Choose the research scope
Open your saved watchlist and check its members and research purpose. In Watchlist notifications, set AI research brief to Weekly on Friday, choose Save preferences and confirm Alert settings saved. Set a daily or weekly Aurora review in the app. For a programmatic setup, watchlistId identifies the list, initial_message holds the research request and schedule sets the cadence.
Write the research request
Ask Aurora to explain changed members, cite public disclosures, distinguish event dates from public availability and identify uncertainty. Limit the request to research unless you separately intend an account action.
Example request: Review this watchlist, explain additions and removals since the last review, link the supporting disclosures, and distinguish new public filings from new trades. Do not treat historical backtests as live results.
Review before activation
Choose a weekly schedule and time in the app. Review an existing scheduled agent before enabling or replacing it. Programmatic setup supports append/upsert mode and an active setting; specify the intended strategy and portfolio IDs.
Sign in to activate the scheduled review. Reading this guide does not create an agent, start a run or change a deployment.