> ## Documentation Index
> Fetch the complete documentation index at: https://docs.itoflow.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Get a daily news brief

> Have a research monitor summarize the news and filings that affect your holdings every weekday morning, and read the rated news feed from code.

A research monitor can read the news and SEC filings for a list of companies every morning and tell you what matters. Itoflow rates each story for each company it could affect, from minor to material, so the brief leads with what could move your holdings.

**What you'll get:** a short report every weekday before the market opens, plus a feed of rated news you can read from your own code.

```mermaid theme={null}
flowchart LR
  News[News and SEC filings] --> Rated[Rated for each company]
  Rated --> Monitor[Your research monitor]
  Monitor --> Brief[Weekday morning brief]
  Rated --> Feed[News feed API]
```

## Before you start

* An Itoflow account. The free plan is enough.
* Your companies as Itoflow symbols. See [Find and resolve symbols](https://docs.itoflow.ai/guides/symbols.md).

## Quick start

> [tab] Ask your AI assistant
>
> With [Itoflow connected to Codex or Claude](https://docs.itoflow.ai/mcp/install.md), paste this into your assistant:
>
> ```text theme={null}
> Use Itoflow to create a research monitor named "Morning brief" for NVDA.US,
> ASML.AS and TSM.US. Mandate: each morning, summarize the news and filings from
> the last 24 hours that could change the value of these companies, lead with
> anything rated material, say what happened and why it matters, skip routine
> items, and keep it under 300 words. Schedule it on weekdays at 07:30
> Europe/London. Show me the monitor before creating it, then create it, enable
> it, run one report now, and summarize what it found.
> ```
>
> > [card] [Open in Claude](https://claude.ai/new?q=Use%20the%20Itoflow%20plugin%20\(https%3A%2F%2Fgithub.com%2Fitoflow%2Fskills\)%20for%20this.%20If%20it%20isn't%20installed%20yet%2C%20first%20tell%20me%20how%20to%20install%20it%20and%20sign%20in%20to%20Itoflow%2C%20and%20wait%20until%20I%20confirm.%20Then%3A%0A%0AUse%20Itoflow%20to%20create%20a%20research%20monitor%20named%20%22Morning%20brief%22%20for%20NVDA.US%2C%20ASML.AS%20and%20TSM.US.%20Mandate%3A%20each%20morning%2C%20summarize%20the%20news%20and%20filings%20from%20the%20last%2024%20hours%20that%20could%20change%20the%20value%20of%20these%20companies%2C%20lead%20with%20anything%20rated%20material%2C%20say%20what%20happened%20and%20why%20it%20matters%2C%20skip%20routine%20items%2C%20and%20keep%20it%20under%20300%20words.%20Schedule%20it%20on%20weekdays%20at%2007%3A30%20Europe%2FLondon.%20Show%20me%20the%20monitor%20before%20creating%20it%2C%20then%20create%20it%2C%20enable%20it%2C%20run%20one%20report%20now%2C%20and%20summarize%20what%20it%20found.)
> >
> > Start this in Claude with the Itoflow plugin.
>
> > [card] [Open in ChatGPT](https://chatgpt.com/?q=Use%20the%20Itoflow%20plugin%20\(https%3A%2F%2Fgithub.com%2Fitoflow%2Fskills\)%20for%20this.%20If%20it%20isn't%20installed%20yet%2C%20first%20tell%20me%20how%20to%20install%20it%20and%20sign%20in%20to%20Itoflow%2C%20and%20wait%20until%20I%20confirm.%20Then%3A%0A%0AUse%20Itoflow%20to%20create%20a%20research%20monitor%20named%20%22Morning%20brief%22%20for%20NVDA.US%2C%20ASML.AS%20and%20TSM.US.%20Mandate%3A%20each%20morning%2C%20summarize%20the%20news%20and%20filings%20from%20the%20last%2024%20hours%20that%20could%20change%20the%20value%20of%20these%20companies%2C%20lead%20with%20anything%20rated%20material%2C%20say%20what%20happened%20and%20why%20it%20matters%2C%20skip%20routine%20items%2C%20and%20keep%20it%20under%20300%20words.%20Schedule%20it%20on%20weekdays%20at%2007%3A30%20Europe%2FLondon.%20Show%20me%20the%20monitor%20before%20creating%20it%2C%20then%20create%20it%2C%20enable%20it%2C%20run%20one%20report%20now%2C%20and%20summarize%20what%20it%20found.)
> >
> > Start this in ChatGPT with the Itoflow plugin.
>
> Using another client? Copy the prompt with the button on the code block.

> [tab] In the Itoflow app
>
> 1. Open [Monitors](https://app.itoflow.ai/watchlists) and select **New monitor → Research**.
> 2. Add your symbols, such as `NVDA.US`, `ASML.AS` and `TSM.US`.
> 3. Write the mandate: what to cover each morning, such as material news and filings from the last 24 hours, in under 300 words.
> 4. Set a weekday schedule, such as 07:30 in your time zone, and save.
> 5. On the monitor's page, turn on **Agent reports** so the schedule runs.
> 6. To see a brief straight away, select **Run report**. It appears on the monitor's page when it finishes.

> [tab] With the API
>
> You need an [access token](https://docs.itoflow.ai/authentication.md#get-an-access-token) in `ITOFLOW_ACCESS_TOKEN`.
>
> **1. Create the monitor**
>
> ```bash theme={null}
> curl --fail-with-body --silent --show-error \
>   'https://api.itoflow.ai/watchlists' \
>   --header "Authorization: Bearer $ITOFLOW_ACCESS_TOKEN" \
>   --header 'Content-Type: application/json' \
>   --data '{
>     "name": "Morning brief",
>     "mandate": "Each morning, summarize the news and filings from the last 24 hours that could change the value of these companies. Lead with anything rated material, say what happened and why it matters, and skip routine items. Keep it under 300 words.",
>     "symbols": ["NVDA.US", "ASML.AS", "TSM.US"],
>     "recurrence": { "kind": "weekdays", "local_time": "07:30", "timezone": "Europe/London" }
>   }'
> ```
>
> The response contains the monitor's `id`. It starts paused.
>
> **2. Enable it**
>
> `POST /watchlists/{id}/control` with `{"action": "enable"}`. Check that the response doesn't say `report_scheduling: "unavailable"`; if it does, try again.
>
> **3. Run a first brief**
>
> To check it works without waiting for the morning, `POST /watchlists/{id}/reports/run`. `GET /watchlists/{id}/active-execution` shows the run in progress; when it finishes, `GET /watchlists/{id}/reports/latest` returns the brief.
>
> **4. Read the brief and the news feed**
>
> Each morning, `GET /watchlists/{id}/reports/latest` returns the newest brief. For the rated stories behind it, ask for the latest news, then read the news feed:
>
> ```bash theme={null}
> curl --fail-with-body --silent --show-error --request POST \
>   'https://api.itoflow.ai/watchlists/MONITOR_ID/news/fetch' \
>   --header "Authorization: Bearer $ITOFLOW_ACCESS_TOKEN"
>
> curl --fail-with-body --silent --show-error \
>   'https://api.itoflow.ai/watchlists/MONITOR_ID/news?limit=20' \
>   --header "Authorization: Bearer $ITOFLOW_ACCESS_TOKEN"
> ```
>
> Replace `MONITOR_ID` with the monitor's `id`. The fetch returns `202` at once, and news is judged in the background, usually within a few minutes. Until you fetch, a new monitor's feed stays empty. While `feed.coverage.current` is below `feed.coverage.subjects`, judging is still running: read the feed again every few seconds until they match. See [Fetch, then poll](https://docs.itoflow.ai/features/monitors.md#fetch-then-poll).
>
> To fetch only new stories later, pass the last response's `feed.judged_through` as `since`, with two safeguards:
>
> * If a response returns exactly `limit` items, some stories didn't fit. Read the feed again without `since` and with a higher `limit`, up to 200, before you move your watermark on.
> * If `feed.judged_through` is `null`, nothing matched. Keep your previous watermark.
>
> See [News feed](https://docs.itoflow.ai/features/monitors.md#news-feed) for every field.

## Limits

* Up to 100 symbols per monitor.
* The news feed covers the last 24 hours and returns one page of up to 200 items.
* Items rated notable or above are kept for 90 days, others for 14.
* News is judged for a monitor when it fetches, paused or not.

## Next steps

* [Search stored news](https://docs.itoflow.ai/features/market-data.md#search-stored-news) across any symbols, up to 90 days back.
* [Monitor a portfolio](https://docs.itoflow.ai/use-cases/portfolio-monitoring.md): get a weighted news feed for a whole portfolio's holdings.


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