Agentic Trading 365 — New member walkthrough
Demonstration data. A narrated guide.

00:00:00.000 — Welcome to your research desk
Welcome to Agentic Trading three sixty five. This narrated guide follows the screens you will use as a new member. The circular mouse marker shows where to click, and each chapter gives you time to follow along. Pause whenever you want to try a step. All holdings, prices and results shown here are demonstration data, not current recommendations. We will build a manual portfolio, explore research and news, review decisions and accuracy, then spend time in Sentinel Desk. Captions are optional: use the player’s C C control to turn them on or off.

00:00:35.870 — Build your manual portfolio
Begin in Portfolio. Choose Add or edit manual holdings to recreate the securities you own without connecting a brokerage. Give the portfolio a clear name. Type a company name or ticker and select the matching stock or E T F, then enter the number of shares. Fractional shares are supported. Add up to ten distinct securities. Prices load separately and may be delayed. The estimated holding value is the available price multiplied by your shares. It may differ from your broker’s valuation. Choose Save holdings when you finish. Editing a field alone does not save it.

00:01:13.320 — Import and assess your holdings
If you already have a holdings spreadsheet, open Upload holdings, C S V. Download the template, or supply a file with Symbol and Quantity columns. Review every row before using the preview in the editor. You still need to choose Save holdings. An import replaces the manual list; it does not connect to or change your brokerage account. When your saved list is ready, choose Assess manual portfolio and review the confirmation. Sentinel researches supported holdings and prepares the overview. Watch the progress indicator. A failed security is reported separately; successful research remains available. Keep your manual list current as your real holdings change.

00:01:56.100 — Research a security
Open Analysis and data to investigate a security on its own. It does not have to be on your watchlist. Use Stock Lookup to find the right company or security, checking its symbol rather than relying on a similar name. Analyze stock researches the selected security. Analyze selected runs a batch of up to five selected securities. These actions use your research allowance. The progress display tells you that work is continuing. You may visit another page while the job runs, and a notification reports completion. If a source is unavailable, review the explanation before retrying rather than repeatedly starting the same job.

00:02:35.740 — Read saved research carefully
Choose an item in Saved Analysis to read its thesis and supporting evidence. The historical price used in the assessment appears with its quote time and the time the analysis was saved. The intraday chart beside it is a newer market snapshot, so the two prices may differ. Read key drivers, counterarguments and missing evidence together. Open the full evidence section when you need more detail. A numerical forecast is a model estimate, not a promise. If an impact cannot be supported, Sentinel may leave it unquantified or withhold a recommendation. That limitation is part of the research, not a reason to invent precision.

00:03:15.330 — Review decisions and outcomes
Return to Portfolio and open Decisions. Recommendations belong to the selected portfolio or account. Review the reasoning and risks before recording Buy, Sell, Hold or Watch. Your choice can differ from Sentinel’s view. A recorded decision is a research record, not a submitted order or a confirmed trade. Next, open History and Accuracy to revisit saved recommendations, your decisions and forecast outcomes. Pending means the horizon or required data is not yet complete. Only eligible observed outcomes contribute to a score. Forecast accuracy is different from investment profit, and a small sample should not be treated as proof of a trading advantage.

00:03:59.450 — Follow relevant news
Open News to explore company stories and connected industry or economic developments. Use News relevant to to choose the coverage you want, such as current holdings or your watchlist. Saving changes to a manual portfolio changes the current holdings context. A saved account assessment is dated evidence and may need a fresh assessment after holdings change. Read the explanation of why an article matters, its publication date and its source. A supplier problem, a regulation or a currency move can affect a company indirectly, but the connection needs evidence. Click the headline to read the original publisher’s story in context.

00:04:38.340 — Explore Sentinel Desk
Choose Sentinel Desk after Help in the main menu. This full width workspace brings your portfolio, watchlist, a security chart, Sentinel perspective and the daily stock and crypto lists together. The desk has its own dark mainframe appearance; the rest of this walkthrough uses light appearance. Select a symbol in any list to make it the focus of the center panel. You can also type a stock, E T F or U S dollar crypto pair, such as B T C dash U S D, and select View. Manage opens the existing portfolio or watchlist editor. Browsing the desk does not automatically run a full paid analysis.

00:05:17.950 — Switch between lines and candles
Above the security chart, choose Line or Candlesticks. Each candle summarizes one time interval. Its body connects the opening and closing prices; its wick marks the high and low. A green candle closed at or above its opening price, while red closed below it. Move across the chart, tap it, or use the slider to inspect the date, time and price. The readout labels opening, high, low and closing prices as O, H, L and C. If complete candle data is missing, the desk omits those candles or explains why it is showing the price line instead. Missing data is never a zero price.

00:05:58.740 — Use ranges, volume and daily accuracy
Choose a range from one day through five years to put the move in context. One day means the latest available market session, which may be the prior trading day when a market is closed. The panel below the price chart shows reported volume. Daily Watch selects up to ten heavily traded U S stocks, with no twenty dollar price limit, plus ten cryptocurrencies. Selection is a dated snapshot rather than a constantly changing leaderboard. Its directional assessment is shorter than full company research. The accuracy column links to dated results in History and Accuracy. New forecasts remain pending until their future horizon can be scored; a daily report does not mean every forecast finishes that day.

00:06:42.290 — Keep help close without covering your work
The small symbol handle at the bottom right opens A T three sixty five Chat. It starts tucked away and returns to the handle after two minutes without chat activity. Your unsent draft stays while the page remains open. New mentions flag the handle rather than opening a panel over your work. The small Training link opens this video in a movable, resizable player. Hide it to the right edge when you need room; playback continues until you pause it yourself. The Help link opens searchable instructions. Use the video’s caption control to switch English captions on or off, and pause or replay any chapter at your own pace.

00:07:21.230 — Preferences and your next session
Open Settings for appearance and session preferences, and Profile for your identity, membership and account security. Save form changes explicitly. If you try to leave with unsaved edits, choose Save changes, Discard changes or Keep editing. In mobile layouts, the header Log out and Reset timer buttons are hidden, but the session countdown still appears and session expiration still applies. Your first workflow is simple: save accurate holdings, assess them, review the evidence, record your own considered decision, and return later to compare outcomes. Sentinel is here to support that process. Keep checking dates, sources and uncertainty, and use Help whenever you need a reminder.