For educational & entertainment purposes only. Not financial advice.
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🧠 Step 1 — Pre-Trade Emotion Check
⚠️ Warning Only
How are you feeling right now? Be honest — this assessment affects your position sizing recommendation.
⚠️ — Reduce intended position size by 50% and proceed with extra scrutiny. Consider waiting for a better emotional baseline.
Must Pass M Step 2 — Market Direction
0/7
Follow-Through Day Active auto
Day 4+ rally with ≥1.25% gain on higher volume — Nasdaq or S&P 500
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Days Since Follow-Through ≤ 120 auto
Early (1–30d) = strongest; late (90–120d) = caution; >120d = expired
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Distribution Days ≤ 4 (Last 25 Sessions) auto
Index down ≥0.2% on higher volume = one distribution day
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Nasdaq Above 21-Day MA auto
Nasdaq Composite (^IXIC) price vs its 21-day simple moving average
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S&P 500 Above 21-Day MA auto
S&P 500 (^GSPC) price vs its 21-day simple moving average
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Russell 2000 Confirming (Broad Breadth) auto
Small-caps within 5% of Nasdaq 20-day performance — no narrow rally
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IBD Market Pulse Override manual
Cross-check at investors.com "The Big Picture" — can override auto signal
Step 3 — Select Security
Current Price
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Enter a symbol above
Must Pass Step 4 — Pre-Screen Filters
0/4
All four values must be populated before evaluation begins.
Price ≥ $15 auto
Minimum liquidity threshold
$
Average Volume ≥ 500,000 auto
Institutional tradability — 3-month average
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RS Rating ≥ 85 csv
Relative strength vs all stocks (upload CSV in Setup tab)
EPS Growth ≥ 25% YoY auto
Most recent quarter YoY — pulled from earnings data
%
CCurrent Quarterly Earnings
0/3
EPS Growth ≥ 25% YoY auto
Same quarter last year — Yahoo Finance earnings history
%
Sales Revenue Growth ≥ 25% YoY auto
Confirms EPS not from buybacks — quarterly financials
Earnings Accelerating vs Prior Quarter auto
YoY growth rate this quarter vs YoY growth rate last quarter
AAnnual Earnings Growth
0/3
3-Year EPS: Positive Each Year + Min $1.00/share auto
No down years + trailing EPS ≥$1.00 — calculated from annual income
ROE ≥ 17% — with grade auto
Return on equity — management efficiency metric
Profit Margins Expanding auto
Year-over-year gross margin trend from annual financials
NNew Catalyst
0/3
New Product / Innovation Mentions auto
News search (NewsAPI.ai or DuckDuckGo fallback) — articles <90 days mentioning new product/service
Earnings Surprise (Beat Estimate) auto
Most recent quarter EPS vs analyst estimate
% Below 52-Week High ≤ 15% auto
Within striking distance of highs — calculated from quote data
SSupply & Demand
0/3
Shares Outstanding auto
Float size — smaller float = greater price sensitivity
Up/Down Volume Ratio > 1.5 auto
Calculated from last 20 trading days of daily data
Tight Price Action in Base
Manual assessment — contraction in range visible on chart
LLeader or Laggard
0/3
RS Rating ≥ 90 csv
IBD Relative Strength Rating — upload CSV in Setup tab
Industry Group Rank — Top 40 csv
IBD industry rank (1–197) — upload CSV in Setup tab
Outperforming Peers in Sector
#1 or #2 stock by fundamentals within its industry group
IInstitutional Sponsorship
0/3
Institutional Ownership Count Trend csv
Total institutional owners from SEC 13F — 3 quarters (upload CSV in Setup)
High-Quality Funds Present
Manual — verify top fund names in Yahoo Finance holders tab
Institutional Float Ownership < 75% auto
Crowded trade warning — pulled from key statistics
Must PassTechnical Execution
0/4
Valid Base Pattern Present
Cup with Handle / Flat Base / Double Bottom (7–65 weeks)
Pivot Point Clearly Defined ($)
Specific price level identified at top of base pattern
Breakout Volume ≥ 1.5× Average
40–50%+ above 50-day average volume on breakout day
Entry Within 0–2.5% Above Pivot
5%+ above pivot = too extended, do not chase
ExecutionTrade Snapshot — Fill Before Entry
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Setup Quality Score
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Complete the checklist to generate a grade.
M Market
0%
Pre-Screen
0%
C Earnings
0%
A Annual
0%
N Catalyst
0%
S Supply
0%
L Leader
0%
I Instit.
0%
Technical
0%
🔒
Trade Locked — Must-Pass Criteria Failed
Review failures and start a new checklist.

📋 Deployment & Data Setup

1
Deploy to Cloudflare Pages — Go to netlify.com, create a free account, click "Add new site" → "Deploy manually". Drag the entire canslim-app folder into the deploy zone. You'll get a live URL in ~30 seconds.
2
Verify the API — Once deployed, visit yoursite.pages.dev/functions/stock?action=quote&ticker=AAPL. You should see JSON with Apple's price. If it works, all live data is active.
3
Upload your RS Rating CSV — Create a file named rs_ratings.csv with columns: Ticker, RSRating, IndustryGroup, IndustryRank. Export RS Ratings from IBD MarketSurge weekly. Upload below — it saves to your browser permanently.
4
CSV Format Example:
Ticker,RSRating,IndustryGroup,IndustryRank
TSM,88,Semiconductors,3
GEV,85,Electrical-Power,12
ORCL,86,Computer-Software,8
5
Run the 13F Colab Notebook — Open the Google Colab notebook, click Runtime → Run all, wait ~8 min, and download the inst_ownership_YYYYMMDD.csv file. Upload it below in the Institutional Ownership section. Repeat quarterly (Feb, May, Aug, Nov).
📁 RS Rating & Industry Rank CSV Upload
No file loaded
Click to upload or drag & drop your CSV file here
rs_ratings.csv — Ticker, RSRating, IndustryGroup, IndustryRank
Loaded Data Preview
🏦 Institutional Ownership CSV Upload 13F
No file loaded
Generated quarterly from the Google Colab notebook using SEC 13F data. Contains institutional owner counts and Tier-1 fund holders for every publicly traded stock.
Click to upload or drag & drop
inst_ownership_YYYYMMDD.csv — from Colab notebook
Expected columns:
Ticker, CompanyName, CUSIP, 2025-Q3_Count, 2025-Q2_Count, 2025-Q1_Count, Trend, Tier1_Funds, Tier1_Count
🏢 Institutional Ownership CSV 13F
No file loaded
Generated quarterly from the Google Colab notebook using SEC 13F data.
Click to upload or drag & drop
inst_ownership_YYYYMMDD.csv
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