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◆ How-To Guides

How every feature works

A written walkthrough of each core feature, with a short video for every one. Informational only — not investment advice.

◆ 01 · Five-Gate & risk workflow

Core tools

The Sword

The Scanner runs the Five-Gate Decision Engine across the market and surfaces the signals that pass every gate.

  1. 1Open the Scanner and choose a timeframe (1H, 4H, or Daily).
  2. 2Run a scan — it checks thousands of tickers in seconds.
  3. 3Read the top result: score, gates passed, and entry level.
Watch the walkthrough→

Watchlist

Track the stocks you care about and see each position's risk state at a glance.

  1. 1Add a position by searching its ticker.
  2. 2Watch its risk badge — Clear, At Risk, or Recovered.
  3. 3Open a card to read the technical reading behind the state.
Watch the walkthrough→

Risk Alerts

Get notified when a watchlist position shows downward-momentum conditions, and choose how you hear about it.

  1. 1Review the alert feed — every state change, newest first.
  2. 2Expand an alert to see the technical trigger.
  3. 3Configure sensitivity and delivery (in-app, email, or SMS).
Watch the walkthrough→
360REPORT

Stock 360

Enter any US ticker for a full 360° data report — Alpha Score, Fair Value, earnings, and AI-generated context.

  1. 1Type a ticker and run the report.
  2. 2Read the Alpha Score and its five graded factors.
  3. 3Review the Fair Value reference, snapshot, and AI context.
Watch the walkthrough→

Signal Ledger

See how every published signal actually performed — Sword grades the Scanner, Shield grades your Watchlist risk alerts.

  1. 1Live shows today's signals and the ones still being tracked.
  2. 2Sword and Shield log each outcome against a fixed 2% rule.
  3. 3Filter by month, timeframe, or direction to read the record.
Watch the walkthrough→

◆ 02 · News & market read

Stay informed

Watchlist News

Watchlist News groups recent headlines by ticker for the positions you're tracking, with a sentiment read and relevance score on each.

  1. 1Open Watchlist News — headlines are grouped by ticker.
  2. 2Each article shows its source, time, and a sentiment read — upward, neutral, or downward — with a score.
  3. 3Check the relevance % to see how closely it matches the ticker.
  4. 4Read sentiment as one input to review, not a recommendation.
Watch the walkthrough→

Daily Brief

The Daily Brief is a short market read-through — index levels, top stories, your positions, and a few quick hits — the same content in-app and by email.

  1. 1Open the brief and scan the market strip: S&P 500, Nasdaq, VIX, US 10Y, and WTI.
  2. 2Read The Debrief (last 12 / next 12 hours), then Stories.
  3. 3Check Your Watchlist positions and Quick Hits.
  4. 4Finish with The Edge. The brief arrives in-app as Daily Commentary and by email as The Daily Sentinel at 5:00 am ET — informational only, not investment advice.
Watch the walkthrough→