Frequently Asked Questions

Every new account starts with a 14-day money-back trial. No card is needed and the whole dashboard is open. After the trial, STS is $29.99 a month or $249.99 a year. The yearly plan saves $109.89, which works out to about $20.83 a month. Pick a plan at /subscribe whenever you are ready. You can cancel any time from Settings → Billing.

STS uses Google Sign-In. Click "Sign in with Google" on the login page and choose your Google account. New accounts start on the 14-day money-back trial, and no card is required to start. If your account was registered with an email and password instead, use the email and password option on the same page. Your session follows you. Sign in on a phone or a second computer with the same account and your Watchlist, settings, and preferences are already there.

Cancel any time from Settings → Billing. Cancelling stops the next renewal, and your access stays open until the end of the period you already paid for. The 14-day money-back guarantee. You have 14 days from your first paid charge to ask for a full refund, for any reason. Annual plans get the same 14-day window on that first charge; monthly plans get it on the first month. After that window, cancelling stops the next renewal but does not refund the period you are in. To request a refund, email support@stockstraderservice.com with your account email, your plan, and roughly when you were charged. Full details are in the [Refund Policy](/refund).

Yes. STS is a paid subscription once the trial ends, so cancel if you do not want the next charge. Go to Settings → Billing and cancel there. Your dashboard stays active until the end of the period you have already paid for, then it simply expires. If you cancel within 14 days of your first paid charge, that cancellation also triggers the full refund. Your Watchlist, Tracker positions, and preferences stay on your account either way, so you can come back later and pick up where you left off. To delete the account entirely, email support@stockstraderservice.com from the address you signed up with.

Yes. The dashboard works in any modern phone browser — Chrome, Safari, or Firefox. There is no app to download. On a small screen the layout stacks vertically, the tabs become a scrollable row at the top, and the picks tables scroll sideways. The Tracker and Watchlist are fully usable. The morning digest email is built for phones too. Each pick is its own card with the key numbers, so many people read the email first and open the dashboard later if they want more detail. Tip: add the site to your home screen (Share → Add to Home Screen on iPhone, or the three-dot menu → Add to Home Screen on Android) for a full-screen, app-like view.

STS has a two-part age rule. Paid subscriptions and any feature that shows a buy or sell decision are for people who are at least 13 years old, or older where local law sets a higher age. Anyone under 13 may use the platform only with verifiable permission from a parent or guardian. People aged 13 to 17 need a parent or guardian's permission as well. If you think a child under 13 is using STS without that permission, email support@stockstraderservice.com and we will help.

Two paid plans, plus the trial everyone starts on. 14-day money-back trial — full access to picks, Tracker, Watchlist, Sectors, Scorecard, and the morning digest. No card needed to start. Monthly — $29.99 a month. Cancel any time; access runs to the end of the period you paid for. Annual — $249.99 a year. Saves $109.89 compared with paying monthly, which is about $20.83 a month. The same 14-day money-back window applies to the first charge. Choose a plan at /subscribe. Payments run through Stripe, so your card details never touch our servers.

STS covers United States equities. People outside the U.S. may use it at their own legal risk and are responsible for following the rules where they live. STS is not available to anyone located in, or normally resident in, a country or region under comprehensive U.S. sanctions, or otherwise blocked by applicable export or sanctions law, including OFAC restrictions.

Yes. Every part of STS has a short (about 1–2 minute) video walkthrough. Open How to Use in the dashboard, or go to /how-to-use, to play them. Watch all 12 in one video (about 10 minutes) https://youtu.be/NHGpE2S7Og8 The full set is also on YouTube as a playlist: https://www.youtube.com/playlist?list=PLFciQBbc8Bxw Start here Getting Started — first login and dashboard tour https://youtu.be/1B5_M3hbvdQ The Scorecard — STS scores and confidence https://youtu.be/gKxbRIsktFk Picks by horizon Day — https://youtu.be/2DVgALnyOKA Swing — https://youtu.be/2COL_W_wTzc Position — https://youtu.be/pqeHhO2RSaE Value — https://youtu.be/n6PbmyM4VXQ The rest of the dashboard Sectors — https://youtu.be/5utde4HT3tA Tracker — https://youtu.be/9MA9Ukkckao Watchlist — https://youtu.be/IxxYL4pSbuA Core — https://youtu.be/RrmD__ztB-Q Settings — https://youtu.be/jh3ag-Q4h_Q AI Strategy filter — https://youtu.be/CeIvijbifXg The videos are illustrative and educational only, and not financial advice.

Click the gear icon in the top-right area of the dashboard. A slider appears — drag it left for smaller text or right for bigger text. The range runs from 9px to 18px, and the default is 11px. Your choice is saved in your browser, so the dashboard looks the same the next time you open it. Ticker symbols scale with everything else. As you move the slider up, the symbols on every tab grow by the same amount, so they stay readable on a large monitor without overlapping other text. This is handy on a 27-inch screen where the default looks small, or on a laptop where you want to fit more rows.

Easier than most people expect. You do not need a finance degree and you do not need to read charts. Getting started is the easy part. Sign in and the picks are already on the screen. There is nothing to set up. Reading a pick takes a minute. Each one shows a company, a score, a confidence level of HIGH, MEDIUM, or LOW, and a short plain-English reason. The Tracker tells you what STS thinks now — BUY, HOLD, TRIM, or SELL for each pick, refreshed every morning. The Watchlist takes a little setup. Add the stocks you own and STS gives each one a daily signal. The Performance page is the most number-heavy part, with total return, win rate, and a comparison to the S&P 500. Each number is explained on the page. Prefer to watch? The complete walkthrough (all 12 tutorials in one video) is https://youtu.be/NHGpE2S7Og8. Short walkthroughs (about 1–2 minutes each) are on the How to Use page. The full playlist is https://www.youtube.com/playlist?list=PLFciQBbc8Bxw The genuinely hard part is not the software — it is following through. Acting on a SELL signal, and not panic-selling a red day, is the skill that takes practice.

No. STS does not connect to Fidelity or to any other broker. It is a research platform, not a trading platform. Think of it as your analyst: it hands you the ideas, and you place the trades. How it works in practice 1. Each trading morning STS publishes up to 5 ranked picks with a thesis, plus the wider candidate list for context. 2. You take what you like to your own broker and place the trade yourself, at your own size and risk. This is deliberate. You keep full control of sizing, risk, and timing, and STS never places an order on your behalf. A good pairing habit: review the picks before the market opens, use the score and confidence to decide what to act on first, and cross-check with your broker's own charts before you enter.

STS runs an overnight and early-morning routine, Monday to Friday. All times are Eastern. After 4:00 PM (the day before) — closing prices, volume, and fundamentals are captured. 5:30 AM — health check and a fundamentals refresh on the leading candidates. 5:45 AM — news check on those candidates. 6:00 AM — the day's picks are published: up to 5 ranked picks with a thesis, each with a confidence level, a category badge, and STS reasoning. Ranks 6 to 25 stay on the dashboard as context. Your picks are ready from this point — you do not have to wait for the later steps. 6:30 AM — the $100,000 simulation portfolio updates and tomorrow's strategy settings are tuned. Changes made here apply to the next morning, so today's list stays consistent with what you saw earlier. 6:45 AM — the Tracker is re-analyzed and Watchlist signals refresh for every ticker you follow. 7:00 AM — the STS Picks digest email goes out. About 7:28 AM — the Watchlist digest email follows, kept separate so the picks email stays short. Saturday, about 7:00 AM — a Weekend Briefing covering open Tracker positions, your Friday-close Watchlist signals, and a performance snapshot. No email on Sunday. Everything is in place well before the 9:30 AM market open. If the dashboard looks stale, use the REFRESH button.

There are usually two reasons for this. The morning run is still going. The pipeline runs from about 5:30 to 6:45 AM Eastern, and picks appear from 6:00 AM. If you open the dashboard before then you will see yesterday's list. Wait a few minutes and refresh. Your browser is holding an old copy. Click the REFRESH button at the top right of the dashboard. That skips the cache and pulls fresh data. If neither works, do a full reload with Ctrl+Shift+R on Windows or Cmd+Shift+R on a Mac. On weekends the pipeline does not run, so you will see Friday's picks. That is expected.

The dashboard is grouped by how you trade. Pick the tab that matches your style, then use the supporting tabs each day. Day — the strictest filter. MOMENTUM and GROWTH picks only, score 85 or higher, HIGH confidence. Built for trades you close the same day or within a day or two. Swing — all categories, score 75 or higher. Best for 3 to 10 day holds, and the most widely used tab. Position — all categories, score 70 or higher, any confidence. For holds of weeks to months. Value — VALUE, DEFENSIVE, and RECOVERY picks, for patient money in undervalued or out-of-favour names. Scorecard — an independent ranking of the same picks. Useful as a second opinion. Sectors — the best pick in each of the 11 market sectors, updated daily. Tracker — the live status board for every pick STS has made, with today's action signal. Watchlist — your own private list of holdings, with a daily STS signal on each one. Performance — the headline results of the $100,000 simulation portfolio. You can set which tab and which view open first under Settings → Display.

A pre-market routine that takes 5 to 10 minutes. 1. Open the dashboard and read today's top picks and the Featured Pick. Read the STS reasoning for each one. 2. Check the Scorecard. If a stock ranks high there and on your trader tab, your conviction is stronger. 3. Check the Tracker for SELL and TRIM signals and act on them before the open. 4. Check your Watchlist. Look at the stop loss and take profit badge colours to see what is close to a level. 5. Look for earnings badges. If a position reports soon, decide whether to hold through it or cut size. 6. Use the Position Sizing calculator for any new entry you plan to take. Once a week, look at the Performance page to see which categories are working and where to put your attention.

Your data lives in a private, encrypted cloud database (Neon) with server-side access controls, so your account can only ever read and write its own records. What is stored - Your Watchlist tickers, so the same list appears on any device you sign in from. - The STS signals and reasoning for your stocks, saved so pages load instantly instead of re-running the analysis. - Your stop loss and take profit percentages, which is what drives the badges on your rows. - Your account details: email, sign-in provider, and your preferences. What is not stored Your broker login, your account balance, and your real trade history. STS never connects to your broker and never sees your money. The simulation portfolio on the Performance page is a paper model, not your account. For more, see the [Privacy Policy](/privacy).

Less than most people expect. It depends on how involved you want to be. Just want the picks — about 10 minutes a day. Open the dashboard, act on today's ranked picks, set your stop at your broker, and check back tomorrow for exit signals. Want to check the work first — about 30 to 45 minutes a day. Use STS to narrow the field, then read the reasoning, look at the chart yourself, and cross-check the Scorecard before you enter. Only trade occasionally — about 5 minutes a week. Skim the Tracker and your Watchlist for exit signals and ignore the rest. Most people start with the first style and drift toward the second as they get comfortable. All three work.

The digest is a short pre-market email. There are three sends. STS Picks — Monday to Friday, 7:00 AM Eastern. Today's picks with price and change, score, stop loss, take profit, STS reasoning, and news sentiment, plus a snapshot of the simulated portfolio. These picks are filtered to match your active strategy, so if your strategy is set to the top 3 VALUE names, that is what you get rather than the full list. Watchlist — Monday to Friday, about 7:28 AM Eastern. Every ticker on your personal list with its live signal, price, change, and sentiment. This email is never filtered, so you always see everything you own. Weekend Briefing — Saturday, about 7:00 AM Eastern. Open Tracker positions, your Watchlist signals as of Friday's close, a performance snapshot, and the active strategy. Nothing is sent on Sunday. To turn it on 1. Open Settings from the top-right menu. 2. Under Alerts, enter a digest email address if you want it sent somewhere other than your login email, then click Save. 3. Switch Daily morning digest to ON. To stop it, switch the same toggle off. It takes effect immediately. Emails come from support@stockstraderservice.com — add that address to your contacts so it does not get filtered, and in Gmail drag it to the Primary tab if it lands under Promotions.

STS is a research platform. It is not an advisor and not a robo-advisor, and the difference matters. A financial advisor is a person or firm that manages your money, gives you personal advice, and is accountable for it. That usually costs 0.5% to 2% of your assets each year — on a $100,000 portfolio, $500 to $2,000 annually. STS is a flat $29.99 a month or $249.99 a year and gives you no personal advice. It gives you data and signals; every decision is yours. A robo-advisor invests your money for you in diversified funds based on a risk questionnaire. It is hands-off by design. STS is the opposite: active stock research for people who want to be involved in each decision. What STS actually is: a pre-market research desk that reviews thousands of U.S. stocks overnight and publishes up to 5 ranked picks with a thesis each morning. Use it the way you would use a research report. STS does not manage your money, does not hold your funds, and does not give personal financial advice.

STS gives you the research; the order happens at your broker. A sensible sequence: 1. Leave the AI Strategy filter on so you are working from the list that fits today's plan. 2. Start with the strongest scores. Focus on the highest-scoring picks rather than working down the whole list. 3. Prefer HIGH confidence. That is where the signal and the news line up best. 4. Check the news sentiment. A positive tone behind the thesis is a helpful confirmation. 5. Size within the allocation shown. Each row shows a dollar figure and a percentage against a $100,000 reference portfolio. Scale that percentage to your own capital — STS does not know your account size. 6. Place your entry, then set your stop. A trailing stop-loss order set to the stop loss percentage is the simplest way to keep protection in place as the price moves. STS never places an order for you and never touches your account. None of this is financial advice — size and manage every position to your own tolerance.

Yes. There is no minimum account size. The simulation uses $100,000 because it needs a fixed reference, but your own account can be any size. A few things that matter more on a smaller account Sizing. Use the Position Sizing calculator with your real balance. Risking 2% on a $5,000 account means a $100 maximum loss per position, and the calculator does that arithmetic for you. Fewer positions. Two or three at a time is easier to manage than ten. Concentrate on HIGH confidence picks. Stop discipline. A small account cannot absorb a large loss as easily. Set your stop and respect it. Day-trading rules. The Pattern Day Trader rule has historically limited U.S. traders under $25,000 to three round-trip day trades in five business days. Reports in 2026 indicate that minimum is being removed for U.S. margin accounts, but rollout varies by broker — confirm with yours. General information only, not legal, tax, or regulatory advice.

STS uses cookies for sign-in, stores your preferences such as theme and text size, and runs Google Analytics when analytics is switched on. Preference storage is not gated by consent, because the site needs it to remember your settings. Consent applies to analytics only, and it depends on where you are. Visitors in the EEA, the UK, and Switzerland must opt in before analytics runs. Everywhere else you can opt out. If your region cannot be determined, analytics stays off until you opt in. Use the "Cookie settings" link in the footer to change your choice at any time. Full details are in the [Cookie Policy](/cookies).

Email support@stockstraderservice.com. Depending on where you live, you can ask to access, correct, delete, restrict, or receive a copy of your personal information, or object to certain processing. The full details are in the [Privacy Policy](/privacy). California residents can also use the [Do Not Sell or Share My Personal Information](/do-not-sell) page — STS does not sell or share personal information for cross-context behavioural advertising.

Reports in 2026 indicate the $25,000 Pattern Day Trader minimum is being removed for U.S. margin accounts. STS cannot confirm this for your account — check with your broker, or with the SEC or FINRA, before you rely on it. What follows is general information, not legal, tax, or regulatory advice. What the rule was. U.S. traders needed at least $25,000 in the account to place more than three round-trip day trades in any rolling five business days. What the reported change means. Under it, that minimum would no longer apply to day trading in a U.S. margin account, and the day-trade counter at your broker would come off. Brokers are rolling this out at different speeds, so confirm yours has implemented it. What it means for STS users. Once your broker applies the change, the Day tab becomes practical for smaller accounts too. What has not changed. Margin requirements, your broker's own rules, and the risk of day trading are all the same. Removing a regulatory hurdle does not make short holds safer, so keep your stops tight regardless of account size. Rules outside the U.S. are unaffected.

STS is long-only — every pick is something to buy. In a sustained bear market, long-only approaches underperform, because most stocks fall together. That is honest and worth knowing before you rely on it. What STS does when conditions turn 1. Defensive names — lower volatility, steadier earnings — come through more often. 2. Stop loss levels are set on every position so a losing idea gets cut rather than ridden down. 3. The more aggressive categories can be set aside during a prolonged downtrend. 4. The simulation portfolio keeps a cash reserve rather than being fully invested. What it cannot do. It cannot short, it cannot buy puts, and it does not move to all cash on its own. It stays invested and rotates toward steadier names. How to use it in a weak market. Hold fewer positions, favour the Value tab, tighten your own stops, and watch the Performance page for a drift in total return or win rate that tells you the approach is under strain.

It is a quick filter. Turn it on and the table shows only the stocks that fit today's STS plan. Turn it off and you see everything again. Think of it as a switch between "show me what STS likes today" and "show me everything I am watching." When it is on, the button glows and shows how many rows are visible out of the total, like 23 of 467. Defaults are different by tab. On the Tracker it starts on, because the Tracker follows hundreds of stocks and the filter keeps the view focused. On the Watchlist it starts off, because those are the stocks you actually hold and nothing you own should ever be hidden from you. You can change both under Settings → AI Strategy Defaults, and you can flip the button any time. Hidden rows are not deleted or changed. They are still tracked in the background, and switching the filter off brings them straight back. A 1–2 minute walkthrough of this filter is here: https://youtu.be/CeIvijbifXg

All four tabs read the same daily picks. They just filter them differently, so choose the one that matches how long you plan to hold. Day — MOMENTUM and GROWTH only, score 85 or higher, HIGH confidence. The tightest filter: fewest picks, highest conviction. Use it if you exit the same day or within a session or two. Swing — all categories, score 75 or higher. For 3 to 10 day holds. Broad enough to find something most days, tight enough to stay selective. Position — all categories, score 70 or higher, any confidence. For weeks-to-months holds, including names that need time to develop. Value — VALUE, DEFENSIVE, and RECOVERY only. Undervalued or out-of-favour companies with fundamental support, suited to investors rather than traders. Not sure? Start with Swing. It suits most people. After a few weeks you will know whether you naturally exit sooner (move to Day) or hold longer (move to Position). Pick one as your home tab and stay with it — switching daily based on what looks good leads to inconsistent results.

On the dashboard. Each trading morning you get up to 5 ranked picks with a thesis, plus the wider candidate list for context, shown across the four trader tabs — Day, Swing, Position, and Value. What each row shows - Ticker, company, sector, and a category badge: MOMENTUM, VALUE, GROWTH, RECOVERY, or DEFENSIVE - Confidence: HIGH, MEDIUM, or LOW - Current price and the change on the day - STS reasoning — a one-line thesis for the pick - News sentiment - An earnings badge if the company reports within about two weeks Click a row to expand it and see the full reasoning, a 30-day price sparkline, and the original thesis. Click the hourglass icon to open the history panel and see how the view on that stock has changed over time. The Scorecard tab highlights the top-ranked stock of the day with its full thesis and a longer chart.

The Featured Pick is the top-ranked stock of the day on whichever tab you are looking at. It sits in a highlighted card above the list. It is not simply the highest score on the board. It is the number one pick after that tab's filters are applied, so the Featured Pick on Day can be a different stock from the Featured Pick on Swing. Use it as your first read each morning. If it fits your plan and the sectors you are comfortable with, it is the strongest single idea STS has that day. What you do with it is your call.

When the AI Strategy filter is on, each row gets a thin coloured line down its left edge so you can see at a glance how that stock fits today's plan. - Green — the stock lines up with today's plan. The action is BUY. - Red — the stock is working against today's plan. The action is SELL or TRIM. - No line — neutral. The action is HOLD (this includes any grey WATCH badge, which carries the same guidance). The lines disappear when you switch the filter off. They are a visual shortcut, not an instruction — the action badge and the reasoning are still where the detail lives.

The calendar badge shows when a company is about to report earnings, so you do not have to look it up. It appears on the picks tabs, the Scorecard cards, the Tracker, and the Watchlist, next to the ticker. Colours - Amber — the report is 3 days away or fewer. If you need to cut size or exit before it, act now. - Blue — the report is further out, up to about two weeks. Time to plan, but factor it into your thesis. - No badge — more than two weeks out, already past, or no confirmed date yet. Hover over the badge for the full date. In an expanded row you also see it written out, such as "Earnings: Apr 24 (in 3d)". Dates come from a public market data feed and are cached for an hour. A missing badge usually means the company has not confirmed its date yet.

NEW marks a pick that appeared on the list for the first time today. It was not there yesterday. - NEW with a green star — a brand-new pick with HIGH confidence. This is a fresh idea STS is backing strongly. - NEW in yellow — new, with MEDIUM confidence. Valid thesis, not the highest-conviction call of the day. - NEW in grey — new, with LOW confidence. Worth watching, treat carefully. The badge disappears the next day. If a NEW pick fits how you trade, it is worth a closer look, because it is today's new idea rather than something you have already seen and passed on.

The Scorecard ranks the same picks a second way and lays them out as cards, strongest first. Why look at both? The Scorecard and the daily ranking do not always agree. A pick sitting eighth on your trader tab might come first on the Scorecard, and that disagreement is useful information. How to read it - Cards are ordered by overall score, highest first. - Each card shows the ticker, rank, category, score, and a summary. - Click a card to expand the full reasoning and a price chart. - Click the hourglass to open the history for that pick. Best use: treat it as a second opinion. A pick that ranks near the top in both places has double confirmation. A pick that ranks high on one and low on the other is worth reading carefully before you enter.

Each weekday morning, around 6 AM Eastern, STS settles on a plan for the day. It chooses: - How many top-ranked names to focus on. The default is 5, and it can extend to 25. - Which categories to lean into — MOMENTUM, VALUE, GROWTH, RECOVERY, or DEFENSIVE. - Which sectors to favour or skip. That is today's strategy, and the AI Strategy filter uses it to decide which rows to show you. When it changes. Once a day, in the early morning, after looking at how the previous day's picks did and how the broader market is moving. After that it holds for the rest of the session — reload at 9 AM and again at 3 PM and the filter is working from the same plan. The number of visible rows can still shift during the day as prices move and individual actions update. The plan behind the filter does not.

Clicking a row on any picks tab expands it in place and shows: - A MiniChart with the last 30 days of price - The full STS reasoning for the pick - The original thesis from when the pick was first made - The earnings date if a report is close, written out as text It is the fastest way to read the rationale without leaving the table. Click the row again to collapse it. The hourglass button on the same row does something different: it opens the history panel, where you can see every action change, reasoning update, and sentiment shift since the pick was first tracked.

Every pick is labelled with the reason it was chosen. MOMENTUM — breaking out. Strong recent price action with volume behind it. Suits shorter holds and needs tighter exits. VALUE — undervalued. Reasonable price for the fundamentals, often sitting low in its yearly range. Suits patient money and has historically been the steadiest category. GROWTH — expanding. Revenue and earnings are climbing and the opportunity is widening. Often carries a higher valuation the growth is expected to justify. Suits a one to six month view. RECOVERY — a reversal setup. Well off its highs, but the thesis still stands and a turn looks likely. Higher risk and higher reward; the wins tend to be big when they work. DEFENSIVE — steady. Low volatility, stable earnings, often dividend-paying. These show up when conditions turn cautious or the book needs balance. Lowest average return by design — they protect rather than push. Use the categories to match your style. Filtering the picks list by category is the quickest way to keep the list relevant to how you actually trade.

Last Analyzed is the date of the most recent analysis on that ticker — when the action, confidence, reasoning, stop loss, and take profit were last refreshed. It appears on picks rows, Tracker rows, and Watchlist cards. On a trading day it should say today. The morning run refreshes every symbol on every tab well before the market opens, so by the time the 7:00 AM email lands, today's date is what you should see everywhere. On weekends and market holidays it shows the most recent trading day. That is normal — there is no new data to analyze. If it is stale on a trading day, treat that pick as information only. The action, the levels, and the sizing all reflect yesterday's market, not today's news or price. Wait for the next morning's run before acting on it. For positions you already hold, the Tracker is the place to look: if the Tracker shows today's date, that is the current read. Short version: today's date means act on it; an older date on a trading day means wait.

Up to 5. That is the actionable list — the ranked picks with a thesis delivered to your dashboard and your inbox each morning before 7 AM Eastern. Behind them, 25 finalists are ranked so you have context. The picks tab shows all 25 by default, ordered by score. Ranks 6 to 25 are not throwaways; they are the wider candidate list, useful for watching, for paper trading, or as a second choice when a top pick has already run. A practical split: act on the top 5, watch ranks 6 to 15 for pullback entries, and keep ranks 16 to 25 on your radar for tomorrow.

They measure two different things, and they are most useful read together. Score (0 to 100) rates how strong the setup looks right now. Roughly: 90 and above is a strong setup with the signals lined up; 75 to 89 is solid with one weaker element; 60 to 74 is fair and usually deserves a smaller size or a wait; below 60 means the case for a fresh entry is not there, and on the Tracker it often pairs with TRIM or SELL. Confidence (HIGH, MEDIUM, LOW) rates how strongly STS backs that reading after considering the news and whether the thesis hangs together. HIGH means the signals and the news agree. MEDIUM means the case is valid but the news is thin or mixed. LOW means a signal fired without much support — treat it as something to watch, not something to act on. Reading them together - HIGH confidence with a score of 85 or more — the strongest setups on the board. - HIGH confidence with a score in the high 70s — solid swing candidates. - MEDIUM confidence with a high score — workable, but manage the risk tightly. - LOW confidence at any score — watch it; wait for something to change. A high score with LOW confidence usually means the numbers look good but the story does not support them yet.

Each pick row carries a sizing line and risk badges so you can place a trade without doing the maths. The sizing line - $6,014 — the dollar amount for the action shown, at the current price. For a SELL, it is what the position would return. - 6.01% — what share of a $100,000 reference portfolio that uses. Scale the percentage to your own capital. - 200 sh — whole shares, always rounded down. The colour of the line matches the action badge: green for a buy, blue for hold, yellow for trim, red for sell. The stop loss badge, for example SL −11% $26.76. The percentage is the downside distance; the dollar figure is today's price adjusted by it. The take profit badge, for example TP +28% $38.49. Same idea on the upside. R:R, for example 1:2.5. Risk-to-reward — the take profit percentage divided by the stop loss percentage. Here you are risking $1 for a potential $2.50. Anything under about 1:1.2 is rejected and replaced with a default. Above 1:2 is a good setup; above 1:3 is rare. Put together: a stock at $30.07 with a BUY action, a sizing line of $6,014 · 6.01% · 200 sh, a stop at $26.76, and a target at $38.49 tells you the size, the exit, and the goal in one glance. All of it redraws against the current price when you refresh.

By default the picks table shows the columns most people need in the morning: rank, ticker, score, action, confidence, category, reasoning, sentiment, price, change, and sector. Click More columns at the top right of the table to reveal the advanced set, and Less to collapse it again. The toggle applies to the tab you are on and resets when you reload. What it adds *Signals:* volume surge against the recent average, price momentum (RSI), the stochastic oscillator (STO %K and %D), the trend signal, the uptrend marker, where the price sits in its 52-week range, and the drawdown from the recent peak. *Fundamentals:* price-to-earnings ratio, beta, and market capitalisation. *Returns:* 5-day and 30-day price returns. *Context:* the news sentiment at the time the pick was made, the original thesis, and the date it was written. When to use it. Mostly when you want a deeper read on one specific row — for example checking that momentum, volume, and trend all agree before you enter. Day to day, the default columns are enough.

STS works on a daily rhythm. Picks and scores are produced from data as of before the open, and they do not change as prices move during the session. What that means for you - Signals reflect daily data — closing prices, volume, sector conditions — not tick-by-tick movement. - Intraday swings are normal and are not reacted to. - Your entry and exit timing during the day is yours to manage. Practical habits 1. Review the picks before the open and plan your trades then. 2. Use limit orders rather than chasing a stock that is already moving. 3. Do not read a wobble during the day as the thesis failing. 4. Wait for the next morning's update, which will take the new closing price into account. STS tells you what looks worth considering and how strongly. Handling the market hours is the part you own.

STS AI is the system behind Cleopatra — the assistant that reviews candidates each morning and writes the plain-English thesis, confidence, stop loss, and take profit you see on picks. You do not need to know which model is running. What matters is the output: ranked picks, clear reasons, and levels you can use at your own broker. STS never places trades for you.

Each trading morning STS scores a wide set of U.S. stocks, then Cleopatra reviews the strongest candidates, applies diversification and risk filters, and publishes the ranked picks you see on the dashboard — usually with a short thesis, confidence, stop loss, and take profit. The exact scoring math stays inside the product. For you, the useful part is the finished list and what each field means so you can decide what to do at your broker. How the news fits in. Today's headlines are read before the picks are finalised, which is why the reasoning often refers to them directly — an earnings beat that supports the case, or a risk flagged that morning. The reasoning column tells you what the news said at the time of the pick. Reading the result. HIGH confidence means the signals and the news agree. MEDIUM means the case is valid but the news is thin. LOW means a signal fired without much support. Sentiment that is improving since entry is a point in the position's favour; sentiment that is souring is a reason to look again.

Yes, but not by switching philosophies. STS does not flip from one style of trading to another. What changes is the emphasis, day by day. Every trading day the whole board is re-scored with fresh market data, so the list you see each morning already reflects current conditions. There is no setting for you to change. Emphasis shifts with the market. When conditions turn choppy, steadier names come through more often. When a sector is running, its stocks naturally surface as their numbers improve. That is the data doing the work, not someone flipping a switch. The plan is set each morning and holds for the day — which categories and sectors to lean into, and how many names to focus on. You can see the effect of it through the AI Strategy filter. What stays constant. You always get up to 5 ranked picks with a thesis, plus the wider candidate list, each with confidence and reasoning. The picks in front of you already account for the market you are trading in today.

Nothing is deleted. Your Watchlist, your Tracker positions, and your preferences stay on your account whether the subscription is active, paused, or cancelled. If you come back later, everything is as you left it. If you want the account and its data removed entirely, email support@stockstraderservice.com from the address you signed up with and we will wipe it. There is no export button today, so if you want a copy of your list, take a screenshot or note the tickers before you go.

The Watchlist is your private list of holdings, tied to your account. Add anything you own or want to follow, even if STS has not picked it. To add stocks 1. Open the Watchlist tab and click + ADD SYMBOLS. 2. Paste your tickers — comma-separated, one per line, or a mix. 3. Add a buy price and date if you want profit and loss tracking. This is optional. 4. Set a stop loss and take profit percentage per position if you want the badges. To remove a stock, click the remove button on its row. What you get per position: current price and your profit or loss, a daily STS action signal, price momentum, trend, 5-day and 30-day returns, news sentiment, stop loss and take profit badges, and an earnings badge when a report is close. Your list is stored against your account, so it follows you across devices, and it refreshes every morning around 6:45 AM Eastern. The Watchlist does not fill itself from the picks list — you decide what goes on it.

Yes. Open the Watchlist, click + ADD SYMBOLS, and paste up to 100 tickers — comma-separated, one per line, or a mix. You do not need prices or any other detail. Tickers are enough. Your list updates two ways Right away. When you add tickers during the day, signals appear as they are generated. Every trading morning, around 6:45 AM Eastern. The Watchlist engine assigns a fresh signal to every ticker you follow: a buy signal, a watch signal, an exit signal, or "not on radar" when nothing stands out yet. Your Watchlist runs independently of the Tracker. The Tracker covers stocks STS selected; your Watchlist runs its own analysis on the stocks you chose. A ticker can appear in both, in which case you see the Tracker data alongside your own position. Everything after the first upload is automatic. Your Watchlist digest email arrives about 7:28 AM Eastern on trading days with the same signals, so you can act before the open without opening the dashboard.

GET SIGNAL runs the analysis on one stock right now, instead of waiting for tomorrow morning. When to use it - You just added a ticker and want a read today. - A stock you hold has moved sharply and you want a fresh view. - News broke and you want to know whether the view has changed. What happens. STS analyzes the ticker, the row updates with a new action, confidence, and reasoning, and the timestamp shows it was just refreshed. It takes a few seconds. This is the same analysis used in the morning run, not a lighter version. The next morning's automatic run will replace the result either way. GET SIGNAL is for when you need it now.

No. Your Watchlist is private. Only you can see the tickers, buy prices, and thresholds on it. Everything is scoped to your account email. Every read, add, and delete is authenticated and filtered on the server to your account, so nobody else can see your stocks, remove your positions, or act as you. The Tracker is the only shared view. It shows the stocks STS itself follows, and it looks the same for everyone. Your personal positions are never part of it.

BYOP means you can put the stocks you already own onto your Watchlist and get the same daily analysis STS applies to its own picks. How it works 1. Open the Watchlist and click + ADD SYMBOLS. 2. Enter any ticker, whether or not STS picked it. 3. By the next morning's run it has a full signal: action, confidence, category, and reasoning. 4. While it waits for that first analysis it shows as PENDING. What you get: the same daily action signals, news sentiment at entry and now, the MiniChart and history panel, and stop loss and take profit badges based on your own buy price. What is different from an STS pick: your tickers are private, the buy price is yours so the profit and loss is real to you, and the STS star does not appear unless STS independently selected that stock. The analysis is an assessment, not an endorsement. The point of BYOP is that your whole book gets reviewed every morning, not just the names STS chose.

They do different jobs and work best together. The Tracker covers every stock STS has picked. Actions are measured from the original pick date, it updates automatically each morning, and you cannot add or remove rows — it reflects the STS universe, not your account. When a pick turns to SELL it stays visible for 7 days and then drops off. The Watchlist covers the stocks *you* own. You add the tickers, and your buy price and date drive the profit and loss you see. You can set your own stop loss and take profit percentages per position, and you get badges when a level is crossed. Cross-reference them. If a stock on your Watchlist has fallen past your stop and the Tracker shows SELL, that is two independent signals pointing the same way.

Rebalancing means adjusting how much money sits in each of your stocks so no single one takes over. If one name has run up and is now a fifth of your portfolio, that is a lot of risk in one place. If another is barely 1%, it is not doing much for you either way. Rebalancing means trimming the big one and topping up or removing the small one so the mix matches your plan. On STS you do not do that arithmetic. You add a stock to your Watchlist or you remove it, and the strategy works out the share counts and dollar amounts. That is the rebalance. Anything you do with real money still happens at your broker.

Cost basis is the total money actually put into a stock so far. Every brokerage uses the same term. Example: 25 shares of a stock bought at $200 gives a cost basis of 25 × $200 = $5,000. If the price is now $220, the position is worth $5,500, so the unrealized gain is $500. Cost basis is the starting line. Gain, loss, and return percentage are all measured from it. Cost basis and allocation are not the same thing. Allocation is the plan — the dollar amount the strategy intends to put into that stock. Cost basis is what has actually been spent. They match once the position is fully built; until then, cost basis is the smaller number.

Allocation is the dollar amount the strategy plans to put into a stock. You see the same number on every row for that stock. What moves it - Rank. Higher-ranked picks get a bigger dollar size than lower-ranked ones. - Volatility. Calmer stocks get more dollars, choppier ones get fewer, so each position carries a similar amount of risk rather than the same amount of money. - A judgment call. STS can nudge it up or down on a particular pick when the setup or the news warrants. When that happens a star appears next to the number with a short reason. - A per-stock cap. No single stock is allowed past a fixed share of the portfolio, no matter how highly it ranks. Allocation and cost basis are the same dollars at different stages: allocation is the plan, cost basis is what has been spent. They match once the position is complete. Allocation is the standard term for planned position size, and cost basis is what you actually paid. STS does the arithmetic for both.

No. You choose the ticker and the strategy works out the share count. The numbers on your Watchlist row — shares, cost basis, and the percentage of the portfolio — are what the strategy sized for you at the time you added the stock, based on that day's price and where the stock ranked. There is no manual share-count box anywhere on the site. Why it works this way. Sizing is part of what gets tested and tuned every day. If you set the share count by hand, you skip the part that is being measured. The whole point is that the arithmetic is done for you, including how big each position should be. Your two decisions are which stocks to track and when to close them out. Anything you actually buy or sell still happens at your own broker.

You do not size positions — the strategy does. The dollar figure on each row is the allocation: what the strategy plans to put into that stock. Four things move it - Rank. Higher-ranked picks get more dollars. - Volatility. Calmer stocks get more, choppier ones get less, so every position carries a similar amount of risk rather than the same amount of money. - Judgment. STS can adjust a particular pick up or down when the news or the setup justifies it. A star next to the allocation marks that, with a short reason. - A per-stock cap. No single name is allowed past a fixed share of the portfolio, even if it keeps ranking first. The strategy retunes these levers daily based on what is working. You never enter a share count anywhere; the arithmetic is done for you.

The concentration cap is the largest share of the portfolio any single stock is allowed to reach. The default is 10%, which on the $100,000 reference portfolio is $10,000. When the strategy would normally add to a position but the cost basis on that stock is already at or above the cap, it skips. The position stays where it is. Why. If one stock keeps ranking highly for a month, without a cap the position would keep growing until you had far too much money in one name. One bad earnings report on a position that size can undo a good quarter. The cap forces diversification whether or not the stock keeps looking good. The cap is part of the strategy and can be adjusted over time. If a position has quietly stopped growing, the cap is usually the reason.

After the strategy adds to a position, it waits 7 days before adding again — even if the stock keeps ranking highly every day in between. Why. Without a cooldown, a stock that ranks well for five days running would get a new tranche every single day, and the position could double in a week. The cooldown spreads accumulation out so it happens gradually. Once the 7 days are up, the next morning's run checks two things: is the stock still ranking, and is the position still under the per-stock cap? If both are yes, another tranche is added. If either is no, it waits again. There is no visible countdown. If a stock is on your Watchlist and ranking well but the position has not grown recently, either the cooldown has not finished or the cap has been reached.

Removing a stock is treated as closing the whole position at today's price. Every open tranche is marked closed and the realized profit or loss on each one is worked out. Example. Say a position was built in three parts: 25 shares at $200 ($5,000), 22 shares at $215 ($4,730), and 18 shares at $220 ($3,960) — 65 shares with a cost basis of $13,690. You remove it when the price is $230, so each tranche closes at $230: - 25 × $230 − $5,000 = +$750 - 22 × $230 − $4,730 = +$330 - 18 × $230 − $3,960 = +$180 Total realized: +$1,260. That figure is saved to your history permanently and the row disappears from your Watchlist. The closed tranches stay in the record as an audit trail. If you add the same stock again later it starts fresh — the old shares are not restored.

Open the Watchlist, find the stock, and click Remove on that row. STS treats that as closing the whole position at today's price. It records how many shares were closed, the price they closed at, and your realized profit or loss. That number is saved to your history permanently and the row disappears from your list. If you add the same stock again later, it starts fresh. The old shares are not brought back, and the new position is sized by that day's strategy. One thing to be clear about: this closes the position in STS. Any real sale still has to be placed at your own broker.

Because they measure two different things. Tracker cost basis is the shared ledger — the total cost recorded across positions in the STS Tracker, independent of any one account. It belongs to the service as a whole. Watchlist cost basis is yours — only the shares recorded on your account, at the prices that applied when you added the stock. It belongs to you. Two people following the same stock will almost always see different Watchlist numbers, because they added it on different days at different prices. The dashboard shows your Watchlist cost basis as the headline number whenever you hold the stock. The Tracker number is still there for stocks you do not personally hold — useful as context, but it is not your cost.

If the stock is still on your Watchlist, the strategy adds another tranche — but only once the 7-day cooldown since the last addition has passed. A typical sequence: - Day 1 — you add the stock. The strategy records 25 shares at $200, so the cost basis is $5,000. - Day 5 — the stock ranks again, but the cooldown has not finished. Nothing happens. - Day 8 — it ranks again and the cooldown is up, so 22 shares at $215 are added. The cost basis becomes $9,730. - Day 16 — it ranks again with the cooldown clear, but if the position has reached the per-stock cap, the addition is skipped. Otherwise another tranche goes on. This is how a position grows while conviction stays high. You do not press anything; it happens while the stock is on your list. Anything you want to mirror with real money still happens at your broker.

Each addition puts new shares and new dollars on top of what is already there, and your average cost per share moves toward the latest price. Worked through: - Day 1 — 25 shares at $200. Cost basis $5,000, average cost $200. - Day 8 — 22 shares added at $215. Now 47 shares, cost basis $9,730, average cost $207.02. - Day 16 — 18 shares added at $220. Now 65 shares, cost basis $13,690, average cost $210.62. If the stock keeps rising while the position is being built, your average cost rises with it. If it falls and the position is still being built, the average comes down. Either way the arithmetic is done for you — the Watchlist shows your total shares, total cost basis, and average cost.

No. The strategy decides the size. You have two controls per stock: Add, which starts tracking it, and Remove, which closes the whole position. - If a stock keeps ranking well, the strategy keeps building the position, subject to the cooldown and the per-stock cap. - If it drops out of the rankings or hits the cap, the strategy stops adding. - If you disagree with the strategy on a particular name, Remove is the opt-out. It closes the position and stops any further accumulation. This is deliberate. Position sizing is part of what gets measured and tuned; hand-editing it would undercut the thing being tested. And however the position is recorded here, any real buying or selling is still yours to place at your broker.

The Tracker is the live status board for every stock STS has ever picked. It shows the current action for each one, refreshed every morning. What each row shows - Ticker, company, sector, and the current action: BUY, HOLD, TRIM, SELL, or PENDING (HOLD sometimes shows as a grey WATCH badge — same guidance, used when a position is down from the pick price but the thesis still holds) - Current price and the change since the pick was first made - Confidence and category badge - News sentiment at entry compared with today, so you can see if the story has shifted - Click MORE to expand sector, price momentum, trend, volatility, and returns How to use it each morning: filter to SELL and TRIM first and act on exits before the open, then look at BUY rows for the strongest current holds. Click the hourglass on any row to read its full history. The Tracker is shared — every STS trader sees the same list. Your own holdings belong on the Watchlist.

The action is the current view on a tracked pick, refreshed every morning. It weighs the gain since the pick was made, momentum, trend, news, how long the position has been held, and whether the original thesis still holds. These are informational signals — every trading decision is yours. BUY (green) — the thesis is intact and the trend is up, with room left to the target. Typically an early-stage position. If the position has already reached the maximum size allowed for one stock, this shows as HOLD instead, because no more can be added without breaking diversification. HOLD (blue) — the thesis is playing out. The position is doing what it should. No reason to add, no reason to exit. Some HOLDs show as a grey WATCH badge instead — same guidance, used when a position is down from the pick price but the thesis is still intact: keep holding and monitor, don't add until the picture improves. TRIM (yellow) — take partial profits, typically half. This appears when a position has run well, momentum looks stretched, or the news has started to turn. SELL (red) — a full exit. Either the target has been reached or the thesis has broken. Once SELL fires, the row stays visible for 7 days so you have time to act, then it drops off the Tracker. Add it to your Watchlist if you want to keep following it. PENDING (dark) — waiting for the next analysis. Normal for a newly added ticker.

The hourglass opens the history panel on the right side of the screen. It holds the full record for that ticker since it was first tracked: - Every action change, such as HOLD to TRIM and back, with dates - The reasoning at each update, so you can see what changed and why - Sentiment shifts, for example when the news went from positive to neutral - The price at each update, so you can see how the stock moved alongside each call Use it to understand why the view on a stock recently changed, to check whether the thesis has stayed consistent or drifted, and to see how earlier calls on that ticker played out before you enter or exit.

The public Performance page shows how the STS simulation portfolio has done. It is a $100,000 paper account that follows every STS pick as if it had been traded with real money. Anyone can view it at /performance/public, no login needed. What is on it - Total Return — the cumulative gain since the simulation started, shown as the large headline number. - vs S&P 500 — the same window for the index, and how far STS is ahead or behind. - $100K Simulation — starting balance, current value, and net gain in dollars. - Win Rate — the share of closed trades that finished profitable. - Avg Return / Trade — the average result per closed trade. - S&P 500 Return — the benchmark on its own. - STS vs S&P 500 (Alpha) — the STS return minus the index return. This is a simulation, not your account. It shows the analytical track record. Your own results depend on your entries, your sizing, and your exits.

Once per trading day, shortly after the morning run finishes — around 6:30 to 6:50 AM Eastern, Monday to Friday. What happens in an update 1. Every open position is re-priced against the latest market data. 2. Stop loss and take profit levels are checked, and any position that breached one is closed in the model. 3. New picks are added to the open book. 4. Total Return, Win Rate, Avg Return / Trade, and the S&P 500 comparison are recalculated. 5. The refreshed snapshot is published to the public Performance page within minutes. There is no update on weekends or market holidays, so Friday's numbers stand until Monday morning. The page shows a LAST RUN timestamp so you always know when the figures were produced.

Starting capital is the size the simulation portfolio began with — $100,000. It is fixed and never changes, which is what makes the return comparable over time. Current value is what the portfolio is worth as of the last update: the cash on hand plus the market value of every open position. The difference between the two, in dollars, is shown as net gain.

Total return is the cumulative percentage gain or loss of the $100,000 simulation portfolio since it started. It is the large headline number on the Performance page. For illustration only: a portfolio that started at $100,000 and is now worth $127,130 has a total return of +27.13%. Check the page for the current figure. It compounds each day's results into a single since-inception number. The same idea expressed in dollars is the net gain shown in the simulation row.

Win rate is the percentage of closed picks that finished profitable. If 60 trades have closed and 39 made money, the win rate is 65%. Two things to keep in mind Below about 30 closed trades the number is noisy. A 100% win rate across 5 trades is not the same as 65% across 100 — the small sample simply has not met a loss yet. Win rate on its own is not enough. A 50% win rate with wins much larger than losses can be very profitable, while a 70% win rate with tiny wins and large losses can still lose money. Read it next to Avg Return / Trade.

Avg Return / Trade is the average percentage result across every closed trade in the window, winners and losers together. It tells you what a typical closed pick made or lost. A positive average alongside a healthy win rate is the clearest sign the approach added value over the period shown. A high win rate with a near-zero average usually means the wins are too small to pay for the losses.

S&P 500 Return is the benchmark: how much the index moved over exactly the same period the STS portfolio is measured across. It appears twice — as a small line beneath the headline total return, and as its own stat card next to win rate and average return. It is there as a sanity check. Any active approach should be compared with the alternative of simply buying the index and leaving it alone. The gap between the two is captured in the next figure, STS vs S&P 500 (Alpha).

It is the difference between the STS portfolio return and the S&P 500 return over the same window. Positive means STS is ahead of the index; negative means the index is ahead. For illustration only: STS at +27.13% against the index at +7.47% is an alpha of +19.66 percentage points. Check the Performance page for the current figure. In finance this is called alpha, and it isolates what the approach added on top of simply owning the market. Because STS is long-only, expect that gap to narrow during a strong, broad rally — when everything is rising, picking matters less. In sideways or choppy markets it should widen if the picking is working.

The MiniChart is the small 30-day price line that appears when you expand a pick. It gives you a quick sense of recent price history without leaving the dashboard. What to look for - Rising, then flattening out — a healthy setup, often a reasonable entry. - A sharp spike followed by a pullback — the move already happened; give it time to settle. - A downtrend with a recent uptick — typical of Value and Recovery picks. Read the thesis before acting. - Flat and choppy — no direction yet; the stock needs a catalyst. The same chart appears on the Scorecard cards and on Watchlist rows. It shows daily closing prices.

The Sectors tab shows the best pick in each of the 11 market sectors STS tracks — one stock per sector, updated daily. The sectors are Technology, Healthcare, Financials, Consumer Discretionary, Consumer Staples, Industrials, Energy, Materials, Utilities, Real Estate, and Communication Services. Each card shows the ticker, score, confidence, category, and a one-line thesis. How to use it - Rotation. If you want exposure to a particular sector today, this tab tells you the strongest name STS sees there. - Diversification. Build a book from the top name in three or four different sectors instead of stacking one. - Context. If a sector's best pick still looks weak, that says something about the sector.

VOL is how many shares traded today. Think of it as how crowded the room is: more shares changing hands means more people paying attention. You will see it written like 1.2M for 1.2 million shares or 155K for 155,000. That number alone means little. A small company might trade 200K on a quiet day and 5M on news, while a very large one routinely trades 50 million. The colour is the useful part. It compares today's volume with the stock's own recent average. - Green — at least twice the average. Something is happening: earnings, news, or a breakout. The price move has real weight behind it. - Yellow — one and a half to two times the average. Busier than usual and worth a look at the headlines. - Plain — an ordinary day. Any price move is happening quietly and may not stick. Use volume as a conviction check. A 5% gain on green volume is a real move. The same gain on quiet volume is fragile. A SELL signal on heavy volume deserves attention.

Price momentum, also called RSI, measures how quickly a stock has moved recently, on a 0 to 100 scale over about two weeks. Think of it as a speedometer: it tells you whether the stock has already run hard or still has room. Above 70 — it has moved up fast and may be stretched. Entering here risks buying just before a pause or a pullback. STS labels this as extended. 40 to 70 — a normal range. The price is moving without being stretched either way, and most entries are best made here. Below 30 — it has fallen fast and may be due a bounce. Value and Recovery picks often sit here. It can be an opportunity if the thesis still makes sense and the news is not bad. STS labels this as low. On its own this is context, not a signal. A HIGH confidence pick at 65 is a better entry than the same pick at 82, where most of the move has already happened. Use it to time an entry after STS has confirmed the pick.

The trend signal tells you whether a stock is generally rising or falling, based on its short-term price average compared with its long-term average. BULLISH — the short-term average is above the long-term one. The stock is trending up, which is a good backdrop for a new entry. BEARISH — the short-term average is below the long-term one. Even a HIGH confidence pick has the trend against it here, so be careful. NEUTRAL — the two averages are close together with no clear direction. The uptrend star appears when the short-term average has just crossed above the long-term one. It is a well-known sign that a new uptrend may be starting, and it adds weight to a BUY. The reverse — the short-term average crossing below — is a warning that a downtrend may be forming, and STS flags it even when the stock has been rising recently.

Entry sentiment is the news mood at the moment the pick was first made. It is set once and never changes, so it records what the story looked like at the start. Current sentiment is the latest reading, refreshed every time the stock is re-analyzed. Side by side they answer two questions: was the news positive when this position started, and is it still positive now? A pick that entered on STRONG BULL and now reads BEARISH is telling you the story has changed, even if the price has not moved much yet.

It shows where today's price sits between the lowest and highest price of the past year. 0% means it is at the year's low; 100% means it is at the year's high. 80 to 100% — near the yearly high. Strong momentum, but a lot of the move has happened. Most relevant for MOMENTUM picks, where you are deliberately buying strength. 40 to 70% — mid-range. Room to move either way, and comfortable for most entries. 0 to 30% — near the yearly low. This can be a VALUE or RECOVERY opportunity, or a company in real trouble. Only act if the reasoning explains why the low is a floor rather than a warning. Read it alongside price momentum. A stock near its high with momentum already stretched is a worse entry than one near its low with momentum low and confidence HIGH.

Sentiment labels summarise today's headlines for a stock. They combine direction, positive or negative, with how strongly the coverage leans that way. STRONG BULL — clearly and strongly positive. Several headlines point the same way with conviction, and a good story is probably driving the stock. BULLISH — positive but not extreme. A helpful backdrop for the thesis. NEUTRAL — mixed or flat. The news is not telling you much either way. BEARISH — negative. There are headwinds, so keep an eye on whether the thesis still holds. STRONG BEAR — clearly and strongly negative, with several headlines agreeing. Something is weighing on the stock. NO DATA — no headlines were found. Treat that as unknown rather than neutral. Volume of coverage matters too. A lot of emphatic positive headlines reads as STRONG BULL rather than merely BULLISH, because the market is reacting loudly rather than mildly.

STO is short for stochastic oscillator. Think of it as a thermometer: it tells you whether the price is hot or cold compared with its own range over the last couple of weeks. You see two numbers, both on a 0 to 100 scale. %K is where today's close sits within that recent high-to-low range — 0 at the low, 100 at the high. %D is a short average of %K, so it is smoother and slower. How to read it - Below 20 (green) — cold. The stock has dropped to the low end of its recent range, which often precedes a bounce. A reasonable entry zone when the reasoning still holds. - 20 to 80 — the middle. No strong signal either way. - Above 80 (red) — hot. It has climbed to the top of its range and may pause or pull back. Be careful chasing here. The entry signal to know: when %K crosses up through %D from below, the faster line is overtaking the slower one and momentum is turning up. It matters most when both numbers are still under 50. STO is best read with the others. HIGH confidence with STO around 18, price momentum low, and the trend positive is a much cleaner entry than the same pick with STO at 85, where the move is largely done.

A long position means you bought a stock and you own it. You make money when the price rises and lose money when it falls. Example: you buy 10 shares at $100, so you are long 10 shares. At $120 you are up $200. At $85 you are down $150. STS is long-only. Every pick is a stock to buy and hold. Scores, actions, and levels are all built around the expectation that the price rises from your entry. Worth knowing - The most you can lose is what you put in, if the stock goes to zero. That is rare for large companies but not impossible. - The upside has no fixed ceiling. - You choose when to enter; the daily action tells you what STS thinks about the exit. - You collect dividends if the company pays them. - A stop loss is what keeps a small loss from turning into a large one. On the Tracker, a BUY means the position is worth holding or building; a SELL means closing it.

No. STS provides AI-generated research, picks, signals, rankings, scores, and analysis for information and education only. It does not give individual investment advice, and it is not a registered investment advisor, a broker-dealer, or a financial planner. Every investment decision is yours. Read the full [Risk Disclosure](/risk-disclosure), and consider speaking with a licensed financial advisor before you invest.

A stop loss (SL) is a downside exit level. A take profit (TP) is an upside target. On dashboard rows you will see badges like SL −15% $85.00 and TP +25% $125.00. The percentage is the AI's distance from that day's price; the dollar figure is that day's price times (1 ± the %). Tags like [AI] mean Cleopatra set the level; [β] means a default estimate waiting for a personal review. Reading the colours. On the stop loss badge, green means the price is comfortably above the level, yellow means it is within about 5%, and red means the level has been reached. On the take profit badge, muted means there is still room to run, yellow means the target is close, and green means it has been reached. Which number to use. The percentage is the one that matters. The dollar figure is recalculated from each day's price, so it is a snapshot rather than something to type into a broker order and leave there. These badges are guidance only. STS does not place sell orders when price touches a level — you act at your own broker if you choose to.

STS gives you the level. Your broker order is what enforces it. Step 1 — take the numbers from STS. Each morning the dashboard and the digest show the stop loss and take profit as a percentage and a dollar level, recalculated from that day's price. Step 2 — choose an order type. - Trailing stop-loss percentage — the simplest option. Set the trail to the stop loss percentage. Your broker moves the stop up as the stock rises, which matches how STS re-derives the level each day. No daily edits. - Stop-market at a fixed dollar level. Simple and it always fills, but the dollar level is a snapshot. Update it each morning or it drifts. - Stop-limit, for thin or very volatile names. Same stop with a limit a little below it. Protects you from a bad fill, but if the stock gaps through your limit the order may not fill at all. Also needs a daily refresh. For the upside, a plain limit sell at the take profit level does the job. Step 3 — trigger setting. If your broker asks, trigger from the last traded price. That is the normal default. Step 4 — keep it current. Either refresh the dollar level each morning or use the trailing percentage so the broker handles it. What STS does on its side. It is a research platform, not a broker. It never places an order and it does not sell when a price crosses a level. Each trading day the analysis produces its own action from the full picture, not from a price touching a number. Two habits matter more than the order type: never hold without a stop in place, and never widen a stop to avoid taking a loss.

Beta measures how much a stock tends to move compared with the overall market. - 1.0 moves roughly in line with the market - 0.9 moves about 10% less — slightly defensive - 1.5 moves about 50% more — high volatility - 0.5 moves about half as much — low volatility On the Sector Exposure bar in the Tracker, the beta on each sector segment is the average across the active picks in that sector. The beta in the header is the average across all your active tracked picks, which is your overall market exposure. The colours: red above 1.5 means high volatility, amber above 1.2 means elevated, blue below 0.7 means defensive, and grey in between is normal. In practice, a Financials segment at 0.9 means those picks tend to be calmer than the market, while Technology at 1.3 means they amplify market moves. The header number tells you whether your book as a whole leans aggressive or defensive.

No. STS is a research platform, not a broker. It never places or executes a trade, and it does not sell when a price crosses the stop loss or the take profit. What actually happens. Every trading day each position is re-analyzed and given an action — BUY, HOLD, TRIM, or SELL — based on the whole picture: the thesis, momentum, news, risk, and how long it has been held. An exit is a considered decision, not a price mechanically touching a number. The levels are guidance. They are recalculated each trading day from that day's price and the percentage, and shown on the dashboard and in the digest so you always know where today's risk and target sit. How you enforce them. At your own broker. For the downside, a trailing stop-loss order set to the stop loss percentage moves the level up as the stock rises, which mirrors how STS re-derives it daily. For the upside, a limit sell at the take profit level. That broker order is the real protection; STS supplies the number. Why it works this way. Mechanical auto-selling was removed so a single intraday spike cannot force you out of a position that is otherwise fine. You still get a level calibrated to each stock — you just are not shaken out by noise.

The Position Sizing calculator lives in the Risk Management section of the dashboard. It works out how many shares to buy from your account size, how much you are willing to lose on the trade, and where your stop sits. What you enter - Account size — your total trading balance. - Risk % — how much of the account you are willing to lose on this one trade if the stop is hit. Most experienced traders use 0.5% to 2%. Keep it the same on every trade: expensive stocks then get fewer shares and cheap ones more, while your dollar risk stays flat. Risking more than 2 to 3% per trade means a normal losing streak can take a serious bite out of the account. - Entry price — where you plan to buy. - SL % — how far below entry you will let it fall before exiting. A tight stop such as 2% buys more shares for the same risk but gets triggered by ordinary noise; a wider one such as 8 to 10% gives room but means a smaller position. A good starting point is just below a level where the stock has found support before. What it gives you - Risk in dollars, the distance to your stop, the share count, and the total position size. Example: a $10,000 account, 1% risk, a $50 entry, and a 5% stop gives $100 of risk, a $2.50 stop distance, 40 shares, and a $2,000 position. Use it for every new entry. It takes the emotion out of sizing and keeps your losses consistent regardless of the share price.

Short selling means borrowing shares you do not own, selling them at today's price, and hoping to buy them back cheaper later, keeping the difference. Example: a stock is at $100. You borrow 10 shares and sell them for $1,000. It falls to $80, you buy them back for $800, return the shares, and keep $200. The critical difference. Going long, the most you can lose is what you put in. Going short, the loss has no ceiling, because a stock can keep rising. Short at $100 and it goes to $200, you are down $1,000; at $400, you are down $3,000. That is why short selling is treated as high risk. Does STS support it? No. STS is long-only. It analyzes and picks stocks to buy and hold. It does not identify short candidates or manage short positions. Why not. Shorting needs a margin account, borrow fees, and the ability to cover at any moment, and its risk profile is hard to manage at retail scale. STS focuses on the edge most people can actually use: finding good stocks before they move. What it does instead on the downside. It moves positions to TRIM or SELL when a thesis is deteriorating, sets a stop level on every position, and flags negative news so weak stories are kept out of the picks. You protect capital without taking on unlimited risk.

A handful of rules that matter more than any individual pick. 1. Size consistently. Risk the same percentage on every entry using the Position Sizing calculator. Your edge comes from being right more often than not and letting winners run — not from betting bigger on the ones that feel good. 2. Spread across categories. Do not put everything into MOMENTUM. A mix of MOMENTUM, VALUE, and DEFENSIVE covers different conditions. 3. Watch sector concentration. Three picks that are all semiconductors is one bet, not three. Use the sector column in the Tracker to see where you are stacked. 4. Act on SELL signals. When a pick turns to SELL, the thesis is finished or the target is met. Holding past it is a discipline problem, not a strategy. 5. Treat two aligned signals as a hard rule. A stop loss badge on your Watchlist plus a SELL on the Tracker is the clearest exit you will get. 6. Review weekly. If total return and win rate are both sliding on the Performance page, trade smaller until things settle.

There are two stop-loss settings in STS, and they serve different purposes. The simulation stop loss exists so the $100,000 paper portfolio has a consistent rule for closing a modelled position. It has nothing to do with your money. Your personal stop loss is the percentage you set on each Watchlist position. That percentage is what you enter as a trailing stop-loss order at your broker — perhaps 10% on a volatile name and 5% on a steady one. When the live price falls past that level, the badge on the row turns red and your morning email flags it. STS does not sell the position for you; that happens at your broker if you choose. The per-pick level on the Tracker is set for each pick from the stock's volatility and how strongly the pick is backed. It is shown on the row as guidance only. In all three cases the number is a level, not an instruction, and STS never trades your account.

STS Core is a ready-made model stock portfolio — a worked example of what a $100,000 account could hold today. An AI portfolio manager picks about 10 high-conviction stocks from a screened shortlist, spreads them across sectors so no single area dominates, and sets how much goes in each. It is for education and inspiration — not personalized financial advice.

The daily picks are individual trade ideas ranked each morning. Your Watchlist tracks the specific stocks you chose. STS Core is a single, complete portfolio the AI manages as a whole — it decides which ~10 stocks to hold *together* and in what proportion, and rebalances the mix over time to stay diversified.

About 10 at a time. Each trading morning the AI reviews a shortlist of the top ~25 highest-scoring eligible stocks and selects the best 10 — favouring higher conviction and larger companies, and keeping only a few names in any one sector so the portfolio stays diversified. Roughly 97% stays invested with a small cash buffer.

It refreshes every trading day (updating prices and the portfolio value) but only rebalances its holdings when the AI manager decides — usually every week or two, and sooner if a holding no longer qualifies. This keeps trading and turnover low, the way a long-term model portfolio should.

You can use it as a model to learn from or mirror at any account size — the weights scale to any amount. But STS Core is illustrative and educational only: it is not personalized financial advice, and past performance does not predict future results. Always do your own research and consider your own goals and risk tolerance.