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📊 Market Overview
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🏢 Sector Money Flow
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🏛️ Congress Trades
| Politician | Party | Chamber | Ticker | Type | Date | Amount |
|---|---|---|---|---|---|---|
🔍 Stage 1 Screener
Value 4pts
PE ratio
PEG ratio
P/B
FCF yield
Quality 3pts
ROE
Margin
Growth 3pts
Momentum 4pts
50/200 DMA
RSI
Accumulation 4pts
Risk 2pts
Beta
| # ↕ | Ticker ↕ | Price ↕ | PE ↕ | Fwd PE ↕ | Div% ↕ | Fund ↕ | Tech ↕ | Score ↕ | Verdict | Triggers | |
|---|---|---|---|---|---|---|---|---|---|---|---|
🎯 Watchlist — Top 25
📈 Accumulation Scanner
Stocks with accumulation score ≥ 2.5 (institutional buying pressure).
🏛️ Congress Alpha Overlay
Stocks with net congressional buying (more purchases than sales).
⚖️ Risk Management Rules
Max Position
5%
Stop Loss
At Support
Take Profit 1
+15%
Take Profit 2
+25%
Take Profit 3
+40%
⚠️ Never risk more than 2% of portfolio on a single trade. Scale in over 3 entries.
🤖 Ask Simon
👋 Hi, I'm Simon. Ask me anything about stocks — screening, deep dives, or portfolio ideas.
📋 Screening Criteria Reference
Value (4 pts)
- PE Ratio — lower is better; sector-relative
- PEG Ratio — <1 undervalued, 1–2 fair, >2 expensive
- Price/Book — <1.5 preferred, sector-adjusted
- FCF Yield — >8% excellent, 5–8% good, <5% weak
- ROE — >15% excellent, 10–15% good, <10% poor
- Net Margin — >20% excellent, sector-relative
- Forward PE — vs sector median; discount = bullish
- Revenue Growth — 5yr CAGR, acceleration matters
- EPS Growth — trailing & forward estimates
- Growth Acceleration — quarter-over-quarter trend
Momentum (4 pts)
- 50-day MA vs 200-day MA — golden cross bullish
- RSI (14) — 40–60 neutral good entry, >70 overbought, <30 oversold
- Volume Trend vs 50-day Average — spike = institutional buying
- OBV (On-Balance Volume) — rising trend confirms accumulation
- Beta — <1.0 low volatility, >1.5 high risk
- Volatility (30d) — lower = more stable entry
- Strong Buy — Score 15–20: Full position, high conviction
- Conditional Buy — Score 11–14: Half position, confirm catalysts
- Watchlist — Score 8–10: Monitor, no entry yet
- Avoid — Score <8: Fundamentally weak or too risky
- Maximum position size: 5% of portfolio
- Stop loss: placed at nearest technical support level
- Profit taking: +15% (sell 1/3), +25% (sell 1/3), +40% (sell remainder)
- Maximum risk per trade: 2% of portfolio
- Scaling: 3 entries — initial 50%, add 30% on confirmation, 20% on breakout
- Diversification: max 2 stocks per sector