Overview

This guide teaches you how to use your Algo Portfolio — our most powerful bundle of features that enables 1-click buying.

The Algo is your portfolio manager, after you click buy.

#1: Portfolio

This table summarizes all of your Active Holdings (your Portfolio)

For each line item, you will see:

Column	Meaning
Ticker	The stock or ETF we own
Timeframe (TF)	🟡 Trade (1d), 🔵 Swing (1w) or 🟢 Invest (1m)
Weight	Percentage of our portfolio
Algo	🟣 Whisper Alert or 🔷 Algo Alert
Avg	Our average price
Current	Real-time market price
P/L	Gain or loss on the position
Gain	Gain or loss on the portfolio
Stop	Stop loss (static)
Trim	Risk Management, proportionate to the stop at a 1:1 ratio
Target	Target price (static)
Shares	Share count
Value	Dolla value of the position
R/R	Risk vs Reward = (Target - Price) / (Price - Stop)
Range	Price range, from the time of entry
...	View "Stock Chart" and "Levels Chart"

This table summarizes all of your Active Ideas (from your Watchlist)

For each line item, you will see:

Column	Meaning
Ticker	The stock or ETF we own
Timeframe (TF)	🟡 Trade (1d), 🔵 Swing (1w) or 🟢 Invest (1m)
Date	When this alert type qualifies (passes or fails)
Weight	Percentage of our portfolio
Price	Price of the alert (minimum required to qualify)
Current	Real-time market price
%	Gain or loss of the Alert price vs the Current price
Algo	🟣 Whisper Alert or 🔷 Algo Alert
Avg	Our average price
Stop	Stop loss (static)
Trim	Risk Management, proportionate to the stop at a 1:1 ratio
Target	Target price (static)
R/R	Risk vs Reward = (Target - Price) / (Price - Stop)
Range	Price range, from the time of entry
Buy	Order, or cancel an order
Recycle Bin	Delete the idea
...	View "Stock Chart" and "Levels Chart"

Algo Type

🔷 Algo Alert:
- Reversal confirming.
- The oversold condition is resolving.

Risk vs Reward (R/R)

Risk works on a sliding scale:

This table lists every Alert that is "due for" an alert (from your Watchlist).

Radar spots an opportunity only when the trend becomes oversold. Not sooner.

For each line item, you will see:

Column	Meaning
Qualifying Date	When this alert type qualifies (passes or fails)
Ticker	The stock or ETF with the alert
Timeframe	🟡 Trade (1d), 🔵 Swing (1w) or 🟢 Invest (1m)
Type	🟣 Whisper Alert or 🔷 Algo Alert
# of Candles	The number of candles before the alert qualifies
Anticipated Date	Date based on # of Candles
Price % Away	The percent gain required to generate an alert
R/R	Anticipated Risk vs Reward ratio, at time of alert

Radar resets after every candle period

"Trade" Alerts have a "Window of Opportunity" or expected holding period of up to 3 weeks.
"Swing" Alerts have a "Window of Opportunity" or expected holding period of up to 3 months.
"Invest" Alerts have a "Window of Opportunity" or expected holding period of up to 12 months.