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What a morning brief contains

A morning brief is one message a day, at a time you set. It lists alerts that fired since the previous brief, and 24-hour receipts completed in that same stretch. It is a record of what already happened. It is not a plan for the next day.

This page says when the brief is due, what the list includes, and how it arrives. It does not tell you to buy, sell, or hold.

When a brief is due

The morning brief is on for a new account. The time is 8:00 AM in your time zone, and the choices step every 30 minutes. The default zone is US Eastern. 8:00 AM there is 12:00 UTC in daylight time and 13:00 UTC in winter time.

The brief is due at the first instant the wall clock reads that time. A time that spring forward skips is due when the clock jumps, which in US zones makes 2:00 AM or 2:30 AM on the second Sunday of March due at 3:00 AM. A time that fall back repeats uses the earlier instant, which in US zones is 1:00 AM or 1:30 AM on the first Sunday of November.

The account is checked on the hour and the half hour. The message is queued 60 seconds after your time, so the minute before can be written first. A zone 45 minutes off the hour is found at the next half hour, so that brief can leave up to 15 minutes late, and it is still the brief for the exact time. If you move the time later on a day whose brief already went out, the next one is tomorrow.

The list runs from the end of the last brief that was sent, up to the time this one is due. If none has been sent, the start is 24 hours earlier, or earlier still when a skipped brief had an earlier start. It is never earlier than 7 days before this brief.

What the list contains

An alert is listed when it fired in that stretch and it was sent at once, kept for quiet hours, kept because the daily limit was used, or grouped into the brief. Muted alerts, snoozed alerts, and duplicates are left off.

The message prints the 10 most recent of those alerts, oldest first. When the count is over 10, a line says how many more are on Today. Each line is the event sentence stored when the alert fired. No model writes the brief.

A receipt is listed when it is the completed 24-hour receipt, recorded in the stretch, on an alert that passes the same filter. Email prints up to 10 of those lines, oldest first, each with the event and the signed 24-hour change. Telegram and phone alerts carry the receipt count only. A receipt that is not in yet is left off.

If both counts are zero, nothing is sent. If no alert fired and a receipt did complete, the fired block is dropped and the receipt block stays. A zero block is dropped with its heading. Deleting an alert removes its fires from Today, and from the next brief.

How the message is delivered

The brief goes to the account. One alert's own destination list does not narrow it. Telegram, a phone alert, or email receives it when that destination is active or failing. A paused or revoked destination does not.

Telegram uses the date, the alert count, the event lines, the receipt count when it is not zero, and the line "This is a price record, not a recommendation." One button says Open Today. There is no Why, Snooze, or Mute.

The email subject is "Daily brief for" and the date. Email adds the 24-hour lines, up to 10. A phone alert is a single line with the date, the fired count, and the receipt count.

The brief does not count toward the daily message limit. That limit counts alert messages and the one notice that the limit was reached.

If the brief time falls inside quiet hours, and grouping is not waiting to deliver alerts, the brief is not sent, and it is not sent later when quiet hours end. The next sent brief still starts where the previous sent one ended. If grouping is on, or grouped alerts are still unlisted, the brief waits and goes out at the end of quiet hours.

Grouping is a separate switch

The morning brief is included on Free, Trader, and Pro. Grouping is off on Free and available on Trader and Pro. It starts off, so each alert sends on its own and the brief is only a summary.

While grouping is on, a rule alert does not send by itself. Today still updates, and the brief is the message. The screen says one message on the brief schedule, instead of a message for every alert. Turning the morning brief switch off does not stop a brief that grouping still needs. Alerts from the last 7 days that are not listed yet still go out once more if you turn grouping off too, or if the plan loses grouping.

Terminal sends that list once, at the time you set, and it treats the brief as a price record rather than a recommendation.

FAQ

Does the brief count toward the daily limit?

No. The limit counts sent alerts and the one notice that the limit was reached. The brief is separate.

What if nothing fired and no receipt completed?

Nothing is sent, and that day does not move the window. The next brief that is sent still starts from the previous sent one, and it never looks back more than 7 days.

Does grouping replace the morning brief?

No. It is a second switch. On Trader and Pro it can make the brief the only message for rule alerts. On Free that switch stays off. The morning brief itself is on Free, Trader, and Pro unless you turn it off.

Sources. The figures on this page are the product's brief rules and the words in the message. They are not a live price.

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