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  1. Docs/
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  3. Markets workspace
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Guide: Markets Workspace

Navigate the direct asset-class directories, watchlists, symbol drilldowns, and catalyst surfaces across the signed-in markets workspace.

Signed-in workflow

What this guide covers

Use this guide when you need to move from an asset-class directory into one symbol, one clear context, and then a formal research or backtest handoff without losing the trail.

Start in /stocks, /options, /indices, /futures, /currency, or /crypto to set the asset class, search query, filters, and watchlist context.

Use compare, earnings, alerts, and microstructure surfaces as secondary views once the active symbol and watchlist are stable.

Treat the symbol workspace as the final drilldown across overview, financials, news, technicals, and valuation.

Routes and surfaces

These are the current product surfaces this guide maps, starting with the direct asset directories and expanding into adjacent market tools.

/stocks

Asset directories

Search, filter, and manage watchlist membership directly from the current asset class route.

/markets/compare

Compare view

Review cross-instrument context and benchmark framing before you commit to a single symbol path.

/markets/earnings

Earnings hub

Track upcoming catalysts and align active symbols with scheduled reporting events.

/markets/alerts

Alerts

Monitor threshold or workflow-triggering changes after a watchlist thesis is defined.

/markets/microstructure

Microstructure

Inspect venue, liquidity, and market-structure signals when execution realism or tape quality matters.

/markets/[symbol]/overview

Symbol workspace

Move from the directory into the symbol-specific overview, financials, news, technicals, and valuation surfaces.

Recommended operator loop

Use this loop to keep market work disciplined instead of bouncing between surfaces without a clear handoff.

01

Set the asset scope first

Choose the asset class route, watchlist, search query, and filters before you open comparison or event views.

02

Check catalysts and alerts

Confirm the market calendar, active alerts, and regime context so you know whether the idea is event-driven or structural.

03

Drill into the symbol

Open the symbol workspace to inspect fundamentals, news, technicals, and valuation with the same market context.

04

Hand off to research or backtests

Escalate into research when you need factor and label work, or launch a starter backtest once the idea is ready for formal validation.

Directory control centers

The asset directory is where scope, filters, guide context, and watchlist actions get set before you interpret any symbol.

asset routes

Direct asset-class navigation

Use the top-level asset routes to move between stocks, options, indices, futures, currency, and crypto without a nested markets route.

filters

Search, region, venue, and watchlist filters

Narrow the directory with the search box and structured filters before you add or remove instruments from a watchlist.

reference context

Market-guide summary

Use guide links and asset-specific notices to confirm tradability, metadata depth, and rollout limits before acting on a row.

watchlist actions

Add and remove instruments

Use the row actions to keep the active watchlist aligned with the asset class and query you are reviewing.

Directory and adjacent review surfaces

The directory turns broad market scope into a concrete symbol review and clean handoffs.

directory rows

Instrument rows and metadata

Rows combine symbol identity, venue, region, currency, latest price, move, volume, and asset-specific details.

symbol route

Open the symbol workspace

Use a row link to continue into overview, profile, financials, valuation, technicals, and news for the same instrument.

route handoff

Compare, alerts, earnings, and microstructure handoffs

Use adjacent routes once the directory scope is stable so comparison, alerts, catalysts, and tape quality inherit the same thesis.

Review and guardrails

Stabilize the asset class, watchlist, and symbol context before you compare or alert off the same idea.

Keep market catalysts and regime context visible before you treat a move as durable.

Use symbol drilldowns to verify whether the thesis still holds across fundamentals, news, technicals, and valuation.

Document the handoff into research or backtests so the next step preserves the market context you validated.

Next steps

Open Stocks

Jump into the signed-in stocks directory and apply the market workflow against a live watchlist.

Research workflow guide

Continue from market context into scans, labels, workbench review, and explainability.

API Reference

Cross-check the market endpoints that back watchlists, snapshots, and adjacent tooling.

Last updated

Mar 24, 2026

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Previous
Account and Workspace Management
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Markets Symbol Workspace
On this page

Jump to the section you need without losing your place.

  • What this guide covers
  • Routes and surfaces
  • Recommended operator loop
  • Directory control centers
  • Directory and adjacent review surfaces
  • Review and guardrails
  • Next steps
Last updated

Mar 24, 2026

Feedback

Report unclear guidance, stale contracts, missing coverage, or broken docs UI on this page.

Open feedback issue