Materiality
Scale a trigger to the company, position, thesis, or portfolio rather than using one threshold everywhere.
Search public and private companies, people, funds, markets, tools, and research.
Turn research conditions into a saved rulebook for price, volume, disclosure, ownership, government, and probability changes.
Save the conditions that deserve your attention.
The best alert system is selective. It combines thresholds, persistence, corroboration, cooldowns, and portfolio relevance so members receive fewer—but more actionable—notifications.
Scale a trigger to the company, position, thesis, or portfolio rather than using one threshold everywhere.
Require a condition to last, recur, or close above a threshold when noise is high.
Combine price, volume, filing, news, contract, and probability evidence where possible.
Separate immediate risk events from items suitable for a daily or weekly digest.
Too many low-value notifications train the user to ignore every notification.
A 5% move means something different for a utility, biotech, mega-cap, or pre-revenue company.
Without cooldowns and reset logic, one event can produce repeated duplicate alerts.
Define what you would reconsider if the condition occurs.
Use the smallest set of sources capable of detecting the change.
Route urgent, review-today, and digest events differently.
Measure false positives, missed events, response time, and decisions changed.