| # | Symbol | Price | 30D % | Above 50MA | Trend Strength | Continuation | Signal |
|---|
🔴 EXIT NOW — Stop loss hit · Hard disqualifier triggered (gap down through support, broken trend, distribution) · Hit your target
🟠 TIGHTEN STOP — Up >15% from entry (lock in gains) · RSI > 80 (parabolic exhaustion) · MACD bearish cross · Below 9 EMA after being above
🟡 WATCH — Multiple soft warnings · Trend weakening · Volume drying up · Below 21 EMA
🟢 HOLD — Thesis intact, all indicators healthy, target not yet reached
| Date | Symbol | Side | Entry | Exit | Shares | P&L | P&L % | Status |
|---|
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Three-Stage Scoring (v2): Each ticker passes through hard disqualifiers, soft disqualifiers, then positive scoring — in that order. A stock with great long-term setup but recent breakdown will be downgraded, not blindly labeled BUY.
🚫 Hard Disqualifiers (force AVOID/SELL): Below both 50MA & 200MA · RSI > 80 (exhaustion) · 3+ consecutive down days on rising volume (distribution) · Gap down > 5% (broken support) · Price > 7% below 200MA (bear territory)
⚠ Soft Disqualifiers (cap the verdict): Overbought + falling · Below 9 & 21 EMA · MACD bearish cross · >25% off 52W high · Volume drying up · Market regime bearish/cautious
✓ Positive Scoring: Above 50/200 MAs · 50>200 (golden cross) · RSI healthy (40-65) · MACD bullish · EMA 9>21 · Volume surge · Near 52W high · Positive 5D momentum · Pullback to 20MA opportunity
Setup Detection: Bull Flag · 20MA Pullback · Breakout · Oversold Bounce · Cup & Handle · MACD Cross · Trend Continuation · Distribution (avoid) · Downtrend (avoid)
Market Regime: SPY is fetched and analyzed first. If SPY is bearish/cautious, all longs are downgraded — "don't fight the tape."
Smart Stop Loss: Maximum of (Entry − 1.5×ATR) or (recent 10-day swing low × 0.99). This avoids stops that are too tight for the stock's actual volatility.
Position Size: (Account × Risk%) ÷ (Entry − Stop) = shares. Warns if any single position exceeds 25% of account (concentration risk).