Explore more topics
NexusTrade guides

Get a weekly Aurora brief for your watchlist

Choose Friday watchlist research, check the saved schedule and keep urgent membership-change alerts separate from the weekly brief.

Jump to a section

TL;DR

On a saved watchlist, set AI research brief to Weekly on Friday, save preferences and reopen the list to confirm the choice. Friday is the eligibility day in New York time, rather than a promised arrival time. Account email preferences and plan allowance still apply. Added or removed asset alerts have separate switches, and turning briefs off leaves those choices intact.

Find these controls on your saved watchlist

Component-derived mock of the Watchlist notifications panel
Component-derived mock, not an account screenshot or a delivered notification. Labels come from the actual Watchlist notifications controls.

The panel illustrates the current product labels. It shows Friday briefs with both change-alert channels enabled. Your saved choices may differ.

Choose the Friday brief

  1. Open Watchlist and select your saved list.
  2. Expand Watchlist notifications.
  3. Open AI research brief and select Weekly on Friday.
  4. Choose whether to keep Notify me when assets are added or removed enabled. Those alerts have their own channel switches.
  5. Click Save preferences and wait for Alert settings saved.
  6. Reload the list and confirm that Weekly on Friday is still selected.

Review the list weekly and keep change alerts separate

Choose a weekly brief when you want Aurora research on the list without a daily email. Friday is the weekly eligibility day in New York time. Due lists share one brief, and duplicate assets are combined. The account email preference and plan allowance still determine whether the brief can run.

Choose what belongs in the weekly review

Show choose what belongs in the weekly review

Use a list with a clear purpose. For example, a manager-disclosure list is useful for checking changes between public filing books. Record the manager and the question you are following in the list's purpose so the saved list remains understandable.

When reading a brief, open its evidence links. Separate the reporting period from the filing date and compare the current members with the previous list. These controls schedule native watchlist research; they do not create a separate LaunchAgent schedule or promise a particular email arrival time.

Change or stop the brief

Select the new choice, save it and verify the confirmation. Turning briefs off does not remove the watchlist or automatically turn off added/removed alerts.

Show the table · 4 rows, 2 columns
Your choiceWhat it means
Use my account scheduleThis list follows your existing account research cadence.
Daily after market closeThis list is eligible for the daily research cadence.
Weekly on FridayThis list is eligible on Friday in New York time.
No briefs for this listRecurring briefs are disabled for this list; change-alert choices remain separate.

If the settings or notifications do not look right

  1. The channel switches are disabled

    Turn on Notify me when assets are added or removed. Sign in if the whole panel is disabled.

  2. Saving reports that settings changed elsewhere

    The app refreshes the newer settings. Review them and click Save preferences again.

  3. You edited the list but received no alert

    Your own edits stay in watchlist activity. Change notifications cover producer updates; editing your list is not a delivery test.

  4. The list has stopped refreshing

    For a managed list, inspect Portfolio producer. No successful membership refresh recorded yet, Portfolio needs attention or Portfolio status unavailable requires checking the producer before expecting new changes.

  5. Email is missing

    Change-alert email also follows your trading-alert preference. Research briefs follow the account AI email preference and plan allowance. Check those account preferences; saving this list alone does not prove email delivery.

Optional: the developer configuration

Show optional: the developer configuration

If you are configuring a supported watchlist producer in code, these are the corresponding alert-settings fields. The weekly brief setting is separate from added/removed alerts. Use the normal saved-watchlist interface to check the result.

JSON
{
  "onChange": true,
  "inApp": true,
  "email": true,
  "briefCadence": "weekly"
}

Follow one worked path

watchlist notifications workflow diagram with review boundaries
Source-derived workflow diagram, not a screenshot or an external-client execution receipt.
Step 1 of 4

Open your saved watchlist

Choose the saved list whose updates you want to follow, then open Watchlist notifications.

Open your saved watchlists
What you should see

The preferences belong to this list. Your own membership edits are not a producer delivery test.

Component-derived mock of the Watchlist notifications panel
Component-derived settings example; not your account or a delivered alert.
Step 2 of 4

Choose this notification

Set AI research brief to Weekly on Friday. Check the account AI email preference and plan allowance.

Example membership preference
Notify me when assets are added or removed: on
Example channels
In-app notifications and Email notifications: on
Separate example brief cadence
Weekly on Friday
What you should see

The panel shows the preferences you selected for this saved list. The figure is a settings illustration; use your own saved choices.

watchlist notifications workflow diagram with review boundaries
Source-derived workflow diagram, not a screenshot or an external-client execution receipt.
Step 3 of 4

Save and check the response

Select Save preferences and look for Alert settings saved. Open the same list again and verify the saved choices.

Reopen your saved watchlist
Expected save confirmation
Alert settings saved.
Readback
Reopen the same saved list and check the selected preferences.
What you should see

After Alert settings saved, reopen the same list. Its selected channel switches and brief cadence persist.

Step 4 of 4

Find the resulting update

For membership updates, expand Recent activity on the saved list and inspect added and removed symbols. For Friday briefs, check the account's AI email preference and plan allowance, then inspect the next eligible research output.

Inspect Watchlist activity
What you should see

A successful producer update can record membership activity. The guide has no captured delivered notification or weekly brief.

Inspect the complete workflow outline

Continue exploring

Discussion

Sign in or create a free account to join the discussion.

No comments yet.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.