A repeatable daily review sequence
Apply the sequence whenever you check the feed. It is an organizational workflow, not a fixed broker publication schedule.
| Step | Record | Why it matters |
|---|---|---|
| Set the session date | Date in America/New_York for this US-market feed | Your local calendar date may differ |
| Check event timing | Original publication date and time when available | A date-only record cannot locate the exact intraday release |
| Identify the action | Previous and new rating; target separately | A maintained Buy with a higher target is not a new Buy upgrade |
| Open the source | Original note or linked report where available | A headline may omit valuation assumptions |
| Review data status | Retrieval time, coverage and missing fields | Latest available does not mean complete or instant |