Playbook

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markets.daitiq.com

Your complete guide to using the V4 Scanner Dashboard

Contents 1. Dashboard Map — What's Where 2. Morning Routine (6:15 AM PST) 3. Stock Lookup — On-Demand Analysis 4. Trending Stocks — Discovery 5. Monitoring Open Positions 6. Weekend Performance Review 7. Options Calculator 8. How Scores Work 9. Position Sizing & Risk Rules 10. V2 / V3 / V4 — What Each System Does

1. Dashboard Map — What's Where

/today
Morning picks, market context, action items
/positions
Open positions, alerts, proximity to stop/target
/performance
Win rates, weekly returns, score bucket analysis
/lookup
Analyze any stock + discover trending setups
/options
Options P/L calculator with real chain data
/guide
Quick-reference trading guide
6:15 AM PST — Before Market Open

2. Morning Routine

1
Check your email. The V4 Scanner email arrives ~6:00 AM PST with all picks scored 80+.
No email = no picks above threshold today. That's fine — cash is a position.
2
Open /today and read the market context pills.
VIX + SPY trend tell you how aggressive to be today.
Favorable VIX < 20, SPY bullish — full position sizes
Caution VIX 20–25 or SPY neutral — half size or be selective
Sit Tight VIX > 25 or SPY bearish — skip new entries, protect capital
3
Pick 1–2 top setups max. Cross-scanner winners (80+ on both swing AND options) are highest conviction.
4
Place trades in Robinhood at or near market open (9:30 AM ET / 6:30 AM PST).
Use limit orders near the Entry price. Never market orders.
Quick sanity check before buying: Is the stock gapping up 5%+ at open? If so, the entry price is stale — wait for a pullback or skip it. The scanner runs pre-market; prices can shift.
Anytime

3. Stock Lookup — On-Demand Analysis /lookup

The Lookup page lets you type any ticker and instantly get the same swing + options scoring the scanner uses for its daily picks.

1
Type a ticker and hit Analyze (or press Enter).
Works for any US stock — not just the scanner's universe of ~90 names.
2
Read the two analysis cards:

Swing Analysis Card

  • Score badge — green (80+) = actionable
  • 5 component bars — Breakout, Volume, Momentum, Relative Strength, Technical
  • Trade plan — Entry, Stop (2x ATR below), Target (3x ATR above), Shares, Dollar Risk

Options Analysis Card

  • Score badge — green (80+) = actionable
  • 5 component bars — Momentum, Breakout, Trend, Volume, Technical
  • Trade plan — Strike (5% OTM), Expected Move, Target/Stop prices, Max Premium
3
Check the key stats bar — RSI, Volume Ratio, 5d/10d returns.
RSI > 70 = overbought (risky entry). RSI < 30 = oversold (not trending yet). Sweet spot: 50–65.
4
Check the 20-day chart — is price trending up or chopping sideways?
Green line = up from 20 days ago. Red line = down. You want green.
5
"No signal" is useful information. If a stock doesn't score, it means volume or data requirements aren't met. That's a pass — move on.
When to use Lookup:
• You see a ticker on Twitter/Reddit and want a quick sanity check
• You're deciding between two stocks and want to compare scores
• The daily email had no picks, but you still want to explore
• You want to check if a stock you own is still worth holding
Midday / Anytime

5. Monitoring Open Positions /positions

1
Check alert banners first.
Red alert Within 3% of stop — watch closely or exit now
Amber alert ≤ 3 days left on max hold — plan to close
Green alert Within 3% of target — consider taking profit
2
Read the proximity bar on each position row. Left (red) = near stop. Right (green) = near target.
3
Recent Exits at the bottom shows what closed in the last 7 days and why (stop hit, target hit, or max hold).
Weekend

6. Weekend Performance Review /performance

1
Portfolio sim — the hero card shows what $1,000 in every pick would have returned.
2
Weekly returns table — are things improving or declining week over week?
3
Score buckets — do 85+ picks outperform 80–84? If not, consider raising threshold.
4
VIX regime table — shows which market conditions the system works best in. Use this to calibrate your aggression.

7. Options Calculator /options

1
Enter a ticker (or click "Open Calculator" from a pick card on /today).
2
See real options chain data — strikes, premiums, implied volatility, open interest.
3
P/L chart shows your payoff at different stock prices. Green = profit zone. Red = loss zone.

8. How Scores Work

Both swing and options scores are 0–100. Only stocks scoring 80+ make the daily email. Here's what drives each:

Swing Score (5 components)

Breakout 25% — position in 20d range
Volume 25% — recent vs 30d avg
Momentum 25% — 5/10/20d returns
Rel Strength 15% — vs SPY 10d
Technical 10% — price vs MAs

Volume gate: rejected if volume score < 50 (needs 1.2x average)

Options Score (5 components)

Momentum 30% — multi-timeframe trend
Breakout 25% — distance from 30d high
Trend 20% — MA alignment
Volume 15% — recent surge
Technical 10% — RSI sweet spot

Volume gate: rejected if volume score < 40 (needs 1.1x average)

Reading scores on /lookup:
80+ = Actionable — meets threshold for a trade
65–79 = Watch — getting close, might trigger tomorrow
50–64 = Neutral — setup is forming but not ready
< 50 = No setup — wrong direction or no volume
"No signal" = Filtered out by volume gate — not enough interest

9. Position Sizing & Risk Rules

Account $4,200 Robinhood
Swing size $840 – $1,050 (20–25% of account)
Options size $630 – $840 (15–20% of account)
Max positions 3 swing + 2 options = 5 total
Cash reserve $420+ minimum (10%)
Max hold 15 trading days — then close regardless

Exit Rules

Swing Exits

  • Stop hit → sell immediately (entry - 2x ATR)
  • Target hit → sell at target (entry + 3x ATR)
  • 15 days → close at market, win or lose

Options Exits

  • +100% premium → take profit (option doubled)
  • -50% premium → stop loss
  • 30 DTE remaining → close to avoid theta decay
The #1 rule: Never override the stop. The stop price is there to protect you. A 5% loss is recoverable. A 25% loss is not. If the stock hits your stop, exit — no "giving it room."

10. V2 / V3 / V4 — What Each System Does

You have three trading systems running. Here's how they differ:

V2 — ML-Driven Stock Picking (Alpaca Paper)

Account ~$43K paper
Strategy ML models pick individual stocks, auto-trades via Alpaca API
Current AMD, IBM, NVDA, QCOM, TSLA — mostly tech/growth
Status Automated — runs via orchestrator at 1 PM PST daily
Your action None — fully automated paper trading. Review performance occasionally.

V3 — ETF Momentum Rotation (Alpaca Paper)

Account ~$27K paper
Strategy Weekly Monday rebalance — rotates into top momentum ETFs
Current XLU, GLD, EFA — defensive/diversified (utilities, gold, international)
Status Automated — cron runs Mondays at 6:35 AM PST (retry 11 AM)
Your action None — fully automated paper trading. Check holdings on Mondays.

V4 — Daily Scanner + Manual Trading (This Dashboard)

Account $4,200 Robinhood (real money when you start)
Strategy Technical scoring → email alerts → you decide + execute in Robinhood
Universe ~90 stocks (tech, energy, finance, healthcare, industrials)
Status Scanner runs daily 6 AM PST. You trade manually.
Your action Check email, use dashboard, place trades yourself. This is your active system.
Bottom line: V2 and V3 are paper-trading autopilot experiments. V4 is your real system — the scanner finds setups, you make the decisions. Focus your energy here.

Daily Checklist

6:00 AM Check V4 Scanner email
6:15 AM Open /today — market context + picks
6:15 AM Curious about a stock? → /lookup
6:30 AM Place limit orders in Robinhood at open
Midday Glance at /positions for alerts
1:00 PM Market close — any exit alerts in email
Weekend Review /performance — adjust if needed
markets.daitiq.com · V4 Scanner Dashboard Playbook