User Guide

Use the app in one loop

Find ideas, shortlist carefully, track only what you will manage, and use the journal to improve the next pass.

First 10 Minutes

The workflow picture

Default path

Find ideas

Run one focused scan.

Show why

Start with Watchlist, Trending, or a custom list before widening the universe.

Open Scanner

Shortlist

Keep maybe-later names.

Show why

Save interesting setups to Watchlist Review when timing or confirmation is still unclear.

Open Watchlist

Track

Start the real workflow.

Show why

Use Add to Track only for setups you would actively manage as live positions.

Open Positions

Manage

Refresh, stop, scale, close.

Show why

Run Trade Monitor before changing stops, scaling out, or closing a tracked position.

Manage Positions

Learn

Review what repeated.

Show why

Use Journal to review outcomes, rule-based insights, and ticker-level replay.

Open Journal
Scanner

Run one focused scan, read the cards, then save or track only the names worth action.

Open Scanner
Show steps

Best for pre-market checks, mid-day refreshes, or a focused pass after conditions change.

  1. 1. Pick a small source first.
  2. 2. Run one model and read the top cards.
  3. 3. Save research ideas; track only setups you will manage.
Show traps
  • - Starting with All before checking signal quality.
  • - Treating score as confirmation without reading reasons.
Ready Scans

Browse precomputed scan cards without launching a live scan.

Open Ready Scans
Show steps

Best for a fast read on today's published setups before deciding whether to run anything custom.

  1. 1. Open Ready Scans and start from the default Most-Flagged Today view.
  2. 2. Use the Ready Scans topic cards to switch between the curated cached result lists.
  3. 3. Use the freshness pill as a trust check, then inspect the selected card for details.
  4. 4. Open Scanner only when you want a custom or on-demand run.
Show traps
  • - Treating stale cached results as broken when they are intentionally still shown until a newer success lands.
  • - Changing several controls at once and losing track of which ready scan you are reading.
  • - Jumping to the interactive scanner first when a ready scan already answers the question.
Watchlist Review

Keep interesting names out of Positions until they have a clear trigger.

Open Watchlist
Show steps

Best for notes, status, and model context before a setup becomes a tracked position.

  1. 1. Save promising cards that are not ready yet.
  2. 2. Write the trigger you are waiting for.
  3. 3. Promote only when the position workflow should begin.
Show traps
  • - Promoting research ideas too early.
  • - Leaving old ideas active after their setup expires.
Positions

Manage open trades with one place for price refreshes, stops, scale-outs, and closes.

Open Positions
Show steps

Best once a setup has become a tracked position.

  1. 1. Refresh with Trade Monitor first.
  2. 2. Update stops when the new level should affect alerts.
  3. 3. Scale out for partial exits; close when the cycle is done.
Show traps
  • - Editing before refreshing the position state.
  • - Closing when you meant to sell only part.
Journal

Review outcomes and repeated patterns so the process can improve.

Open Journal
Show steps

Best after a session, after a close, or when checking whether rules are helping.

  1. 1. Start with overview patterns.
  2. 2. Open a ticker to replay lifecycle events.
  3. 3. Treat rule insights as prompts to investigate.
Show traps
  • - Reviewing only the biggest winners.
  • - Changing rules from a tiny sample.
Risk Rules

Use stricter defaults to make exits, stops, and review data more consistent.

Open Positions
Show steps

Best before enabling strict profile broadly or comparing disciplined exits against discretionary ones.

  1. 1. Treat strict profile as discipline, not a return guarantee.
  2. 2. Keep exit reasons and stop updates specific.
  3. 3. Use lifecycle events to see what changed.
Show traps
  • - Assuming strict always outperforms.
  • - Overwriting context needed for review.
Reference

Shortcuts

  • Cmd/Ctrl + EnterRun the current scanner payload from the scanner form.
  • Arrow DownMove down through signals when the signals table is focused.
  • Arrow UpMove up through signals when the signals table is focused.
  • EscapeClose an open modal.