Browse by route
Start with the screen you are using, then follow the lesson tied to that workflow.
Lessons
Workflow lessons that connect the product to actual investing decisions.
These are the same route-specific lessons that previously appeared as playbooks in the learning hub and mini lessons in the wiki. This page is now the single public catalog for that guidance.
5Workflow lessons and in-context prompts
2Product routes covered by the current lesson set
15Linked wiki references for deeper context
How To Use Them
One catalog for both public playbooks and mini lessons
Read the lesson here, then use the same logic inside the app when you are reviewing a route, a component, or a metric that matches the trigger.
Use them in-product
These same lessons surface as in-context guidance when a route and metric match the trigger.
Open the reference
Each lesson points back to wiki terms and components so the workflow stays grounded in clear definitions.
All Lessons
Browse by route, metric, or supporting concept
Search the lesson catalog using a route, a term, or a component name. Each card includes the action, the trigger context, and the related wiki pages.
Income planning loop
Set a yearly income target, review weekly dividend progress, then rebalance toward safer payers when coverage weakens.
Routes/dashboard
Triggered by componentsGoalsEstimated DividendsDividend Split
Triggered by termsDividend YieldPayout RatioDividend Coverage
Action: Use Dashboard widgets to log a weekly check-in and compare target income to current run-rate.
Related wiki pagesRisk drift review
Track concentration and sector drift. If one position grows too large, rebalance before risk compounds.
Routes/portfolio/dashboard
Triggered by componentsPortfolio Split (Sector, Cost, Value)Diversification Target
Triggered by termsVolatilityDebt-to-EquityNet Debt / EBITDA
Action: Check concentration score and sector gaps weekly, then set one corrective trade or target update.
Related wiki pagesPortfolio-aware research
Filter news by holdings and watchlist, then map each headline to income, valuation, or risk impact.
Routes/portfolio/dashboard
Triggered by componentsCalendarPortfolio ReportsStock Detail Modal
Triggered by termsMarket CapP/E (TTM)ROE (TTM)
Action: Prioritize updates tied to your biggest positions or near-term thesis checkpoints.
Related wiki pagesDecision journal discipline
Write your thesis before acting, set expected outcomes, and review actual results after the chosen horizon.
Routes/dashboard/portfolio
Triggered by componentsPrice Target TrackerGoalsStrategy Journal
Triggered by termsP/E (TTM)ROIC (TTM)Div Yield (Cost)
Action: Log one thesis before each buy or sell, then review expected versus actual at the review date.
Related wiki pagesTiered alert workflow
Learner alerts build habits, investor alerts watch risk drift, and Investor Pro alerts surface anomalies quickly.
Routes/dashboard
Triggered by componentsSmart AlertsPortfolio HealthGoals
Triggered by termsVolatilityPayout RatioDividend Coverage
Action: Review active alerts at least once per week and acknowledge or action the top two risks.
Related wiki pagesKeep Going
Pair lessons with the wiki and articles pages
Lessons help with the decision loop. The wiki explains the terms and components behind it, while articles give you more room for deeper write-ups, blog posts, and product notes.