Templates
Templates provide connected starting points for common research tasks. Each selection creates a draft you own and can change. Free, Pro Lite, and Pro can use templates that fit their plan's available triggers and limits.
Before you begin
- Open Workflows and confirm you have room to create another workflow.
- Prepare the portfolio or watchlist required by your chosen template.
- Keep GNG credits available if the template uses AI.
- Confirm separate War Room access for a template that uses War Room council. Workflow access alone is not sufficient.
Quickstart
- Open Templates, or browse the gallery shown before your first workflow.
- Select the card for a suitable starting point.
- Replace its example tickers and select your own resources and models.
- Inspect the instructions, connections, and output settings.
- Select Test and review the run.
- Select Save in the editor, then activate it if you want automatic starts.
What it shows
| Template | Research task |
|---|---|
| Portfolio move explainer | Investigate a move in your portfolio. |
| Monday watchlist digest | Review watchlist research on a weekly schedule. |
| Material news brief | Prepare a brief from relevant news. |
| Monthly portfolio report | Revisit your holdings on a monthly schedule. |
| Watchlist chart at the close | Produce a chart from watchlist data. |
| Negative news screen | Review news that meets a negative-sentiment condition. |
| GNG rating change watch | Follow changes in a selected rating. |
| Daily market briefing | Prepare a repeating market summary. |
| Bull vs bear on a big market move | Ask a council to examine opposing views. |
| Top-gainers spotlight | Investigate a top-movers event. |
| Multi-position breach alert | Review holdings that meet a move condition. |
| Weekly portfolio review PDF | Produce a downloadable portfolio review. |
Inputs
A template can contain a sample ticker, an unselected portfolio or watchlist, and AI steps that need a model. Review every step, including the schedule's timezone and the email subject or report title.
Outputs and how to read them
Selecting a template creates an editable draft. It does not start a run or activate a schedule. An incomplete draft can show issues until you choose the required inputs.
Data and timing
The template supplies an arrangement and instructions. Your run uses the information available when it executes. Review a fresh test after changing the template.
Use cases
- Learn how to combine several kinds of steps.
- Adapt a recurring report to your own holdings.
- Start with an existing example of a conditional alert.
Limitations and disclosures
A template can be unavailable because of your plan's trigger choices or workflow limits. A prepared draft still needs your review and a successful test.
GNG Research provides equity research and educational tools, not investment advice. Nothing on the platform is a recommendation to buy or sell any security. Do your own research and consider your circumstances before making any investment decision.