EDGR
— Field guide — v1.0 · updated weekly

Everything you need to know.

A working manual for EDGR — the pre-market and post-market news dispatch. Skim the section labels on the right (or jump to the part you need); each section is short and self-contained.

What EDGR is

№ 01

EDGR is a personalized financial news dispatch. You build watchlists of tickers — the symbols you actually care about — and EDGR delivers a focused pre-market and post-market briefing for those names, on the schedule you choose.

Each dispatch aggregates news from across the financial press, deduplicates so you don't see the same story twice, ranks by event severity, and summarizes each headline. You get a focused brief — signal, not noise.

Free for everyone. Premium tier (AI summaries from the EDGR Investment Research Group) launches separately.

Getting started

№ 02
  1. 01.
    Sign up with email + password (8+ chars, with a number, a capital letter, and a special character). Your password is checked against known data breaches before saving — pick something unique or click Generate strong password.
  2. 02.
    Verify your email with the 6-digit code we send.
  3. 03.
    Enroll in two-factor authentication — required, not optional. Pick an authenticator app (recommended: 1Password, Google Authenticator, Authy, Bitwarden) or email-based codes.
  4. 04.
    Save your 10 recovery codes. They appear once. Stash them in a password manager or print them. They're how you get back in if you lose your authenticator.
  5. 05.
    Build a watchlist. See section 03.

Watchlists & tickers

№ 03

A watchlist is a named bucket of tickers. Each user gets one free watchlist; additional watchlists are $10/year each. Every watchlist holds up to 10 tickers. All editing happens on the Dashboard.

Create

Type a name in Open new watchlist (lowercase letters, numbers, hyphens, underscores) → Create.

Add a ticker

Type the symbol in any watchlist's Add ticker field. Company name is auto-looked-up.

Remove a ticker

Click the × on the ticker chip.

Rename / delete

Use the Rename disclosure or the red Delete link on each owned watchlist.

Tickers are case-sensitive at delivery (we match $BE in headlines, not the English word "be").

Your schedule

№ 04

Two dispatches every weekday. Set them under Delivery on the Dashboard.

  • Timezone Any IANA name — America/New_York, Europe/London, Asia/Tokyo, etc.
  • Pre-market fire When the morning dispatch arrives. Default 09:00 in your timezone. Looks at the past 17 hours of news (64h on Mondays to cover the weekend).
  • Post-market fire When the evening dispatch arrives. Default 16:30 in your timezone. Looks at the past 8 hours.

Times are rounded to the nearest 15 minutes. Mon–Fri only — never on weekends.

Sharing watchlists

№ 05

Anyone can join your watchlist with an invite link. Recipients see your tickers in their dispatches alongside their own — they can't add, remove, or rename anything you own.

As an owner
  1. Expand Share on any watchlist.
  2. Click Create invite link.
  3. Copy the URL and send it.

Each link is single-use, expires in 7 days. You can have up to 10 active invites at once. Revoke any time.

As a recipient
  1. Click the link.
  2. Sign in (or sign up) if you haven't already.
  3. Confirm on the join page.

You can also paste a code under Have an invite code? on the Dashboard.

Account & security

№ 06

Manage everything sensitive from Account.

  • Change password Confirm current password, set a new one (HIBP-checked again).
  • Change email Verification link goes to the new address. The old address gets a security alert.
  • Regenerate codes Voids old recovery codes, gives you 10 new ones (shown once).
  • Switch 2FA method Email ↔ authenticator app. Verification required before the switch persists.
  • Reset 2FA Wipes enrollment + recovery codes; signs you out; forces re-enrollment on next sign-in.
  • Delete account Irreversible. Removes user, watchlists you own, and memberships. Type DELETE + password to confirm.

Inside the dispatch

№ 07

Each email is a stack of watchlist cards, one per list you own or have joined. A card has up to four sections, each tuned to surface a different signal:

  • Top Stories High-severity events: FDA actions, M&A announcements, earnings, guidance changes, fraud or major lawsuits.
  • Analyst Ratings Upgrades, downgrades, and target changes from Wall Street.
  • X & Web Sentiment and commentary surfaced from social and web sources.
  • By Ticker Everything else, grouped by symbol.

Articles are deduped across sources within a fire and across fires for the past 48 hours — you won't see the same headline in your morning dispatch and again in the evening.

Discord (optional)

№ 08

The same EDGR account works on Discord too — useful if you prefer chat-based config. Mirror commands for everything you can do on the web:

  • /start · begin Discord onboarding (verifies the email already on your web account)
  • /watchlist create | rename | delete | add | remove | list | show
  • /schedule timezone | premarket | postmarket | show
  • /invite create | list | revoke
  • /join <code> · redeem an invite (works with web-issued codes too)
  • /leave <owner> <watchlist>
  • /help

Bot replies are private (ephemeral). Bot DMs require the EDGR Discord server.

Join the EDGR Discord

Troubleshooting

№ 09
Didn't get my dispatch.
Check spam first. The sender is news@mail.edgr.news. If your watchlist is empty (or all tickers are large-cap with no news in the window), there's nothing to send.
My ticker isn't being matched.
Tickers must be uppercase and 1–10 chars (letters, digits, dot, dash). Smallcap and microcap names tend to have lighter coverage — that's a function of the news ecosystem, not us.
Locked out of my authenticator.
Use any of your recovery codes — paste it where you'd normally enter the 6-digit code. Each code works once. Then regenerate or switch method from Account.
Lost my recovery codes too.
Email us with proof of account control (the email on file). We'll reset your 2FA after a manual check.
"Too many sign-in attempts."
Either your account is locked (5 wrong passwords → 15 min lockout) or your IP hit the 2FA failure rate-limit (20 per 15 min). Wait it out and try again.
CAPTCHA won't load.
We use Cloudflare Turnstile. If it doesn't render, your browser may be blocking challenges.cloudflare.com — disable a tracker blocker temporarily for this site.

Contact

№ 10

Stuck or have feedback? Reach out and we'll respond.

info@edgr.news