HOW TO USE EVERY TOOL

Step-by-step instructions for all 12 member tools — when to run them, what to do with results, and how they connect to the Sunday night system.

Sunday Night Protocol — Tools in Order (75 min total)

Time Tool Action Duration
6:50 PM Tool 12 — Gate Scanner paste last week's watchlist tickers 2 min
6:55 PM Tool 10 — Earnings Calendar check all 6 Wheel stocks 3 min
7:00 PM Tool 3 — Regime Scorer 5 questions 5 min
7:10 PM Tool 4 — RS Tracker note top 3 sectors 5 min
7:20 PM Tool 1 — Scanner A in TOS 40 min
8:00 PM Paste TOS results into Tool 12 instant scoring
8:10 PM Tool 9 — Wheel Simulator check CSP entries 10 min
8:20 PM Tool 2 — Trade Journal log watchlist 10 min

Tool Descriptions

01 📡 OPERATOR Scanner

Run: Sunday 7:20 PM · Weekdays 9:45–10:30 AM

  1. Open ThinkorSwim → Scan tab → Stock Hacker
  2. Set Scan In to S&P 500 — never All Stocks
  3. Add stock filters: Last $2–$20 · Volume min 500,000 · Vol Index min 1.50%
  4. Add custom study filter — paste Scanner A code from Tool 8 (TOS Scripts)
  5. Set study filter value to 65 (cold market: raise to 80)
  6. Sort by study value descending — highest scores first
  7. Copy your results and paste into Tool 12 (Gate Scanner) for instant scoring

02 📋 Trade Journal

Use: Before every trade · After every trade closes · Every Sunday review

Before entering a trade — exact steps

  1. Click + New Trade
  2. Enter: Ticker · Entry price · Stop price · Target price
  3. Write Gate 5 thesis in the notes field: "[TICKER] at $X — [setup type] at [support], stop $Y, target $Z"
  4. Check all 6 gate boxes — R:R calculates automatically
  5. If R:R shows below 2:1 — do not enter. Adjust target or skip.

03 📊 Market Regime Scorer

Run: First thing every Sunday · First thing every Monday morning

Where to find the data before scoring

Question Where to look
VIX level finance.yahoo.com/quote/^VIX or TOS watchlist
SPY vs moving averages SPY daily chart in TOS — add SMA 50 and SMA 200
Market this week SPY weekly % change in TOS or Yahoo Finance
RSP vs SPY breadth Compare RSP chart vs SPY chart in TOS
Sectors positive Your RS Tracker results from Tool 4

04 📈 RS Tracker

Run: Sunday immediately after Regime Scorer (5 minutes)

  1. Open your OPERATOR-Sectors watchlist in TOS (ET, PBR, F, T, MO plus all 11 SPDR ETFs)
  2. Look at the RS 1M column — sort descending
  3. Note top 3 tickers — these are your sectors this week
  4. Note bottom 3 — do not trade stocks in these sectors

05 🎯 Breakout Drill

Use: 10 min before market open · Anytime to sharpen pattern recognition

  1. A historical chart appears stopped at a random point in time
  2. Before clicking anything — mentally run Gate 2: Is there clear support visible?
  3. Decide: Would I take this trade? If yes — where is entry, stop, and target?
  4. Calculate R:R mentally before clicking Next
  5. Click Next — see what the chart did. Track your result.

06 ✅ Options Checklist

Use: Before selling any cash-secured put or covered call — every single time

Metric Pass Warning Fail
IV Rank 25+ 18–24 Below 18
Open Interest 500+ 300–499 Below 300
Bid-Ask Spread Under $0.10 $0.10–$0.15 Above $0.15
DTE 14–30 days 7–13 or 31–45 Below 7

07 🕯 Chart Practice

Use: Daily — 10 minutes builds the pattern recognition that wins trades

  1. Enter any ticker in the search box — start with your 6 Wheel stocks to learn their behavior
  2. Select timeframe: Daily for swing trades · Weekly for Wheel stocks · Monthly for context
  3. Replay candles forward one at a time using the play controls

08 🛠 TOS Script Library

Use: One time to install all scanners · Reference when adding new scripts

  1. TOS → Scan tab → Stock Hacker
  2. Click Add Study Filter → Edit → Custom
  3. Select ALL existing code → Delete it entirely
  4. Copy the script from the library → Paste it in

09 ⬡ Wheel Income Simulator

Use: Before any Wheel entry · When comparing stocks · Sunday planning

  1. Select the stock you are considering (ET, PBR, Ford, AT&T, MO, or INTC)
  2. Set your account capital (your total IRA value)
  3. Set strike % below price — start at 7% for conservative

10 📅 Earnings Calendar

Run: Sunday 6:55 PM before scanning · Before any options trade

  1. All 6 Wheel stocks load automatically — verify their dates at earningswhispers.com
  2. Click the date field on any card to update the earnings date
  3. Add your Sunday scanner results by typing tickers in the add box

11 ⚖️ Position Sizing Calculator

Use: Before every trade — before the order goes in

  1. Select Swing Trade tab
  2. Enter account size — your full IRA value
  3. Set risk % to 1.0 — never change this above 2%

12 🔍 Gate Scanner NEW

Use: After TOS scan — paste results for instant gate scoring · Works on any device · No TOS required

  1. Run Scanner A in TOS — note all results
  2. Open Gate Scanner → select mode: Swing for swing setups · Wheel CSP for Wheel entries · Momentum for morning gappers
  3. Copy your TOS results — ticker symbols only — and paste into the input box.

Understanding the gate results

Gate What it checks Auto or Manual
G1 Liquidity Volume 500K+ · Relative volume 1.5×+ Auto ✓
G2 Structure/Trend Price vs 50-day and 200-day MA (swing) · Gap % (momentum) Auto ✓
G3 R:R Ratio Minimum 2:1 reward to risk Manual
G4 RSI + Context RSI in sweet spot · ATR% for volatility check Auto ✓
G5 Thesis One sentence why you are entering Manual
G6 NVTS + Earnings Auto-checks if stock moved 18%+ recently · Reminds you to verify earnings Partial

Score card colors explained

Color Auto Gates What to do
🟢 Green — Pass 4 of 4 pass Complete G3 + G5 manually then enter if thesis works
🟡 Amber — Watch 3 of 4 pass Click to see which gate failed · May be salvageable
🔴 Red — Skip 2 or fewer Skip immediately · Move to next ticker

Three scan modes

Mode Gate 2 checks Gate 4 RSI range Best for
Swing Above 50-day AND 200-day 35–65 Sunday night scan setups
Wheel CSP Above 50-day MA 28–62 Cash-secured put candidates
Momentum Gap or change % today 50–82 Weekday morning gappers

Best Sunday workflow: Run Earnings Calendar first (3 min) → mark any Danger stocks → paste remaining scanner results into Gate Scanner → only green cards go to chart review. Cuts your Sunday work by 30 minutes.