Account Value—Loading…

Buying Power—

Unrealized P/L—live mark-to-market

Realized P/L (30d)—closed trades, last 30 days

Open Positions—

Win Rate—

🛡 Active Guardrails

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🩺 Thesis Health · open positions

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🔄 Sector Rotation

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🛡 Capital Exposure & Wipeout Risk

Capital Deployed

—

Stocks $0 Options $0

0% of equity

Max Loss if EVERY Trade Loses

—

Stocks $0 Options $0

0% of equity at risk

All stops hit + all credit spreads max out + all long premiums lost

Equity that survives any worst-case loss

—

Cash $0 BP $0

0% of equity protected

What's left after every stop / max-loss simultaneously hits

📊 Per-Source Performance

Today 7D 30D All

Source	Closed	W / L	Win Rate	Realized P&L	Open	Unrealized	Net P&L
Loading…

Period: today · Last updated — —

🛡 Active Guardrails

ALL ENFORCED

These hard rules are checked on EVERY trade attempt and EVERY 2-minute monitor cycle. Any breach blocks the trade or closes the position.

Per-Position Cap

5%

No single trade exceeds this fraction of equity. —

Portfolio Cap

50%

Total invested capital never exceeds half of equity — half always in cash buffer.

Stop Loss

10%

ATR-based stop attached to every stock as bracket order. Long options stopped at -50% premium.

Max Open Positions

10

Concentration limit. Currently 0 open.

Trades Per Scan

2

Throttle so the bot can't open everything at once on a regime flip.

Same-Day Dup Guard

ON

Skip any symbol already traded today — prevents wash-sale + over-trading.

3-Day Loss Pause

ARMED

3 consecutive net-losing days auto-pauses AutoTrader and triggers Strategy Realignment review.

Trend-Break Exit

2-MIN

Closes any position that breaks 20+50 EMA, ADX collapses, CMF turns distribution, or 3+ distribution days.

Trailing Stops

ON

+5% locks high − 2× ATR · +15% locks breakeven+2% · +30% locks +10%.

Min MTCS for Auto-Exec

65

Composite score floor. Tier-S (≥80) always executes regardless.

Bear-Regime Penalty

×0.85

Long picks below SPY 200 SMA get an MTCS multiplier penalty so longs in bear markets are rare.

Long Option Conviction

≥65

Long calls/puts only added when MTCS-style conviction ≥65 AND IV rank < 40 (cheap vol).

Equity Curve (Closed Trade P&L)

Recent TradesView All

🤖 AutoTrader Control Center Click any toggle to enable / disable that source

🛑

Master AutoTrader

KILL SWITCH. When this is OFF, no source executes — regardless of the three sub-switches below. Mirror of the toggle in the header.

📈

HODL Scanner AutoTrader

Fires equity trades from the CAN SLIM-flavored HODL scanner (the legacy long-term growth-stock view). Picks passing CAN SLIM + MTCS get bracket-order submitted automatically each hour 4 AM – 7 PM ET.

📊

Trending Trades AutoTrader

Fires equity trades from the tactical Trending Trades scanner — MTCS + trend-continuation + blowoff-guard, CAN SLIM bypassed. Designed for catching mid-rally mega-caps, mean-reversion bounces, and short setups. Same execution path as HODL — flip either to enable stocks auto-execution.

📊

Options AutoTrader

Master switch for the unified Options page. When ON, the scanner's top picks (CSPs, covered calls, wheel, PMCC, iron condors, long calls/puts — after the IV-Regime & Catalyst-Window gates) are auto-executed each hour during market hours. When OFF, the scan still runs and saves picks for review — nothing fires.

🤓

Options · Spec Spreads AutoTrader

Fires only vertical spreads passing the strict spec rules (delta bands, IV regime, catalyst window, OI floors) — from the Options page's Spec Spreads tab. Reads from your Queued for AutoTrader list. Most conservative source — safest for live money.

💡 Each source fires only when both the master switch AND its own switch are ON. Each runs through the same safe-executor gate stack (position size, correlation, kill switches, market hours).

Universe

Min Score

Min % Change

Min Volume

0 Opportunities Found High Probability

—Avg Win RateTrailing 30d

—Avg Return Per TradeTrailing 30d

Scan #	Time	Regime	Universe	Liq Pass	Long	Short	Auto-Eligible	Top Picks	Duration
Loading scan history…

Scanner Results0 results

Symbol	Price	Change %	Volume	Trend	RSI	MACD	EMA Stack	Edge	Status
Run a scan to see results

View More Opportunities →

Market & Stock Insights—

—SPY 30-day

VIX —Breadth —

Top Performing Sectors

Watchlist Sentiment

Bullish—

Neutral—

Bearish—

Volatility Environment—

—VIX

Realized —Implied —

Global Actions

System Status

Market DataConnected

Broker ConnectionConnected

AutoTraderActive

Risk ManagementActive

Last Scan Activity—

Trending Trades

Tactical scanner — best LONG and SHORT setups across all market regimes. Bullish names execute as equity longs; bearish names get a "→ Options" hint — trade them as defined-risk debit put spreads on the Options page (Spec Spreads tab) — no naked equity shorts. Runs hourly Mon–Fri 9 AM – 4 PM ET, or trigger manually.

✦ What Trending Trades shows

Best long AND short setups regardless of regime. MTCS-ranked, blowoff-guarded, CAN SLIM bypassed. LONG picks execute as equity longs when the AutoTrader is ON; SHORT picks surface with a "→ Options" hint — trade them as defined-risk debit put spreads on the Options page's Spec Spreads tab (no naked equity shorts).

✦ How it differs from HODL

HODL is buy-and-hold long-only with CAN SLIM's ≥25% EPS growth filter. Trending Trades is tactical swing/short trading in any regime — price + volume + risk management drive selection, not quarterly fundamentals.

0L / 0SAuto-EligibleLong / Short setups

0Trend ContinuationMid-rally winners

0Pre-BreakoutBehavioral + structural

0⚠ Blowoff FlaggedExcluded

Tactical Picks

Timing gate: MTCS ranks how strong a name is; the Timing column reads whether now is a good entry. The AutoTrader only buys longs flagged BUY or HOLD — a ⛔ TRIM / SELL / WATCH long is vetoed even if it's the #1 pick, because a great company at a bad entry is still a bad trade.
Row order: picks the AutoTrader will execute are sorted to the top and marked ▶ — everything below the divider is blocked or informational, so the top block is exactly what runs next.

Symbol	Dir	MTCS	Tier	Why Eligible	Price	% Chg	Blowoff	Timing	Rationale
Click Refresh to load picks…

Window

Min Strength

Symbol	Headline	Category	Impact	Reco	Strength	Published	Source
Click Refresh News to fetch the latest catalysts, or wait for the next hourly scan.

Options

The unified options scanner for quick-money plays — CSPs, covered calls, wheel, PMCC, iron condors, long calls/puts. The IV-Regime Gate keeps only strategies that fit each name's volatility; the Catalyst Window check steers clear of earnings IV-crush. For single-symbol spec-compliant vertical spreads, use the Spec Spreads tab.

Strategy

Max Risk $

Min DTE

Max DTE

📊 IV-Regime Gate skip extreme IV mismatches only 📅 Catalyst Window Check avoid the earnings IV-crush window 🧭 Regime Strategy Gate play the side the regime favors

📊 How the EDGE score is calculated — what the AutoTrader ranks by

Every pick gets one Edge score (0–100) — the same formula for every strategy, so a covered call and a long put are directly comparable. The AutoTrader fires the highest-Edge picks first. It blends five plain-English factors:

Reward : Risk — 30%
How much you can win vs. lose — judged against what's normal for that strategy, so a credit play's small premium-to-collateral ratio and a debit play's ~1:1 compete fairly (neither is structurally favored).

Win Probability — 30%
The odds the trade finishes profitable (POP, or option delta when POP isn't given).

Trade Fit — 20%
Does the strategy suit the trend — a long call wants an uptrend, a long put a downtrend, an iron condor a quiet tape.

Liquidity — 10%
Open-interest depth — enough volume for clean fills.

Timing — 10%
Days-to-expiry in the 21–45 day sweet spot.

Higher Edge = a better-shaped trade for current conditions. A directional bet running against the trend, or a rich-looking setup with thin liquidity, scores lower — so the AutoTrader's top picks are genuinely its best, not a coin flip.

0Opportunities FoundHigh Probability

—Avg Win RateTrailing 30d

—Avg Return Per TradeTrailing 30d

—Max Win ProbabilityIron Condor

Batch Time	Total Picks	Auto-Executed	User-Marked	Pending	Top 5 Picks
Loading options history…

💡 How We Pick Profitable Options

1Universe Selection~120 symbols

Curated list of deep-options-market tickers — broad ETFs (SPY/QQQ/IWM), sector ETFs, mega-cap tech, financials, semis, healthcare, and high-IV growth names. Auto-merged with passing equity scanner picks (≥$5M avg dollar volume). Targets tight bid-ask spreads and deep open interest so fills are clean.

25 Strategies Evaluated Per Symbolparallel

Cash-Secured Put (CSP) — sell puts at support; collect premium, get paid to wait. Bull/neutral.
Covered Call (CC) — sell calls against owned shares; income while holding. Neutral/mild bull.
The Wheel — CSP → if assigned, sell CC; perpetual income engine. Bull-to-neutral.
Iron Condor (IC) — sell put + call spreads outside range; pure premium decay. Neutral / range-bound.
PMCC — long deep-ITM LEAPS + sell short-term calls; leveraged covered call. Steady uptrend.

Every strategy is evaluated on every symbol. Mismatch is penalised, not blocked, so the scanner always surfaces the best available — never empty-handed.

3Scoring Criteria (per candidate)100-point scale

POP (Probability of Profit)30%Black-Scholes ≥ 65% target

Annualised Yield25%Premium ÷ collateral × 365 ÷ DTE; aim ≥ 30%

Liquidity15%OI ≥ 100, vol ≥ 50, bid-ask spread ≤ 5%

IV Rank10%≥ 40 = expensive vol = good to sell

Risk / Reward10%Max profit ÷ max loss; defined-risk only

Greeks Quality10%Theta+ for credit; manageable delta + vega

4Filters Appliedhard gates

DTE 14–45 days — sweet spot for theta decay vs gamma risk
Min annualised yield 12% — anything lower isn't worth the capital lockup
Max defined risk $2,000 per position (5% of $40k account)
Bid > 0 — no zero-bid options (liquidity death)
POP ≥ 50% — coin-flip floor
Strategy/regime fit — IC penalised in trends, CSP penalised in downtrends

5Cross-Strategy Top-5final

All scored candidates from all strategies are flattened into one list, sorted by composite score, top 5 persisted as OptionsCandidate. Rank 1 auto-executes; ranks 2-5 are user-markable for next-run auto-execution. Hard cap = 1 auto-execute per scan to control concurrent risk.

6Active Position Management2-min loop

Every 2 minutes the bot evaluates each open option:

50% profit on credit strategies → close (don't be greedy)
21 DTE remaining → close or roll (avoid gamma cliff)
Stock breaches short strike → defensive roll or close
IV crush after earnings → close winners early

📊 Options Selection Pipeline

🎯 Top 5 Picks · Auto-Execution Flow

Status Distribution

Strategy Split

Top OpportunitiesLoading…

Symbol	Trade	Days To Exp	Premium	Max Profit	Max Loss	ROI %	Risk Score	Edge	Status	Auto Eligible	Action
Loading options…

View More Opportunities →

Most Bullish—

—SPY 5-day momentum

VIX —Trend —

Best Performing Strategy

—No closed trades yet

Volatility Outlook—

VIX—

VVIX—

Term—

30d Realized—

Sector Strength

Global Actions

System Status

Market DataConnected

Broker ConnectionConnected

AutoTraderActive

Risk ManagementActive

Last Scan Activity—

← Back to Options scanner

🤓 Options · Spec Spreads

The strict, single-symbol corner of the Options page — spec-compliant vertical spreads only (debit/credit call & put spreads) passing the IVR regime gate, delta-targeted strikes, theta/vega budgets and catalyst windows. Fewer picks, higher conviction. For the broad multi-strategy scan, use the main Options scanner.

Geek-Strict AutoTrader: OFF

📊 IV Regime—

IV Rank

—

Regime

—

Allowed Strategies

—

📅 Catalyst Window

Days to Earnings

—

Days Since Earnings

—

Window Status

—

Spec: ≥30d to earnings OR 14-56d post-earnings

▾ 📜 Spec Gates From OPTIONS_STRATEGY.md

IVR Regime: <30 → buy premium (debit) · 30-50 → neutral · >50 → sell premium (credit)

Debit Spread Deltas: long leg 0.60–0.70 · short leg 0.30–0.35 · DTE 30-45

Credit Spread Deltas: short leg 0.25–0.30 · wing 5-10 wide · ≥1/3 of width as credit

Greeks Budget: theta < 1.5% of risk/day · vega < 20% of risk

Watchlist: OI > 500 · IVR < 40 (or post-earnings crush) · earnings 30-90d out

🎯 Spec Candidates —

Quality	Strategy	Strikes	Days Left	Cost to Enter	Max Reward	Money at Risk	Win %	Reward:Risk	Direction	Daily Decay	Liquidity	Why
Pick a symbol and click Scan to see spec-compliant candidates.

	Verdict	Quality	EV / $	Symbol	Strategy	Strikes	Days Left	Cost	Max Reward	Money at Risk	Win %	R:R	IVR	Earnings	Liquidity
Click 🌐 Full Market Scan to scan ~349 optionable symbols.

▾ 📈 Daily Execution Summary

Loading…

⚡ Queued for AutoTrader —

How the cycle picks from this queue: sorted by Edge (raw spec_score 0-100, highest first) → top picks fired through the safe-executor every 2 min during options market hours (09:30-16:00 ET, Mon-Fri) → daily cap of max_auto_trades_per_day (default 3; configurable in Settings) → each pick must pass the gate stack (master_autotrade · earnings_blackout · IVR · liquidity · position_size · correlation · killswitch_per_trade · killswitch_daily_loss · killswitch_drawdown · revenge_cooldown). Same-day duplicates on a symbol are skipped.

Status	Source	Verdict	Edge	EV / $	Symbol	Strategy	Strikes	Expiry	Cost	Max Reward	Money at Risk	Win %	Queued	Actions
Nothing queued yet. Use the Full Market Scan above and click Queue Selected.

💵 SPY Options Income

Regime-driven, defined-risk income engine — sells 2-leg credit spreads on SPY (the tradeable S&P proxy). The market-regime tracker picks the side: bull → bull-put spreads, bear → bear-call spreads, neutral → both. Every pick is capped-risk and carries a 50% profit-target / 2× stop management plan. No iron condors, no naked options.

Click Run Engine to read the regime and scan SPY.

Credit-Spread Candidates

No scan yet.

Pick a page above

—

📋 Candidates

Pick a page above and click Run Scan to populate.

Trade

Skill level

📖

Pick a trade above to learn from it

Each lesson explains why the bot picked the trade, the strategy and Greeks in plain English, when it plans to exit, and what was protected. Switch the skill level to match your comfort.

🔍 Analyze Your Position

Symbol

Quantity (shares)

Avg Entry Price (optional)

How long will you hold? (days)

Quick presets

Strategy preference

Target price (optional)

If set, the collar's call short strike snaps to this level so the upside cap matches your exit plan.

📜 How recommendations workFrom OPTIONS_STRATEGY.md

Hold ≤14 days OR earnings within hold: Layered Puts (binary catalyst → Layer 1 weekly insurance + Layer 2 directional)

Hold 15-30 days: Lighter Layered Puts

Long hold + IVR ≥35: Collar (call premium funds put protection)

Long hold + IVR <35: No auto-recommendation (puts are cheap; no urgency)

Synthetic Straddle: opt-in only — non-directional volatility view

Sizing: Hedge cost ≤3% of position · Max trade risk ≤2% of account · Min 100 shares

⚠ Approval required. All tickets are recommendations only — the executor will NOT auto-fire any hedge.

📋 Saved Recommendations —

Use the form above to analyze a position. Saved recommendations appear here.

📚 Recent Decisions

Approved + rejected tickets show here for audit history.

Account Value—

Buying Power—

Cash—

Open Positions—

Unrealized P&L—open positions

Realized P&L (30d)—closed trades, last 30 days

Today's P&L—

Day Trades0/3

📊 Stocks

Symbol	Side	Buy Date	Avg Cost	Qty	Market Value	P&L $	P&L %	Allocation %	Source	Thesis
No stock positions

📈 Options

Symbol	Strategy	Exp Date	Strike	Premium	Market Value	P&L $	P&L %	Source	Thesis
No options positions

🧮 Greeks Drift (Entry vs Current)

Loading…

Portfolio Risk Overview

Moderate

Max Drawdown-3.2%

VaR (1d)$2,418

Beta0.92

Exposure Breakdown

Technology38%

Healthcare22%

Financials18%

Consumer14%

Energy8%

AI Insights & Alerts

System Status

BrokerConnected

Position SyncActive

Risk EngineActive

Live snapshot (from broker) Realized below = ALL closed trades · Live Unrealized = open positions only

Open Positions →—

Live Unrealized—

Realized (today)—

Total P&L (realized)—

Win Rate—

Total Trades—

Profit Factor—

Avg Win—

Avg Loss—

Equity Curve

Monthly P&L

Performance by Execution Source click any card to drill into trades →

📊 Stock Picks (AutoTrader)0

Source: equity auto-trader · CAN SLIM + MTCS

$0.00

Win Rate—

Avg Win—

Avg Loss—

Profit Factor—

⚡ Options · Multi-Strategy Picks0

Source: Options · Multi-Strategy page auto-execute

$0.00

Win Rate—

Avg Win—

Avg Loss—

Profit Factor—

🧠 Geek · Spec Spreads Picks0

Source: spec_picker · delta-targeted verticals · IVR-gated

$0.00

Win Rate—

Avg Win—

Avg Loss—

Profit Factor—

👤 User-Marked Trades0

$0.00

Win Rate—

Avg Win—

Avg Loss—

Profit Factor—

✋ Manual Trades0

$0.00

Win Rate—

Avg Win—

Avg Loss—

Profit Factor—

🤖 AI Recommendations

This Month

Self-improving engine. Analyzes your closed trades, win rate by source, average win/loss sizing, stop-out rate, sector concentration, and time-of-day performance over the selected period — then suggests concrete settings tweaks the bot can apply automatically. Click Apply on any recommendation to update settings instantly.

Severity	Category	Recommendation	Why	Action	Apply
Click Run AI Performance Analysis to generate recommendations from your trade history.

📈 Best Performing Strategy

—No closed trades yet

Trades0

Avg R:R—

⚠ Risk Adjustment

—No risk warnings

Sector concentration, drawdown, and exposure imbalances are flagged here when detected.

💡 Strategy Insight

—Awaiting market data

Current regime + volatility environment shapes which strategies have the edge.

🎯 Optimal Entry Point

—No high-conviction setup

Stop—

Target—

—

Date / Time	Symbol	Side	Strategy	Action	Qty	Cost Basis	P&L	Trader	Source	Result
No trades yet

Settings HistoryView All Settings History

No settings changes recorded yet — change-log persistence coming soon.

Recommendation HistoryView All Recommendations

No recommendations yet — run a scan from the Stocks page.

Alert Name	Category	Trigger Condition	Last Fired	Status	📧 Email	📱 SMS	Active
No alert rules configured

💡 Alert Tips

Set up alerts for important events to stay informed. Alerts can be delivered via email, SMS or push notifications. Pro tip: Use multiple channels for critical alerts.

🌙 Quiet Hours

Suppress non-critical alerts during these hours.

to

Notification ChannelsManage

📧 EmailOn

💬 SMSOff

🔔 PushOn

🎮 DiscordOff

Recent AlertsView All

No recent alerts. Configure rules to get notified when something matters.

Choose Your Plan

How Performance-Based Pricing Works

10%

AutoTrader Profit Share

Of any profit generated by AutoTrader is taken as a performance fee

0%

No Profit, No Pay

You pay 0% of the plan if AutoTrader has no profitable trades that month

$0

Bonus on Top

If the bot makes $900, you keep $810, we earn $90 on top of base plan

∞

Scale With You

The more profitable AutoTrader gets, the more we both earn — fully aligned

Current Billing Summary

Current PlanPerformance Plan

Base Fee$99.00

Performance Fee MTD (10%)$0.00

Total This Month$99.00

Performance fee is calculated as 10% of net profits generated by AutoTrader.

Usage Summary

Stocks Scanned (this month)—

Trades Executed—

Open Positions—

Alerts Sent—

Add-on Services

📊

Real-Time Level 2 Data

Real-time bid/ask depth and market maker activity

$12.99 /mo

📅

Extended Data History

Access 5+ years of historical data for backtesting

$8.99 /mo

👥

Additional Accounts

Connect up to 5 additional broker accounts

$14.99 /mo

🔔

SMS Notifications (Per Mo)

Pay-as-you-go SMS alerts for critical events

$0.05 /sms

Current regime

Loading regime…

Active guardrails + heat gates

Loading risk state…

Autopsy autonomous loop preview

Loading confidence preview…

Trading Preferences

Default Stock Order Type

Default Options Order Type

Currency

Default Time-in-Force

Enable paper trading mode

Enable extended hours

Auto-confirm trades

Enable trailing stops

Security Settings

Two-Factor Authentication

Session Timeout (minutes)

Login notifications

Require password for trade actions

Active Sessions

Current browser

Active now

Active

⚠ Path 1 — alerts only. Signals are advisory. The bot does NOT auto-execute trades from this page. Pattern Day Trader rule applies to accounts under $25K — round-tripping the same symbol intraday >3 times in 5 trading days will lock you out of day-trading for 90 days.

Add Symbol0 / 20

Suggested: Add SPY, QQQ, NVDA, AAPL, TSLA, AMD, META

📊 Live Bars (1-min)

Score ▾	Symbol	Price	Day %	VWAP	Trend	Vol×	RSI	Rng%	Recent Signal	Actions
Watchlist is empty — add symbols above.

🔔 Alert Feed

⚠ Caveats — read before trusting any number.

Survivorship bias. Universe is currently-listed stocks; delisted/bankrupt names are absent — past returns are silently overstated.
Equity backtest disables fundamentals (yfinance is current-only, not point-in-time) so C/A/I CAN SLIM bits don't fire. Live trading restores them.
Options backtest uses Black-Scholes theoretical pricing, not real historical chains. Treat results as a ceiling; real bid/ask + skew worsens fills 10-30%.
Stop slippage modelled at 25 bps; real gaps fill far worse. Your actual_risk in a backtest is the optimistic case.

Run a new backtest

Strategy

Starting capital ($)

Start date

End date

Universe size (top by ADV)

Custom tickers (overrides universe size)

Min CAN SLIM score (technicals)

Min strength score

Benchmark (buy & hold; SPY/QQQ for equity, PUTW for options)

First run on a fresh universe takes 5–15 min while bars cache to disk. Re-runs are instant.

Recent backtest runs

Created	Strategy	Window	Capital	Total return	Sharpe	Max DD	Status	Actions
No runs yet — click Run Backtest above.

📚

Getting Started

Learn the basics of MNY Logic

🎥

Video Tutorials

Step-by-step video guides

📋

Release Notes

Latest features and updates

Frequently Asked Questions

AutoTrader scans the full US equity market every hour using the CAN SLIM framework — 7 fundamental + technical criteria. Stocks scoring ≥5/7 that also pass the trend gate (ADX, EMA alignment, CMF) receive bracket orders automatically with ATR-based stops and 3:1 R/R targets.

AutoTrader is available on Performance and Pro plans. Starter includes the scanner and manual trading tools only.

10% of net profits generated by AutoTrader above your monthly base plan fee. We only earn more when you profit.

Yes. Toggle it off instantly from Dashboard or AutoTrader page. Existing bracket orders at Alpaca remain until their stop or target is hit, or you cancel them manually.

Every trade uses ATR-based stops (2× ATR below entry), take-profits (6× ATR = 3:1 R/R), max 5% per position, 50% portfolio cap, 10 max simultaneous positions, and a market regime gate (no buys when SPY below 200 SMA).

All active US equities listed on Alpaca are scanned. Pre-filters require price ≥ $10 and 30-day average dollar volume ≥ $5M. Approximately 1,500–2,500 stocks pass the initial filter each run.

Go to Alerts → "+ Create Alert Rule". Configure alert name, category, trigger condition, and value. Pick delivery channels (email/SMS/push). Save — alerts fire automatically when conditions are met.

Settings → Integrations → click + Connect Broker and choose Paper or Live. You can also Edit an existing broker to flip its account type.

Contact Support

💬

Live Chat