News

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Overview

News brings investment updates into one review page. Use it to see what happened, which holdings are affected, whether action is needed, and which documents support the update.

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Before you start

Make sure you are reviewing the right organisation. For action items, check the source document before relying on a summary or reminder date.

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Basic and advanced use

• Basic use: review updates, action flags, expected dates, and supporting documents.
• Advanced use: triage critical items, add calendar reminders, review investment-level context, and clean up stale items.

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What you can see

The News page is split into a triage queue on the left and a detail panel on the right. It shows:

• Triage tabs — Needs action, Upcoming, Done, and All — with item counts.
• Due pills on each item: overdue, due soon, a due date, or FYI for informational items.
• Unread markers for items you have not opened yet.
• Expected dates and action-by dates.
• Linked investments and source material.
• Summaries, impact notes, suggested actions, and supporting documents.

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Review news

1. Open News from the main menu.
2. Start on the Needs action tab — overdue and due-soon items carry red and amber pills.
3. Search by holding, topic, action, or impact. You can also type filters such as importance:high or event:dividend.
4. Select an item to review it in the detail panel. Opening a new item marks it as reviewed.
5. Read the summary, impact analysis, and suggested action.
6. Open the linked investment or source if you need more context.
7. When the work is done, select Mark actioned. If the item does not need a response, select Ignore instead. Both move the item to the Done tab; use Reopen if you need to bring it back.
8. Use Add to workspace to start a Planning Workspace discussion from the news item. The composer opens prefilled with the linked investment and the news title.

On iPhone and iPad, use the Needs action, Upcoming, Done, and All segments to move through the same triage queue. Items that have not been opened show a blue dot, while due labels separate overdue, next-seven-day, and later work. Use Sort and choose Action by to bring the earliest deadlines to the top. Each mobile card includes quick actions to mark work as actioned, add a calendar event, share the update, or open its linked investment. Select the card for the full detail sheet, where you can follow the New, Reviewed, and Actioned status, review the suggested action and potential impact, open supporting documents, ignore or reopen an item, and delete news that is no longer needed.

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Understand the labels

• Importance shows how much attention the item may need.
• Event type describes the kind of update, such as AGM, distribution, capital call, valuation, or market update.
• Corporate action and distribution items can include scheduled stock splits and dividends. These show the expected date and the linked investment.
• Action required means someone should review, decide, respond, vote, monitor, or update records.
• Status tracks each item through New, Reviewed, and then Actioned or Ignored. New items show an unread dot in the queue.
• Date added is when the news item was recorded in InvestSync.
• Expected date is when the event is expected to happen.
• Action by is the date a response or decision is due.
• Confirmed shows whether the update has been confirmed.

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Use supporting documents

Some news items include documents. Open a document to preview it in the side panel, or use Open or Download when you need to review it separately. Use supporting documents to verify:

• Announcement details.
• Distribution or dividend timing.
• Voting or response requirements.
• Valuation or portfolio impact.
• Source material for client or committee notes.

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Calendar reminders

When a news item has a useful reminder date, you may see Calendar in the item actions. Use it to add a reminder for:

• Action deadlines.
• AGMs.
• Capital calls.
• Corporate actions.
• Distributions.
• Governance or regulatory events.
• Valuation events.

If your calendar is not connected, InvestSync will guide you to connect or reconnect it.

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Delete a news item

Use Delete when a news item is no longer needed. Deleting the news item removes it from the News page, but linked documents are kept.

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News on an investment

Individual investment pages can also show recent external headlines and market context for that holding. Use those headlines for background research, then rely on the News page for tracked updates, action items, documents, and reminders.

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Good habits