01
Scan — the whole market at a glance
Scan is your starting point. It shows the full universe of assets we track, refreshed daily, with the key numbers side by side so you never have to open ten charts to know where strength is.
What you see
- 1M / 3M / 6M — how much the asset moved in the last month, three months and six months, in percent. Green means it went up, red means it went down.
- Mom (Momentum) — a score that summarises how strongly the asset is moving right now. Higher = stronger push.
- Acc (Acceleration) — whether that push is speeding up or slowing down. Positive numbers mean the move is gaining speed.
- Δ1M — how much the score changed over the last month, i.e. is the picture improving or deteriorating.
- RS (Relative Strength) — performance compared with the broad market. Positive RS means the asset is outperforming; that is usually what you want.
How to read and use it
- Read the table top to bottom: the strongest names naturally rise to the top when you sort by momentum or relative strength.
- Use the filters to narrow the list to the sector, country or setup you care about — you are simply hiding rows, nothing is calculated differently.
- Do not try to act on everything. Pick 5–15 names that look interesting and move to step 02.
02
Select — the Opportunity Finder
The Opportunity Finder takes the same data and ranks it for you with fixed, transparent rules. It answers one question: among everything available today, which setups score best?
What you see
- Score / rank — a single number combining trend, momentum, relative strength and volatility. The higher the rank, the more criteria the asset satisfies at the same time.
- The breakdown next to each candidate shows which ingredients contributed, so you can see whether a high score comes from a real trend or from one single spike.
How to read and use it
- Start at the top of the ranking, not at the name you already like. The list is deliberately opinion-free.
- Check that the score is supported by more than one factor. A candidate that is strong on trend, momentum and relative strength is more robust than one strong on a single metric.
- Shortlist the two or three names you want to study in detail, then go to step 03.
03
Understand — why the market is moving
Before you commit money, you want context. Understand shows sector rotation and market breadth: where capital is flowing, and how broad the move is.
What you see
- Sector rotation — which sectors are gaining or losing strength. A candidate inside a strengthening sector has the wind at its back.
- Market breadth — how many assets are advancing versus declining. Broad participation means a healthy market; a market rising on very few names is fragile.
- Regime indicators — a simple read on whether conditions are risk-on (favourable) or risk-off (defensive).
How to read and use it
- If your candidate is strong but its whole sector is weakening, treat it as a lower-conviction idea.
- In a risk-off regime, reduce size or wait. Being right in the wrong environment is still expensive.
04
Execute — the pre-trade checklist
Execute converts your idea into a go / wait / no-go decision. Eight objective checks are run for you, and the result is one clear verdict.
What you see
- Trend Alignment — is the longer-term direction on your side?
- Momentum Confirmation — is the short-term push agreeing with that trend?
- Relative Strength Confirmation — is the asset outperforming the market?
- Volume Confirmation — is the move backed by real participation?
- Volatility Acceptable — is the asset calm enough to be sized sensibly?
- Risk Within Limits — does the required stop distance fit your risk budget?
- Forecast Confirmed — do the forward-looking metrics agree with the setup?
- Market Regime Compatible — does the broader environment support this kind of trade?
- Verdict: READY (all key checks pass), WAIT FOR CONFIRMATION (mostly good, something is still missing) or DO NOT EXECUTE (the setup fails core conditions).
How to read and use it
- Treat DO NOT EXECUTE literally. The value of a checklist is the trades it stops.
- WAIT FOR CONFIRMATION means: keep the name on your watchlist and re-check tomorrow. The checks are recalculated with every data refresh.
- READY is not a recommendation to buy — it means the objective conditions you defined are currently satisfied.
05
News — headlines with a score
News Impact reads the flow of market headlines and scores each one, so you can tell noise from something that actually matters for your positions.
What you see
- Impact — how significant the news is likely to be for prices.
- Direction — whether the reading is positive or negative for the assets involved.
- Conviction — how confident the scoring is; low conviction means treat it as a hint, not a fact.
- Mapped tickers / sectors / countries — which parts of your watchlist the headline touches.
How to read and use it
- Scan for high impact + high conviction items first; ignore the long tail.
- If a headline hits a name you hold or are about to buy, re-run step 04 before acting.
06
Timeline — the history of one asset
Asset Timeline keeps a chronological record of every signal an asset has produced, so you can see how a story developed instead of only today's snapshot.
What you see
- Each entry is a dated event: a signal appearing, strengthening, weakening or disappearing.
- Reading them in order shows you whether the current setup is brand new or the continuation of a trend that has been building for weeks.
How to read and use it
- Search for a symbol, then read the timeline from the oldest entry down to today.
- Repeated, consistent signals are usually more reliable than a single fresh one.
07
Risk Lab — how much to buy
Risk Allocation Lab is where an idea becomes a plan. You enter your account size and how much you are willing to risk, and the desk calculates the position.
What you see
- Position size — how many units/shares match your risk limit.
- Allocation — what share of the portfolio the position represents.
- Risk boundaries — the level at which the idea is considered wrong, and the loss that implies.
How to read and use it
- Set your maximum risk per trade first (commonly 0.5%–2% of the account) and let the tool size the position, never the other way around.
- If the resulting size feels uncomfortably large, the stop is too far away — that is a signal to skip the trade, not to widen the risk.
08
Market Today — the daily briefing
Market Today is the one-page summary of the session: breadth, movers, group averages and the key indicators, all in a single screen.
What you see
- KPI tiles at the top — advancers vs decliners, short- and long-term bullish counts, best and worst performer of the day.
- Main table — every tracked group with its performance and signal columns, using the same colour logic as Scan.
- Sidebar — breadth snapshot, market movers, group averages and a legend explaining the symbols and colours.
How to read and use it
- Start your day here: two minutes tell you whether the market is broadly supportive or fragile.
- Then go to Scan (01) with that context in mind.
09
Chart AI — upload a chart, get an analysis
Chart AI lets you upload a screenshot of any chart. The desk's AI reads the image and returns a structured, plain-language analysis.
What you see
- Trend and structure — the prevailing direction and the key levels visible on the image.
- Momentum — whether the move looks like it is strengthening or fading.
- Patterns — recognisable formations in the price action.
- Scenarios — what would confirm the idea and what level would invalidate it.
- Risk notes — caveats and things the image alone cannot tell you.
How to read and use it
- Drag a chart screenshot into the upload area, optionally add the symbol, the timeframe and a specific question.
- Include the price axis and enough history in the screenshot — the AI can only see what is in the image.
- Use it as a second opinion on your own reading, then validate the idea with steps 04 and 07.
10
Glossary for beginners
- Momentum
- The strength of a current price move. Rising momentum means buyers are in control.
- Relative Strength (RS)
- Performance compared with the overall market. Positive RS = outperforming.
- Volatility
- How much a price swings. Higher volatility means smaller positions for the same risk.
- Breadth
- How many assets participate in a move. Broad = healthy, narrow = fragile.
- Drawdown
- The fall from a previous peak. It measures pain, not just performance.
- Stop / invalidation
- The price level at which your idea is objectively wrong and you exit.
- Position size
- The amount you buy, derived from your risk limit — never from conviction alone.
- Regime
- The general market environment: risk-on (favourable) or risk-off (defensive).
Ready to try it yourself?
The fastest way to learn the desk is to follow the five-step routine for a week with no money at risk.
Educational content only. Nothing in this manual is investment advice or a recommendation to buy or sell any financial instrument.
