# How To Use This Tool

## When to Open
**Sunday nights only.** Run this after 6 PM to build your watchlist before the market opens Monday.

## Entry Rule
Never trade the open. Entry only after **9:45 AM AZ** if your price alert triggers. Re-check all 6 gates at execution time.

## Hold Time
OPERATOR Swing System targets **3–10 day holds**. Hard stop at Gate 3 level. This is not a day trade tool.

## The 6 Gates — All Must Pass. No exceptions.

- **G1** Liquidity — $4–$20 range, 500K+ avg volume  
- **G2** Structure — above 50-day MA with higher highs  
- **G3** R:R — minimum 2:1 risk-to-reward. Critical gate.  
- **G4** RSI — neutral zone 35–65. Not overbought or oversold.  
- **G5** Thesis — can you explain the trade in one sentence?  
- **G6** Earnings — must be 14+ days away. Critical gate.

*Source: TOS scanner for watchlist candidates · finviz.com for RSI and fundamentals · Yahoo Finance for earnings dates · Do not skip gates. If you cannot answer a gate, the answer is no.*

## OPERATOR Swing System

### Swing Trade Scanner
6 gates · Sunday night setup · 3-10 day holds · Rollover IRA compatible

1. Regime  
2. Gates 1-2  
3. Gates 3-4  
4. Gates 5-6  
5. Score  
6. Alerts ✓ Complete

### Step 1 of 6

#### Regime Check
Answer all 5 questions. Sets your position size for the week.
- SPY vs 200-day SMA? **Above / Below**
- VIX level? **<2020-28 / 28**
- SPY making higher highs? **Yes / No**
- % stocks above 50-day MA? **>60% / 40-60% / <40%**
- Put/Call ratio? **<0.8 / 0.8-1.1 / >1.1**

*Regime*

▶ Score Regime  
Next: Setup Gates →

### Step 2 of 6

#### Gate 1 + 2 — Liquidity & Structure
Enter ticker data. Both gates must pass before continuing.

- **Gate 1 — Liquidity**
  - Ticker
  - Current Price ($)
  - Daily Volume (K shares)
- **Gate 2 — Structure**
  - Price above 50-day MA? **Yes — bullish / No — skip**
  - Price above 200-day MA? **Yes / No**
  - Recent high vs prior high? **Higher high — bullish / Lower high — bearish / Flat / consolidating**

▶ Check Gates 1 + 2  
Next: RSI + ATR →

### Step 3 of 6

#### Gate 3 + 4 — R:R & RSI
- **Gate 3 — R:R Ratio**
  - Entry Price ($)
  - Stop Price ($)
  - Target Price ($)
- **Gate 4 — RSI Context**
  - Current RSI (14-period)
  - ATR % of price
  - Volume vs 20-day avg **Above average (+20%) / Normal range / Below average**

▶ Check Gates 3 + 4  
Next: Thesis + Earnings →

### Step 4 of 6

#### Gate 5 + 6 — Thesis & Earnings
- **Gate 5 — Trade Thesis**
  - Why are you entering this trade? **Select reason**
    - Breakout above resistance with volume
    - Pullback to support in uptrend
    - Bounce from 50-day MA
    - Momentum continuation
    - No clear reason
  - Can you write the thesis in one sentence? **Yes — clear thesis / No — not sure**

- **Gate 6 — Earnings Guard**
  - Days until next earnings
  - Planned hold (days)
  - Options expiration DTE (if any)

▶ Check Gates 5 + 6  
Next: Final Score →

### Step 5 of 6

#### Final Score + Sizing

- G1  
- G2  
- G3  
- G4  
- G5  
- G6  
- Gate Score

Position Size

Trade Decision

Account Size ($)

Risk per trade (%)

▶ Calculate Final  
Next: Alerts →

### Step 6 of 6

#### Set Alerts & Log Trade

- **Monday Alerts to Set**
  - Alerts

*Complete previous steps first.*

- **Alert Checklist**
  - Pre-Trade Journal Entry
    - Date
    - Ticker + Setup
    - Entry / Stop / Target
    - Why this trade?
    - Exit rule

▶ Save to Journal

✓ Complete Scan ↺ New Scan

*Swing Scan Complete*  
↺ New Scan

*OPERATOR Swing System · 6-gate framework · Not financial advice · operatortrading.com*