Guide

HOW TO
USE STS

STS delivers 25 AI-picked stocks every trading day before pre-market opens. Daily flow: AI Picks → Tracker → Watchlist — scan signals, manage positions, track results. Check Performance weekly to validate the system before sizing risk.

Your Trader Profile

Pick your profile — each type follows a different path through the dashboard.

DAY TRADER
HOLDSame day
FOCUSMOMENTUM category
Score ≥ 85 · HIGH confidence only · exit before close
SWING TRADER
HOLD3 – 10 days
FOCUSMOMENTUM · GROWTH
Score ≥ 75 · HIGH or MEDIUM · hold through minor dips
POSITION TRADER
HOLDWeeks – months
FOCUSGROWTH · DEFENSIVE
Score ≥ 70 · any confidence · monitor via Tracker weekly
VALUE INVESTOR
HOLDWeeks – months
FOCUSVALUE · DEFENSIVE
Low beta · P/E focus · prefer RECOVERY category for entries
Step 1

READ THE DAILY PICKS

Open the dashboard at 7:00 AM EST — picks are ready and the dashboard is refreshed. Pre-market opens at 7:00 AM. You have two and a half hours to review before the 9:30 AM open.

AI Picks →
Swing · Position

Today's ranked picks by AI Score. Start here every morning.

Momentum →
Day Trader

Volume-confirmed breakouts. Best for same-day moves (Score ≥85, HIGH only).

Value →
Swing · Value Investor

Low P/E + technical confirmation. 3–10 day holds.

Scorecard →
Value Investor · all

Full signal breakdown for every ticker. Verify before entry.

Tracker →
Swing · Position

Active picks with live P&L, news sentiment, and AI reasoning.

Watchlist →
Position · all

Your stocks. Add tickers, set buy price, see live P&L vs entry and AI signals.

Performance →
All traders

Nightly backtest results. Validate the system weekly before sizing risk.

Sectors →
Position · Value

Best pick per market sector. Use for diversification checks.

Step 2

UNDERSTAND THE AI SCORE

Every stock gets a score out of 100 based on 14 signals — momentum, value, news, volume, and trend. The score reflects two layers: same-day signals and historical confirmation.

Daily signals
Momentum
Value (P/E)
Sector Strength
Beta / Volatility
Market Cap
News Sentiment
Historical confirmation signals
Price Momentum
Price Trend
Trend Crossover
Volume Trend
Win Streaks & Pullbacks
Score ≥ 85: Strong signal across all factors + AI conviction. Best entries.
Score 70–84: Solid setup. Check AI Reasoning for context.
Score < 70: Data signal only, no strong AI backing — treat as exploratory.
Step 3

CONFIDENCE LEVELS AND PICK CATEGORIES

Cleopatra assigns every pick a confidence level and a category based on news, signals, and sector context.

Confidence
HIGHCleopatra strongly backs the pick. News supports the thesis. Data and AI aligned. Best entries.
MEDIUMThesis is valid but news is mixed or limited. Size smaller or wait for a clear move.
LOWData signal only. No strong news catalyst. Watch it — don't chase it.
Pick Categories
MOMENTUM

Price and volume breaking out. Short-term move.

VALUE

Underpriced vs earnings, with a technical trigger.

GROWTH

Strong earnings growth with sector tailwinds.

DEFENSIVE

Low volatility, stable sector. Safer in rough markets.

RECOVERY

Oversold and bouncing. Good entry after a pullback.

Step 4

READ THE NEWS SENTIMENT

STS pulls today's headlines for every pick and classifies the news sentiment. Check this in the Tracker tab — it tells you if the thesis has strengthened or weakened since entry.

STRONG BULLMultiple bullish headlines — earnings beat, analyst upgrades, sector tailwind.
BULLISHPositive news backdrop. Thesis intact.
NEUTRALNo major news. Signal is from price and volume data only.
BEARISHNegative headlines present. Review your position sizing.
STRONG BEARMultiple negative catalysts — earnings miss, downgrade, sector headwind. Consider exiting.
NO DATANo relevant news found. Signal is from price and volume data only.
Sentiment trend in the Tracker shows whether news is ↑ IMPROVING (bullish signal — hold or add) or ↓ DECLINING (news souring — review position).
Step 5

TRACK YOUR PICKS

The Tracker tab shows all active and historical picks with live P&L, news sentiment, and AI reasoning. Use it to manage open positions.

TRACKER

Active picks — entry price, current price, P&L %, entry sentiment, current sentiment, AI category. Updated daily.

HISTORY

All closed picks (rolling 365 days). Use to review what worked, what didn't, and news at entry vs. exit.

Step 6

CHECK PERFORMANCE

The Performance tab runs a nightly backtest on all historical picks.

Hit RateWhat % of picks were profitable. STS targets >60%.
Equity CurveCumulative return if you followed every pick since day 1.
Category StatsWhich pick types (MOMENTUM, VALUE, etc.) perform best. Focus on your strongest category.
ReasoningWhat Cleopatra said at the time of each pick — useful for pattern-spotting.
FAQ — Performance Metrics →
Quick Reference

DAILY ROUTINE

7:00 AMOpen dashboard (picks ready). Check AI Picks tab. Read AI Score + Confidence for top picks.
7:05 AMDay Trader → MOMENTUM tab (Score ≥85, HIGH). Swing/Position → TOP 25 + VALUE. Value Investor → VALUE + SCORECARD.
7:10 AMOpen SCORECARD for any ticker you're considering — verify all signals are aligned.
7:00 AMPre-market opens. You have 2.5 hours to set alerts or place orders before open.
9:30 AMMarket opens. Picks are already in the system — no last-minute decisions needed.
After closeCheck TRACKER for open position P&L and current sentiment.
Go to Dashboard →FAQ & AI Chat →