Getting the Most from Pelican

Step 1 — Check the Daily Brief

Open the Brief page first thing. In one glance you see your open positions and how they moved overnight, today's economic events and when they drop, which market sessions are open right now, top gaining and losing stocks, and market sentiment.

The Brief replaces your morning routine of checking CNBC, Yahoo Finance, the economic calendar, and your broker app. It's all here.

Step 2 — Scan Your Positions

Your open positions on the Brief page show live P&L. Check for positions approaching your target or stop, outsized winners you might want to trim, and anything that moved significantly overnight.

If a position catches your eye, click it to ask Pelican for a deeper read.

Step 3 — Check the Earnings Calendar

See who's reporting today and this week. If any of your positions have earnings coming, Pelican can preview what to watch for.

Click any company on the calendar — Pelican gives you an instant earnings preview with EPS estimates, revenue expectations, and what the market is pricing in.

Ask follow-ups. Pelican remembers the full conversation. After an analysis, ask "What's the bear case?" or "What if CPI comes in hot?"

Reference your positions. "Given my open NVDA long, should I hedge with puts or reduce size?"

Ask for specifics. "Give me exact entry, stop, and target levels" beats "what do you think?"

Log every trade

When you enter a position, log it in Pelican. Takes 30 seconds: ticker, direction, entry price, stop loss, take profit, your thesis, conviction level, and setup tags.

Your thesis is the most valuable field. When you review losing trades later, the thesis tells you whether your analysis was wrong or your execution was wrong. That's how you improve.

Close trades with context

When you exit, close the trade in Pelican and add notes on what happened and what mistakes you made. Pelican calculates your P&L, R-multiple, and win rate automatically.

Use Pelican Scan

Hit the SCAN button next to any open position. Pelican reviews your trade with full context — entry, stop, target, thesis, current price — and gives you an updated read. Do this at least once a week per position.

Review your dashboard

Your Positions dashboard shows portfolio allocation, P&L by position, risk concentration warnings, win rate, equity curve, and drawdown. Check it weekly. Look for patterns: are you better at longs or shorts? Do you cut winners too early? Do Fridays consistently hurt you?

The Heatmap

The S&P 500 heatmap shows you the entire market in one view. Green is up, red is down, size is market cap. In 3 seconds you know whether money is flowing into tech or out of it, which sectors are leading, and whether this is a broad rally or narrow.

Click any stock on the heatmap — Pelican instantly analyzes why it's moving and whether it matters for your portfolio.

The Correlation Page

See how assets move relative to each other. If you hold NVDA and AVGO and they're 0.87 correlated, you're essentially running double the semiconductor risk. The correlation matrix helps you diversify intelligently.

Before earnings: Check the Earnings Calendar to see when your holdings report. Click any company for an earnings preview: EPS estimate, revenue estimate, key things to watch, and how the stock reacted to recent quarters.

During earnings: Ask Pelican what just happened. Beat or miss? How's the stock reacting after hours?

After earnings: Log the trade outcome. Ask Pelican to review: "I went long into earnings and it dropped 8% despite beating estimates. What went wrong?"

Learning Mode — Toggle it in the chat header (graduation cap icon). Every trading term Pelican uses gets highlighted. Hover for the definition. Click to open the Learn panel for a deeper explanation.

You don't need to understand everything before you start. Learning Mode lets you learn in context — when the term actually matters for your trade, not in a textbook.