2. The terminal and your workspace

Your workspace

Portfolios, alerts, notes, chat, your account and your broker.

Start
  • 8 lessons
  • 37 min
About this section

Your own corner of Gloom: what you hold, what you watch, the alerts and notes around them, the people you talk to, your account, your broker, and the AI helpers.

What you will be able to do

  • Build a portfolio and a watchlist and read their P&L.
  • Read your portfolio's risk against the market.
  • Use the Kelly sizer to see how big a position your own assumptions justify.
  • Set price and event alerts.
  • Write a note, write a thesis you can check later, and chat with other users.
  • Manage your account, connect a broker, and ask Gloom questions in plain English.

Five words to know before you start

portfolio
a list of things you own, with how many and what you paid
watchlist
a list of tickers you follow but do not necessarily own
position
how much of one thing you own in one portfolio
P&L
profit and loss: how much money a position has made or lost
Gloom Cloud
your free Gloom account: it syncs your work across devices and unlocks chat, alerts by phone and email, and Ask Gloom
  1. 01Portfolios and watchlists (PF, AP, AW, RP, RW)PF shows what you own (positions, cost, profit and loss) and what you follow (watchlists) with live prices, and AP, AW, RP and RW add or remove tickers from anywhere.5 min
  2. 02Portfolio risk (PORT, MARS)PORT (also MARS) measures your portfolio's risk against a benchmark: how much it swings, its worst fall, a bad-day loss estimate, and what a crash or a rate jump would do to it.5 min
  3. 03How big a position? (KELLY)KELLY turns your own guesses (chance of being right, upside, downside) into a position size, caps it with your risk limits, and says how much to add or trim.5 min
  4. 04Alerts (ALRT, SA)An alert watches the market for you, firing on a price level or an event such as an earnings date, a filing or an insider trade, and ALRT lists them all.4 min
  5. 05Notes and theses (NOTE, THESIS)Notes are your free-form memory (NOTE), and a thesis (THESIS) is a checkable reason for holding something, with pillars that must stay true and kill conditions that would make you sell.4 min
  6. 06Chat and teams (CHAT, DM, TEAM)CHAT opens public channels by topic, DM @user starts a private conversation, and TEAM creates a private group that shares layouts, lists, notes and its own chat.4 min
  7. 07Your account and your broker (ACM, BR, IBKR)ACM manages your Gloom account, and BR connects a brokerage account so your real positions appear in a portfolio and stay in sync.4 min
  8. 08The AI helpers (ASKG, AI, AGENT)Gloom has three AI helpers: Ask Gloom (ASKG) answers with Gloom's own tools and cites its sources, the AI screener (AI) turns a sentence into a list of tickers, and the agent (AGENT) can operate the app for you.5 min

Educational material about reading market data, not investment advice.