📊 Strategy Overview

How it works

This bot trades NASDAQ-100 stocks using a dual-regime strategy. Every day after market close, it scans all 100 tickers, computes technical indicators, and generates BUY/SELL signals that execute at the next market open via Interactive Brokers.

Bull Market (NDX > 200-day SMA)

Momentum: BUY when ATR is high (volatility breakout, last ATR > 1.5× 30-day ATR average) and MACD crossover is strong or medium.

Bear Market (NDX < 200-day SMA)

Mean Reversion: BUY when price falls below the lower Bollinger Band (30-period, 2σ) and RSI(14) drops below 40 — catching oversold bounces.

Sell Rules

  • Stop-Loss: price drops 10% below average cost
  • Momentum Fading: (bull) MACD turns weak + RSI ≤ 70
  • Mean-Rev Target: (bear) price recovers above SMA(30)
  • Time Stop: (bear) held ≥ 20 days without target

Indicators Used

SMA(30) Bollinger(30, 2σ) RSI(14) ATR(14) MACD(24/52/18)

Position Sizing

10% of free cash per trade · $5,000 minimum · 10% stop-loss · Paper account ~$1M

Net Liquidation

Available Cash

Positions Value

Unrealized P&L

Realized P&L

# Positions

Sharpe Ratio

Max Drawdown

Total Return

Win Rate

Equity Curve

Market Scanner (all NASDAQ-100 tickers)

Symbol ↕ Price ↕ SMA(30) ↕ RSI ↕ ATR MACD Bollinger Regime Signal ↕ Reason
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Current Positions

Symbol ↕ Qty ↕ Avg Cost ↕ Current ↕ Mkt Value ↕ Unrealized ↕ Realized ↕ Strategy Entry
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Pending Signals (next market open)

Generated Symbol Action Qty Target Price Strategy Reason
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Recent Trades

Date Symbol Action Qty Price P&L Strategy
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