# 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.