How to Use Ticker Coach: A Practical Tour

Most investors don't need more tabs open. They need a tighter loop: know what changed, understand why it matters, and keep every decision tied to a plan. That loop is Ticker Coach's whole job — and this is the practical tour: what to do first, and how the pieces fit, with a short demo clip for each step. Everything below is educational tooling: Ticker Coach informs your decisions and never makes them.

Step 1 — Build a Watchlist

Start with the stocks you own or care about. Your watchlist drives everything else: it's what gets analyzed daily, briefed every morning, and watched for alerts. No brokerage connection is required. But if you want, you can sync your brokerage read-only, so your actual holdings get the same treatment automatically. Read-only means exactly that: Ticker Coach can see your positions to analyze them, and can never place a trade.

Step 2 — Learn to Read the Coach Score

Open any stock and you'll see its Coach Score — a 0–100 number that combines four separate reads: sentiment, technicals, fundamentals, and news impact. Two habits make it useful:

• Read the why, not just the number. Every score shows its evidence — which signals are strong, which are weak, and a plain-English AI summary. The number gets you oriented; the evidence is where the learning happens.
• Treat it as conditions, not instructions. A high score describes current conditions across many signals. It is not a prediction and not a recommendation — scores can be wrong, and every decision stays yours.

When something in the analysis is unfamiliar — RSI, a squeeze, a death cross — the Learn hub covers each concept, and the AI chat can explain any stock's read in context.

Step 3 — Let the Briefing Come to You

Every market day after the close, Ticker Coach re-analyzes your stocks. By morning, your briefing is waiting: what moved, why, and what changed — as text, or as a ~3-minute audio version for the commute. It replaces the doom-scroll with a bounded ritual: a few minutes, and you're caught up.

Between briefings, alerts cover the gaps — big price moves, high-impact news, signal changes on your names. They're filtered for significance. A buzz means something happened that's worth a look, not that a ticker twitched.

Step 4 — Discover in Plain English

When you want new ideas, Discovery takes plain-English requests — "profitable tech under $50 near its 52-week high," "semiconductors breaking out on rising volume" — and turns them into real screens across thousands of US stocks. Curated screens and playlists cover common starting points: momentum pullbacks, quiet consolidations, sector leaders. Everything a screen surfaces is a candidate to research, and each one opens straight into its full analysis.

Step 5 — Turn Ideas Into Tested Rules

The Strategy Builder interviews you in plain English and drafts precise, testable rules — entries, exits, and risk defined up front. Then:

• Backtest the rules over years of history and study the honest numbers, especially the worst losing stretches (what backtesting can and can't tell you).
• Run a paper bot — it follows your rules with zero real dollars, logging every signal, so you learn whether the plan works and whether you'd actually follow it.

Nothing here trades real money. The point is discipline: replacing in-the-moment emotion with rules you've already examined calmly.

A Realistic Daily Rhythm

• Morning (3 min): briefing — read or listen.
• During the day (0 min): alerts find you if something important happens.
• Evening or weekend (when curious): open anything flagged, run a Discovery screen, check your paper bots.

That's the product working as intended: minutes of attention, deliberately spent.

Key Takeaways

• Watchlist first — it powers analysis, briefings, and alerts.
• Read Coach Scores for their evidence; treat them as conditions, never instructions.
• Briefings and filtered alerts replace screen-watching with a few bounded minutes.
• Discovery finds candidates in plain English; Strategy Builder + backtests + paper bots turn ideas into rules you can trust yourself to follow.