IntelExperimental

Intel keeps an eye on the market for you. It watches the stocks you own, the ones on your watchlists and the topics you follow, and tells you when something actually matters: a move that’s unusual for that stock, a price you set an alert on, news that touches your holdings, or a stock entering the price range you said you’d buy at. Everything is tied to your real portfolio, not a generic news feed.

Open Intel in the sidebar (the page is titled Intelligence).

Beta: fully working, but its news and alert pipeline is still being tuned. Treat an alert as a prompt to look, not a complete picture — the Intel page itself is the full record.

Set it up

Intel starts working on its own for the stocks you hold. These steps add what you want to watch and get alerts to your phone.

1. Watch some tickers

Open Intel and click ＋ New list (beside the tabs). In Watchlists & monitors, click New watchlist, and rename it — for example “Semis”.
Close the pop-up. Your list now has its own tab.
On the list’s tab, type a ticker into Add ticker — e.g. NVDA in the side panel and press Enter. Add as many as you like.

For crypto, use the price feed’s pair symbol — BTC-USD, not BTC (a bare BTC is a US-listed fund, not the coin).

2. Follow a topic (optional)

For a story rather than one stock — an IPO, a war, interest rates:

Open the Topics & macro tab.
Type it into Follow another topic — e.g. “SpaceX IPO and relevant stocks” — and click Add via Lucius ✦. Lucius sets up the search terms and related tickers.
Click the topic to edit its name, its Instructions for Lucius (what to watch for and flag), and its tickers.

3. Set a price alert

Click the bell 🔔 on a ticker’s row (or the › beside the ticker in the side panel).
Click New alert — or, under Not sure what to set?, click Suggest and Lucius proposes levels based on your position.
Choose Target price (Falls below / Rises above a price) or % move (Falls by / Rises by a percentage in a day).
Optional: a Name, a Cooldown (or Turn off after it fires once), Notifications (where this alert goes), and Additional instructions — what Lucius should check when it fires, e.g. “check whether the move is news-driven”.
Click Create alert. The ticker’s alerts screen shows every level on a 52-week price scale, each with its own on/off switch.

The 🔔 Mute button next to the price on that screen silences the ticker: no price alerts and no news scans for it until you click it again (it then reads Muted). Additional news sources at the bottom adds up to 5 RSS feeds of your own for that ticker.

4. Say why you’re watching (optional, recommended)

Open the ticker’s page and click Write down why you own it (or Edit) on the Your Thesis card, or do the same on Why you’re watching in its alerts screen. Both show your thesis the same way and open the same form, so either place edits the whole thesis. Click Save thesis when you’re done:

Why you’d buy it (Why you own it for a stock you hold) — one line on why you care, e.g. “Leader in AI chips, but too expensive today”. If you plan to hold for a set time, say so here too, e.g. “Holding at least 3 years, to Oct 2029” — there’s no separate field for it.
Buy at or under (and optionally …but not under) — your buy zone.
Fair value.

Intel then flags “Entered your buy zone”, “12% below your fair value” or “Earnings in 3 days — check your thesis”, and shades your buy zone on the ticker’s trend line.

5. Get alerts outside the app

Alerts always show in Intel. To get them on your phone or by email:

Set up a channel in Connectors — Telegram, Email or a webhook.
Open Settings → Intelligence → Alerts and tick which channels each kind of alert goes to: Price alerts (the default for new alerts — each alert can override it), Watch alerts and News analyses.

Check it worked: open any alert’s Notifications menu — your channels are listed there. A channel that isn’t set up yet reads ”… set up in Connectors”.

6. Better news coverage (optional)

Intel reads news feeds on its own. Adding a web search connector lets its news scans search the web too. Explained alerts and Lucius’s reads need an AI provider (Connecting an AI provider).

Want a daily summary of your money and portfolio? Start the Daily briefing template in Automations.

Find your way around

The tabs are My holdings, one tab for each of your watchlists, and Topics & macro.

Tab	Shows
My holdings	The Holdings brief (today’s move, what led and dragged, how you compare with your benchmark), then portfolio-wide stories such as concentration or currency risk, then one row per holding.
A list of yours	The Watchlist pulse for that list — the day’s most unusual move, what’s scheduled this week, best and worst performers — then one row per ticker. Tickers you own are tagged Owned.
Topics & macro	The topics you follow, central banks, currencies, the economy, and news about companies you don’t own or watch. Filter by Risk, Alerts, Opportunities, Macro, Topics and Assets.

A story shows on every tab it belongs to — a story about MSFT appears on My holdings if you own it and on your “Tech” list. Marking it read or dismissing it anywhere does so everywhere.

Each ticker row shows:

Ticker — price and name. Tap it to open the asset’s page.
Trend — a small chart over 1M, 3M or 1Y. The dashed line is what it’s compared with: your benchmark for stocks you own, the stock’s sector fund (e.g. XLK for technology) for stocks you only watch. Green shading means ahead, red means behind.
Next — the next earnings or ex-dividend date within 60 days.
Today — today’s move, and how unusual it is for this stock (“11× usual · company”).
🔔 — the ticker’s price alerts and Why you’re watching.

Under each row, short flags say what changed (hover or tap one for an explanation), and the most urgent story sits one line below — tap it to unfold all of them. On My holdings you also see each holding’s share of your investments and its effect on your day.

The sort menu in the status bar orders rows by Most urgent, Biggest move today, Most ahead or behind, Closest to 52-week high or Next event soonest. The status bar also has Mark all read and the archive of dismissed and resolved stories.

To manage everything in one place, click ＋ New list: Watchlists & monitors lists every watchlist (rename, Mute, delete), All monitors (Price alerts — with Triggered now and Disabled filters — and Topics), News sources, and Monitoring & alerts, which opens Settings → Intelligence.

What Intel watches for

Unusual moves for that stock. A move is measured against the stock’s own usual daily swing over the last 60 trading days, so a calm stock is flagged at 2% while a volatile one isn’t at 6%. Without enough history it falls back to 5% for a stock, 6% for a commodity, 10% for crypto.
Company or market? Each big move is labelled Company-specific, Mostly the market or Moving with its sector.
Other flags: a 52-week high or low (or near one), 25% or more below the high, a 50- or 200-day average cross, heavy volume, a run of up or down days, earnings within a week, and a price within 2% of one of your alerts.
Likely stock splits are recognised (e.g. −75% on normal volume), so you don’t get a false crash alert.

Explained alerts. When something material happens to a watched ticker — a company-specific move of 2.5× its usual size, entering your buy zone, falling 10% below your fair value, or a 52-week high or low on heavy volume — Lucius writes a short explanation: what happened, why (with sources), what it means for you given your thesis and what you own, and points worth weighing. At most 8 a day, and only when there’s a sourced reason. These are the only watch alerts sent to your channels; other flags stay in the app.

Lucius’s read. Other live watch stories (earnings next week, a 200-day cross, a big but ordinary move) get a sentence or two on what it means and what to watch next. Reads stay in the app, are never pushed, and are capped at 20 a day by default.

How far Lucius’s opinion goes — set in Settings → Intelligence → AI analysis:

Information only (default): explanations and considerations, never a side.
Show a lean: adds a bullish, bearish or neutral lean with its reason.
Allow suggestions: adds at most one suggestion, framed against your own thesis and buy zone.

Any opinion is labelled “Lucius’s view, not financial advice”, and every figure is checked against the data.

Story status. Each story is Needs attention (a recent story with a real decision in it), Active or Monitoring. One older than a week becomes Needs recheck, and its analysis is marked Historical analysis · verify before acting. Market roundups and passing mentions don’t create stories.

Asset pages: why a stock moved

Click any ticker to open its page. Under the chart, Notable Price Movement explains each trading session: the close, the % change, the after-hours price, and a short paragraph on why it moved, with the articles it’s based on. While the market is open the top row updates live. A session with no coverage says “No notable coverage found” instead of guessing.

The Analysis tab opens with Key Issues: the bull and bear case on each big question for the stock. Lucius writes these in the background after you open the page, so a ticker you haven’t looked at before shows Generating until they arrive, even if you click Refresh in the meantime. Refresh updates the news, facts and peers. If nothing is being written, you see “No key issues yet”; click Refresh now to try again.

Your Thesis

Every asset page has a Your Thesis card under Your Position: why you own the stock (or would buy it) and the prices that matter to you. Click Edit, change what you like, and Save thesis.

For a stock you own, the thesis also has a role — Core (the long-term base of your portfolio), Satellite (an active bet around it) or Speculative (a small, high-risk bet); hover the i next to it for a reminder — plus Thesis breaks if (the business fact that would prove you wrong), Stop below and Trim above.
For a stock you only watch, it’s your reason, buy zone and fair value.

Prices are in the stock’s own quote currency — the one its page shows, with its symbol inside each price box, e.g. € (crypto is quoted in $). Type them in your own number format (Settings → Currency & format: 1,234.56, 1.234,56 or 1 234,56); they’re grouped that way once you leave the box, and never rounded, so a coin’s 0.00001234 is kept exactly. A new thesis for a stock you own starts as Core; change it if it’s a smaller bet.

A bar shows today’s price against your levels, and each level lists how far away it is. The thesis belongs to the stock, not to an account or a watchlist: it’s shared by every account that holds it, and it stays when you sell or stop watching.

Run a scan now

Intel scans on a schedule. To scan now, click Scan at the top of the page, then Scan now. A scan uses your web-search quota.

What Lucius can do here

Create, change or delete watchlists, topics and price alerts.
Read or write your thesis for a stock — “my thesis on ACME breaks if margins fall below 45%; stop at 120” — after you confirm the values.
Run a scan and summarise what it found.
Explain your portfolio’s risk signals and the news behind your biggest movers.
Add, remove, turn on or off news sources.
Dismiss a story you’ve dealt with.

Try: “Add NVDA, AMD and AVGO to a new watchlist called Semis and alert me if any falls 8% in a day.”

Settings

Everything lives in Settings → Intelligence (or Monitoring & alerts in Watchlists & monitors):

Monitoring — Monitoring active (pause everything), Price check (every minute by default), News scan interval (every 12 hours by default), RSS freshness, Outlet headlines, and Web search with its budget per scan.
Alerts — which channels each kind of alert goes to.
AI analysis on watched tickers — Explained alerts, Lucius’s read on watch stories, Reads per day, and How far Lucius’s opinion goes.
Pulse summaries — how much the Holdings brief and Watchlist briefs say, from 1 (a headline) to 5 (a short narrative Lucius writes). Levels 1–4 cost nothing; 5 uses your AI provider.
Advanced — crash thresholds for equities, commodities and crypto, and news-spike tuning. Only change these if the defaults are too noisy or too quiet.

Troubleshooting

No alerts on my phone — check that the channel is set up and enabled in Connectors, and ticked for that alert kind in Settings → Intelligence → Alerts. Remember only explained alerts are pushed for watch signals; the rest stay in the app.

A ticker has no price row or no flags — the price feed doesn’t recognise the symbol. Use the feed’s symbol (BTC-USD, D05.SI). A just-added ticker’s trend and sector comparison appear after a minute or two.

A ticker shows a price but no % change or Prev Close — the price feed’s previous close was more than 50 times away from the price (or under a fiftieth of it). No stock really moves that much in a day, so the app treats that close as broken data and leaves the change blank rather than show a nonsense figure. This happens with thinly traded or near-delisted listings.

“As of” shows a date but no time — the live price wasn’t available, so the page shows the last close the app recorded, dated by its trading day.

“Last scanned” looks old — check Monitoring active is on in Settings → Intelligence, then click Scan. If scans keep failing, see Logs.

A topic surfaces little — give it clearer instructions and add related tickers.

Bonds and options aren’t in the Holdings pulse — their prices don’t come from the price feed it reads.