Workflow

Keep the workspace focused on the work in front of you.

01

Review market structure

02

Compare timeframes

03

Organize instrument lists

04

Preserve research annotations

Repeatable process

Use a consistent research structure without making the workflow rigid.

Start with context, add the tools that help answer the question, record the reasoning and preserve the workspace for the next review.

Research processIllustrative interface
SPY
-5.5%
QQQ
-25.0%
IWM
-1.5%
DIA
+11.2%
Illustrative returns
01
Set context

Start with the market and timeframe that answer the question.

02
Add evidence

Use studies, comparisons and notes where they add signal.

03
Save the view

Keep the layout ready for the next review.

Related

Explore the rest of Adaptive.

Charting

Explore the full professional charting environment.

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Features

Review indicators, drawings, alerts and layouts.

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Adaptive for teams

Discuss access and deployment with our team.

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Bring Adaptive into your market workflow.

Our team can help you understand how Adaptive fits your charting and analysis needs.