering for entry. Add 2 to 3 market bellwethers like JKH or COMB that give you a read on overall market tone.
Step 2: Set Layered Alerts
For each stock in your watchlist, set at least two alert types. A price level alert for your target entry or exit price, and a percentage change alert as an early warning system for unexpected moves. For Pro+ users, add a volume spike alert to catch institutional activity before it shows up in price.
Name your alert rules clearly using a consistent format. For example: COMB-Breakout-240, COMB-DipBuy-210, COMB-Volume. Clear names make it easier to audit your alert list and remove outdated rules.
Step 3: Anchor to the Calendar
At the start of each month, open the Calendar and note every dividend ex-date and public holiday for the next 30 days. Add these dates to your mental model of when unusual price behaviour might occur. For holdings with upcoming ex-dates, decide in advance whether you will hold through or exit before.
Step 4: Use the Morning Brief as Your Briefing Room
Before the CSE opens each day at 9:20am SLST, read your AI morning brief. Review the top movers, sector summary, and any nano insights for stocks in your watchlist. This takes 3 to 5 minutes and sets your priorities for the session. You enter the market with context, not just a list of alerts.
Weekly and Monthly Reviews
Set a recurring calendar event outside of Investography for a weekly 10-minute review. Check which alert rules have fired, which have not, and whether the conditions you set still reflect your current view. Monthly, audit your entire watchlist and alert list. Remove stocks you are no longer tracking and update price targets that have been overtaken by events.