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Confluence Bot proximity alerts —
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Trading Dashboard

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MORNING BRIEF
No digest yet — runs weekdays at 9am ET. You can also ask James to run it now via Telegram.
MACRO
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SECTORS SPDR ETFs — 1D / 1W / 1MO
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SENTIMENT & BREADTH
CNN FEAR & GREED
—
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SECTOR BREADTH
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ADVANCE / DECLINE
Live A/D available with Schwab API
OPTIONS EXPIRATION
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PRE-MARKET MOVERS
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ECONOMIC CALENDAR This week · USD · High & Medium impact
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EARNINGS CALENDAR S&P 100 · 3 days out · Finnhub
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MARKET NEWS
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STOCK WATCHLIST Top 20 by score · updates every 10 min
SCORE
SYMBOL
PRICE
CHG%
REL VOL
CATALYSTS
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OPENING REVERSAL SCANNER INACTIVE
Active 9:30–10:30am ET. Stocks down >2% with elevated volume are flagged as reversal candidates.
GEX / MARKET MAKER LEVELS Gamma wall · flip point · key strikes
MA CONFLUENCE CHECKER 21/55ema · 100ma · 200ma · 200ema — daily · weekly · 15min · hourly · 4h
LEVELS BOARD All known levels for a ticker — MAs, GEX, session H/L, VWAP, trendlines, S/R
Enter a ticker to load all levels.

All Bots Overview

BOT MODE TODAY 3D 7D ALL-TIME OPEN / UNR LAST TRADE

BTC Bot

Autonomous BTC perpetual trader. Claude is the decider.
Every 4 hours (00, 04, 08, 12, 16, 20 UTC) Claude looks at BTC across 5m / 15m / 1H / 4H / 1D bars, a clustered S/R map (200/100/55/21 MAs across 1H/4H/1D/1W, daily and weekly pivots, swing H/L over 7/30/90/180d, auto-detected diagonal trendlines over 30/90/180d windows with ≥3 touches, round numbers), macro context (DXY, equities, VIX, gold, 10Y), BTC dominance, ETH/BTC ratio, and the last 12h of crypto news, plus the open position and the recent decision history. He returns one action — open long, open short, close, hold, trim, add — with a thesis, stop, target, size, and confidence. Paper trades fill at the agent's prices and a 1-minute monitor watches stop / target hits between 4H ticks.
PAPER ONLY ● ACTIVE | $10k notional · 1% risk · default 5x leverage · 4H decision cadence
ALL-TIME P&L: — | Trades: — · — W · — L | WR: — | Next tick: —

BTC Bot (Mech)

Mechanical BTC paper trader — same rules as the BT engine.
Pure deterministic strategy validated at PF 1.60, +104%/yr, 15% DD over the last 365 days of BTC data. Each 4H tick (00, 04, 08, 12, 16, 20 UTC): classifies regime (4H+1D 55EMA), detects setups by priority — B3-default (breakout retest) → B1 (pullback in trend) → B2 (range fade), runs entry gates (C1 extended candle / C4 wall check / C4b zone-bias for B1), opens paper trade with stop at structural level + 0.8% buffer, target placed before the next opposing zone (with zone-2 fallback). Concurrent positions allowed up to 6% total open risk (3 trades × 2% each). Stop/target monitored every 1 minute between ticks. No LLM — same fixed rules every time.
PAPER ONLY ● ACTIVE | $10k notional · 2% risk · 6% cap · 5x lev · before-zone target with fallback
ALL-TIME P&L: — | Trades: — · — W · — L | WR: — | Equity: —

BTC Bot (Mech 1H)

Mechanical BTC paper trader — 1H cadence, sweep-tuned + calendar-filtered (May 2026).
Same rule pipeline as the 4H Mech bot but ticks every UTC hour boundary and uses 1H-tuned knobs. Sweep id 6/7/8 on 8 months of data picked these defaults: stopBuffer 0.5%, maxHold 20 bars, wallPct 1.5%, minRR 1.2, waitForFavorableR 0.5, riskPct 2%, maxOpenRisk 8%, target before next zone. Gates: C4 wall check ON (essential); C1 / C4b / B3-express OFF (each hurts on 1H). 0.08% round-trip fee modeled. Paper-only; live execution wires in after real-paper validation.
Calendar filter: UTC Saturday skip. Walk-forward + full-window head-to-head (May 2026) confirmed UTC-Sat bleeds while Asian Sunday-morning is the bot's best window. Filter adds +0.15 PF and +5 pts ROI on a $10k start vs no filter; PT-Sat variant was tested and underperforms (cuts into the good Sunday-morning hours). Manual ⚡ Run Now ticks bypass the filter so you can test any day.
BT performance (Jun 2025–May 2026, 10.5mo, $10k start): PF 1.88, +99.7%, 18.4% DD, 58% WR, 125 trades. 3y Monte Carlo median end equity from $5k: ~$245k. Edges considered: out-of-sample validated; not yet validated across multiple BTC regimes (data only extends to 2024-10-31; the test window was BTC -29.5% drawdown).
PAPER ONLY ● ACTIVE | $10k notional · 2% risk · 8% cap · 5x lev · 1H ticks · before-zone target · UTC-Sat skip · sweep-tuned May 2026
ALL-TIME P&L: — | Trades: — · — W · — L | WR: — | Equity: —

BTC Pattern Trader

Chart pattern trader — detects on 4H, enters on 1H breakout, both textbook AND failure directions.
Detects double bottom, double top, head & shoulders (regular + inverted), and triangles (ascending / descending / symmetrical) on 4H bars. For each detected pattern the engine arms TWO conditional orders: the textbook breakout direction and the failure direction. Whichever fires first wins, the other is cancelled. Confluence scoring overlays clustered MA zones + daily/weekly pivots + projected D/W trendlines so a pattern with neckline at a key level ranks higher.
Status: BT-only mode. Backtester drives all R&D. Live execution wires in to ByDFi after the sweep finds a stable param set.
Sweep is CLI-driven: npx tsx scripts/sweep-btc-patterns.ts (uses the parallel worker pool tuned by parallel-tune.ts).
SELECTED RUN id: — | PF: — | P&L: — | Trades: — · —W · —L | WR: — | DD: — | Detections: —
LEG SPLIT Textbook: — | Failure: —
LIVE STATUS | Last tick: — | Mark: — | Equity: —
RISK / TRADE
In-sample DD ≈ 22% for current risk · changes apply at next entry Config: run-770

Co-Trader

paste or drop a TradingView screenshot — train my read
Train me to read your charts.
Pick BTC or SOL above. Paste a TradingView screenshot (Ctrl+V) or drag one in. I'll parse the lines I see (horizontals + trendlines), describe them in plain English, and lay them out as a table you can correct. When you lock the interpretation, the corrections are saved and feed into my conventions. History is per-asset; conventions are shared.
Drop a screenshot here, paste (Ctrl+V), or click to browse
PNG or JPG · 10MB max

SOL Bot

Autonomous SOL perpetual trader. Claude is the decider.
Every 4 hours (00, 04, 08, 12, 16, 20 UTC) Claude looks at SOL across 5m / 15m / 1H / 4H / 1D bars, a clustered S/R map (200/100/55/21 MAs across 1H/4H/1D/1W, daily and weekly pivots, swing H/L over 7/30/90/180d, auto-detected diagonal trendlines over 30/90/180d windows with ≥3 touches, round numbers), macro context (DXY, equities, VIX, gold, 10Y), BTC dominance, SOL/BTC ratio, and the last 12h of crypto news, plus the open position and the recent decision history. He returns one action — open long, open short, close, hold, trim, add — with a thesis, stop, target, size, and confidence. Paper trades fill at the agent's prices and a 1-minute monitor watches stop / target hits between 4H ticks.
PAPER ONLY ● ACTIVE | $10k notional · 1% risk · default 5x leverage · 4H decision cadence
ALL-TIME P&L: — | Trades: — · — W · — L | WR: — | Next tick: —

SOL Bot (Mech)

Mechanical SOL paper trader — same rules as the BT engine.
Pure deterministic strategy validated at PF 1.60, +104%/yr, 15% DD over the last 365 days of SOL data. Each 4H tick (00, 04, 08, 12, 16, 20 UTC): classifies regime (4H+1D 55EMA), detects setups by priority — B3-default (breakout retest) → B1 (pullback in trend) → B2 (range fade), runs entry gates (C1 extended candle / C4 wall check / C4b zone-bias for B1), opens paper trade with stop at structural level + 0.8% buffer, target placed before the next opposing zone (with zone-2 fallback). Concurrent positions allowed up to 6% total open risk (3 trades × 2% each). Stop/target monitored every 1 minute between ticks. No LLM — same fixed rules every time.
PAPER ONLY ● ACTIVE | $10k notional · 2% risk · 6% cap · 5x lev · before-zone target with fallback
ALL-TIME P&L: — | Trades: — · — W · — L | WR: — | Equity: —

BTC Zones

Manually defined BTCUSDT price zones. Polls every 30 seconds and enters paper or live trades via ByDFi when price signals a reversal inside a zone. Supports both-direction and fixed-direction zones.

◆ Set a price zone, time window, TP, and SL — James watches for a reversal signal inside it ◆ Position size is 5% of account per trade · One trade per zone, then it's done
◆ Approach direction locks on first candle that touches the zone: price from below = Long, price from above = Short · Once locked it never resets ◆ Fixed direction: only fires if approach matches · Both: fires in whichever direction price actually approached from
◆ Signal = any 15-min candle that closes in the reversal direction while still inside the zone (Long: green close, Short: red close) ◆ Can be candle 1 or candle 10 — no limit, just must close inside zone before window ends
◆ Entry at market on signal candle close · TP and SL placed immediately after ◆ Live execution via ByDFi · 5% position size per trade
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NEW ZONE
ZONES
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Confluence Bot BT

MA zone reversal · strategy backtest
Checking bar coverage...
FROM
TO
~50 S&P 500 stocks · MA + pivot zones · no GEX
Run:
Select a run above, or configure dates and run a new backtest. Download bar data first if the coverage bar shows gaps.

Sector Timeline

90d past + 30d AI forecast · Relative strength vs SPY
Regime read
Hit Regenerate Forecast to build the timeline.
SECTOR
NAME
NOW
Δ 4W
PHASE
REASONING
No data yet.
▶ Macro data fed to the model

Trend Bot

Swing trend continuation · daily cadence · paper + live
▼ Entry criteria — what the bot looks for
$122 $118 $114 $110 $106 $102 $98 200ma 50ma rising 21ema · pullback target channel support · pullback magnet channel resistance · take profit zone pullback tags channel support PULLBACK · 4 bars · low touches 21ema BUY-STOP · signal_high + 0.1% · $114.40 SIGNAL close > open close > prior high vol ≥ 0.8× 20d avg tomorrow FILL · breaks above buy-stop STOP · swing_low − 0.1% · $108.10 2R PARTIAL · $126.10 · sell 50%, move stop to b/e 1R 2R after partial: trail rest on 21ema close-break VOL ↑ volume confirms −15 swing high today (signal) tomorrow
GATES (all must pass)
✓ Trend · 20d HH+HL vs prior 20d, close > 50ma
✓ Channel · pivots fit a rising line (R² ≥ 0.6, ≥3 pivot lows)
✓ Pullback magnet · today's low within 1× ATR of channel support
✓ 21ema touch · low touched 21ema in last 5 bars
✓ Reversal · close > open · close > prior close · close > prior bar's high
✓ Volume · today's vol ≥ 0.8× 20d avg
✓ ATR · ATR(14) / price ≥ 1%
✓ Cooldown · ≥3 bars since prior trade in this ticker
EXECUTION
→ Buy-stop @ signal_high × 1.001
⤷ Skip if open gaps > 2% past trigger
⤷ If high never breaks trigger → no trade
EXIT
⤵ Stop · swing_low × 0.999 (5-bar low)
⤴ 2R partial · sell 50%, stop to breakeven
⟳ Trail rest · close-below-21ema (after partial)
⏱ Time stop · 30 trading days max
SIZING
$250 fixed risk per trade
shares = 250 / |entry − stop|
Mirror everything for shorts: 20d LL+LH, sell-stop below signal low, stop above swing high.
PAPER
LIVE
Variant: hhhl · Risk $250 · 2R partial · 21ema trail · 30d max hold
OPEN POSITIONS
EntryTickerDMode Entry PxStop2R SharesPartial Days HeldVariant
RECENT SETUPS
TriggerTickerD Sig CloseTrigger PxStop2R SharesADR%Vol× Ch R²Ch Dist (ATR) Status
TRADE LOG
EntryTickerDMode Entry PxStop2R ExitExit Px ReasonDaysRP&L

First Red Day BT

FRD/FGD reversal backtest on stored ~150 GEX_BT_WATCHLIST tickers
→ Threshold:

Backtest the First Red Day strategy with stored historical data. Universe is restricted to GEX_BT_WATCHLIST (~150 large/mid-cap S&P 500 tickers — small-cap runners are not in our bar data so trade counts are lower than production). AI signal weight is set to 0 in BT (no historical Claude assessments) — confluence threshold is reduced to 6 to compensate. News gate is bypassed in BT (no historical Finviz news).

BT Strategy Recap
  • Streak filter: 3-8 consecutive green/red days, ≥+20%/-15% return · price ≥$3 · ADR ≥3%
  • Confluence score (max 12, threshold 6): vwap_side(2) + avwap_side(3) + pdl_pdh_break(2) + vwap_reject(3) + bar_quality(2). AI signal removed.
  • Stop = HOD/LOD ± 0.1% buffer · Target = 30% ADR · $250 risk/trade
  • No new entries after 11:30 ET · EOD market close at 3:55 PM ET (no overnight)
PERFORMANCE BY CONFLUENCE SCORE
ScoreTradesWinsWin%Avg P&LTotal P&L
No run loaded.
BY DIRECTION
DirTradesWinsWin%Avg WinAvg LossP&LPF
No run loaded.
BY DOMINANT TRIGGER
TriggerTradesWin%Avg P&LTotal P&L
No run loaded.
TRADE LOG
DateTickerDirStreakScoreTriggerInOutEntryExitStopTargetShP&LResult
No run loaded.

Swing Trend Bot BT

Trend continuation · daily bars · pullback to 21ema
Setup: trend filter passes · pullback to 21ema (last 5 bars) · today bullish/bearish reversal candle on volume > 0.8× 20d avg · enter next bar's open · stop = swing low/high × (1 ± 0.1%) · partial 50% at 2R, trail rest on 21ema close break · time stop 30 days · risk $250/trade
VARIANT
FROM
TO
~150 S&P stocks · long+short symmetric
Run:

Confluence BT

GEX + MA reversal backtest

Backtests GEX wall levels as reversal zones. Snapshots levels at end of day and tracks whether price touched and reversed, building a historical performance record.

◆ Logs GEX levels (Flip Point, Gamma Wall, Breakdown, Key Levels) for a core watchlist each weekday at 4:35pm ET · Only key levels ≥20% of the Gamma Wall's GEX qualify ◆ Flags when a GEX level coincides with an MA/EMA within 0.25% — or stands alone · Regular hours only (9:30am–4pm ET)
◆ Touch = price comes within 0.15% of the level on a 15-min bar ◆ Reversal = price moves 0.75% away from the touch · Label reflects actual behavior (Support = bounced up, Resistance = rejected down)
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Zanger Scanner

6 chart patterns · S&P 500

Scans S&P 500 for six Dan Zanger breakout patterns: Cup & Handle, High Tight Flag, Ascending Triangle, Flat Base, Double Bottom, Trend Line Breakout. Scored by proximity to breakout level, volume ratio, and ADR.

Hit Scan to find Zanger pattern setups across the S&P 500.

Confluence Setup

Stocks near stacked MA zones

Scans the S&P 500 for stocks within 1.5% of a stacked MA confluence zone. Results grouped by bias: clean longs, clean shorts, intraday-only. Run on demand.

Hit Scan to find stocks near confluence zones.

AMD BT

GEX + MA confluence reversal backtest

Tracks AMD confluence zone setups historically. Research prototype for the Confluence Bot strategy.

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Autotrader

Reversal setups at GEX walls

Scans GEX (gamma exposure) levels across a watchlist as potential reversal zones. End-of-day snapshots feed the Confluence BT backtest.

Strategy: Reversal at GEX Walls
  • Universe: Top 50 S&P 500 stocks by market cap (no ETFs)
  • Trend filter: 4H 55EMA — longs only above, shorts only below
  • Level filter: Gamma Wall (WL) only, within 1.5% of price · Flip Point (FL) shown on chart for reference but never used as entry — FL accelerates moves, doesn't reverse them
  • Entry proximity: 5m 21EMA — no longs above it, no shorts below it (confirms price is stretched into the level)
  • Entry trigger: Wick touches level (low for long, high for short) → subsequent candle closes back above (long) or below (short) the level · Cannot enter on the touch candle itself
  • Invalidation: If price traded more than 10% of ADR through the level on the wrong side at any point today, skip the setup
  • Stop: 10% of ADR from entry · Target: 25% of ADR from entry
  • Size: 5% of account · Hard max 1% account risk per trade
  • Not yet built: Volume filter · Opening reversal scanner · Order execution · Daily loss limit
Hit Scan to load setups. ~1 min for 50 stocks.

Swingbot XLK/XLE

James learning to swing trade. SPY/QQQ tracked as macro context. XLK/XLE are the trade targets. Morning before the open, James writes predictions. EOD scores them. Friday synthesizes the week. You can veto any open prediction or override its close.

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Continuation Runners

End-of-day scan for stocks making large moves on elevated volume. AI rates each for continuation probability. Tracks 15-day price performance by signal type.

Hit Scan Now or wait for the daily run after market close.

Cont. Run. Swing

multi-day continuation, stop at day 0 low, trail 9 EMA daily
Long-only multi-day swing on Continuation Runners scanner output.
Trades a runner on day 1 after the strong day. After 9:35 ET, enters on the first 5m bar that closes bullish above VWAP and above day 0 HIGH (a confirmed breakout above the entire day-0 range, not just day-0 close). Skips the session if price has already wicked below day 0 low. Stop is day 0 low − 2% (wide, intentional — we're holding multi-day). Trails on the daily 9 EMA: if today's projected close drops below the 9 EMA, exits at the 3:55 PM ET bell. Day-5 BE stop-raise on any session ≥5 held with close > entry. Target overlays (60d swing high, next $5 round, 200d MA) stored for analytics only. $250 risk per trade.
PAPER TRADING ● ENABLED | day 1 / day 2 windows · $250 risk/trade · stop at day 0 low − 0.1%
REAL MONEY ● DISABLED | Schwab LIMIT entry + bracket OCO (holds stop overnight); 9 EMA trail fires at 3:55 ET via market order
ALL-TIME P&L: — | Closed: — · — W · — L | Win rate: — · Avg: — | Open: —
ACTIVE WINDOW — —

Confluence Bot

Autonomous intraday engine
Autonomous intraday MA-confluence trader on S&P 500 stocks.
Zones form where 200/100/55/21 MAs across 1D / 1W / 4H / 1H / 15m cluster within 0.2% along with daily and weekly pivots and GEX levels. The 4H 55EMA filters direction (price above = longs only, below = shorts only). Entry triggers when a 5-minute bar wicks the zone and the next bar closes back on the correct side. Stop is 10% ADR, target 30% ADR, $250 risk per trade, max 2 trades per ticker per day, no entries after 10:15 AM ET. Modes: PAPER (always on, simulated), LIVE (Schwab, off by default — toggle per session).
PAPER TRADING ● ENABLED | $250 risk per trade · —
REAL MONEY ● DISABLED | Schwab: — avail · — BP · — portfolio
ALL-TIME P&L: — | Trades: — · — W · — L | Win rate: — · Avg: —

Autonomous intraday paper trading engine. Builds a zone watchlist at 9am, monitors every 5 minutes for touches and bounces, and enters/exits trades automatically. Sends Telegram proximity alerts when price approaches a zone.

Strategy: MA Confluence Zone Reversal
  • Universe: S&P 500 stocks · price ≥$10 · avg vol ≥4M · ADR ≥1%
  • Zones: Cluster of ≥2 levels within 0.2% of each other · also folds in daily & weekly pivots (dPivot/dR1/dS1/dR2/dS2, wPivot/wR1/wS1/wR2/wS2) and GEX levels (CW/PW/ZG) if available
  • MAs included: Daily — 200ma, 200ema, 100ma, 55ema · Weekly — 200ma, 200ema, 55ema · 4H — 200ma, 200ema, 100ma, 55ema · 1H — 200ma, 200ema · 15min — 200ma, 200ema
  • MAs excluded: 21ema on all timeframes · 100ma-weekly · 100ma/55ema on 1H and 15min
  • Trend filter: 4H 55EMA — longs only above, shorts only below · zone must be on the correct side of price
  • Violation check: If price has already closed more than 25% ADR through the zone, zone is marked done and skipped
  • Entry trigger: 5-min bar wick touches zone (low ≤ zone center for long, high ≥ for short) → next bar closes back on correct side · entry via limit order at bounce bar close ±$0.01 (long +$0.01, short -$0.01) · EOD close is market · 21EMA(5m) proximity not required (differs from GEX Scanner)
  • Stop: 10% ADR from entry · Target: 30% ADR from entry
  • Size: $250 fixed risk per trade · Max 2 trades/day per ticker
  • EOD: All open positions closed at last price at 3:55pm ET
  • Proximity alert: Telegram fired when price comes within 0.2% of a zone center (before entry trigger)
TRADE LOG
DateTickerDirBucketInOutEntryExitTargetStopSharesP&LResultVIXSector%SPYAD4H EMA%Zone
Select a date above.
SETUPS SEEN All qualifying zones from morning scan
DateTickerBiasZoneCenterDist%Lvls
Select a date above.

First Red Day Bot

Multi-day-streak reversal trader
Reversal trader for extended runners.
Shorts stocks that ran up 3–8 consecutive days (≥+20% total) on the first red day; longs stocks that dropped 3–8 days (≥-15%) on the first green day. Universe is the YF gainers/losers screeners plus the GEX watchlist, filtered by price ≥$3, avg volume ≥500K, market cap ≥$50M, ADR ≥3%. Claude scores each setup high_quality / parabolic_exhaustion / crowded_squeeze_risk / unclear (1–5). Pre-open re-verification, intraday state machine waits for VWAP rejection or PDL/PDH break, $250 risk per trade, max 1 trade per ticker, no new entries after 11:30 AM ET, EOD market close.
PAPER TRADING ● ENABLED | $250 risk per trade · 1 trade/ticker · cutoff 11:30 ET
REAL MONEY ● DISABLED | Schwab live trading via existing API config
ALL-TIME P&L: — | Trades: — · — W · — L | Win rate: — · Avg: —

Identifies stocks that have run UP 3+ consecutive days (FRD short candidates) or DOWN 3+ consecutive days (FGD long candidates). Post-close scan finds setups, AI assesses each for reversal quality, intraday bot enters on PDL/PDH break with VWAP confirmation.

Strategy: First Red Day / First Green Day Reversal
  • Holding period: Intraday only — every open position is market-closed at 3:55pm ET. Nothing held overnight.
  • Universe: Yahoo screeners (most_actives, day_gainers/losers, small_cap_gainers/losers) + GEX_BT_WATCHLIST · price ≥$3 · avg vol ≥500K · mcap ≥$50M · ADR ≥3%
  • Streak filter: 3-8 consecutive green days with total run ≥+20% (FRD short) · or 3-8 consecutive red days with total drop ≥-15% (FGD long). Uses only COMPLETED daily bars — today's still-developing close is ignored until 4:01pm ET.
  • Scan timing: Post-close at 4:30pm ET weekdays. Pre-open re-verify at 8:00am ET with fresh headlines + AI re-assessment.
  • AI assessment (Claude): Each setup classified high_quality / parabolic_exhaustion / crowded_squeeze_risk / unclear with 1-5 score (5 = highest conviction reversal)
  • Intraday state machine: waiting → armed (price on correct side of prevClose AND VWAP) → entered (when weighted confluence score ≥ 8 + news gate passes)
  • Confluence score (entry trigger, threshold 8/14): Six signals weighted and summed each tick:
    • VWAP side (+2): price on correct side of session VWAP
    • AVWAP side (+3): price is EXTENDED on the trade's side of anchored VWAP from open of streak day 0. For FRD shorts: entry > avwap (stretched above the up-streak's mean). For FGD longs: entry < avwap (capitulated below the down-streak's mean). Bigger extension = more stretched setup = better reversal candidate.
    • PDL/PDH break (+2): 5m bar closes through prior day's low (short) / high (long)
    • VWAP rejection (+3): 5m bar wicks to VWAP from wrong side + closes back on correct side + body confirms (bearish for shorts, bullish for longs)
    • Bar quality (+2): bar body and close-position both align with direction
    • AI signal (±2): high_quality +2, parabolic_exhaustion +1, unclear 0, crowded_squeeze_risk -2 (always counts)
    Each entry stores the score breakdown in confluence_breakdown JSON for later analysis.
  • Pre-entry news gate: Right before placing the order, re-fetches current Finviz headlines and asks Claude whether any fresh CONTRADICTORY catalyst exists (positive news for shorts, negative for longs). If yes, trade is skipped and a Telegram ⛔ SKIP alert fires with the reason. Defaults to "go" on any infra failure.
  • Stop: HOD + 0.1% buffer (FRD) or LOD - 0.1% (FGD) · Target: 30% ADR from entry · trigger_type column stores the dominant fired signal (vwap_reject / avwap_side / pdl_pdh_break / etc.)
  • Size: $250 fixed risk per trade · Max 1 trade per ticker per day
  • Cutoffs: No new entries after 11:30am ET · EOD market close at 3:55pm ET (no overnight holds)
  • Tracking: 15 trading-day close tracking from trigger date for performance review by AI signal type
SETUPS

Streak Rider

Mid-cap continuation long
Continuation long on mid-cap multi-day runs.
Longs mid-cap stocks ($2B-$10B mcap) that have run UP 3-7 consecutive days ≥+15%. Two intraday triggers: Gap-and-Go (open > prev close, first 3 bars hold above VWAP, enter on PDH break with bullish bar) or VWAP Pullback (price retraces to VWAP within first 90 min, enter on reclaim with bullish bar). Stop = intraday LOD - 0.1%. Target = +0.50 ADR$ (v1, will sweep in BT). $250 risk per trade · 1 trade/ticker · no entries after 11:30 AM ET · EOD market close 3:55 PM ET.
PAPER TRADING ● ENABLED | $250 risk per trade · 1 trade/ticker · cutoff 11:30 ET
REAL MONEY ● DISABLED | Schwab live trading via existing API config
ALL-TIME P&L: — | Trades: — · — W · — L | Win rate: — · Avg: —
TODAY'S SETUPS

Daily Close Bot

PDC reclaim/reject trader
Trades around prior day close (PDC) — the pivot that defines today's green vs red.
Pre-market scan reads each ticker's news, gap from PDC, sector ETF action, and macro context (SPY/VIX/futures/HYG/F&G/sector breadth) and asks Claude to direction it (LONG / SHORT / SKIP) with thesis and signal grade. Four setups depending on open side: reclaim_long (long bias, opened below PDC, 5m closes above), bounce_long (long bias, opened above PDC, pullback to PDC then bullish close), reject_short (short bias, opened above PDC, 5m closes below), retest_short (short bias, opened below PDC, rally to PDC then bearish close). Stop is PDC ± 30% ADR (thesis dies if price moves through PDC); target is entry ± 50% ADR (move AWAY from PDC). $250 risk, max 1 trade per ticker, no entries after 11:30 AM ET, EOD market close.
PAPER TRADING ● ENABLED | $250 risk per trade · 1 trade/ticker · cutoff 11:30 ET
REAL MONEY ● DISABLED | Schwab live trading via existing API config
ALL-TIME P&L: — | Trades: — · — W · — L | Win rate: — · Avg: —

PDC (Prior Day Close) is the level that determines whether today is green or red. Pre-market scan reads news + gap + sector + macro and uses Claude to assign each ticker a directional bias (LONG / SHORT / SKIP). Intraday bot enters when price interacts with PDC in alignment with the bias — goal is to ride the move AWAY from PDC.

Strategy: Daily Close (PDC) Reclaim / Reject
  • Holding period: Intraday only — every open position is market-closed at 3:55pm ET. Nothing held overnight.
  • Universe: GEX_BT_WATCHLIST (~150 large/mid caps, ETFs excluded) · price ≥$5 · avg vol ≥1M · ADR ≥1.5%
  • Pre-market scan (8:00 AM ET): fetches PDC/PDH/PDL + ADR + pre-market gap + sector ETF % + Finviz headlines + macro snapshot (SPY/VIX/futures/HYG/Fear&Greed/sector breadth)
  • AI direction (Claude): Each ticker gets LONG / SHORT / SKIP with confidence 1-5 + catalyst + gap thesis. Direction must align with news + gap + sector + macro — don't fight the tape.
  • Open classification: at first 5m bar, each ticker tagged opened_above / opened_below / opened_at PDC (±0.1% deadband)
  • Setup A — Reclaim (long): LONG bias, opened below/at PDC, 5m bar closes above PDC → enter long
  • Setup B — Bounce (long): LONG bias, opened above PDC, pulled back to PDC (bar low within 0.5% of PDC), 5m bar bullish (close > open) and closes above PDC → enter long
  • Setup C — Reject (short): SHORT bias, opened above/at PDC, 5m bar closes below PDC → enter short
  • Setup D — Retest (short): SHORT bias, opened below PDC, rallied to PDC (bar high within 0.5% of PDC), 5m bar bearish (close < open) and closes below PDC → enter short
  • Stop: PDC ± (0.30 × ADR$) — clean PDC-anchored stop. If thesis breaks (price moves 30% ADR through PDC the wrong way), trade is invalidated.
  • Target: entry ± (0.50 × ADR$) — meaningful move away from PDC. Roughly 1:1.5 R:R.
  • Size: $250 fixed risk per trade · Max 1 trade per ticker per day
  • Cutoffs: No new entries after 11:30am ET · EOD market close at 3:55pm ET
  • Tracking: 15 trading-day close tracking from trigger date for performance review by AI signal type
SETUPS

Cont. Run. Intraday

long-only next-session continuation
Long-only continuation trader for stocks that ran big the prior session on heavy volume.
Universe is the existing Continuation Runners scanner output (YF small-cap gainers + day gainers, filtered by % move + relative volume). Pre-market scan re-fetches multi-source headlines, refreshes the AI signal, and pulls pre-mkt gap. Intraday bot watches each tradeable ticker for one of four continuation patterns: ORB long (close above 9:30 ORB high, 9:35-10:00), VWAP reclaim (gapped down/flat, bar wicks below VWAP and closes back above), HOD break (after 10:00 ET, close above intraday HOD on volume), 9EMA pullback (wick to 9EMA, close above with bullish body). Stop = LOD - 0.1% (capped at 40% ADR$ below entry). Target = entry + 60% ADR$. $250 risk, max 1 trade/ticker, max 3 trades/day, no entries after 11:30 ET, EOD market close.
PAPER TRADING ● ENABLED | $250 risk/trade · max 1 trade/ticker · max 3 trades/day · cutoff 11:30 ET
REAL MONEY ● DISABLED | Schwab live trading (LIMIT + bracket OCO + EOD market close)
ALL-TIME P&L: — | Trades: — · — W · — L | Win rate: — · Avg: —
SETUPS FOR —
LIVE RUNTIME
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Theme Bot

News-driven intraday trader
News-driven theme trader.
Morning at 8:55 ET pulls overnight news and asks Claude to pick the 0–3 best themes of the day with tickers, setup types, and theses. Intraday (every 5 minutes from 9:30 to 15:55 ET) Claude evaluates setup-specific entry rules per ticker and manages open positions. EOD closes anything still open at last price. Paper-only — every setup type is tagged so we can study which kinds of news plays actually pay over time.
PAPER TRADING ● ENABLED | $250 risk per trade · max 2 trades/ticker · paper only
ALL-TIME P&L: — | Trades: — · — W · — L | Win rate: —

Each morning at 8:55 ET, Claude reads the news and picks the highest-conviction themes that are likely to move stocks today. For each affected ticker, it picks a setup type (gap_and_go / pullback / orb / fade / late_momentum). The bot then trades them intraday using simple, categorized entry rules so we can evaluate which setup types actually work over time.

TODAY'S THEMES
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TRADE LOG
DateTickerSetupDirCatalystInOutEntryExitStopTargetSharesP&LResult
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PERFORMANCE BY SETUP all-time
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PERFORMANCE BY CATALYST all-time
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Dux Bots

Steven Dux's penny-stock long playbook
PMB CONTROL
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PRE-MARKET SETUPS
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Wheel Scanner

Scans for wheel strategy candidates: elevated IV rank, liquid options chains, ranked for selling cash-secured puts.

Ticker Price Strike Expiry Premium Ann. Yield IV30 IVR Earnings
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~0.25 delta front-month put · CSP yield = (premium ÷ strike) × (365 ÷ DTE) · Earnings within 21d excluded

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