Risk Profile

Your personal strategy settings

What does Risk Profile mean?

Risk Profile

Risk Profile controls how selective the strategy is and how much risk it allows when evaluating trades. It changes scanner thresholds and position-sizing preferences; it does not describe current market conditions.

Conservative: More selective. Requires stronger setups and generally takes less risk per opportunity.
Balanced: Balances selectivity and opportunity using moderate thresholds and position sizing.
Aggressive: Allows more setups to qualify and accepts more risk in exchange for more potential opportunities.
Custom: Uses your manually configured strategy thresholds and risk settings.

Risk Profile determines how you want the strategy configured. Market Conditions determine how much of that configured risk the strategy currently allows.

Example

Risk per trade: $150

Green market → $150 effective risk
Yellow / Caution market → $75 effective risk
Red market → $0 new-entry risk

Amount to Invest

Risk per Trade

Stock Universe

S&P 500 Nasdaq-100

Advanced Strategy Settings

These settings control how selective Stock Swing Trader is when evaluating stocks. Higher thresholds generally produce fewer candidates but require stronger setups. Lower thresholds allow more opportunities but may include weaker setups.

Stock Quality

Minimum Stock Price

Excludes stocks trading below this price. This helps avoid very low-priced stocks that may have higher volatility, lower liquidity, or less reliable technical behavior.

Minimum Average Dollar Volume

Measures how much money typically trades in the stock each day. Higher dollar volume generally means better liquidity, tighter spreads, and easier entry and exit execution.

Minimum Relative Strength (RS) (80)

Relative Strength measures how strongly a stock has performed compared with other stocks. A high RS score helps focus the strategy on market leaders rather than average or underperforming stocks. Higher = stronger recent performance relative to other stocks.

Example: RS 90 indicates the stock is performing near the top of the comparison universe.

Minimum Setup Quality (75)

Measures how closely the stock matches the technical characteristics the strategy is looking for, such as trend strength, price structure, momentum, and overall setup quality. Higher settings make the tool more selective and reduce the number of qualifying stocks.

Entry Quality

Minimum Entry Quality (58)

Measures how attractive the stock's current entry is. A strong stock can still be a poor trade if the price is extended or too far from a logical stop. This helps avoid chasing stocks after they have already moved too far.

Minimum Trade Score (62)

The overall score used to evaluate whether the opportunity is strong enough to consider. It combines important factors such as setup quality, entry quality, momentum, and risk. A higher minimum requires stronger overall opportunities before a stock can advance.

Minimum Reward / Risk

Compares the potential upside before likely resistance with the amount that would be lost if the trade reaches its stop.

Risk & Execution

Maximum Position Size (25%)

Limits how much of the portfolio can be invested in a single stock, even if the risk calculation would otherwise allow a larger position.

Require Pullback Confirmation

When enabled, a stock must show the required pullback or entry confirmation before it can move from Watchlist to Entry Ready. Strong stocks that are not yet confirmed remain on the Watchlist.

Allow Entry Ready During Caution Markets

When enabled, stocks that meet all entry requirements may be classified as Entry Ready even when the market is in a Yellow/Caution regime. When disabled, qualifying stocks stay on the Watchlist until conditions improve.

VIX green max (20)

Upper VIX level for a Normal (green) market regime. Lower values require calmer volatility before full-size entries are allowed.

VIX yellow max (25)

VIX level above which the market shifts to Defensive (red). Between green and yellow thresholds, conditions are treated as Caution.

Max Entry Ready stop % (4.5)

Maximum stop distance (as a percentage of price) for a stock to qualify as Entry Ready. Wider stops are moved to the Watchlist.

Max watchlist stop % (7)

Maximum stop distance for a stock to remain in the scan at all. Stocks with wider stops are excluded entirely.

Entry Ready list size (5)

Maximum number of Entry Ready candidates shown in the results list.

Watchlist size (10)

Maximum number of Watchlist candidates shown in the results list.

Stock Swing Trader

Find strong stocks approaching high-quality swing-trading entry points.

How this strategy works

Stock Swing Trader uses a Minervini-inspired momentum and trend-following approach that I built for my own swing-trading process. It focuses on stocks already showing strong price performance—not on predicting bottoms or finding cheap names.

The scanner looks for liquid stocks in strong uptrends with solid relative strength, then scores each candidate on setup quality, entry timing, upside potential, and downside risk.

Results are grouped into Entry Ready, Watchlist, and Avoid. Entry Ready names meet the strategy's entry requirements; Watchlist names are strong candidates still waiting on one or more conditions; Avoid names do not currently meet setup, entry, market, or risk requirements.

Market conditions can reduce how much risk the strategy allows. In caution or defensive regimes, position sizing scales down and new Entry Ready signals may be limited—even when individual stocks look strong.

Find strong stocks Identify liquid stocks with strong trends and relative strength.
Evaluate the setup Measure how closely the stock matches the technical characteristics we want.
Evaluate the entry Determine whether the current price provides an attractive entry rather than chasing an extended move.
Evaluate risk and reward Compare the stop distance and downside risk with the potential upside.
Adjust for the market Reduce risk and become more selective when overall market conditions weaken.

Personal Trading Tool

I built Stock Swing Trader for my own personal trading and decision-making. It reflects the rules, thresholds, assumptions, and risk preferences I use for my own swing-trading strategy.

It is not investment advice or a recommendation to buy or sell any security. Anyone using or reviewing this tool should do their own research and make their own investment decisions.