Building on The Alert Cycle framework, this course moves from idea generation to order execution.
Now that students understand a Stock Market Cycle, The Algo Cycle, The Radar Cycle and the Alert Cycle, this course teaches how to act on those insights through a structured, algorithm-assisted order execution (The Algo, your co-pilot).
Lesson 1: Build My Watchlist
Search for your favorite stocks, and click (+) to add your watchlist.
View the Directory for easier sorting by SP500, NAS100, and Justin's Watchlist.
Import Justin's List and have his exact watchlist, which updates automatically when he adds and removes stocks. We suggest starting with this option.
Key Lesson: Build your custom watchlist to populate Radar and Ideas.
Key Lesson: Import Justin's list if you aren't sure where to start.
Lesson 2: Review Radar
Qualifying Date — Date that the candle period closes (and radar refreshes the values).
Ticker — The security for which the idea is being generated.
Timeframe — 🟡 Trade (1d), 🔵 Swing (1w) or 🟢 Invest (1m).
Type — 🟣 Whisper Alert or 🔷 Algo Alert.
# of Candles — The number of candle periods we're anticipating before the alert meets our qualification criteria.
Anticipated Date — The (qualification) date we anticipate, before the alert meets our qualification criteria.
Alert Price — Price required to meet our Idea generation criteria.
Price % Away — The percent gain required to meet our Idea generation criteria.
R/R — The Risk vs Reward, we anticipate seeing on Idea generation, for this qualifying date.
See #1: on each candle period, Radar refreshes all values.
Remember - The Alert Cycle taught us that stocks can only appear on Radar or Ideas if they are currently oversold, for that candle period (Algo Alert Timeframe).
Key Lesson: Radar is scanning your favorite stocks 24/7, so you don't have to.
Lesson 3: Review My Ideas
Ticker — The security for which the idea is being generated.
Timeframe — 🟡 Trade (1d), 🔵 Swing (1w) or 🟢 Invest (1m).
(Qualified) Date — Date that the candle period closes (and radar refreshes the values).
Qualification (Qual) — 🕓 signifies the Idea is still qualifying - until #3.
Price — Alert Price, or minimum price required to meet our Qualifying criteria.
Current — Current price, above or below the Alert Price.
% — Current +/ - on the Idea.
(Algo) Type — 🟣 Whisper Alert or 🔷 Algo Alert.
Stop — Stop Loss (static).
Trim — Risk Management trim, proportionate to the stop at 1:1 R/R. Note that this price is dynamic until the candle closes.
Target — Target Price (static).
R/R — Current R/R Ratio, based on the current price.
Range — R/R Ratio range, since the alert was created.
BUY or CNCL — Order, or Cancel or order.
Recycle Bin — Delete the idea.
Key Lesson: A lot of data is synthesized when you click "buy". Simplicity is the ultimate sophistication. This simulated environment is enabled by your co-pilot, The Algo.
Lesson 4: Review My Portfolio
Ticker — The security for which the idea is being generated.
Size — Yellow is a half size ( 🟣 ).
Green is a full size (🔷).
Timeframe — 🟡 Trade (1d), 🔵 Swing (1w) or 🟢 Invest (1m).
Weight — Current weight, as a % of the total portfolio.
(Algo) Type — 🟣 Whisper Alert or 🔷 Algo Alert.
Avg — Average price (cost basis) of our position.
Current — Current price, above or below the Alert Price.
P/L — Current +/ - on the Position.
Gain — Current +/ - on the Portfolio.
Stop — Stop Loss (static).
Trim — Risk Management trim. Note that this price is (now) static.
Target — Target Price (static).
Shares — Share count.
Value — Value of the position (on a $100,000 base account).
R/R — Risk vs Reward, based on the current price.
Range — Price range, from the time of entry until the present.
Show Orders — Display the stocks you have currently in the queue.
Daily P/L — Summary of profitability and trading log.
Action — Recent activity in your portfolio.
Key Lesson: The Algo portfolio is managed by your co-pilot, but you can always override and manually exit.
Lesson 5: Risk Management (how does it work)
Our trims are also proportionate 1:1 vs our stop. We also want to be mindful that our parlay process blends:
1:1 Risk vs Reward for our Trim
4.5:1 Risk vs Reward for our Target
Case Study #1 🟡 Trim = 1:1
$10 = Alert
Remember, the candle must close to be valid, so we use the Closing Price
$11 = Closing Price
$20 = Target
$9 = Stop Loss
$11 = Average
$2 = Risk = $11 - $9
$9 = Stop Loss
$13 = Trim = $11 + $2
🟡 = Trim = 2/2 = 1:1 Risk vs Reward
Key Lesson: The stop is static (fixed), the trim is dynamic(variable) until the candle closes.
Key Lesson: The trim is always derived from the stop and is always 1:1 risk-to-reward.
Case Study #2 🟢 Target = 4.5:1
$10 = Alert
Remember, the candle must close to be valid, so we use the Closing Price
$11 = Closing Price
$20 = Target
$9 = Stop Loss
$11 = Average
$9 = Stop Loss
$2 = Risk = $11 - $9
$13 = Target = $11 + $2
$9 = Reward = $20 - $11
🟢 = Target = 9/2 = 4.5:1 Risk vs Reward
Case Study #3 🟢 Blended Return = 2.75:1
1 = R/R = 🟡 = 1/2 shares sold
4.5 = R/R = 🟢 = 1/2 shares sold
2.75 = R/R = 🟢 = (1+ 4.5) /2
1.00% = Loss on Account if 🔷 Algo Alert (2/2 size).
2.75% = Gain on Account if 🔷 Algo Alert (2/2 size).
0.5.% = Loss on Account if 🟣 Whisper Alert (1/2 size) = (1.00%/2).
1.375% = Gain on Account if 🟣 Whisper Alert (1/2 size) = (2.75%/2).
Lesson 6: Putting it All Together
The Algo platform brings together:
Cycle | Dots | Explanation |
#1 Stock Market | 📈📉📈📉 | How to understand Mr. Market. |
#2 Algo | 🟢 → 🔴 | How to read a trend. |
#3 Radar | 🔴 → 🟢 | How we generate quality ideas. |
#4 Alert | 🟣 →🔷 | How to avoid what we will regret more. |
#5 Order | 🟡 vs 🔵 vs 🟢 | How to manage risk and holding period. |
#5 Broker |
| How to trade in 5 minutes a day. |