Action list

The action list puts everything the framework says to do on one screen, one line per action. Open it from the nav (Actions), press g then l, choose Open the action list in the command palette, or follow Action list from the What needs attention panel on Home.

Investi never places, changes or cancels an order. Every order line carries a Schwab link that opens Schwab's own order screen, where you make the change. See Schwab links. Done, Snooze 1d and Dismiss only mark a line inside Investi.

One line per action#

Each line is an icon, a verb, the symbol and the numbers, for example:

• CANCEL BBB buy 50 @ 19.00 · -5.0%: a working buy on a RED or FLAGGED name, with the limit's distance from the last price.
• SELL MCD 300 @ 269.89 · +0.8%: a working sell on a RED or FLAGGED name.
• EARNINGS NRG Nov 9 · switch to GTC: a GTC+EXT order on a name reporting in the earnings window. (est.) marks a vendor estimate the company has not confirmed.
• EARNINGS COST Dec 10 · 3 held: a name you hold that reports in the window.
• OVER LIMIT Consumer discretionary 45.8% of equity · 25% max: a cap or cluster line over its limit.
• CRASH CAP 113% · choose a line: the crash-cap ratio when it needs you.

The explanation is behind the arrow at the start of each line: the full sentence ("Change the buy 10 AAA at 100.00 from GTC+EXT to plain GTC before the Nov 6 report."), the account, the report date with confirmed or estimated, and the order's Schwab number. Verdict chips show the reason card on hover or tap. The page head's How this works drawer has the methodology.

Distance is (limit minus last) divided by last: negative means the limit sits under the market. The earnings window runs from today through today plus the Earnings call-out (days) threshold (7 days by default).

Groups#

Each group header shows its count. Which actions go where:

Within a group, lines with a report date come first, soonest first. A group with nothing in it says so in one line.

Positions and orders at or under the probe size (1 share by default, see Probe lots) never make a line. The page head says how many probes were skipped.

Done, Snooze 1d, Dismiss#

• Done marks the line handled. Dismiss says it does not apply. Both hide the line until something about it changes: the shares, the limit, the time in force, the verdict, the report date or the measured value. A replaced order (Schwab gives it a new order number) is a new line and shows.
• Snooze 1d hides the line until the next trading day: snoozed on a Friday, it is back on Monday; snoozed the day before Thanksgiving, it is back on the Friday after.
• Undo appears after each change and restores the line's state from before it.
• Hidden at the bottom lists every line you put away, with its state ("Snoozed to Mon, Nov 9") and Restore.

States are saved per line for your Investi account, so they hold across reloads, devices, the REST API and the MCP tools. Each line has a stable key built from its kind, account, symbol and order number (or report date, or limit line).

Crash cap#

Open buys plus margin debt, divided by equity, as a bar with the strict line (60%, survives roughly a 30% crash) and the loose line (75%, roughly 20%). The dashed part shows where the ratio lands once every open buy fills (cash pays first, the rest becomes margin debt; equity is unchanged at the fill price). Beside it: open buys, margin debt and equity in whole dollars.

Hold the account to sets which line the account is held to: strict, loose or Not chosen. It saves to your settings at once (crashCapLevel in PUT /api/v1/settings), and Portfolio, the weekly review, the REST API and the MCP tools all use it. With a level chosen, the ratio is Within at or under that line and Over above it; the line's sentence says how many dollars to cut or how much room is left. With no level chosen both lines grade it: under strict is Within, between the lines is Watch, over loose is Over.

Schwab links#

Every order row in the app (this screen, the Portfolio working orders and the Orders tab on a company page) has a Schwab link. It is a plain link that opens https://client.schwab.com/app/trade/tom/#/trade/orderstatus, Schwab's Order Status page (Trade, Order Status), in a new tab. Nothing is submitted.

Schwab's public client FAQ describes Order Status as the list of "all open orders and other recent order activity in the currently selected account", with a Change button on each open order. Schwab publishes no address for a single order, so Investi shows the order's own Schwab number (for example #1004512345679) in the line's details; find that row and press Change. Hover the link to see which account the order is in, since the page shows one account at a time. If you are signed out, schwab.com asks you to log in first. Orders you recorded by hand and sample orders have no Schwab number.

On Schwab, Change edits price, quantity and conditions. If the timing cannot be changed there, cancel the order and enter it again as GTC.

API and MCP#

The same object is available as GET /api/v1/actions (scope portfolio:read, see REST API) and as the get_action_list tool for Claude (see MCP). items lists every line with its key, group (now, week, watch), verb, symbol, text, detail and state (done, snoozed or dismissed when hidden, null when showing); counts has the showing count per group and how many are hidden. The section arrays (switchToGtc, ordersOnRedOrFlagged, heldReporting, breaches), openItems and summary leave hidden lines out.

POST /api/v1/actions/{key}/state with { "state": "done" | "snoozed" | "dismissed" | "open" | "undo" } (scope workspace:write) changes one line, exactly like the buttons.