Research
Set a focus, keep standing guidance, or request a Deep Dive. Research outside your Plan remains informational.
Give your investment team
instructions it can keep using.
Tell Research what to investigate, add context to a holding, tighten a risk limit, or set an income preference. Review which instructions were applied and change them when your priorities change.
Give research a direction
What should the team look for?
“Look more closely at cash flow.”
Standing guidance adds context to future research. Your Plan continues to govern allocation.
Example research emphasisExplore the Research desk
The business behind the price.
Apple’s recorded Validation review described strong earnings and cash flow. This instruction gives those business fundamentals more attention in the research.
AAPL / Sep 15, 2026Earnings + cash flowHighlighted from an existing recorded review
Read the original evidence
Technical analysis shows price above EMA and SMA with EMA > SMA, bullish MACD increase, strengthening ADX, strong DI and Aroon uptrend, positive momentum signals (Stoch crossover, CMO momentum building, MFI buying pressure, OBV uptrend, Force Index buying force). Minor overbought warnings (RSI, CCI, WILLR) and a few bearish signals (AD distribution, VW below price) are outweighed by the overall bullish alignment. Fundamentals remain strong with solid earnings, cash flow and dividend, and news provides no significant negative catalyst.
Add context to a holding
What should your Position Manager know?
“This holding is part of my long-term income strategy.”
A position brief gives the manager your context. A priority pin moves a holding forward in the review queue, within your subscription allowance.
Example review receipt
Your instructions stay with the holding.
Review the dividend and the original income case alongside the current evidence.
Instructions used in this reviewPosition brief
Illustrative receipt, not a new agent review. This changes no holding or investment Plan and authorizes no trade.Explore recorded holding reviewsThis holding is part of my long-term income strategy.
Priority pin: off. The regular review order applies.Add a tighter boundary
How much downside is too much?
0.25% / Tighter1% / More room
This example starts with a 5% proposed position and applies HST’s recorded 12% adverse-move assumption.
The boundary changes the size
A smaller proposal.
4.17%Permitted position in this illustration
Under the stored stress assumption, the modeled loss is 0.5% of this sample portfolio.
Interactive illustration of one rule. Other Plan and account checks still apply. This changes no real proposal and predicts no return.See the recorded stress casesGive income a purpose
What should your dividends support?
“Use cash income as my preference.”
Income preferences give new dividend ideas context alongside the quality rules and goals you set.
Your preference, carried forward
Plan for cash income.
The selected cash-income preference becomes context on new dividend ideas.
A saved preference does not enroll an account in broker DRIP or move money. This preview saves nothing.Explore the Dividend deskPortfolio
Add a note to a holding, prioritize it for review, or choose how the desk responds to a supported issue.
Risk
Add a watch concern or stress scenario, or tighten a supported limit. Loosening your investment Plan requires a Plan change.
Dividend
Set an income target, quality criteria, and a cash-income or reinvestment preference. This does not change broker DRIP enrollment.
Ask your CIO to prepare a change.
Archimedes can prepare supported Instruct changes from your conversation. Review the proposed change before approving it.