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Common Workflows ​

Different traders and investors have different routines. This guide walks you through five practical workflows using Stratosfi's tools — each one a sequence of steps that fits a common use case. Think of these as starting templates that you can adapt to your own style.

Morning Market Routine ​

Who it is for: Active traders and anyone who wants a daily market pulse before making decisions.

Time: 10-15 minutes.

Tools used: Market Overview, Movers, News Panel, Screener, AI Chat.

Steps ​

1. Start with Market Overview

Open the Market Overview tab. Check the big picture:

  • Where are the S&P 500, Nasdaq, and Dow? Are they up or down in pre-market?
  • How did Asian and European markets close? Use World Indices for a quick scan.
  • Are futures pointing up or down?

What to look for: Is the overall market sentiment risk-on (indices up, breadth positive) or risk-off (indices down, flight to safety)?

2. Check the Movers

Switch to the Movers tab. Review today's top gainers and losers.

  • Look at the Top Gainers — is there a theme? Multiple stocks in the same sector moving up might signal a sector catalyst.
  • Check the Top Losers — any stocks you own? Any names that were on your watchlist?
  • Sort by Volume to see what has unusual activity.

What to look for: Unusual moves on high volume. A stock up 8% on 3x average volume is more meaningful than one up 8% on thin volume.

3. Scan the News

Open the News Panel. Scan headlines for:

  • Earnings reports released before the open
  • Federal Reserve or central bank statements
  • Macro data releases (jobs, CPI, GDP)
  • Sector-specific news (FDA approvals, oil supply disruptions, tech regulation)

What to look for: Catalysts that explain the moves you saw in step 2, and news that might affect your existing positions.

4. Run Your Screener

Open the Screener with your preferred preset:

  • Oversold Bounce: RSI below 30, market cap above $10B — find beaten-down large caps that might recover.
  • Momentum Breakout: Price up 3%+ today, volume above 2x average, RSI between 50-70.
  • Gap and Go: Stocks gapping up or down from the previous close on news.

Add the best candidates to your Watchlist.

5. Quick AI Check

Ask the AI about anything that caught your attention:

  • "What happened to NVDA overnight?" (if you saw it in Movers)
  • "Summarize the Fed statement from yesterday" (if macro news is driving markets)
  • "What sectors look strongest this week?"

6. Plan Your Day

Based on steps 1-5, decide:

  • Are there actionable trades? Set alerts at your target entry prices.
  • Do existing positions need attention? Check stop-loss levels.
  • Is it a wait-and-watch day? Not every day requires a trade.

Deep Dive on a Company ​

Who it is for: Investors evaluating a stock for a potential position, or anyone who wants a thorough understanding of a single company.

Time: 30-60 minutes.

Tools used: Chart, Financials, Peer Comparison, Supply Chain, AI Chat, Company Explorer, Analyst Ratings, Holders.

Steps ​

1. Open the Chart

Start with the Chart tab for your target stock. Set the timeframe to 1 Day for the big picture.

  • What is the overall trend? Uptrend, downtrend, or sideways?
  • Where are the key support and resistance levels?
  • Add SMA 50 and SMA 200 — is the stock above or below these averages?
  • Check RSI — is the stock overbought (above 70) or oversold (below 30)?

What to look for: The chart tells you where the stock has been. A stock in a long-term uptrend above its 200-day SMA is in a fundamentally different situation than one in a downtrend below it.

2. Review the Financials

Open the Financials tab. Go through:

  • Income Statement: Is revenue growing? Are margins improving or declining? What is the earnings trend?
  • Balance Sheet: How much debt does the company carry? What is the debt-to-equity ratio? Is there enough cash to cover obligations?
  • Cash Flow: Is free cash flow positive? A company can have positive earnings but negative free cash flow — that is a warning sign.

What to look for: Consistent revenue growth, stable or expanding margins, manageable debt, and positive free cash flow.

3. Compare Against Peers

Open Peer Comparison to see how the company stacks up against competitors on:

  • Valuation (P/E, Price/Sales, EV/EBITDA)
  • Growth (revenue growth rate, earnings growth)
  • Profitability (gross margin, operating margin, ROE)
  • Size (market cap, enterprise value)

What to look for: Is the stock expensive or cheap relative to peers? If it is more expensive, does the higher growth rate justify it?

4. Check the Supply Chain

Open the Supply Chain view to understand dependencies:

  • Who are the company's major suppliers?
  • Who are its biggest customers?
  • Are there single points of failure — one supplier that provides a critical component?

What to look for: Concentration risk. A company that depends on one supplier for 40% of its input materials has higher supply chain risk than one with diversified sourcing.

5. Read Analyst Ratings and Holders

Check Analyst Ratings for:

  • Consensus rating (Buy, Hold, Sell)
  • Average price target — is there upside from the current price?
  • Recent rating changes — any upgrades or downgrades?

Check Holders for:

  • Who are the largest institutional holders?
  • Has institutional ownership been increasing or decreasing?
  • Any notable insider buying or selling?

6. Ask the AI

Now that you have the data, use AI Chat to synthesize:

  • "Give me the bull and bear case for [ticker]"
  • "What are the biggest risks for this company in the next 12 months?"
  • "Based on its financials, is [ticker] overvalued or undervalued?"
  • "How does [ticker]'s growth rate justify its premium P/E?"

7. Explore the Network

Open the Company Explorer to see the broader ecosystem:

  • Expand competitors, suppliers, and partners.
  • Toggle the correlation overlay to see how connected stocks move together.
  • Look for related companies that might be better opportunities.

8. Make Your Decision

After all seven steps, you should have a clear picture:

  • Fundamental quality: Is the business good? (Steps 2, 3, 5)
  • Valuation: Is the price right? (Steps 3, 6)
  • Technical position: Is the timing right? (Step 1)
  • Risks: What could go wrong? (Steps 4, 6, 7)

Sector Monitoring ​

Who it is for: Traders who focus on sector rotation, thematic investing, or want to track an entire industry.

Time: 15-20 minutes for a review, or set up a dashboard for continuous monitoring.

Tools used: Custom Dashboard, Heatmap, Sector Performance, Correlation Matrix, Screener, Economic Calendar.

Steps ​

1. Build a Sector Dashboard (one-time setup)

Create a Custom Dashboard dedicated to your sector. Use the AI builder:

"Build a dashboard for monitoring the energy sector — include XLE chart, crude oil price, natural gas price, top 5 energy stocks by market cap with charts, sector news feed, and a heatmap of energy sub-sectors."

Or build it manually:

  • Chart widget: Sector ETF (XLK for tech, XLF for financials, XLE for energy, etc.)
  • Chart widgets: 3-5 top holdings in the sector
  • News Feed: Filtered to sector keywords
  • Watchlist: Key stocks in the sector
  • Heatmap: Set to the relevant sector

2. Check the Heatmap

Open the Heatmap and set it to your sector. The heatmap gives you an instant visual read:

  • Bright green blocks = strong performers
  • Bright red blocks = weak performers
  • Size of each block = market cap weight

What to look for: Is the whole sector moving together, or are there outliers? A sector where most stocks are green but one is deep red might have a stock-specific problem worth investigating.

3. Review Sector Performance

Open Sector Performance to compare your sector against others:

  • Is your sector leading or lagging the broader market?
  • How has the relative performance changed over 1 week, 1 month, 3 months?
  • Is money rotating into your sector or out of it?

What to look for: Sector rotation. Money flows from sector to sector. If your sector has been leading for months and is starting to lag, early-cycle sectors (financials, industrials) may be taking over.

4. Analyze Correlations

Open the Correlation Matrix with key stocks from your sector:

  • Which stocks in the sector move most closely together?
  • Are there any stocks with low correlation to the sector — potential diversifiers?
  • How does the sector correlate with macro factors (interest rates, oil, dollar)?

What to look for: If all stocks in your sector have correlation above 0.9, a sector-wide ETF might be more efficient than picking individual stocks. Low-correlation outliers might be mispriced.

5. Screen for Opportunities Within the Sector

Open the Screener and filter by your sector:

  • Sort by RSI to find the most oversold names in the sector.
  • Sort by P/E to find the cheapest names.
  • Sort by change % to find today's movers.

6. Check Macro Catalysts

Open the Economic Calendar for events that affect your sector:

  • Energy: OPEC meetings, EIA inventory data, geopolitical events
  • Financials: Fed rate decisions, bank earnings dates
  • Tech: Earnings season, antitrust hearings, chip export regulations
  • Healthcare: FDA approval dates, Medicare/Medicaid policy changes

What to look for: Upcoming catalysts that could move the entire sector. Position accordingly or set alerts.

Crypto Trading Day ​

Who it is for: Active crypto traders who monitor the digital asset market throughout the day.

Time: 15 minutes for a review, ongoing throughout the trading day.

Tools used: Crypto Markets, Funding Rates, Liquidations Tracker, Crypto Sentiment, DeFi Dashboard, Charts, AI Chat.

Steps ​

1. Check Funding Rates

Open the Funding Rates view. Funding rates tell you whether the market is net long or net short on perpetual futures.

  • Positive funding rates: Longs are paying shorts. The market is bullish — but extremely high positive rates can signal overleveraged longs (a correction risk).
  • Negative funding rates: Shorts are paying longs. The market is bearish — but extreme negative rates can signal a short squeeze opportunity.
  • Near zero: Balanced market, no strong directional bias.

What to look for: Extreme funding rates (above 0.1% or below -0.1% per 8 hours) often precede sharp reversals. If BTC funding is at 0.15%, a lot of leverage is long — a liquidation cascade is possible.

2. Review Liquidations

Open the Liquidations Tracker to see recent forced closures:

  • Large liquidation spikes indicate leverage being flushed out.
  • A wave of long liquidations after a price drop can signal capitulation (potential bottom).
  • A wave of short liquidations after a price spike can fuel further upside.

What to look for: Liquidation clusters at specific price levels. These levels become key support/resistance because they represent where leverage was cleaned out.

3. Gauge Sentiment

Open Crypto Sentiment for the current mood:

  • Fear & Greed index
  • Social media volume and tone
  • Trading volume trends

What to look for: Extreme fear often marks good buying opportunities. Extreme greed often marks local tops. The best entries tend to come when sentiment is fearful but price is finding support.

4. Check the DeFi Dashboard

Open the DeFi Dashboard for on-chain data:

  • Total Value Locked (TVL) trends — is capital flowing into DeFi or out?
  • Top protocols by TVL — any major shifts?
  • Yield opportunities — where are the highest sustainable yields?

What to look for: Rising TVL alongside rising prices is healthy growth. Falling TVL while prices rise could indicate unsustainable speculation.

5. Analyze the Charts

Open Charts for BTC and your key altcoins:

  • Check BTC first — it drives the rest of the market. Use RSI, MACD, and Bollinger Bands.
  • Check BTC dominance — rising dominance means altcoins are underperforming.
  • Review your altcoins relative to BTC pairs, not just USD pairs. An altcoin rising in USD but falling against BTC is losing the relative trade.

What to look for: Key levels on BTC (round numbers like $50K, $60K, previous all-time highs). Bollinger Band squeezes on major coins often precede big moves.

6. AI-Assisted Analysis

Ask the AI for synthesis:

  • "Funding rates on BTC are extremely positive. What usually happens next?"
  • "Compare SOL vs ETH performance this month — what is driving the divergence?"
  • "What DeFi protocols on Ethereum have the highest TVL growth this week?"

7. Set Alerts and Manage Risk

  • Set price alerts at key levels identified in your chart analysis.
  • Check your position sizes — crypto is volatile, so the 2% rule applies even more.
  • If funding rates are extreme, consider reducing leverage or hedging.

Weekly Portfolio Review ​

Who it is for: Anyone with active positions who wants to stay on top of their portfolio health.

Time: 20-30 minutes, once per week.

Tools used: Portfolio, Portfolio Risk, Portfolio Analytics, AI Chat, Alerts, Earnings Calendar.

Steps ​

1. Review Portfolio Performance

Open the Portfolio tab and review:

  • Total P&L for the week — are you up or down?
  • Per-position P&L — which positions contributed to gains and which dragged?
  • Cash position — how much buying power do you have for new opportunities?

What to look for: Winners and losers. Positions that have moved significantly since last week need attention — either to take profits, cut losses, or adjust stop levels.

2. Check Risk Metrics

Open Portfolio Risk and review:

  • Concentration — has any single position grown to dominate your portfolio? A stock that doubled might now be 30% of your portfolio even if you sized it at 15%.
  • Sector Exposure — are you overweight in any sector?
  • Portfolio Beta — is your overall portfolio more or less volatile than you intend?
  • Value at Risk (VaR) — what is your estimated maximum loss in a bad week?

What to look for: Positions that have outgrown their intended allocation. A position that was 10% of your portfolio but is now 25% after a big run-up should be considered for trimming.

3. Analyze Performance Attribution

Open Portfolio Analytics for deeper metrics:

  • Performance attribution — which decisions drove returns? Was it stock selection, sector allocation, or timing?
  • Drawdown analysis — what was the worst peak-to-trough decline this month?
  • Sharpe ratio — are your returns good relative to the risk you are taking?

What to look for: Patterns in your decision-making. If your best performers are all in one sector, you might be good at picking stocks in that sector — or you might just be riding a sector tailwind.

4. Review Each Position

Go through each position and ask yourself:

  • Has the thesis changed? If you bought a stock for its growth story and growth is slowing, the thesis may be broken.
  • Is it at a target? If a stock has reached your price target, consider taking at least partial profits.
  • Is it at a stop? If a stock has dropped to your mental stop-loss level, it is time to exit or reassess.
  • Any upcoming catalysts? Earnings, FDA decisions, product launches — check the Earnings Calendar.

5. Check Upcoming Events

Open the Earnings Calendar and Economic Calendar to see what is coming next week:

  • Are any of your holdings reporting earnings? Decide in advance whether to hold through earnings or reduce risk.
  • Are there macro events (Fed meeting, jobs report, CPI) that could move the market?
  • Are there sector-specific events that affect your positions?

What to look for: Do not be surprised by earnings. Know the dates, have a plan, and size your positions accordingly.

6. Ask the AI for a Review

Use AI Chat for an objective perspective:

  • "Review my portfolio: [list your positions]. What is my biggest risk?"
  • "I am overweight tech — suggest 2-3 non-tech stocks for diversification."
  • "My position in NVDA is up 50%. What are the arguments for and against taking profits?"
  • "Based on current macro conditions, should I be more defensive or aggressive?"

7. Take Action

Based on your review:

  • Rebalance positions that have drifted from their target allocation.
  • Set or adjust alerts for the coming week at key price levels.
  • Add to watchlist any new stocks identified during the review.
  • Update your trading journal with notes on what worked and what did not.

Building Your Own Workflow ​

These five workflows are starting points. You can combine and customize them:

  • Build a Custom Dashboard for each workflow so you can run it in a single screen.
  • Use Alerts to automate the monitoring parts — get notified when a stock hits a level instead of checking manually.
  • Set a recurring calendar reminder for the weekly review so it becomes a habit.
  • Ask the AI to help design a workflow: "I am a dividend investor who checks the market twice a week. What should my routine look like?"

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