Frequently Asked Questions

STS costs $29.99/month (approximately $1/day), billed monthly. Sign in with your Google account to subscribe. All AI usage is logged to a live cost dashboard so the exact platform cost is always visible.

STS uses Google Sign-In for authentication. Click "Sign in with Google" on the login page and authenticate with your Google account. A subscription ($29.99/month) is required for full access. If you have an account registered with an email and password, you can also use the email + password option on the login page. Your session persists across devices — signing in on your phone or a second computer with the same Google account gives you access to your Watchlist, settings, and preferences automatically.

Yes. The STS dashboard is fully responsive and works on any modern smartphone browser (Chrome, Safari, Firefox). No app download is required. On mobile: the dashboard layout stacks vertically. Tabs appear as a scrollable row at the top. Picks tables scroll horizontally. The Watchlist and Tracker are fully usable on a small screen. Morning Digest email: the daily email is also mobile-optimised — each pick is a self-contained card with all key data. Most traders read the digest on their phone first thing in the morning, then open the dashboard for deeper analysis if needed. For the best experience on mobile, add the STS site to your home screen (Share → Add to Home Screen on iOS; three-dot menu → Add to Home Screen on Android) — this gives you a full-screen app-like experience without the browser address bar.

You can cancel your STS subscription at any time from the billing portal. Go to your Account page (top-right menu → Account) and click "Manage Subscription". This opens the Stripe billing portal where you can cancel, pause, or update your payment method. After cancellation: your access continues until the end of the current billing period. You will not be charged again after that date. Your Watchlist, preferences, and account data are retained for 90 days in case you resubscribe. If you have trouble accessing the billing portal, email support@stockstraderservice.com with the Google account email you used to sign up.

Yes — there's a short video walkthrough of every part of STS (about 1–2 minutes each). Watch the full playlist or jump to any tab: - **Getting Started** — first login & dashboard tour: https://youtu.be/1SqNg6La-m0 - **The Scorecard** — reading STS Scores & confidence: https://youtu.be/GbaVOoEE-IM - **The Day tab** — intraday picks: https://youtu.be/BtRjIsdua1I - **The Swing tab** — multi-day trades: https://youtu.be/ykyYRAF21fY - **The Position tab** — longer-term holds: https://youtu.be/0_YcFi3Ozxw - **The Value tab** — value picks: https://youtu.be/g1mm15CKilg - **The Sectors tab** — sector best-picks: https://youtu.be/GTVzeWVdHbg - **The Tracker** — live action signals & P&L: https://youtu.be/SM5iRu9xk-E - **The Watchlist** — your stocks + AI signals: https://youtu.be/xISVGd7PXNU - **Settings** — strategy, broker & preferences: https://youtu.be/aCd33f57apw ▶ Full playlist: https://www.youtube.com/playlist?list=PLFciQBbc8Bxw

Click the ⚙ (gear) icon in the top-right area of the dashboard. A slider appears — drag it left to make text smaller or right to make it bigger. The range is 9px (smallest) to 18px (largest), with 11px as the default. Your setting is saved automatically in your browser and stays the same next time you open the dashboard. This is useful if you are on a large monitor (24, 27, or 36-inch) and the text looks too small, or if you are on a laptop and want to fit more on screen.

STS is an **educational stock-research platform** — it delivers AI-ranked stock ideas, plain-English reasoning, and a labeled *simulated* track record. It is **not a broker**: STS never holds money, never places trades, and never connects to a real brokerage account, so using STS involves **no real-money trading**. **Age policy (also in the Terms at /terms, sections 4 & 5):** - STS is open to users of all ages. The public AI chatbot ("Cleopatra") runs on an AI provider whose terms permit **direct use by people aged 13 and older**, with a **parent or guardian's permission for anyone under 18**. - **Under 13:** a parent or legal guardian must review the Terms and give verifiable consent first, in line with COPPA (US) and GDPR Article 8 (EU). - **Billing is adult-only:** the 14-day trial needs no card, and any paid plan requires an adult's payment method through Stripe. **What the chatbot will and won't do:** Cleopatra answers questions about how STS works and general stock-market concepts. It is deliberately **restricted to one content-moderated, major AI provider** (not an open model marketplace), so it stays brand-safe and on-topic. It does **not** give personalized financial advice and will not tell anyone what to do with their own money. **For parents — the context that matters most:** - Investing carries a **real risk of loss.** STS's picks are research and education, **not financial advice**, and simulated or past results never guarantee future returns (see the risk disclaimer on every page and in the Terms). - STS shows real market data alongside a clearly labeled **$100,000 *simulated* portfolio** — it is a learning tool, not a game and not a place to gamble real money. - STS stores only what runs the account (an email, plus any watchlist tickers the user adds). It **never** asks for or stores brokerage logins, bank details, or real balances — see the Privacy Policy at /privacy. A good way for a teen to use STS with a parent is to follow the daily picks and the simulated results **together, as a paper-trading learning exercise** — understanding *why* the AI rates a stock the way it does — before any real money is ever involved.

Yes. The stock ticker symbols (AAPL, NVDA, etc.) scale up proportionally when you increase the font size using the ⚙ gear slider. At the default size (11px), symbols are sized for a standard desktop screen. As you increase the gear setting toward 18px, all ticker symbols on every tab grow by the same ratio — so they stay clearly readable on large monitors without getting cut off or overlapping other text. The same scaling applies across all tabs: AI Picks, Scorecard, Momentum, Value, Sectors, Tracker, and Watchlist.

STS does not connect directly to Fidelity or any brokerage. It is a stock intelligence and research platform — not an execution platform. Think of it as your research analyst: it delivers the ideas, you pull the trigger. How the workflow works: 1. STS delivers the intelligence. Every trading day before pre-market you get 25 AI-scored picks with confidence levels, signals, and reasoning. 2. You execute on your brokerage. Take those insights to Fidelity (or wherever you trade) and place trades based on your own strategy and risk tolerance. Why no direct brokerage integration? STS is intentionally focused on analysis and decision support. You stay in full control of position sizing, risk management, and execution — the AI doesn't trade for you. Tips for pairing STS with Fidelity: · Review STS picks pre-market and build your watchlist in Fidelity accordingly. · Use STS confidence levels and scores to prioritise which picks to act on first. · Cross-reference STS signals with Fidelity's own charts and research tools for a second confirmation before entry.

STS rates its own difficulty at around 20 out of 100. Here is how that breaks down: **Getting started — difficulty 5** Sign in with Google. The picks are already on the screen. Nothing to set up. **Reading the picks — difficulty 15** Each pick shows a stock name, a score, a confidence level (HIGH / MEDIUM / LOW), and a plain-English reason from the AI. You do not need to know what RSI or MACD means to use it. **Using the Tracker — difficulty 20** The Tracker tells you what to do with each pick: BUY MORE, HOLD, SELL, etc. You just follow the signal. It updates every morning. **Using the Watchlist — difficulty 25** Add your own stocks. STS gives you a signal for each one. Set a stop-loss and take-profit percentage if you want alerts. **Understanding the Performance tab — difficulty 40** This shows how the system has done over time. There are some numbers like win rate, Sharpe ratio, and drawdown. These take a little more reading — but they are explained inside the tab. **The hardest part — difficulty 60** Actually following through. Selling when the AI says SELL. Not panic-selling when a pick is red. That part is on you — not the platform. STS is designed so that a first-time investor can use it on day one. You do not need a finance degree. You do not need to read charts. The AI does the analysis — your job is to act on it.

STS runs a full overnight and early-morning pipeline, Mon–Fri. Here is the complete schedule: **After 4:00 PM EST (previous day):** Market-close data capture — prices, volume, fundamentals for all 9,300+ tickers across 11 market sectors. **6:00 AM EST:** News sentiment analysis on the top 200 candidates. **6:30 AM EST:** Cleopatra (STS's AI) selects the final Top 25 picks with confidence, category, and reasoning. **6:45 AM EST:** Tracker re-analysis — updated action signals (BUY MORE, HOLD, SELL SOME, SELL, WATCH) for all tracked positions. **6:50 AM EST:** Watchlist signals engine — STS assigns BUY / WATCH / SELL signals to every ticker in your personal Watchlist. Non-TOP25 tickers get their own AI analysis with Price Momentum, Trend Signal, returns, and sentiment. **~7:00 AM EST (Mon–Fri; Saturday = Weekend Briefing; no Sunday email):** Morning Digest email — a personalized briefing sent to your email with your top picks for the day (filtered by your active strategy), any positions closed automatically, and your full Watchlist with live signals and market data. **Dashboard refresh:** Site data is ready before the 9:30 AM market open. Your Watchlist signals update automatically each morning — no action required after the initial setup. If picks look stale, use the REFRESH button on the dashboard.

If the date on the dashboard does not match today, one of two things is happening: **Most common — GAS pipeline is still running.** STS runs its full analysis from 6:00–6:45 AM EST. If you open the dashboard before 7:00 AM EST, you may see the previous day's picks. Wait until after 7:00 AM EST — picks are ready by then every trading day. **Less common — browser cache is stale.** Click the **REFRESH** button at the top right of the dashboard. This bypasses the cache and pulls the latest data directly from the source. If neither resolves it, press **Ctrl+Shift+R** (Windows) or **Cmd+Shift+R** (Mac) to do a full browser reload without cache. This clears any stored page data and fetches everything fresh. Weekend note: The pipeline runs Mon–Fri only. On weekends, you will see Friday's picks — that is expected.

The dashboard is organised by trader type — pick the tab that matches how you trade, then use the supporting tabs daily. ⚡ Day — MOMENTUM and GROWTH picks only. Score ≥85, HIGH confidence. Designed for trades you enter and exit the same day or within 1–2 days. The tightest filter — only the strongest setups make it here. ↗ Swing — All categories, Score ≥75. Best for 3–10 day holds. Broader selection than Day but still filtered for quality. This is the most popular tab for active traders. ◎ Position — Long trades, all categories, Score ≥70, any confidence level. For holds of weeks to months. Includes higher-risk names that need time to play out. ◆ Value — VALUE, DEFENSIVE, and RECOVERY picks. For patient investors focused on undervalued or out-of-favour stocks with fundamental support. Scorecard — independent multi-factor scoring across momentum, value, sentiment, volume, and trend. Use it to cross-reference your picks — if a stock ranks highly in both your trader tab and Scorecard, conviction is stronger. Sectors — best pick per market sector, updated daily. Useful for sector rotation and finding diversified exposure. Tracker — live status board for every AI pick ever made. Shows current action signals (BUY MORE, HOLD, SELL SOME, SELL, WATCH). Check this daily for exit signals before the market opens. Watchlist — your private portfolio tracker. Add any tickers you own, set buy price and SL/TP thresholds, and get AI signals every morning. Performance — the $100K simulation portfolio results with 10 timeline windows (1D / 1W / 1M / 3M / 6M / 1Y / 3Y / 5Y / ALL / CUSTOM), equity curve, closed-trade log, and AI Strategy Changes history.

A simple pre-market routine that takes 5–10 minutes: 1. Open the dashboard and check the ★ Top AI Picks from Cleopatra tab. Look at the top 5 HIGH-confidence picks and the Featured Pick (#1). Read the AI Reasoning for each. 2. Switch to the Scorecard tab. Review which picks score highest across momentum, value, and sentiment. Cross-reference with the top picks — if a stock appears in both, conviction is higher. 3. Check the Tracker. Look at any SELL or SELL SOME signals — these are the AI's updated assessment after re-analysis. Act on these before the market opens. 4. Check Watchlist. Review SL (stop loss) and TP (take profit) badge colours — red SL means triggered, yellow means approaching (within 5%), green means safe. Green TP means target hit. Decide whether to exit or hold. 5. Check earnings badges (📅). If any open position reports earnings in ≤7 days (amber badge), decide whether you want to hold through the report or reduce size. 6. Use the Position Sizing calculator to size any new entries you plan to take that day. Review the Performance tab weekly to see which categories are working and adjust your focus accordingly.

All your personal data is stored in a private, encrypted cloud database (Neon Postgres, hosted on AWS). Nothing is stored in a spreadsheet or shared file — it is a proper database with server-side access controls, meaning each trader can only ever read and write their own data. Here is what is stored and where: Your Watchlist tickers — every stock you add to the Watchlist is saved in the database under your email address. If you log in from a different device, your Watchlist is still there. Your AI signals and reasoning — when Cleopatra or the AI analyzes a stock in your Watchlist, the result (action, confidence, reasoning, sentiment) is cached in the database so you get instant loads without waiting for the AI to re-run every time you open the dashboard. Your Stop Loss and Take Profit thresholds — the SL % and TP % you set per position are saved in the database. They persist across sessions and trigger the SL/TP badges on your Watchlist rows. Your account and login — your email, authentication provider (Google), and preferences (alert settings, notification channels) are stored in the database. What is NOT stored: your brokerage credentials, account balances, or actual trade history. STS does not connect to your broker and never sees your real money. The simulation portfolio on the Performance tab is a paper-trading model — not your actual account.

Not much. STS estimates how long it takes based on your style: **Just want the picks — about 10 minutes a day** Open the dashboard. Buy the top 3 stocks. Set a stop-loss. Done. Check back the next morning for any SELL signals. That's it. **Want to double-check before you buy — about 30–45 minutes a day** Use STS to find the best candidates, then look at the chart yourself before pulling the trigger. Read the AI's reasoning. Check the Scorecard. Buy when you're confident. **Only trade a few times a year — about 5 minutes a week** Just watch the Seasonal Timing signals. STS tells you when conditions look good to enter or exit. You don't have to check it every day. STS estimates most people start with the first style and move toward the second once they get comfortable with how the picks work. All three styles work — use what fits your schedule.

The morning digest email arrives at ~7:00 AM EST on trading days (Mon–Fri). On Saturday you receive a Weekend Briefing; no email is sent on Sundays. It is a personalised summary of what matters today. **What is in the picks email:** - Today's top picks, ranked in order — the stocks that match your active strategy (rank limit and any category or sector filters you have set) - Current price and % change for each pick - Score, Stop Loss, and Take Profit for each pick - Any positions that were closed automatically (stop loss or take profit triggered overnight) - Your simulated portfolio snapshot **What is in the watchlist email (sent ~30 minutes later):** - Every ticker in your personal Watchlist - Live action signal, price, % change, and sentiment for each position The picks email only shows picks that pass your strategy settings. If your strategy is "Top 3 picks, VALUE only", you will see up to 3 VALUE picks — not all 25. The watchlist email always shows all your personal holdings, regardless of strategy.

The NEON badge (a teal/cyan indicator) on a tab means that tab's data is being served from the Neon Postgres database cache rather than fetching live from Google Sheets. What this means for you: data loads in ~50ms instead of 3–5 seconds. The picks, tracker, watchlist signals, and performance metrics you see loaded instantly — that's Neon doing the work. How it works: after every morning GAS pipeline run (6:30–7:00 AM), all fresh data is pushed to Neon automatically. The dashboard reads from Neon first; if Neon data is stale or unavailable, it falls back to live Google Sheets. The NEON badge confirms you're getting the fast path. If you do NOT see the NEON badge on a tab, the dashboard fell back to live Sheets — data is still accurate, just slower to load.

STS is a stock intelligence platform, not a financial advisor and not a robo-advisor. The difference matters. Financial advisor: a human (or firm) who manages your money, gives personalised advice, and is legally accountable. Costs 0.5–2% of AUM per year. STS is $29.99/month and gives you no personalised advice — it gives you data and signals. You make every decision yourself. Robo-advisor (e.g. Betterment, Wealthfront): automatically invests your money into diversified ETF portfolios based on your risk profile. Hands-off investing. STS is the opposite — it is active stock picking for traders who want to be involved in every decision. What STS is: a pre-market research analyst that processes 9,300+ stocks every night and surfaces the 25 highest-conviction picks each morning with AI reasoning. You use those picks the same way you would use a premium research report — to inform your own decisions on your own brokerage. STS does not manage your money, does not have custody of your funds, and does not give personalised financial advice.

Yes. STS has no minimum account size requirement. The simulation portfolio uses $100K for modelling, but your own account can be any size. Practical considerations for smaller accounts: Position sizing: use the Position Sizing calculator (on the dashboard) with your actual account size. A 2% risk per trade on a $5,000 account means $100 max loss per position — the calculator does this math for you. Number of picks to trade: with a smaller account, trade fewer picks to avoid over-diversification. 2–3 positions are manageable. Focus on HIGH-confidence picks from the Day or Swing tab. Stop-loss discipline: smaller accounts cannot absorb large losses the way larger accounts can. Set tight stop-losses (10–15%) and respect them. PDT rule: the Pattern Day Trader rule has historically limited US traders with under $25,000 to 3 round-trip day trades per 5 rolling business days. Reports in 2026 indicate this $25,000 minimum is being eliminated — confirm the current rule with your broker before relying on it. Either way, the ◎ Position tab (longer holds) sidesteps day-trade limits.

Open Settings → "Preferred broker" and pick your broker. After that, on the dashboard you can click any action button — Buy / Buy More / Sell / Sell Specific / Sell All — on a pick, and it opens your broker's page for that ticker in a new tab. STS does not place the order or log you in — you review and place the trade yourself at your broker. For most major brokers (Robinhood, Public, eToro, Fidelity, Schwab, E*TRADE) the button opens that ticker's page — with Robinhood, Public, and eToro it shows the stock right away, while Fidelity, Schwab, and E*TRADE may ask you to log in first and then land you on the ticker. The remaining brokers open their homepage (log in and search the ticker). Note: STS never asks for your broker login — placing the trade always happens on the broker's own site.

No. STS never stores your broker username or password and cannot place orders on your behalf. Real order entry needs a logged-in session, two-factor authentication, and your broker's authorization — none of which can be done through a simple link. The "Preferred broker" buttons only take you to the broker's page for the ticker; you place the trade yourself. Hands-off, one-click order placement through official broker APIs (such as Alpaca, Interactive Brokers, or Tradier) is on the STS roadmap, but it is a separate, future capability.

Cleopatra is STS's AI analyst — the intelligence layer that reviews every morning's shortlisted candidates and selects the final 25 picks. She assigns each pick a confidence level (HIGH / MEDIUM / LOW), a category (MOMENTUM / VALUE / GROWTH / DEFENSIVE / RECOVERY), and a one-sentence reasoning thesis. Cleopatra is STS's custom AI character, powered by advanced AI. She is not a human — she is an AI — but she is trained and prompted specifically for the STS trading context: sector diversification rules, filters for stocks that have already run up too far, news sentiment weighting, and daily pre-market analysis. You can ask Cleopatra directly using the Ask Cleopatra input on this page.

The minimum age to use STS is 13. Users aged 13 to 17 must have a parent or guardian's permission to use the platform. STS's public AI chatbot (the "Cleopatra" Q&A assistant) runs on an AI provider whose terms permit direct use by people aged 13 and older. All other AI features are operated by STS on the server side to generate research and picks — they are not directly used by, or conversational with, individual users. The paid subscription and any buy/sell trading-decision features carry the usual investment risk. Nothing on STS is financial advice, and you (or your parent/guardian, if you are under 18) are responsible for your own decisions.

The morning digest is a daily email delivered to your inbox by 7:00 AM EST every trading day (Mon–Fri). It summarises everything you need to know before the market opens — in two separate emails. Email 1 — AI Picks (7:00 AM): your top picks for the day filtered by your active strategy, each pick's score, stop loss, take profit, AI reasoning, and news sentiment. Any positions that closed overnight (stop-loss or take-profit triggered) are flagged here. Email 2 — Watchlist (~7:30 AM): every ticker in your personal Watchlist with live signals, price, % change, and sentiment. Sent separately so your picks email stays focused and under the size limit. How to enable it: go to your Account settings (top-right menu) and ensure email notifications are turned on. The email is sent to the address linked to your Google account. If you are not receiving the email: check your spam folder and whitelist support@stockstraderservice.com. Gmail users should drag the email to the Primary tab if it lands in Promotions.

STS (Stocks Trader Service) is a fully automated daily stock intelligence tool. Every trading day it scans 9,300+ stocks across all 11 S&P sectors, scores them across 11 signals, and uses advanced AI to select the 25 best picks — ranked, categorised, and reasoned — before pre-market opens at 7:00 AM EST.

Day, Swing, Position and Value are four time-horizon lenses on the **same daily picks**. **⚡ Day** — MOMENTUM & GROWTH only, Score ≥85, HIGH confidence (strictest; same-day to 1–2 sessions). **↗ Swing** — all categories, Score ≥75 (3–10 day holds; the most-used view). **◎ Position** — all categories, Score ≥70 (weeks to months). **◆ Value** — VALUE, DEFENSIVE & RECOVERY only (patient, undervalued names). The **🎯 AI Strategy** filter narrows the list to only the categories/sectors the current AI strategy is buying — it applies to **Buy / Buy More / Hold** rows; **Sell, Sell-some and Watch** signals always stay visible. Each row shows a **Max Allocation** ($ and %) on a $100,000 reference portfolio — scale the % to your own capital.

Yes — the dashboard nav has two rows, and **Settings → Display** lets you pick the default for each: **Default tab (first row)** — which section opens first: Scorecard, Picks, Tracker, Watchlist, Sectors, FAQ, or How-to. Default: **Scorecard**. **Default view (second row)** — the holding-period lens applied by default: All, Day, Swing, Position, or Value. It applies to Picks and to the chip bar on Scorecard / Tracker / Watchlist / Sectors. Default: **All**. (Example: Default tab = Picks + Default view = Swing opens straight to the Swing picks.) **Default action** — which action card is selected by default on Tracker & Watchlist: All, Buy, Buy More, Hold, Sell Some, Sell, or Watch. Default: **Buy**. And under **Settings → AI Strategy Defaults**: **AI Strategy — Picks & Tracker** — whether the 🎯 AI Strategy filter starts **ON** or OFF each login on Day/Swing/Position/Value + Tracker. Default: **ON**. **AI Strategy — Watchlist** — same choice for the Watchlist, kept separate. Default: **OFF**, so you always see every position you own. These are all **login defaults** — switching a tab, view, or filter inside the dashboard is temporary for that session, and the next login returns to your saved Settings choices.

Yes. Your settings are saved to your STS account, so they apply automatically on every device you sign in to - desktop and mobile alike. This covers your alert preferences, notification webhooks (Slack/Discord/WhatsApp), security/MFA, and your appearance & view choices: theme, accent color, font size, default tab and view, default action and broker, category/sector filters, and your trader name. Changes save automatically as you make them - there is no Save button to press. (Settings are also cached on each device for instant loading and offline use, then reconciled with your account when you reconnect.)

STS is a long-only system — every pick is a buy recommendation. In a sustained bear market, long-only systems underperform because most stocks fall together. What STS does to manage bear conditions: 1. DEFENSIVE category picks (low beta, dividend stocks) become more prominent when the AI detects risk-off conditions 2. The stop-loss system (both per-pick Sonnet SL and portfolio-level Opus STOP_LOSS_PCT) force-closes losing positions rather than letting them ride down 3. SKIP_CATEGORIES can exclude aggressive categories (e.g. GROWTH, MOMENTUM) during prolonged downtrends — Opus adjusts this via the feedback loop 4. Cash reserve is maintained ($25K+ on a $100K sim) so the portfolio isn't fully deployed when markets fall What STS cannot do: short the market, buy puts, or move to 100% cash automatically. It stays invested and rotates into defensive names. Best use in a bear market: reduce position count, use the Value tab, set tighter personal stop-losses, and check the AI Strategy Changes panel to see if Opus has already tightened the strategy in response to conditions.

Pick the one that matches how long you plan to hold a position. If you buy and sell within the same day or next day → ⚡ Day. Only the strongest MOMENTUM and GROWTH picks with Score ≥85 and HIGH confidence. If you typically hold 3–10 days → ↗ Swing. Most active traders use this tab. Broad coverage, quality filter. If you hold weeks to months → ◎ Position. More names, lower score floor, all categories. Good for building a diversified book over time. If you prefer undervalued or stable stocks for the long run → ◆ Value. VALUE, DEFENSIVE, and RECOVERY picks only. Not sure? Start with Swing. It's the most balanced tab and suits the majority of retail traders. Once you've used it for a few weeks, you'll know whether you naturally exit earlier (move to Day) or later (move to Position).

The Scorecard tab gives each AI pick an independent composite score across multiple dimensions — momentum, value, sentiment, volume, and trend — and ranks them accordingly. Why use it separately from AI Picks? The Scorecard uses a different weighting system than Cleopatra's daily ranking. A pick ranked #8 on AI Picks might score #1 on the Scorecard — that divergence is useful signal. How to read it: - Picks are displayed as swim lane cards, ranked by overall composite score (highest score = leftmost card) - Each card shows the ticker, rank, category, score, and a summary of the contributing factors - Click a card to expand it inline and see the full AI reasoning and MiniChart (30-day price sparkline) - Click ⌛ to open the history panel for any pick Best use: cross-reference Scorecard rankings with AI Picks rankings. Picks that rank highly in both have stronger double confirmation. Picks that rank low on Scorecard despite a top AI Picks rank warrant a closer look at the reasoning before entry.

The Featured Pick is the #1 ranked stock of the day on whichever tab you are viewing. It appears as a highlighted card at the top of the picks list. It is not simply the highest AI score — it is the top-ranked pick after applying all the filters for that tab. So the Featured Pick on the Day tab is the top HIGH-confidence MOMENTUM or GROWTH pick; the Featured Pick on the Swing tab may be a different stock entirely. Use the Featured Pick as your first reference point each morning. If it aligns with your sector preference and thesis, it is the highest-conviction entry of the day. If you have time for only one trade, the Featured Pick is the AI's recommendation.

Clicking any row in the ★ Top AI Picks table expands it inline to show: - A MiniChart (price sparkline for the last 30 days) - The full AI Reasoning text — what the AI said about this pick - The Original Thesis — the thesis written when the pick was first added to the tracker - Earnings text if reporting soon (e.g. "Earnings: Apr 24 (in 3d)") This lets you quickly review the AI's rationale without leaving the table. The ⌛ (hourglass) button in each row opens the right-side History Panel, which shows the full pick history: every action change, reasoning update, sentiment shift, and price move since the pick was first tracked. Use this to understand how the AI's view has evolved.

The 📅 badge shows upcoming earnings dates directly on every pick and position so you know when a stock is about to report — without having to look it up separately. Where it appears: - ★ Top AI Picks from Cleopatra — ticker column and row expand details - Scorecard — swim lane card header - Tracker — ticker column, next to the SL badge - Watchlist — ticker column, next to the SL/TP badge Colours: - Amber (📅 Apr 24) — earnings in 7 days or fewer. Act now if you need to adjust size or exit before the report. - Blue (📅 May 12) — earnings in 4–14 days. Plenty of time to plan but worth factoring into your thesis. - No badge — earnings more than 14 days out, no upcoming date found, or earnings already passed. Hover over the badge to see the full date (e.g. "Earnings: 2025-04-24"). In the AI Picks row expand, it shows inline text like "Earnings: Apr 24 (in 3d)". Data source: earnings dates are pulled from Yahoo Finance at page load and cached for 1 hour. If no date shows for a ticker, Yahoo Finance has no scheduled date yet — this is common for tickers that have not yet confirmed their next report date.

The NEW ★ badge marks a pick that has been added to the list for the first time today — it was not on the list yesterday. NEW ★ (green star) — a brand-new pick with HIGH confidence. The AI is adding this for the first time and backing it strongly. NEW (yellow) — a new pick with MEDIUM confidence. Fresh entry, thesis is valid but not the highest-conviction call of the day. NEW (grey) — a new pick with LOW confidence. Worth watching but treat with caution. The badge disappears the next day once the pick is no longer new. If you see a NEW ★ pick that fits your strategy, it is worth paying attention to — it is a fresh idea the AI is introducing today, not a stock you have already seen.

Confidence reflects how strongly Cleopatra backs the pick based on the combination of quantitative signals and news sentiment. HIGH — strong conviction. Multiple signals align: momentum, volume, fundamentals, and supportive news all point in the same direction. This is the AI's best-supported thesis. Weight these picks most heavily. MEDIUM — valid thesis but with caveats. Signals are mixed, news is limited or slightly ambiguous, or the quantitative case is clear but sentiment is neutral. Still worth watching, but size smaller or wait for confirmation. LOW — quantitative trigger only. A screening signal fired but the AI found limited news support or contradictory factors. Treat as a watchlist alert rather than an immediate action. Requires your own additional research. Practical rule: focus new entries on HIGH-confidence picks in the top 5 by rank. Reserve MEDIUM and LOW picks for paper trading, watchlists, or small starter positions.

The four trader-type tabs filter the same daily Top 25 picks to match your trading style. All four read the same underlying AI data — they just apply different score and category filters. ⚡ Day — MOMENTUM and GROWTH only, Score ≥85, HIGH confidence. The strictest filter. Use this if you plan to exit same-day or within 1–2 sessions. Fewer picks, highest conviction. ↗ Swing — All categories, Score ≥75. 3–10 day holds. The most widely used tab. Broad enough to find opportunities daily, tight enough to stay quality. ◎ Position — All categories, Score ≥70, any confidence. Weeks-to-months holds. Includes names that need time to develop — more patience required, but larger potential moves. ◆ Value — VALUE, DEFENSIVE, and RECOVERY picks only. Patient capital. Undervalued or out-of-favour stocks with fundamental support. Suited for investors, not traders. Pick one tab as your primary and stick with it. Switching daily based on what "looks good" leads to inconsistent results. Let the tab's filter do the work.

Yes. The picks email shows only the stocks that match your active strategy — the same filters applied on the dashboard tabs. Your strategy has three possible filters: 1. **Rank limit** — e.g. "Top 3 picks" means only ranks 1, 2, and 3 appear. If you have no rank limit, all 25 show. 2. **Category filter** — e.g. "VALUE only" means only VALUE-category picks appear. If you have no category filter, all categories show. 3. **Sector filter** — e.g. "no UTILITIES" means any pick in the Utilities sector is excluded. If you have no sector filter, all sectors show. The watchlist email (the second email, sent about 30 minutes later) is never filtered by strategy — it always shows all your personal holdings so you see every position you own. The strategy settings that control this are on the Performance tab under the AI Active Strategy panel.

Score and Confidence measure different things and should be read together. Score (0–100): a quantitative composite built from momentum signals, value signals, sentiment score, volume surge, RSI position, 52-week range, and trend direction. Higher = stronger multi-factor signal. Computed algorithmically before the AI sees the stock. Confidence (HIGH / MEDIUM / LOW): Cleopatra's qualitative assessment after reading the AI reasoning, news sentiment, and overall thesis coherence. This is Claude's judgment — not a formula. A stock can have a high Score but LOW Confidence if the AI sees conflicting signals in the news or thesis. Conversely, a lower Score pick might get HIGH Confidence if the thesis is exceptionally clean. How to use them together: - HIGH Confidence + Score ≥85: strongest setups — featured on the Day tab - HIGH Confidence + Score 75–84: solid Swing candidates - MEDIUM Confidence + Score ≥80: decent setups, require tighter risk management - LOW Confidence (any Score): treat as watchlist only — wait for a catalyst or avoid

STS is a daily intelligence tool — it generates picks and scores based on data evaluated before or after the trading day, not in real-time. It does not update dynamically as prices move intraday. What this means for you: - Signals are based on daily data — STS analyzes closing prices, volume trends, sector momentum, and other factors on a daily timeframe. - Intraday volatility is expected — stock prices will naturally fluctuate during market hours. STS does not react to or adjust for these movements in real time. - Entry and exit timing is up to you — STS gives you the direction and confidence level, but you decide your specific entry point, stop-loss, and exit strategy during the trading day. Best practices: 1. Review STS signals pre-market — plan your trades based on the daily picks, scorecard ratings, and confidence levels before the market opens. 2. Use limit orders — rather than chasing intraday moves, consider placing limit orders at price levels that align with STS guidance. 3. Do not panic over intraday swings — STS operates on a daily timeframe, so minor intraday fluctuations do not necessarily invalidate a signal. 4. Wait for the next daily update — if a stock moves significantly during the day, the next STS update will factor in the new closing price and adjust signals accordingly. Key takeaway: STS tells you what to consider and how confident the system is — managing real-time price action during market hours is part of your role as the trader executing the plan.

The AI Picks tab is the main daily picks feed — your starting point every morning. It shows the 25 stocks Cleopatra selected that day, ranked by composite score. Each row shows: - Ticker, company name, sector, and category badge (MOMENTUM / VALUE / GROWTH / RECOVERY / DEFENSIVE) - Confidence level: HIGH, MEDIUM, or LOW - Current price and % change - AI Reasoning — Cleopatra's one-sentence thesis for the pick - News sentiment (STRONG BULL / BULLISH / NEUTRAL / BEARISH / STRONG BEAR) - Earnings badge if the stock reports in ≤14 days Click a row to expand it inline: you get the full reasoning text, a 30-day price sparkline (MiniChart), and the original thesis. Click ⌛ on any row to open the full History Panel showing how the AI's view has evolved since the pick was first made. Use the Momentum and Value sub-tabs to see filtered views by category. The Featured Pick card at the top highlights the #1 ranked stock of the day.

The Approved only button (top of the picks list) filters the view down to the stocks that match your active AI strategy — the rank range, categories, and sectors Cleopatra is currently operating under. When you turn it on, picks that fall outside your strategy settings are hidden. Only the stocks the AI's own rules would act on today remain visible. The APPROVED badge appears inline on each qualifying pick to confirm it passes all three filters: rank, category, and sector. Use it when you want a fast view of just the stocks the strategy would actually buy today, without manually scanning the full list. Turn it off to see all 25 picks regardless of strategy.

Each AI pick is classified into one of five categories based on why it was selected: MOMENTUM — Breakout. Stock is breaking out with strong price action and volume. Typically up 5%+ recently with building volume. Best for short-term traders riding trends. Higher hit rate, faster moves, requires tighter exits. VALUE — Undervalued. Undervalued based on P/E, EPS, and 52-week position. Good fundamentals at a reasonable price. Best for patient investors. Most consistent category — check the Performance tab for current live hit rate by category. GROWTH — Expanding earnings. Strong revenue/earnings trajectory with expanding market opportunity. Often higher P/E justified by growth rate. Best for investors with 1–6 month horizon. Check the Performance tab for current hit rate by category. RECOVERY — Reversal setup. Down significantly from highs but thesis intact — the AI sees a reversal setup. Higher risk, higher reward. Best for contrarian traders. Check the Performance tab for current average return — the wins tend to be large when the thesis plays out. DEFENSIVE — Low-risk. Low beta, stable earnings, dividend-oriented. Selected when the AI detects risk-off conditions or wants portfolio balance. Best for capital preservation. Lowest average return — these protect, not perform. How to use them: Filter the ★ Top AI Picks from Cleopatra tab by category to match your trading style. Momentum traders focus on MOMENTUM + GROWTH picks in the top 5. Value investors focus on VALUE picks regardless of rank. The Performance tab shows hit rate and average return per category so you can see which style is working right now.

STS generates a ranked list of 25 stocks each day. The ★ Top AI Picks from Cleopatra tab shows all 25 by default, ranked by composite score. The Top 10 are the picks with the highest combined confidence and quantitative signal strength — these are the AI's most actionable recommendations for the day. Picks ranked 11–25 are still valid candidates but scored lower on one or more dimensions (confidence, category fit, news support). They are useful for building a watchlist, paper trading, or finding secondary entries if your top picks have already moved. Practical approach: trade the top 5 HIGH-confidence picks, watch ranks 6–15 for entries on pullbacks, and use ranks 16–25 as your radar for next-day opportunities.

STS Core is an illustrative $100,000 model portfolio of about 25 large-cap stocks and ETFs. Every holding is in a BUY or BUY MORE state with a high STS score (swing horizon), the set is diversified across sectors, and it is ordered from largest to smallest market cap. An automated agent manages it and rebalances on trading days within strict risk guardrails. It is an educational illustration only and is not financial advice.

Turn on the STS Core digest in Settings (it is off by default). When you opt in you receive the full list of holdings once. After that we email you at 7 AM ET only when something changes - a holding’s signal changes, or a symbol is added to or removed from the Core. If nothing changes, you get no email.

STS uses a tiered AI system — different levels of AI power are applied depending on the task. The most powerful AI handles the daily stock picks and strategy decisions. A strong analyst-level AI handles tracker re-analysis and watchlist signals each morning. A fast-response AI handles real-time interactions like Ask Cleopatra and the GET SIGNALS button. This means you always get the right level of reasoning for the task — high-stakes picks get the deepest analysis, and real-time queries stay fast and responsive. The AI models powering STS are updated as new, more capable versions become available. The current setup is reflected in the live cost dashboard visible in the platform.

STS is adaptive, not static. The strategy does not flip between different trading philosophies — the core methodology (quantitative scanning, multi-factor scoring, AI-reasoned analysis) stays consistent. What changes is how it weighs signals day to day. Daily recalibration. Every trading day the system rescans thousands of stocks and recalculates every score using fresh market data — technicals, momentum, volume patterns, and sector trends. The picks you see each morning already reflect current conditions; no manual switch required. Adaptive weighting. In high-volatility environments the scoring engine leans more heavily on risk-adjusted signals. When a sector is rotating, the system naturally surfaces those names as their momentum and volume scores improve. Continuous refinement. The underlying scoring logic is refined over time based on performance feedback and evolving market dynamics. This is not a daily overhaul — it is ongoing calibration behind the scenes. What stays the same: You always get 25 picks with confidence levels and scorecard breakdowns. The system never randomly pivots from momentum to value arbitrarily — any shift in emphasis is driven by the data, not a manual strategy change. Bottom line: the picks you see each morning already reflect the latest market conditions. The strategy is working in the background so you do not have to time the market manually.

The Tracker tab is the live status board for every stock STS has ever picked. It shows the AI's current action signal for each position, updated every morning. What you see per row: - Ticker, company, sector, and current action: BUY MORE, HOLD, SELL SOME, SELL, WATCH, or PENDING - Current price and % change from the original pick date (the AI's tracked P&L) - Confidence level (HIGH / MEDIUM / LOW) and category badge - News sentiment at entry vs. today — see if the narrative has shifted - Click MORE to expand sector, Price Momentum, Trend Signal, volatility (beta), and returns Actions to take each morning: 1. Filter to SELL and SELL SOME — act on exit signals before the market opens 2. Filter to BUY MORE — these are the AI's highest-conviction current holds 3. Click ⌛ on any row to review the full pick history The Tracker is shared data — every STS subscriber sees the same picks. Your personal holdings go in the Watchlist.

The Watchlist tab is your personal portfolio tracker — completely private to your account. Add any stocks you own (or want to monitor), even if they are not in the STS Top 25. What you get per position: - Current price and your P&L vs. buy price - AI action signal (BUY MORE / HOLD / SELL SOME / SELL / WATCH) — the same AI analysis applied to your stocks, updated each morning - Price Momentum (RSI), Trend Signal, 5-day and 30-day returns, news sentiment - SL badge (red) if price has fallen past your Stop Loss threshold - TP badge (green) if price has risen past your Take Profit threshold - Earnings badge if the stock reports soon How to set up: 1. Click + ADD SYMBOLS and paste your tickers (comma-separated or one per line) 2. Enter your buy price and date (optional but enables P&L tracking) 3. Set SL % and TP % thresholds per position to get automatic alert badges Your Watchlist updates automatically each morning at 6:50 AM EST with fresh AI signals. A Morning Digest email at 7:00 AM includes your top picks and your full Watchlist with live signals and market data.

No. Your Watchlist is completely private. Only you can see the tickers, positions, buy prices, and thresholds stored there. Your Watchlist is scoped to your Google account email. Every read, add, and delete is authenticated and filtered server-side to your email — other traders cannot see your stocks, cannot delete your positions, and cannot impersonate your account. Only admin accounts can access another trader's data. The Tracker is the only tab that reflects shared data — it shows the AI's public universe of tracked tickers, which is the same for every user. Your personal positions in the Watchlist are never part of that.

The daily morning digest is a personalized email sent at 7:00 AM EST on trading days. It includes today's AI picks, your portfolio signals (STS_BUY / SELL / WATCH), the active strategy settings, and your watchlist summary. To enable it: 1. Go to Settings (top-right menu or settings link after login) 2. Under the Alerts section, enter your Digest email — this is where the digest will be sent. Leave it blank to use your login email. 3. Click Save next to the email field. 4. Toggle Daily morning digest to ON. The digest email is separate from your login email — you can receive it at a different address (for example, a personal inbox instead of your work email used to sign in). To change the digest email later, simply update the email field in Settings and click Save. The change takes effect immediately for the next scheduled send. To stop receiving the digest, toggle Daily morning digest to OFF in Settings. Note: the digest is sent via STS from support@stockstraderservice.com — add this address to your contacts to prevent it going to spam. Replies to the digest go to the same support address.

Clicking the ⌛ (hourglass) icon on any pick opens the History Panel on the right side of the screen. It shows the complete record for that ticker since it was first tracked: - Every action change (e.g. HOLD → SELL SOME → HOLD) with dates - AI Reasoning at each update — what the AI said and why it changed its view - Sentiment shifts — when news went from BULLISH to NEUTRAL or BEARISH - Price at each update so you can see how the stock moved alongside the AI's calls Use the history panel to: - Understand why the AI recently changed its recommendation - See if the thesis has remained consistent or evolved - Evaluate how well the AI's prior signals performed on this ticker - Build conviction before entering or exiting a position

The Watchlist is linked to your Google account email, set automatically when you sign in. To add stocks: 1. Go to the Watchlist tab. 2. Click "+ ADD SYMBOLS" and enter tickers with optional buy price and date. Use bulk paste for multiple stocks at once. 3. Each stock appears immediately with the current price and % change from your entry. To remove a stock: click the × (remove) button on the row. Your Watchlist is stored server-side against your Google account email, so it persists across sessions and devices. If you log in on a different device with the same Google account, your Watchlist will be there. Note: the Watchlist does not automatically track the AI picks list — you must manually add the stocks you actually own. This keeps it personal to your actual holdings rather than the AI's full universe.

Yes. Go to the Watchlist, click "+ ADD SYMBOLS", and paste up to 100 tickers — comma-separated, one per line, or a mix. You do not need to enter prices or any other data. Just the tickers. **Your Watchlist updates in two ways:** 1. **Manual update:** Signals appear immediately when you add tickers during the day. 2. **Morning update (6:50 AM EST, Mon–Fri):** The automated Watchlist signals engine runs and assigns an AI signal to every ticker: - STS BUY — strong buy signal (TOP25 rank 1–5, or AI rates it BUY MORE) - STS WATCH — monitoring signal (TOP25 rank 6–25, or AI rates WATCH) - STS SELL — exit signal (tracker SELL or AI rates SELL) - NOT ON RADAR — tracked but no strong signal yet The Watchlist engine is **independent of the Tracker.** The Tracker runs the TOP25 pipeline on STS-selected stocks. Your Watchlist runs a separate AI analysis on your personal stocks — the two never interfere with each other. A ticker can appear in both (e.g. you added an STS Top 25 stock to your Watchlist), in which case it gets the full tracker data plus your personal signals. **Morning Digest email:** At ~7:00 AM EST on trading days (Mon–Fri), a personalized email is sent to your registered address with your top picks for the day and your full Watchlist with live signals. On Saturday you receive a Weekend Briefing; no email is sent on Sundays. This is your daily briefing — no need to open the dashboard if you are on the go. This all runs automatically. You do not need to do anything after the initial upload.

The GET SIGNAL button manually triggers an AI analysis for that specific stock right now — without waiting for the automated 6:50 AM run. When to use it: - You just added a new ticker and want a signal immediately, not tomorrow morning - A stock in your Watchlist moved significantly and you want a fresh read - You want to check whether the AI's view has changed after a news event What happens when you click it: 1. STS sends the ticker to the AI for a full analysis (same analysis run at 6:50 AM) 2. The row updates with a fresh Action signal (BUY MORE / HOLD / SELL SOME / SELL / WATCH), confidence level, and reasoning 3. The signal timestamp updates to show it was just refreshed This is the same AI used in the morning run — not a lightweight check. It takes a few seconds. Note: the automated morning run at 6:50 AM EST will replace this signal with a fresh one the next trading day regardless. GET SIGNAL is for when you need it now.

BYOP (Bring Your Own Portfolio) lets you add stocks you already own to your STS watchlist so the AI can track and signal them alongside the daily Top 25 picks. How it works: 1. Go to the Watchlist tab and click "+ ADD SYMBOLS". 2. Enter any ticker — even ones not in the STS Top 25. 3. STS will add the ticker to its tracking engine. Within 24 trading hours (by the next morning's 7:00 AM run), it will have a full AI signal: action (BUY MORE / HOLD / SELL SOME / SELL / WATCH), confidence, category, and reasoning. 4. While your ticker is waiting for its first analysis, it shows as PENDING — a placeholder so you can see it is queued. What you get for your own tickers: - The same daily AI action signals Cleopatra generates for the Top 25 - News sentiment (ENTRY and CURRENT) - MiniChart and history panel (⌛) - SL and TP badges based on your buy price and thresholds What is different from Top 25 picks: - Your tickers are private — only you see them (other traders cannot see your watchlist) - The buy price is entered by you, so P&L reflects your actual cost basis - The AI badge (★) does not appear on trader-added tickers unless STS independently selected them as a Top 25 pick — the AI signal is an analysis, not an endorsement Why use BYOP: You have positions you entered before STS launched, or positions based on your own research. BYOP brings those stocks under the same AI lens — so you get daily reassessment of your entire book, not just the STS-selected universe.

Tracker and Watchlist serve different purposes and are designed to be used together. Tracker: - Shows ALL AI-recommended picks from the daily Top 25 (and historical picks) - Action signals are based on % change from the original pick date - Updated automatically every morning by the AI - You cannot add or remove picks — it reflects the AI's universe - When a pick gets a SELL signal, it stays visible for 7 days then drops off automatically — keeping the list clean - Use it to see the AI's analytical perspective for each stock it covers Watchlist: - Shows only the stocks YOU own (your personal positions) - You add tickers manually and set your own buy price and date - Action signals are shown alongside your cost basis so you see your actual P&L - You can set personal Stop Loss and Take Profit thresholds per position - Earns badges (SL, TP) when your thresholds are breached Best practice: cross-reference both. If a stock in your Watchlist has a SELL signal in the Tracker and is showing an SL badge — that is a strong double signal to exit.

Your Watchlist data is retained for 90 days after your subscription ends. If you resubscribe within that window, everything comes back exactly as you left it — tickers, buy prices, SL/TP thresholds, and all AI signals. After 90 days of inactivity, your Watchlist data is deleted from the database per our data retention policy. Your account (Google login) and email address are retained indefinitely for re-subscription purposes. Personal trading data (Watchlist, positions, signals) is what gets deleted after 90 days. If you want a copy of your Watchlist before cancelling, take a screenshot or note your tickers — there is no export function currently.

SL and TP badges appear on every ticker row across all dashboard tabs — AI Picks, Scorecard, Momentum, Value, Sectors, Tracker, and Watchlist. **Badge format:** SL −15% $85.00 [AI] / TP +25% $125.00 [β] The badge shows three things: the label (SL or TP), the percentage trigger, and the exact dollar price. The small tag at the end tells you who set it: [AI] means Cleopatra reviewed this stock individually; [β] means it is a beta-derived default waiting for the AI to personalise it. **SL (Stop Loss) — red badge** Shows the price floor. When the current price falls to or below the SL dollar amount, the SL badge fires and the AI signals SELL. Example: SL −15% $85.00 means if the stock falls to $85, exit. **TP (Take Profit) — green badge** Shows the price target. When the current price rises to or above the TP dollar amount, the TP badge fires and the AI signals SELL to lock in gains. Example: TP +25% $125.00 means if the stock hits $125, take profit. **Tracker tab — always visible, hit or not** The SL and TP badges and dedicated columns are always shown, not just when breached. **Watchlist tab — hit-only + editable** The badge only appears when the threshold is actually crossed. Expand any row to see and edit your SL% and TP%. Your custom value takes priority over the AI's. **Auto-sell:** When SL or TP is triggered, the system automatically posts a SELL signal to the Tracker. The drawdown-sell engine runs twice daily for SL; the profit-take engine runs daily for TP.

The Tracker is the live status board for all AI-recommended picks. Every stock in the Top 25 is automatically tracked here with: - Current price and % change from pick date - Action signal updated each morning (BUY MORE, HOLD, SELL SOME, SELL, WATCH) - AI Confidence (HIGH / MEDIUM / LOW) - News sentiment at entry and today - AI Reasoning from the latest analysis How to use it: 1. Check it each morning before the market opens for any SELL or SELL SOME signals — these are exit or trim signals you should act on. 2. Click any row to expand it and see the full reasoning and MiniChart. 3. Click ⌛ to open the full history for that pick. 4. Use the filter buttons (ALL / BUY MORE / HOLD / etc.) to focus on a specific action group. 5. Use the MORE button to show sector, technicals, and sentiment details. When a SELL signal fires, the pick shows a small "closes in Xd" badge. It stays on the Tracker for 7 days so you have time to act — then it drops off automatically. If you want to keep watching a sold stock, add it to your Watchlist and it will continue to get signals there. The Tracker is read-only — it shows the AI's recommendations, not your personal positions. For your own holdings, use the Watchlist.

Action signals are the AI's current analytical perspective for each tracked pick, updated every morning by Cleopatra. The AI considers % gain from pick price, how fast the stock is moving (momentum), the current trend, news sentiment, hold duration, and the original thesis. These are informational signals — all trading decisions are yours. BUY MORE (green ▲) — Thesis intact, trend is up. The AI sees continued upside and the position has not yet reached its target. Guidelines: typically up 0–8% with Trend Signal BULLISH and Price Momentum in a healthy range. HOLD (blue ═) — The thesis is playing out. The position is tracking well — no reason to add aggressively or exit. Guidelines: typically up 8–20%. SELL SOME (yellow △) — The AI recommends selling 50% of your position to lock in partial gains. Triggered when the stock is up 20%+ from pick price, momentum is stretched (overbought), or the news is turning negative. SELL (red ▼) — Full exit signal. Either the position has hit its profit target (up 35%+) or the thesis has broken (deteriorating fundamentals, bearish news, trend turning down, or held 30+ days with no return). Once SELL fires, the pick stays visible for 7 days so you have time to act — then it drops off the Tracker automatically. If you still want to watch it after that, add it to your Watchlist. WATCH (grey ◉) — Down from pick price but the thesis is still intact. Hold and monitor. No immediate action required, but do not add until price recovers and signals improve. PENDING (dark ⏳) — Awaiting the next analysis run. Typically seen for newly added picks or after a data refresh gap.

The MiniChart is a 30-day price sparkline that appears when you expand a pick row (click the row or click the chart icon). It gives you an immediate visual of recent price history without leaving the dashboard. What to look for: - Upward trend with recent consolidation — healthy setup, momentum pick may have a good entry point. - Sharp spike followed by pullback — the stock ran and is cooling; wait for the bounce or momentum to settle before entering. - Downtrend with a recent uptick — Recovery or Value pick setting up; confirm the AI thesis before entering. - Flat/choppy — no clear direction; pick may need a catalyst to move. The MiniChart also appears in the Scorecard swim lane cards (after expanding) and in Watchlist rows. It is powered by TradingView Lightweight Charts and shows unadjusted daily closing prices.

The Sectors tab shows the best AI pick for each of the 11 market sectors STS tracks — one stock per sector, updated daily. The 11 sectors: Technology, Healthcare, Financials, Consumer Discretionary, Consumer Staples, Industrials, Energy, Materials, Utilities, Real Estate, Communication Services. Each sector card shows the top pick's ticker, AI score, confidence, category, and a one-line reasoning thesis. This is Cleopatra's view of the strongest setup in each part of the market on that day. How to use it: - For sector rotation: if you want exposure to Financials today, the Sectors tab tells you which Financials pick the AI rates highest - For diversification: build a book by picking the top-rated stock from 3–4 different sectors rather than loading up on one sector - For context: if Technology has weak picks across the board, the AI is signalling the sector is not in a strong moment

Price Momentum (RSI) measures how fast a stock has been moving up or down recently, on a 0–100 scale over the last 14 days. Think of it as a speedometer — it tells you if the stock has already run hard or if it still has room. Above 70 — The stock has moved up fast and may be getting stretched. Be cautious about entering at these levels; it may pull back or go sideways first. STS shows this as "Extended." 40–70 — Normal range. Price is moving without being stretched in either direction. Most new entries are best made here. Below 30 — The stock has fallen fast and may be setting up for a bounce. Value and Recovery picks often show up here — it can be a buying opportunity if the overall thesis still makes sense and the news is not terrible. STS shows this as "Low." Price Momentum alone is not a trading signal — it is context. A HIGH-confidence pick at 65 (moving well, not stretched) is a better entry than the same pick at 82 (already run far). Use it to time your entry after STS confirms the pick.

The Trend Signal shows whether a stock is in an uptrend or downtrend based on its short-term and long-term price averages. BULLISH — short-term average is above the long-term average. The stock is trending up. Good backdrop for new entries. BEARISH — short-term average is below the long-term average. The stock is in a downtrend. Even a HIGH-confidence pick has the trend working against it — be cautious. NEUTRAL — averages are close together with no clear direction. Uptrend ★ (shown as ✓ UPTREND ★): this means the short-term average just crossed above the long-term average — a well-known signal that a new uptrend may be starting. When you see this on a pick, the trend has recently flipped bullish, which adds extra confidence to a BUY signal. The opposite (short-term crossing below long-term) is a warning sign of a downtrend starting. STS flags this even if the stock has been moving up recently.

ENTRY SENTIMENT shows the news sentiment at the time the pick was first added to the tracker. It is set once and never changes — it captures what the market narrative was when you entered the position. Use it to compare the original bullish/bearish backdrop against where sentiment stands today. CURRENT SENTIMENT shows the latest news sentiment from the most recent analysis run. It updates every time the AI re-analyzes the tracker. Use it to see whether the news narrative has improved, deteriorated, or stayed the same since you entered. Together they answer two questions: Was the sentiment bullish when I bought? Is the sentiment still bullish now?

Sentiment labels are read from today's headlines using Google AI. The label combines two things — direction (positive or negative) and how strongly the headlines feel that way: STRONG BULL — News is clearly and strongly positive. Multiple headlines point the same way with conviction. A strong bullish story is likely driving the stock. BULLISH — News tone is positive but not extreme. Good backdrop for the trade thesis. NEUTRAL — Headlines are mixed or flat. No clear signal from the news either way. BEARISH — News tone is negative. There are headwinds — keep an eye on whether the thesis still holds. STRONG BEAR — News is clearly and strongly negative. Multiple headlines point the same way with conviction. A bearish story is likely weighing on the stock. NO DATA — No headlines found or no signal returned. Treat as unknown, not neutral. Volume matters too: a lot of emotionally charged headlines pointing positive is classified STRONG BULL rather than just BULLISH — the market is reacting loudly, not just slightly positive.

The 52-week position shows where the stock's current price sits between its lowest and highest price over the past year. 0% means it is at the year's low. 100% means it is at the year's high. How to read it: - 80–100% — near the year's high. Strong momentum, but the stock has already run far. Best for MOMENTUM picks where you are buying into strength. - 40–70% — middle of the range. Healthy — room to move in either direction. Good for most entry types. - 0–30% — near the year's low. Could be a VALUE or RECOVERY opportunity, but also a stock in trouble. Only enter if the AI's reasoning explains why the low point is a floor, not a warning sign. Use it together with Price Momentum: a stock near its year high with momentum already extended is a worse entry point than one near its year low with momentum at a low reading and HIGH confidence.

The simulation portfolio updates once per trading day — after the morning backtest runs at approximately 6:50 AM EST on Mon–Fri. What happens each update: 1. All historical picks are re-evaluated with latest prices 2. Positions are marked to market (current price vs. buy price) 3. Stop-loss and take-profit triggers are checked — any breaches result in a simulated close 4. New picks are added to the open book 5. The equity curve gains a new data point 6. Metrics (total return, win rate, Sharpe, etc.) are recomputed 7. The updated snapshot is pushed to Neon and available on the Performance tab within minutes On weekends and holidays: no update. You will see Friday's numbers until Monday morning. The Performance tab also shows LAST RUN timestamp so you can see exactly when the data was computed.

The Performance tab shows the results of the STS simulation portfolio — a $100,000 paper account that tracks every AI pick as if it were traded in real money. Key metrics displayed: - Total Return ($) and % since inception - CAGR — annualised return - Win Rate — % of closed trades that were profitable - Sharpe Ratio — risk-adjusted return (higher = better return per unit of risk) - Profit Factor — gross wins ÷ gross losses (>1.0 means the system makes more than it loses) - Max Drawdown — worst peak-to-trough drop Timeline filters — 10 windows let you see performance across any horizon: 1D / 1W / 1M / 3M / 6M / 1Y / 3Y / 5Y / ALL / CUSTOM. Use 1M–3M for regime context, ALL for the full track record. Category breakdown: the bar chart below the main stats shows hit rate and average return per category (MOMENTUM, VALUE, GROWTH, RECOVERY, DEFENSIVE). Click a category badge to filter — this is how you identify which trading style is currently working best and align your own focus accordingly. Closed trade log: scroll down to see every closed position with entry price, exit price, hold period, and % gain/loss. Important: this is a simulation portfolio, not your personal account. It reflects STS's analytical track record — your own results depend on your entry timing, position sizing, and exits.

Realized P&L is the profit or loss you have actually locked in by selling a position. Once a trade is closed, that number is permanent — market movements no longer affect it. Unrealized P&L is the floating profit or loss on positions you still hold. It changes as prices move and is not final until you sell. Example: Realized +$6,200 + Unrealized −$1,800 = Total +$4,400 Watch both together: if your locked-in gains are positive but your open positions are deep in the red, the overall picture is not as good as the top line suggests.

Win Rate — percentage of closed trades that ended in profit. 0% means no winners closed yet. Results become meaningful above 30 closed trades — check the live Performance tab for the current figure. Closed Trades — total number of positions that have been fully exited since simulation start. Results are statistically meaningful above 30 trades; interpret early numbers with caution. Cash on Hand — uninvested cash currently available to deploy into new picks. Calculated as: Total Value − Market Value of Open Positions. Deployed — capital currently invested in open positions, measured at cost basis (what was paid, not current market value). A high Deployed % with falling prices will show up as negative Unrealized P&L.

Period Returns show how the portfolio performed within a specific lookback window, not since inception. 1D — performance over the last 1 trading day 1W — performance over the last 5 trading days 1M — performance over the last ~21 trading days (1 calendar month) 3M — performance over the last ~63 trading days (3 calendar months) These are useful for spotting recent momentum: if the 1D and 1W returns are improving while the 1M is negative, the portfolio may be recovering. If all periods are negative and accelerating, the strategy may be in a drawdown phase.

This section breaks down Tier 1 pick accuracy by the AI category assigned to each pick: VALUE, MOMENTUM, GROWTH, RECOVERY, and DEFENSIVE. For each category it shows: — Hit Rate: % of picks in that category that closed positive next day — Avg Return: average % gain/loss across all picks in that category — Picks: total number of picks tracked in that category so far Why it matters: different categories work better in different market conditions. If MOMENTUM is hitting 80% in a trending market, lean into MOMENTUM picks. If VALUE is underperforming, deprioritise it until conditions improve. The strategy adapts automatically based on this data — categories that consistently underperform may be deprioritised, while outperforming categories may receive increased weighting in the AI's daily selection process. Categories with "no picks yet" (dimmed rows) simply have not had any AI picks assigned to them yet in the current tracking window. They will populate as the system runs and picks are classified into those categories.

Each button filters the simulation portfolio metrics to that time window — so you see how the system performed over that specific period, not just since inception. 1D / 1W — very short, noisy. Useful for checking yesterday's or last week's performance. Not a basis for strategy decisions. 1M / 3M — medium term. Best for understanding current market regime performance. If the 1M number is significantly worse than 3M, conditions have recently changed. 6M / 1Y — meaningful track record window. Use these to evaluate the system's true performance after enough trades have closed. 3Y / 5Y — full historical perspective. The longest windows include all market conditions (bull, bear, volatile). These are the numbers a prospective subscriber should look at for product credibility. ALL — everything since inception. CUSTOM — set your own start and end date to evaluate any specific period (e.g. the tariff-shock weeks in April 2026). Important: short windows (1D–1M) are heavily influenced by a handful of trades and can look great or terrible due to randomness alone. Use 3M+ for meaningful conclusions.

This section lets you calibrate how concentrated your strategy should be based on historical hit rates by rank tier. STRONG BUY (ranks 1–3) — the AI's highest conviction picks each day. Smallest group, highest confidence, most concentrated bets. Historically the highest Avg Return per pick. BUY (ranks 4–10) — solid conviction, a broader net. Includes picks the AI likes but ranked slightly lower due to competition in the top 3. WATCHLIST (ranks 11–25) — the radar. Still actionable but lower confidence. Higher miss rate. Best used for small starter positions or paper trading. How to use it: — Conservative trader: only act on picks where rank ≤ 3 (STRONG BUY). Accept fewer opportunities but higher confidence per trade. — Moderate trader: buy ranks 1–6 (the current AI strategy default). Balance between selectivity and deployment. — Active trader: scan the full Top 10. More opportunities but accept a slightly lower hit rate. The conviction table updates daily as more picks are tracked. The asymmetry column tells you the win-to-loss ratio per tier — even a 66% hit rate at high asymmetry is a powerful edge.

Avg Win % is the average percentage return across all closed trades that ended in profit. Avg Loss % is the average percentage return across all closed trades that ended in a loss. Together they define the system's payoff profile. The key ratio to watch is: Avg Win / |Avg Loss| Example: Avg Win +2.5%, Avg Loss −1.0% → ratio of 2.5× This means the system only needs to win 29% of trades to break even (1 / (1 + 2.5) = 0.29). STS targets a ratio above 2× — wins should be at least twice the size of losses. Check the live Performance tab for the current measured values.

Avg Hold Period is the average number of days a position was held before being sold, across all closed trades. A short hold (under 7 days) means the system is taking quick profits or cutting losses fast. A longer hold (14–30 days) is more of a swing trading pace. STS targets 5–20 trading days depending on category: MOMENTUM picks are typically held shorter, VALUE picks longer. If the average hold is very long but returns are negative, the system may be holding losing positions too long instead of cutting them.

CAGR stands for Compound Annual Growth Rate. It converts the simulation's total return into a yearly number so you can compare it fairly against something like the S&P 500 (which also reports as a yearly figure). Example: if the portfolio is up 8% after 6 months, CAGR translates that into roughly "16% per year if this pace keeps up." Important: early on, CAGR swings wildly with every small move because there are so few trading days to average out. After 60+ trading days it settles into a more meaningful number. Do not read too much into it in the first few weeks.

Max Drawdown measures the largest peak-to-trough decline in portfolio value since the simulation started. Example: Portfolio peaks at $102K, then drops to $94K → Max Drawdown = −7.8% It answers: "What is the worst I would have felt holding this portfolio?" Lower is better. A drawdown of −5% to −10% is typical for an active equity strategy. Above −20% signals meaningful risk. Use it alongside Total Return — a strategy returning +15% with a −25% drawdown is riskier than one returning +10% with a −5% drawdown.

Hit Rate is the percentage of picks that closed positive the next trading day. A 100% hit rate across a handful of picks over 2–7 days is not unusual — it takes around 30+ picks before the number becomes statistically meaningful. With a small sample, any streak (good or bad) looks extreme. What to watch over time: — 60%+ hit rate: strong signal that the picks are directionally accurate — 50–60%: acceptable — the edge comes from Avg Win being larger than Avg Loss (asymmetry) — Below 50%: the ranking is not directional — investigate Tier 2 alpha Do not over-interpret early hit rates. A 100% hit rate on 6 picks and a 60% hit rate on 6 picks are statistically indistinguishable — the confidence interval is too wide. Revisit after 30+ trading days for a meaningful reading.

Profit Factor compares total dollars won across all winning trades against total dollars lost across all losing trades. It answers: "For every dollar I lose, how many dollars do I make?" How to read it: — Below 1.0: the system loses more than it makes overall — 1.0: break-even — 1.2 to 1.5: acceptable — making more than losing — Above 1.5: solid — Above 2.0: strong — making twice what you lose A Profit Factor of 0.00 just means no winning trades have been closed yet. This is completely normal in the first few weeks of the simulation.

The equity curve is the line chart on the Performance tab that shows how the simulated $100K portfolio value has changed over time — day by day since inception. How to read it: - The y-axis shows portfolio value in dollars - The x-axis shows time - A rising curve means the portfolio was growing on that day's close - A flat section means no open positions or no price movement - A dip followed by recovery is normal — it shows a losing period the portfolio recovered from - A dip that doesn't recover is a drawdown the system hasn't yet recouped The equity curve is computed from actual historical pick data using a time-aware simulation: the stop-loss value Opus set on each date is applied to positions evaluated on that date — not today's stop-loss applied uniformly. This means the curve reflects what would have actually happened in production, not a retrospective best-case scenario. Use it to assess: how smooth is the curve? A jagged curve with deep dips indicates high volatility. A steadily rising curve with shallow dips indicates a consistent system.

Sharpe Ratio tells you how much return you are getting for the amount of risk you are taking. A higher number means better return relative to how bumpy the ride is. How to read it: — Below 0: the portfolio is losing money after accounting for risk — 0 to 1: making money, but the returns are not smooth enough for the risk taken — 1 to 2: good — solid returns with reasonable ups and downs — Above 2: excellent — strong returns with controlled volatility Early in a simulation, the Sharpe can look terrible (even below −2) simply because there are not enough trades to calculate it properly. It becomes useful after 60+ trading days and 30+ closed positions. Do not worry about it in the first few weeks.

Cash Drag is the performance penalty from holding uninvested capital while the market moves. If your portfolio is 56% cash ($56K uninvested, $44K in stocks) and the market goes up 2%, your portfolio only gains 2% × 44% = 0.88% — not the full 2%. The idle cash earned nothing. In STS, cash drag is intentional: Cleopatra always holds a cash reserve (visible in the ⚙ AI Active Strategy panel) that is never deployed into new buys. New positions are only opened when a top-ranked pick appears. Early in the simulation (first 2–3 weeks), the portfolio is heavily cash-weighted while it deploys into positions — so Tier 3 returns will look modest even when Tier 1 hit rates are strong. Cash drag decreases over time as more positions are opened. Once most of the available buying power is deployed, Tier 3 returns will begin tracking Tier 1 pick accuracy much more closely. If Tier 1 is 100% and Tier 3 is only +0.48%, cash drag is likely the explanation — not a system problem.

Starting Capital is the initial portfolio size used for the simulation — $100,000. It is fixed and never changes. Current Value is the total portfolio value at the time of the last backtest run: cash on hand plus the current market value of all open positions. When a period filter is selected (1D, 1W, etc.) this is labelled Account Value and reflects the portfolio state at the end of that window.

Total Return shows how much the $100K simulation has made or lost since it started — shown as both a dollar amount and a percentage. Example: Started at $100,000 · now worth $108,000 → Total Return = +$8,000 (+8.00%) When you select a period filter (1D, 1W, 1M, 3M) this becomes Period Return and shows the gain or loss within just that time window.

A LONG position means you bought a stock and you own it. You make money when the price goes up. You lose money when it goes down. **In plain terms:** You buy 10 shares of NVDA at $100. You are now LONG 10 shares of NVDA. If NVDA goes to $120 you made $200. If it drops to $85 you are down $150. **STS is a LONG-only platform.** Every pick Cleopatra selects is a stock you buy and hold. The AI scores, analyzes, and assigns action signals (BUY MORE, HOLD, SELL SOME, SELL) based on a long thesis — the expectation that the price rises from your entry. **Key points for LONG traders:** - Your maximum loss is 100% (stock goes to zero — rare for large-cap stocks) - Your maximum gain is unlimited - You control timing — you decide when to enter, and the AI tells you when to exit - You earn dividends if the stock pays them - A Stop Loss (SL) limits your downside by exiting before a small loss becomes a large one For STS: you are always LONG. Every BUY MORE signal means add to an existing long position. Every SELL signal means close (exit) your long position.

A Stop Loss (SL) and Take Profit (TP) are two price targets that tell you when to exit a position — one to limit a loss, one to lock in a gain. **Stop Loss (SL) — the floor** This is the lowest price you are willing to accept before cutting the position. If the stock falls to or below the SL price, you exit. It protects you from holding a loser all the way down. Example: You buy a stock at $100. The AI sets a 15% stop loss. Your SL price is $85. If the stock drops to $85, you sell and limit the damage to roughly 15%. **Take Profit (TP) — the target** This is the price at which you lock in your gains and exit. Once the stock hits the TP price, the position has done its job. Example: You buy at $100. The AI sets a 25% take profit. Your TP price is $125. When the stock hits $125, you sell and pocket the gain. **Why both matter together** SL and TP define your risk/reward on every trade. A 15% SL and a 25% TP means you risk $15 to make $25 — a 1.67:1 reward-to-risk ratio. The AI calibrates both for each stock individually based on its volatility (beta) and how confident the analysis is. **Who sets them?** Cleopatra (the AI) sets SL and TP for every tracked stock during morning analysis. You can override them in the Watchlist tab if you want to use your own numbers.

Every ticker row on every dashboard tab shows an SL badge and a TP badge. The colour updates in real time based on where the price is relative to each level. **Badge format:** SL −15% $85.00 [AI] TP +25% $125.00 [β] **The three parts of each badge:** 1. SL or TP — tells you which it is (Stop Loss or Take Profit) 2. The percentage (−15% or +25%) — how far the price needs to move from the buy price to hit this level. A negative % is the loss you accept (SL). A positive % is the gain you're targeting (TP). 3. The dollar price ($85.00 or $125.00) — the exact price the stock must reach to trigger the alert. **The small badge at the end:** - [AI] (purple) — Cleopatra set this value during morning analysis for this specific stock - [β] (grey) — Beta default: a formula-derived estimate (not yet reviewed by the AI). Based on the stock's beta and confidence level. The AI will replace it on the next analysis run. **Colour meaning — SL badge (3 states):** - Green = price is safely above the SL level — no action needed - Yellow = price is within 5% of the SL level — approaching your stop, review the position - Red = price has fallen to or below the SL price — stop loss triggered, consider exiting **Colour meaning — TP badge (3 states):** - Grey/muted = price is still well below the TP target — let the position run - Yellow = price is within 5% of the TP target — close to your profit goal - Green = price has reached or exceeded the TP price — take profit target hit, consider locking in gains **On the Tracker tab** the SL and TP values also appear as dedicated columns between Buy Price and Current Price, always visible without needing to expand a row. **On the Watchlist tab** the hit badge only appears when the threshold has actually been crossed. You can also set your own custom % in the expanded row — your number takes priority over the AI's. **When there is no badge yet** New picks and watchlist-only symbols get a beta-derived default immediately so you always have a reference point. The [β] badge tells you the AI has not personally reviewed it yet.

Beta (β) measures how much a stock moves relative to the overall market (S&P 500). β = 1.0 — moves in line with the market β = 0.9 — moves 10% less than the market — slightly defensive β = 1.5 — moves 50% more than the market — high volatility β = 0.5 — moves half as much as the market — low volatility / defensive On the Sector Exposure bar in Tracker: - The β shown on each sector segment = average beta of all active picks in that sector (excluding SELL) - The β in the header (e.g. β 0.99) = average beta across all your active tracked picks combined — your overall market exposure What the colours mean: - Red β label: >1.5 — HIGH volatility vs market - Amber β label: >1.2 — ELEVATED exposure - Blue β label: <0.7 — DEFENSIVE, low market sensitivity - Grey β label: 0.7–1.2 — normal range What it tells you: a Financials β0.9 means those picks tend to be slightly calmer than the market. A Technology β1.3 means those picks amplify market moves by 30%. Your overall β tells you whether your tracked picks as a group lean aggressive or defensive.

SL (Stop Loss) and TP (Take Profit) are visible on every tab of the STS dashboard in a consistent format, and in the morning digest email. **Format everywhere:** SL −15% $85.00 [AI] and TP +25% $125.00 [β] The badge always shows: label · percentage · dollar price · AI or β indicator. **AI Picks, Scorecard, Momentum, Value, Sectors tabs** Every ticker row shows the SL and TP badge inline next to the ticker name. Always visible — no need to expand or hover. **Tracker tab** Two dedicated columns (SL and TP) sit between Buy Price and Current Price, always showing percentage and dollar price for every pick. In the expanded row panel you also see a detailed line that updates colour as the price moves: - STOP LOSS −15% · SL $47.23 (AI) — green: price is safely above the stop - ⚠ APPROACHING SL −15% · SL $47.23 (−12.4%) — yellow: within 5% of the stop, review now - ⚠ STOP LOSS HIT −15% · $47.23 (−16.2%) — red: stop triggered, consider exiting - TAKE PROFIT +25% · TP $70.00 (AI) — grey: still below target, let it run - ✦ APPROACHING TP +25% · TP $70.00 (+23.1%) — yellow: within 5% of the target - ✓ TAKE PROFIT HIT +25% · $70.00 (+26.1%) — green: target hit, consider locking in gains **Watchlist tab** The SL and TP badges are always visible on every row and change colour as the price moves — green means safe/running, yellow means close, red (SL) or green (TP) means the level has been hit. Expand any row to see the full SL% and TP% fields with editable inputs — the only tab where you can override the AI's values. **Morning digest email** Each pick card shows the SL and TP dollar prices in the metrics grid alongside price, score, and action signal. **When are SL/TP first available?** New picks get a beta-derived default immediately ([β] badge). Cleopatra replaces this with an AI-calibrated value during the 6:45 AM analysis run and the badge switches to [AI].

Every pick in the Tracker and Watchlist sections has its own individual Stop Loss (SL) set by Cleopatra (the AI model) during the morning analysis. **What it is:** A per-ticker price floor below which holding the position no longer makes sense given the original thesis, risk profile, and market conditions. When the live price falls to or below this level, the system auto-signals SELL via the drawdown-sell engine. **How Cleopatra sets it:** When analyzing each pick (BUY MORE, HOLD, SELL SOME, etc.), Cleopatra also determines an appropriate SL percentage based on: - **Beta** — high-beta stocks (volatile) get a wider SL (12–18%) to avoid premature stop-outs; low-beta stocks get a tighter SL (8–14%) - **Confidence** — HIGH confidence picks get a tighter SL; LOW confidence picks get more room given uncertainty - **Thesis** — if the thesis requires time to play out, the SL accommodates that; deteriorating theses get a closer stop **Range:** 8–30%. Never wider than 30% (too much risk) or tighter than 8% (normal noise would trigger it). **Displayed as $ amount:** The SL column in the Tracker shows a dollar price, not a percentage — e.g. "SL $47.23" means if the stock falls to $47.23 you exit. This is calculated as: Buy Price × (1 − SL%). For example, Buy $56 · SL 15% → SL $47.60. **Auto-sell:** The drawdown-sell cron (runs twice daily on trading days) checks every open position against its AI-set SL price. If live price ≤ SL price, a SELL signal is automatically posted to the Tracker. **SL badge colour:** Green means the price is safely above the stop. Yellow means the price is within 5% of the stop — watch it closely. Red means the stop has been hit — consider exiting. **Per-ticker, not portfolio-wide:** Each symbol has its own SL set independently. NVDA (beta 1.8) might have a 20% SL while JNJ (beta 0.6) has an 11% SL. --- **Trader advice: always keep your SL active.** A Stop Loss is your single most important risk management tool. Without it, a single bad position can erase weeks of gains. Key habits: 1. **Never remove it** — the AI sets a SL calibrated to each stock's volatility. Trust it. Removing the SL on a losing position is the most common reason trades turn into large losses. 2. **Don't widen it hoping for recovery** — if a stock has fallen near its SL, the thesis is weakening. Holding through a widened SL invites much larger drawdowns. 3. **Let the system execute** — the drawdown-sell engine auto-signals SELL when SL is hit. Respond promptly. Capital freed from a stopped-out position can be redeployed into the next morning's fresh picks. 4. **Set a custom SL only if you have conviction** — you can override the AI SL from the expanded row in the Watchlist tab. Do this only when you have fundamental conviction the AI doesn't have, not to avoid accepting a loss.

Every pick in the Tracker and Watchlist sections has its own individual Take Profit (TP) set by Cleopatra (the AI model) during the morning analysis — mirroring how the AI-set Stop Loss works. **What it is:** A per-ticker price target above which the position has hit its profit goal. When the live price rises to or above this level, the profit-take engine auto-signals SELL, locking in gains before sentiment reverses. **How Cleopatra sets it:** When analyzing each pick, Cleopatra determines an appropriate TP percentage based on: - **Confidence** — HIGH confidence picks get a wider TP (30–45%) to let winners run; LOW confidence picks get a tighter TP (15–25%) - **Momentum** — strong trend with a recent bullish trend flip → higher TP target; weak or neutral trend → conservative TP - **Beta** — high-beta stocks (volatile) with bullish thesis → wider TP (35–50%); low-beta stocks → tighter TP (15–25%) - **Action signal** — picks already at SELL or SELL SOME get a close TP (5–15%) since they are near target **Range:** 10–60%. Never outside this range. **Displayed as $ amount:** The TP $ column shows a dollar target price — e.g. "TP $78.40" means if the stock reaches $78.40, exit. Calculated as: Buy Price × (1 + TP%). For example, Buy $60 · TP 30% → TP $78.00. **Auto-sell:** The profit-take engine runs on trading days and checks every open position with an AI-set TP price. If live price ≥ TP price, a SELL signal is automatically posted to the Tracker. **TP badge colour:** Grey/muted means the price is still below target — let it run. Yellow means the price is within 5% of the target — it is getting close. Green means the target has been hit — consider locking in your gain. **Per-ticker, not portfolio-wide:** Each symbol has its own TP set independently. NVDA might have a 40% TP while KO has a 20% TP. --- **Trader guidance on Take Profit:** 1. **Don't chase past the target** — when TP is hit, the AI signals SELL. Holding further hoping for more gains invites a reversal that erases the profit. 2. **Override with conviction only** — you can set a custom TP % in the Watchlist expanded row. Do this only if you have fundamental conviction the AI's target is too conservative. 3. **TP + SL work together** — a narrow SL with a wide TP gives a favorable risk/reward ratio. Let the AI calibrate both for each ticker's specific risk profile. 4. **Partial exits** — if a SELL SOME signal fires before TP is reached, consider trimming 50% and letting the remainder run to the TP target.

Yes — both the Stop Loss and Take Profit trigger automatic SELL signals. **Stop Loss — drawdown-sell engine** Runs twice daily on trading days. For each open position: 1. Fetches the live Yahoo Finance price 2. Compares live price against the AI-set SL price (stopLossPrice) for that ticker 3. If livePrice ≤ stopLossPrice, posts a SELL signal to the Tracker — same as manually setting Action = SELL What triggers SL sell: live price ≤ AI SL price, OR drawdown ≥ SL% from buy price (belt-and-suspenders). **Take Profit — profit-take engine** Runs on trading days. For each open position with an AI-set TP price: 1. Fetches the live Yahoo Finance price 2. If livePrice ≥ takeProfitPrice, posts a SELL signal to the Tracker **What neither engine does:** - Does not execute a brokerage trade — STS is an analysis platform, not a broker - Does not send a separate push notification (the SELL signal appears in the next morning's digest) - Does not override a SELL signal you already set manually The SELL signal is visible immediately in the Tracker tab Action column. The SL or TP badge on the ticker row indicates which trigger fired.

The Position Sizing calculator is in the Risk Management section of the dashboard. It calculates exactly how many shares to buy based on your account size, how much you are willing to risk, and your stop-loss level. Inputs: - Account Size ($) — your total trading account balance - Risk % — the percentage of your account you are willing to lose on this trade if stopped out (recommended: 0.5%–2%) - Entry Price ($) — the price at which you plan to buy - SL % — your stop-loss percentage below entry (where you will exit if wrong) Outputs: - Risk $ — the dollar amount you are risking (Account × Risk %) - Stop Distance — the dollar gap between entry and stop (Entry × SL %) - Share Count — how many shares to buy (Risk $ ÷ Stop Distance) - Position Size ($) — total capital deployed Example: $10,000 account · 1% risk · $50 entry · 5% SL → Risk $ = $100 · Stop = $2.50 · Shares = 40 · Position = $2,000 Use this for every new entry from the STS picks. It removes emotion from sizing and keeps losses consistent regardless of stock price.

Risk % is how much of your total account you are willing to lose on a single trade if your stop-loss is hit. Example: Account $10,000 · Risk % 1% → you are risking $100 on this trade. If the stock hits your stop, you lose $100 and no more. Most experienced traders risk 0.5%–2% per trade. Risking more than 2–3% per trade means 10 losing trades in a row could wipe out 20–30% of your account — and losing streaks happen to everyone. Keep your Risk % the same on every trade. This means bigger stocks automatically get smaller share counts, and cheaper stocks get more shares — your dollar risk stays flat no matter what price the stock is at.

SL % is how far below your entry price you are willing to let the stock fall before you sell to limit your loss. Example: Stock price $50 · SL % 5% → your exit price is $47.50. If the stock drops to $47.50, you sell. A tight SL % (e.g. 2%) means you get more shares for the same dollar risk — but normal day-to-day price moves might stop you out too soon. A wider SL % (e.g. 8–10%) gives the trade more breathing room but means fewer shares and a smaller position. A good starting point: set your SL % just below a level where the stock has shown support before, so you are not stopped out by normal noise. STS also shows an SL badge on your Watchlist when the live price has already fallen past your stop level.

SHORT selling (or "going short") means you borrow shares you do not own, sell them immediately at the current price, and hope to buy them back later at a lower price — pocketing the difference. **In plain terms:** NVDA is at $100. You borrow 10 shares and sell them for $1,000. It drops to $80. You buy 10 shares back for $800. Return the borrowed shares. You kept $200 profit. **The critical difference from going LONG:** - LONG: buy low, sell high. Max loss = what you paid in. - SHORT: sell high, buy low. Max loss = unlimited, because a stock can keep rising indefinitely. If you short NVDA at $100 and it goes to $200, you lost $1,000. At $400, you lost $3,000. There is no ceiling. This is why short selling is considered high risk. **Does STS support short selling?** No. STS is a LONG-only platform. Cleopatra analyzes and picks stocks to buy and hold. The AI does not short stocks, identify short candidates, or manage short positions. **Why?** Short selling requires margin accounts, borrow fees, and the ability to cover a call at any time. It also has asymmetric risk that is difficult to systematize at the retail level. STS focuses on the edge most retail traders can actually capture: buying quality stocks before they move. **What STS DOES do as a short-side substitute:** - Assigns SELL or SELL SOME signals when a long position is deteriorating — exiting early before a breakdown - Sets Stop Losses so you exit automatically when the thesis breaks down - Identifies BEARISH sentiment via NLP — stocks with negative news are flagged and excluded from picks The result: you protect capital on the downside without the unlimited-loss risk of shorting.

A few practical rules for managing a portfolio of STS picks: 1. Size consistently. Risk the same % per trade (e.g. 1%) on every entry using the Position Sizing calculator. This means winning trades are the same size as losing trades — your edge comes from hit rate and win/loss ratio, not from betting more on gut feelings. 2. Diversify across categories. Do not put all capital into MOMENTUM picks. Combine MOMENTUM + VALUE + DEFENSIVE so different market conditions are covered. STS categorises each pick to help you balance. 3. Limit concentration per sector. If three MOMENTUM picks are all semiconductors and that sector rotates, you have a correlated risk. Use the sector column in the Tracker to spread across sectors. 4. Act on SELL signals promptly. When the AI moves a pick to SELL, it means the thesis is done or the target is reached. Holding past a SELL signal is a discipline failure, not a strategy. 5. Use the SL badge as a hard rule. If a stock in your Watchlist shows an SL badge and the Tracker shows SELL, exit. That is two aligned signals — the position has failed. 6. Review the Performance tab weekly. If win rate and Sharpe are declining, reduce position size until the strategy finds its footing again.

There are two separate stop-loss systems in STS — one for the simulation portfolio, one for your personal Watchlist. Portfolio simulation stop-loss (STOP_LOSS_PCT): Opus sets this via the AI feedback loop. It applies to the $100K paper portfolio backtest and determines when a simulated position is force-closed. This is what you see on the Performance tab. It has nothing to do with your real money. Personal stop-loss (SL %): you set this per position in your Watchlist. For example, you might set a 10% SL on a volatile name and a 5% SL on a stable one. When your live price crosses below your SL price, the SL badge turns red and your morning digest email flags it as triggered. STS does not automatically sell your real position — you execute that yourself on your brokerage. Per-pick AI stop-loss (Tracker SL): for picks in the Tracker, Sonnet sets a stop-loss % (8–30%) per pick based on Beta and confidence. This is shown as "SL $X.XX" on each Tracker row. Again — advisory only. STS never trades your account.