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The goal of this strategy is to create a daily Pipeline of potential trades for each Tradelytics user by screening all stocks and equity-based ETFs publicly traded in U.S. markets. The Pipeline includes securities that meet specific fundamental, technical, and qualitative criteria. This screening process aims to identify high-potential, undervalued, and technically strong securities for positions, aligning with each user's account preferences and targets.

• Scanning — Qualitative Stars Rating and Fundamental Stars Rating greater than or equal to 3.
• Overall Stars Rating, calculated based on the User's Portfolio Construction Model (Investment Focus), greater than or equal to 3.
• Expected Shortfall of the portfolio, if completely filled by the instrument, is less than the Risk Appetite.
• Market Timing — RSI: The security's Relative Strength Index for 90 days must be 65 or lower, indicating a potential buying opportunity.
• Stochastic Signals — Strong Stochastic 'Cross Over' or 'Cross Down' on last 14 weekly OR daily bars must have occurred in the last 10 days including today.
• Placement — Securities that pass all screening steps are placed in the Pipeline Account as long positions, creating a list of potential investments for further automated review and execution.

The primary goal of this strategy is to identify and execute long positions on call options for fundamentally strong stocks and ETFs at favorable market timing. This approach focuses on finding options with optimal expiration windows, strike prices, and delta efficiency for maximum potential gain. Manual approval may be configured for final execution.

• Instrument Screening — filters stocks and ETFs that meet the Admin Pipeline criteria so only high-quality underlying securities are considered.
• Call Option Screening — Expiration Window: 120–180 days from the current date.
• Strike Price Range — within a 95% confidence interval around the current price using volatility (standard deviation) over the last 90 days.
• Efficiency — Exposure-Per-Dollar measured using Delta, Gamma, Theta, premium, and standard deviation; the option with the highest product of efficiency and days-to-expiration is selected.
• Placement — Options that meet criteria are placed as long positions in the Pipeline Account, awaiting intraday validation and (optional) manual approval.
• Execution — Hourly technical assessment; underlying must not be overbought (Intraday RSI on 5-minute bars < 65); marked Ready-For-Live on cross-over/cross-down signals with the right RSI bands.
• Rebalancing — All positions monitored hourly; exit conditions: RSI > 75, strong stochastic cross-down on weekly/daily, or trailing 14-bar stochastic with slow_k > 70.

The main goal of this strategy is to manage and optimize the trading of stocks and equity-based ETFs by transferring trades from a 'Pipeline' account (used to set up potential trades) to a 'Live' account (where trades are actively executed). The strategy uses a combination of manual approvals, performance-based adjustments, and automated trade execution to achieve optimal performance within the Live account.

• Pipeline-to-Live transfer is gated by per-strategy approval mode (manual vs auto).
• Trades enter the Live account only when intraday market timing signals confirm the original setup.
• Holding period is enforced per account; positions cannot be reduced below the holding-period horizon.
• Performance-based exit when stochastic cross-down or RSI > 75 on the underlying.
• Position sizing respects per-strategy maximum amount and lot size configured in Strategy Maintenance.
• Execution is constrained to Strategy Execution Times (default 9:30 AM – 4:00 PM EST).

This strategy aims to identify and execute short positions on put options for fundamentally strong stocks and ETFs, focusing on those with favorable market timing indicators. The process involves rigorous screening based on both stock and option metrics, ensuring options are priced within specific bounds and maintain efficiency criteria. Approved trades are executed in the Live account.

• Underlying must clear AdminPipeline screening (fundamental + qualitative stars ≥ 3).
• Put options screened on expiration window, strike range and Exposure-Per-Dollar efficiency.
• Strike priced within volatility-adjusted bounds (95% confidence interval over 90 days).
• Manual approval may be enforced — trades surface in the Approvals tab on the Trading Desk.
• Hourly rebalancing with exits driven by reversal signals on the underlying.
• Position size constrained by per-strategy maximum amount and lot size.