> For the complete documentation index, see [llms.txt](https://thecontentforge.gitbook.io/thecontentforge-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://thecontentforge.gitbook.io/thecontentforge-docs/feature-glossary/glossary/investor-intel-daily.md). # Investor Intel: Daily Workflow, Thesis Journal and Account *Last updated: 2026-08-07.* This is the part of Investor Intel a user opens every morning: the news that broke overnight, a written brief on their own positions, the alerts they set, plain-English answers to whatever they do not understand, and a journal that records what they believed and whether it held up. It also covers the account area, where the plan, personal risk profile, Telegram delivery and holder access are managed. ## News Follow the specific voices and topics you care about, and read the whole market's news history in one place, with the highest signal stories analysed and ranked to the top. * **News** - One feed that puts the most important analysed stories first and the full market news history underneath, so you can skim in thirty seconds or read for an hour. It covers the broader market as well as the tokens you follow, not just on-chain activity. * **Source manager** - Follow individual X accounts, keywords, RSS feeds or websites and remove them at any time. Items from your followed sources appear in your feed alongside the shared market coverage, and a counter shows how many source slots your plan allows and how many you have used. * **Fetch news** - A button that pulls fresh items for your followed sources and watchlist tokens on demand, rather than waiting for them to arrive on their own. * **Top stories, analysed** - The biggest stories are shown as full cards covering what happened, why it matters, the likely crypto market impact, a bull case and a bear case, what to watch next, and the tokens and narratives involved. * **Source quality and corroboration** - Every analysed story is labelled as a high quality, standard or low quality source, shows how many independent outlets carried it, and can be expanded to list them. Stories that are still single source or developing carry a visible "Unverified" warning so a rumour never reads like a confirmed fact. * **Signal and category filters** - Filter the feed to bullish, bearish, caution or neutral stories, and to a specific story category. The category list is drawn from the categories actually present in the current coverage, and changing a filter returns you to the first page. * **News search and date range** - Search the entire news history by keyword and narrow it to a date window. Search results are returned newest first across all history, not just the recent window. * **History paging** - Headlines below the analysed stories are paged twenty at a time with a total count, page numbers and a jump-to-page control, so older coverage stays reachable. * **Signals relevant to you** - A short rail at the foot of the News and Alerts pages showing up to five signals that touched your watchlist, holdings, followed narratives, chains or topics. It stays hidden entirely when nothing matched, so it never pads the page. ## Daily Brief A written daily read of the market as it relates specifically to your workspace, so you can start the day without opening ten tabs. * **Daily Brief** - A personalised daily briefing covering your own watchlist, portfolio and followed narratives, waiting for you when you open the page. * **Brief sections** - Each brief is organised into the questions that actually matter: the market regime and why, what changed overnight, the impact on your watchlist, the impact on your portfolio including the biggest movers, narrative heat, major risks, the news that matters with a note on why, and what to watch next. * **Quiet day handling** - When nothing material changed, the brief says so plainly instead of padding the page with filler. * **Generate today's brief** - Produce a brief on demand at any point in the day, framed around your current watchlist. * **Brief history** - Past briefs are kept and listed newest first, so you can go back and see what the picture looked like on any given day. ## Alerts Rules that watch specific tokens for you, with an explanation attached to every alert so you are never left staring at a number. * **Alert rules** - Set a rule on any token by chain and identifier, choose what should trigger it, and set the percentage threshold that counts as meaningful. The percentage is what the price move and volume spike triggers are measured against. Rules can be deleted at any time. * **Trigger types** - Six kinds of trigger are offered: price move, volume spike, liquidity drop, narrative heat, wallet activity and holder shift. Price move, volume spike and narrative heat are the reliable ones today; the wallet activity and holder shift triggers are not confirmed as firing yet (needs confirmation). * **Liquidity drop trigger** - Offered in the trigger list, but the percentage you set on the rule form is not the figure a liquidity drop is actually measured against, so a rule created this way should not be relied on to fire (beta / in progress). * **Cooldown control** - Each rule has its own minimum gap between fires, selectable at 6, 12, 24 or 48 hours, so a single volatile token cannot flood you. * **Alert quality score** - Every rule earns a score out of 100 reflecting how useful its recent alerts have actually been. Rules that score badly are marked "Noisy" so you can see which of your own rules is wasting your attention. * **Suggested threshold** - When a price move or volume spike rule is judged noisy, the product proposes a specific higher threshold, explains why, and applies it only if you accept. * **Grouped alerts** - Related alerts that fire at the same time are collapsed into one digest card labelled with how many fired together, instead of arriving as separate notifications. * **Recent alerts** - Each fired alert shows the token, which trigger fired, the measured value against the threshold you set, a bullish, bearish or neutral direction chip, and the time it fired. * **Why this fired now** - Each alert carries a plain-English note on what caused it at that moment, plus a second note on what would confirm or weaken the read. * **Why it matters** - A per-alert button that produces a fuller written explanation of the alert's significance on demand. ## Explain This Plain-English answers about anything in the product, pitched at the level of detail you asked for. * **Explain This** - Ask any question about a token, wallet, chart, narrative or general crypto concept and get an answer written at the level of detail you chose in settings. It works both as a general education tool and as a way to interrogate a specific asset. * **Quick questions** - One-tap starters for the four questions people ask most: explain it like I am new, why might this be moving, give me the bull, bear and neutral case, and what are the key risks. * **Answered using** - Where your own context fed the answer, the reply is labelled with the surfaces it drew on, such as your watchlist, your theses, your recent alerts, your saved research, narratives or stored signals, so you can see it is grounded rather than generic. * **Reuse notice and refresh** - When the answer has not changed since the last time it was asked, the product says so plainly instead of dressing up an unchanged read as new work, and where something has moved it names what drove the change. A refresh button redoes the answer from scratch whenever you want. * **Safety check** - Any answer that fails the non-financial-advice check is withheld and labelled rather than shown, across Explain This and the other written outputs. ## Comment King Draft a reply to somebody else's post without leaving your research. * **Comment King** - Paste a post or some token context and draft a reply in one of eight voices: smart, skeptical, bullish, question, contrarian, degen, quote tweet or reaction. Useful for staying visible in a conversation without spending ten minutes on wording. This is Investor Intel's own tool, separate from the content platform's Comment King mode described on the Content Forge page, which writes from your brand voice rather than a chosen voice. * **Copy only, no posting** - Drafts are copied to your clipboard and nothing is ever published on your behalf. Drafts that fail the safety check are shown as blocked and cannot be copied. ## Saved Research Keeping the analysis you want to come back to. * **Save to research** - A save button on breakdowns, briefs, comparisons and explanations that keeps the analysis rather than losing it when you navigate away. * **Saved Research** - Your library of saved work, each item labelled by type with its confidence level and a summary, and deletable when it is no longer useful. Saved titles also feed back into Explain This as context. ## Thesis Journal The Thesis Journal records what you believed, when you believed it, and what evidence you based it on, then tells you when your own criteria say it is time to look again. It never changes your conclusion for you. #### Dashboard and thesis list * **Dashboard** - The Journal's home screen: a count of everything you have written, how many are active, how many need your review, and how many have been confirmed, plus your most recent theses. * **Needs your review** - A queue on the dashboard listing every thesis flagged for attention, with the status the product thinks it should now be, one click from the thesis itself. * **Theses** - The full list of every call you have made, showing stance, subject type, time horizon, the date you made it, and the quality score of your write-up. * **Status filters** - Filter the list to active, strengthening, weakening, needs review, confirmed, invalidated or closed, so you can review a category at a time. * **Starter prompts** - If you have no theses yet, the Journal offers six concrete starting points: a portfolio holding, a watchlist asset, a market page, recent news, a trade idea or a deliberate bear case. Each opens the builder with that context already filled in. * **Your thesis on this asset** - On an asset's page, a panel showing up to two theses you hold on that asset with their status, conviction, quality and next review date, and shortcuts to their review, evidence and trade plan screens. If you have none, it offers to create one, including a one-click bear case. * **Journal navigation** - A strip across the top of every Journal screen linking the dashboard, theses, trades, reviews, analytics and settings, with New thesis always one click away. #### The new thesis builder * **New thesis** - A six-step guided build: basics, evidence, draft, scenarios, rules, then review and save. It replaces a blank note with a research workflow. * **Basics** - Choose what the thesis is about, from an asset, chain, protocol, narrative, portfolio holding, trade, bear case or watchlist. Set stance, time horizon, review cadence, a benchmark to measure against, and conviction from one to five. * **Asset Context Pack** - Loading an asset pulls its recent evidence into a side rail grouped into ten sections: what changed recently, major news, developments, partnerships and integrations, tokenomics and unlocks, usage and fundamentals, price and liquidity, risks, competitors, and upcoming catalysts. * **Evidence labelling** - Each evidence card can be marked as support, risk, contradiction or noise, turned into a confirmation or invalidation rule, or set as a metric to track from then on. Cards show how material the item is and how good the source was, so an announced partnership never looks as important as measured adoption. * **Coverage warning** - If the data available for that asset is thin, the pack says so up front rather than letting you build on a gap you cannot see. * **Draft with AI** - Generates a proposed thesis statement, a why-now, scenarios and suggested confirmation and invalidation rules from the evidence you selected. It is offered as a proposal to review and edit, and applies only if you choose to use it. * **Thesis prompts** - Structured writing prompts that force the uncomfortable questions: your thesis in one sentence, why now, what the market is missing, what supports it, what weakens it, what would prove you wrong, and the strongest opposing argument. * **Scenario builder** - Separate bull, base and bear cases, each with a narrative, a probability, a price target, key assumptions, main risks and a review trigger, rather than three generic text boxes. * **Confirmation and invalidation rules** - The specific, written conditions that would prove you right or wrong. Rules you created from evidence are carried in automatically, you can add more by hand, and they can become alerts. * **Thesis quality score** - From the draft step onward, a live score out of 100 sits alongside the builder and lists exactly which gaps are dragging it down, so you can see whether you have actually done the work before saving. * **AI critique** - An optional second opinion on the finished draft before you save, returning a critique plus specific suggestions. * **Baseline capture** - Saving a thesis freezes a permanent snapshot of price, benchmark, fundamentals and the evidence you selected, so the Journal can always show what has changed since you made the call. #### Inside a thesis * **Thesis header** - Above the tabs: the title, current status, stance, conviction out of five, time horizon, the date you created it, when you last reviewed it, when the next review is due, and the quality score with its outstanding gaps. * **Overview tab** - The default view: how price, performance against your benchmark, total value locked and volume have moved since you created the thesis, plus counts of new supporting and weakening evidence, triggered confirmations and invalidations, and evidence you have not yet reviewed. Your bull, base and bear cases are shown underneath in full. Theses created before baselines existed say so instead of showing movement. * **Evidence tab** - Every piece of evidence attached to the thesis with your own label, whether it supports or weakens the case, and a marker showing which items formed the original baseline. * **Chart tab** - The asset's price chart with your own history drawn on it: the date you opened the thesis, every review, every triggered confirmation or invalidation, and any trade entries and exits, plus your scenario price targets shown as levels. * **Portfolio tab** - Shows whether the thesis is tied to an actual portfolio position and the portfolio picture captured when you created it, or tells you plainly that it is not linked to a holding. The captured snapshot is currently shown in raw form (beta / in progress). * **Trades tab** - The trades linked to this thesis with their direction and status, a link through to the Trade Journal, and a standing reminder that the Trade Journal plans and reviews trades only. Investor Intel does not place, execute or route any order. * **Reviews tab** - Write a review of the thesis with a note, optionally change its status and optionally change your conviction, and read the full history of every previous review with what it changed. * **Alerts tab** - The confirmation and invalidation rules attached to this thesis, each showing whether it is still waiting or has triggered, and whether it has been turned into a live alert. * **Engine signal banner** - When your own evidence and rules suggest the status should change, an unmissable banner says what the product thinks and why, then hands the decision back to you with three choices: accept the suggestion, keep it as is, or revise the thesis. The product never overwrites your conclusion. * **Re-evaluate now** - Re-checks the thesis against the latest intelligence straight away, instead of waiting for its next scheduled review. * **Archive** - Retires a thesis you are done with while keeping its full history. #### Trade Journal * **Trades** - A planning and review journal for trades. It is explicitly not a trading venue: Investor Intel does not execute trades, and the interface says "save plan" rather than "place order" everywhere. * **New trade plan** - Record a trade before you take it: symbol, chain, direction, setup, planned entry, stop, up to three targets, position size, risk amount, time stop, the reason that would invalidate it, pre-trade notes and your emotional state going in. A plan can be linked to a thesis so the reasoning and the position stay connected, and can be deleted if it never happened. * **Planned risk and reward** - The ratio between your planned stop and your first target is calculated as you type, so a bad plan is visible before you commit to it. * **Log exit and review** - Close out a plan by entering the actual entry, exit and fees. Realised profit or loss in percent, in dollars and as a multiple of risk is calculated for you, alongside honest questions: did you follow the plan, did it match your thesis, would you take it again. * **Mistake tags** - Tag what went wrong from a fixed list, such as no plan, moved the stop, oversized, entered on fear of missing out, exited early, exited late, revenge trade or ignored the thesis, plus a free-text lesson. * **Trade analytics** - Across your closed trades: count, win rate, expectancy, profit factor, average risk multiple, total profit and loss, profit and loss by asset, and your most frequent mistakes ranked. * **No-thesis flag** - Trades taken without a linked thesis are counted and flagged, both on the trade itself and in your analytics, so undisciplined trades cannot hide. #### Reviews * **Reviews** - A cross-thesis review queue split into what is due now, including anything the product has flagged, and what is coming up, so nothing quietly goes stale. When nothing is due it says so. * **Add a review** - The review form itself, where you write what changed, whether it still holds, and optionally move the status or your conviction. You remain the author of the conclusion. #### Journal analytics and settings * **Analytics** - Journal-wide numbers: total theses, how many need review, average conviction, average write-up quality, a breakdown by status, wins and losses by stance, how many invalidations have triggered, and how many trades you took without a thesis. Your closed-trade analytics and your thesis to portfolio conflicts are shown on the same page. * **Thesis and portfolio conflicts** - Nine specific checks on where your book and your stated beliefs diverge, including holdings with no thesis, holdings with a stale thesis, large holdings whose thesis is weakening, large holdings where an invalidation has already triggered, high conviction with low allocation, low conviction with high allocation, trades taken without a thesis, exposure increased after the thesis weakened, and allocation that conflicts with the stated time horizon. Only the checks that actually found something are shown, and when none did, it tells you your book and your theses are aligned. Without a linked portfolio it asks you to link one first. * **Journal settings** - An explainer page covering how the Journal behaves: that every thesis captures a permanent baseline, that the product only ever suggests status changes and you confirm them, that confirmation and invalidation rules can become alerts, that announced partnerships are treated skeptically until adoption is measurable, and that your theses and trades are private to you. Per-thesis settings such as review cadence and benchmark are chosen when you create each thesis rather than here. ## Account, plan and settings Your plan, your risk profile, how the product reaches you, and how holder access is managed. * **Create your account** - Public signup for Investor Intel with name, email and password, followed by an email confirmation link that lands you straight in your new workspace. * **7-day free trial** - New accounts get a seven day trial of the full product with no card required, started with one click. The trial can only be used once per person, and the sidebar shows how many days remain. * **Direct plan signup** - Choosing a paid plan from the public pricing cards carries that choice all the way through account creation, so the workspace is created for you and you land straight on checkout with the right tier already selected. * **Workspace setup questions** - A one-screen setup that asks how experienced you are, how much detail you want, your risk posture, the topics you care about, the chains you follow and which briefs you want. These answers personalise your briefs, explanations and risk framing from the first minute, and can be changed later. * **Research acknowledgement** - Setup cannot be completed until you confirm you understand Investor Intel is research, education and risk context rather than financial advice. The same disclaimer sits on every page. * **Choose your plan** - Three tiers, Starter, Pro and Elite, each card listing exactly what scales with it: daily breakdowns, daily Explain This answers, daily briefs, active alerts, watchlist items, synced portfolio wallets, daily comparisons and narrative follows. Every product area is included on every plan, only the volumes differ. * **Pay by card** - Card checkout with a billing address and a secure card form, with the processing fee shown as a separate line, a running total, the recurring monthly amount stated, and an explicit acknowledgement of the fee before you can submit. * **Pay with crypto** - Pay the same monthly amount in USDC, ETH or SOL instead, which avoids the card processing fee. The workspace unlocks automatically once the payment confirms. * **Upgrade prompts on limits** - When you hit a plan limit anywhere in the product, the error is replaced with plain copy naming the limit you hit and a direct link to upgrade, rather than a raw failure. * **Expired trial recovery** - If a trial ends before you subscribe, checkout stays reachable and the page confirms your data has been preserved and everything you set up carries over. * **Plan card** - The settings panel showing your current tier at a glance with a link to upgrade or manage the plan. If your access comes from holding FORGE, the card shows that holder status instead of a paid tier. * **Risk profile** - Change your experience level, how much detail you want in explanations, and your risk posture at any time. Everything the product writes for you adapts to these. * **Beginner Protection** - A toggle that turns on stronger risk warnings and simpler explanations across the product. It is switched on automatically for anyone who says they are new. * **Topics and chains** - Select the themes and blockchains you care about. These drive which news you see, which signals are treated as relevant to you, and how your briefs are framed. * **FORGE Holder Access** - Investor Intel settings carry the same holder access summary and wallet linking flow as the rest of the platform, described in full under $FORGE holder access on the Public Website, Demo, Signup, Billing and Holder Access page. * **Workspace name** - Rename your workspace from settings. * **Telegram delivery** - Briefs, alerts, token overviews, live charts and private portfolio summaries can be delivered by the Investor Intel Telegram bot, which is linked, permissioned and switched on or off from these settings. The bot, the linking code, group setup and the per-chat controls are described on the Telegram page. * **Support and help in the sidebar** - The sidebar carries a Report Issue button and a help button, opening the same ticket system and help panel the rest of the platform uses, described under Support and Help in Workspace Settings, Team, Account, Support and Help. Here the help button lands on the ask-a-question tab where the assistant is available and on the guides otherwise, and it stays hidden when neither is switched on. * **Switch to a team workspace** - For people who also use the content side of TheContentForge, a one-click switch between the investor workspace and their team workspace. * **Language and appearance** - Language selection plus the same personal light or dark theme switch described under My Account, reachable from the Investor Intel sidebar on every page. --- # Agent Instructions This documentation is published with GitBook. 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