Seven of the best books ever written on momentum and technical trading — O'Neil, Minervini, Farley, Knight, Duddella, Steidlmayer — were read end to end and distilled into something rare: rules precise enough for a machine to execute and test. That library is the model's brain.
Every session it puts that knowledge to work across all ~500 names in the S&P 500 and Nasdaq 100, hunting Stage-2 uptrends, volatility contractions, cup-with-handles and base breakouts — then runs the full book end to end: regime gate, Trend-Template selection, a 50-day-SMA trend-hold, a wide disaster stop. Zero discretion. Zero opinions. Every rule traceable to a page in a book.
The output is one clean report: the model's process, its positions, its numbers. Research and education — no forecasts, and no recommendations to you.
The same automated steps run every evening with zero human discretion — a systematic, AI-driven model, not opinions. Educational; not investment advice.
An 8-point score on trend, breadth, volatility and distribution decides how much risk to press — from full size in a confirmed uptrend to zero new buys in distribution.
Only names passing all 8 Trend-Template criteria, near their pivot, not extended, not on cooldown. Quality first, then closeness to trigger.
Hold the full position until a daily close below the 50-day SMA. A −12% disaster stop underneath; a +30%→+15% profit-lock on big winners. Let winners run.
Book of record — every trigger, full 7.14% positions, ≤12 names: the only limit is capital. The risk-optimized book adds a regime gate and a Trend-Template screen, ≤14 names at 6.12%, ≤25% per group, ETFs and neutral-regime pilots at half. Capital allocation shown every day.
The every-signal book of record, a risk-optimized book that filters hard on regime and trend, and a chart-pattern book run off our own screener — so what the filtering is worth stays visible in both directions.
A single report: tomorrow's action, watchlist, order plan with brackets, open positions with exit levels, and month-to-date results.
The rules aren't invented. Seven trading books were read end to end and distilled into the wiki that drives the model — every rule below traces to one of them. What survived is only what could be written down as something a machine can test.
The founding text of CAN SLIM and of Investor's Business Daily. It defines what a leader is before it breaks out, and its market-direction rule — counting institutional distribution days — is implemented directly in the model's regime gate.
The most load-bearing of the six. His Trend Template is implemented literally as the model's 8-criterion quality gate, alongside risk-first sizing and the eight keys to high return with low drawdown.
A roundtable where four elite traders answer the same 130 questions side by side. Where they agree on selection, sizing and exits is where the model's defaults come from.
The pattern cycle — how price repeats through bottoms, breakouts, rallies, tops and declines — plus cross-verification of support and resistance across timeframes.
A chartist's walk through the major patterns one at a time: how to identify each, where the entry sits, and where the stop belongs.
A broad catalog of chart and harmonic patterns. This is the reference behind the pattern screener that scans ~514 names nightly for VCPs, cup-with-handles and base breakouts.
The foundational text on Market Profile and auction theory: price as an auction whose job is to facilitate trade, and whether the market is trading at, above or below value.
Reading them is the easy part. The model's contribution is refusing to deviate from them at 4pm on a bad day.
⚠ Simulated / backtested. No real trades were placed. Hypothetical results have inherent limitations and are not indicative of future results. Educational only — not investment advice.
The full book on one page — action plan, watchlist, order plan, positions, and month-to-date P&L. Below is an illustrative preview (fictional tickers); the live report — real names and levels — is members-only.
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