Trader Guide
The workflow about how to use OST and stay updated with the latest improvements and bug fixes.
The Trader's Playbook
How to navigate OST in the workflow.
Executed daily before market open. Focus on breadth and rotation.
Analyze broad sector shifts and build your weekly focus universe.
The final checklist for high-quality execution on individual stocks.
Daily Routine
Action Steps
- 1Navigate to the Market Breadth tab to view key indices (SPY, QQQ, IWM).
- 2Check the 'Breadth Score' as an integrated view of the market health.
- 3Monitor % stocks above MA50, Net Adv/Dec, Net New Highs/Lows to see if participation is broad or narrow.
- 4Use the heatmap to identify sector-wise participation.
Pro Insights
Tip:A rising market with falling breadth (divergence) often signals a reversal.
Tip:High participation (broad breadth) in a rally confirms the trend's sustainability.
Tip:If Breadth is bad, SIT ON YOUR HANDS. Do not force trades.
Action Steps
- 1Go to the Stock Themes tab to see where the money is flowing.
- 2Review the performance of themes over the last 5 days and 1 month.
- 3Click on a top-performing theme to see its constituent stocks.
- 4Look for correlated moves across stocks in the same theme.
Pro Insights
Tip:Institutional money often flows into specific themes (e.g., AI, Semis, metals) together.
Tip:Be early to the theme but wait for individual stock setups.
Tip:Strong themes give 'wind at your back' for individual trades.
Action Steps
- 1Check the watchlist tab, including breakouts and episodic pivots, and your own curated lists.
- 2Review your specific entry triggers (price alerts) before the market open.
- 3Execute trades only if your specific criteria are met, and always do risk management.
Pro Insights
Tip:Keep your focus list small (3-5 stocks) for the open.
Tip:Don't chase. Let it go and move on to the next setup if you missed the entry.
Weekend Deep Dive
Action Steps
- 1Go to Relative Strength tab and research across sectors, industries, and themes.
- 2Sorted by Relative Strength % to see who is leading and lagging across all timeframes.
- 3Drill down from Strong Sectors -> Strong Industries/Themes -> Strong Stocks.
- 4Personalize your view: Switch between 'Standard RS' and 'Volatility-Adjusted RS' (VARS)
Pro Insights
Tip:Stocks in leading sectors have a higher probability of success.
Tip:Avoid trying to pick bottoms in lagging sectors.
Tip:Toggle timeframes from 1W for speed to 1Y or Weighted for structural strength.
Action Steps
- 1Set filters based of your preferences, including liquidity, volatility, and RS%.
- 2Curate the number of stocks you would like to scan for the upcoming week, (e.g., 100 - 500).
- 3Download the scanned results and import in your charting platform (tradingview, tc2000)
Pro Insights
Tip:The goal is not to find *every* stock, but the leading stocks in the leading sectors/themes/industries.
Tip:Again, only leaders should be on your watchlist, don't waste time on laggards.
The Execution Checklist
Action Steps
- 1Define the Risk: Calculate your position size based on a clear stop-loss level.
- 2Verify Relative Strength: Ensure you are trading the leader in a leading group/theme.
- 3Check ATR Extension: Avoid entries where a stock is already up 5x+ its ATR from the 50-day moving average.
- 4Review Earnings Date: Confirm no high-volatility events are scheduled for the following week.
Pro Insights
Tip:Successful trading is about checking all boxes with data-driven analysis.
Tip:If one criterion isn't met (especially ATR or Earnings), wait or skip the trade.
Tip:There's no 100% winning strategy, cut your losses short and let your winners run.