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Module · PTM 2.0 §43

Weekly Workflow

The process page. Not an indicator stack — the to-do list that keeps the research desk running.

Weekly checklist

  1. Refresh macro: three-axis regime updated 2026-05-23 — run compute_macro_regime if stale.
  2. Generate sector clues: 5 active clues — /sectors
  3. Review idea inventory: 0 active — /ideas
  4. Refresh catalysts within 14 days: 0 in next 7 days — /catalysts
  5. Portfolio risk check: /portfolio — review gross / cash net / beta net.

Monthly checklist

  1. Run macro regime + report — verify prior-period validation reads consistently.
  2. Re-rank sector outliers — refresh compute_sector_outliers.
  3. Refresh forward fundamentals for coverage tier — sync_forward_estimates --coverage-tier core.
  4. Track-record review — close any orphan positions, tag mistakes, write lessons.
  5. Re-validate active sector clues — expire stale ones.

Regime — current

Decision cell
strong_supportive
Confidence 84%

Idea funnel

Active by stage
0
no ideas yet

Sector clues

Active
5
Across 5 sectors

Catalyst pressure

Next 7 days
0
no overdue events
Per PTM 2.0 spec §43: subscription value comes from the weekly process, not from any single indicator. This page is the operating manual the desk runs on.