The rules, exactly as implemented

Drawn from the Stock Savvy Strategies course and the Stock Manual. These values drive the engine directly — this page is generated from the same rulebook the system runs on.

Screener — Fundamental Criteria (a stock must meet all six)

Earnings Per Share (EPS) rating ≥ 90
Relative Price Strength (RS) rating ≥ 80
SMR rating = A (Sales + Margins + ROE)
Accumulation/Distribution = A
Volume % change ≥ +50%
Average daily volume ≥ 1M shares
Price ≥ $10 per share
Shortcut: look for the “Double-AA”. If fewer than 5 qualify, relax SMR/Acc-Dist to AB then BB. Keep the top 15 by rating.

Buy (Long) — entry checklist

Market trend UP (Dow 70% / Nasdaq 20% / S&P 10%)
Price closed above the 15-day moving average
15-day MA crossed above the 50-day MA
MACD (12/26/9) crossed up
Volume trend up (confirming — not required)
Not within 5 trading days of earnings
Execute after 10:00 AM ET the next session

Sell (Long) — any one exits the trade

Trailing stop is hit (see next panel)
Price closes below the 15-day MA (technical exit)
Red Zone: gives back ≥ 50% of peak profit before the stop locks in — “never let a green trade turn red”
Sell 3 trading days before an earnings announcement

Trailing Stop Loss

Set at 2× the stock’s average daily % move (ATR)
Capped at 7%. A stock needing ≥ 10% is “too volatile to trade” and is skipped
Trails up with the price; never moves down

Position sizing & money management

Initial entry ≤ 20% of the fund
After 4 days holding above the 15-day MA, scale up to ≤ 50%
Liquidity cap: ≤ 1,000 shares per 1M average daily volume
At most 5 open positions
Account starts at $50,000

Your role vs. the system’s

You decide: which qualified names to select and how many shares.
The system does the rest, autonomously: arms each pick, buys when the checklist holds, sets the stop, scales in, and executes every sell strictly by the rules.
Simulation on end-of-day data. Not investment advice.