Today we're launching routines in Investi. A routine is a question you would ask the analyst, saved with a schedule. It runs whether or not you open the app, and the result lands in your workspace and, if you want, your inbox.
Most of the checks that keep a portfolio honest are simple: read the overnight news on what you own, see whether the margin story held after the quarter, reread a thesis when the price does something odd. The hard part is remembering at the right moment, on a day when you're busy with something else. Routines do the remembering.
#Write it once, pick when it runs
A routine is the same request you would type into chat:
- "Summarize overnight news for my watchlist and flag anything that touches a thesis." Every weekday at 7am.
- "Has anything changed in the competitive picture for this company?" Every Friday.
- "Read the earnings release and compare it with what I wrote last quarter." Once, the morning after the report.
The schedule works like a calendar event: once, daily, every weekday, weekly, every other week, monthly, yearly, or a pattern such as the last Friday of the month. You pick the first run in your own timezone. A routine runs at most once a day.
Reference a company, a note or a folder with @, and the analyst reads it before it starts, so a routine that checks a thesis opens the thesis first.
#Every run is a full conversation
When a routine runs, it starts a new chat with the analyst's reasoning and sources visible, as if you had asked the question yourself. Turn on email in Routines and each result also arrives in your inbox.
Because each run is a conversation, you can continue it. If the Friday check surfaces something odd, ask the follow-up, open the filing or update your note in the same thread. Runs collect under the routine that produced them, with a dot on the ones you haven't opened, so catching up after a week away means reading a list.
#The analyst can propose one
You don't have to build routines by hand. In the middle of a conversation, say "check this again every Monday and tell me if anything changed." The analyst drafts the routine and shows it as a proposal, the same way it shows an edit to your notes. Nothing is scheduled until you approve it.
After that it is an ordinary routine. Change the wording, move it to another day, pause it during earnings season, or delete it when you sell.
#What routines do today
Routines run on a schedule. They don't fire when a price crosses a level or when a new filing arrives. A price alert tells you that something moved; a routine reads the news and your notes and tells you whether it touches what you own. Each run uses your plan's allowance like any other question, and a run is skipped if the allowance has run out.
#Get started
Open Routines in the sidebar and write your first one, or ask the analyst to set one up from a conversation. Routines are on every plan. They work with skills, so a scheduled earnings check can follow your own checklist. The features page shows the rest of the workspace.