Trading day orientation
Text-only IA for the future dashboard: what belongs above the fold, what context should be captured, and how the coach, journal, and analytics loop together.
Priority 1: pre-session command strip
Pre-market, active session, reorientation check-in, post-market review, or after-hours watch.
One behavior for this phase. Fed by the latest coach review or current check-in.
The future one-button checkpoint: upload latest fills and scanner notes to reorient.
Risk up, normal, risk down, stop trading, or step back based on tape and behavior.
Time-aware check-in modes
One combined model for page state and intraday check-ins. Each mode changes the dashboard emphasis: what to watch, whether to import/refresh, and whether risk should stay normal, move up, move down, or stop.
Plan the day: early movers, top gainers, catalysts, active themes, A+ candidates, and one rule to carry in.
Highest attention window. Track A+ candidates, first clean setups, chase risk, and spread/liquidity quality.
Reorient after early trades. Import latest fills, check churn, and decide whether continued trading is justified.
Re-check continuation, squeezes, fades, second-leg moves, active themes, and risk posture.
Capture late movers, earnings/news catalysts, and names that may shape tomorrow's pre-market plan.
Exception state for rare tapes where names keep moving across multiple windows.
How the main loop should work
Dashboard should not generate new analysis. It should surface the current state and the next action from Analytics, Coach, and Journal.
Priority 2: market context
Hot, choppy, thin, theme-driven, broad momentum, or selective tape.
Crypto, AI, biotech, energy, earnings, sympathy, or other daily narrative.
Best movers of the day, whether traded, missed, watched, or avoided.
Names with exceptional opportunity or exceptional risk. Capture catalyst and tradeability.
Top gainers review
Capture the best movers even when they were not traded. The dashboard should make it easy to ask whether the trader participated in the best opportunities, avoided them correctly, or mishandled them.
Focus reset prompts
These are lightweight coach callouts for stepping back during the day. The goal is not to predict trades; it is to interrupt autopilot and ask whether risk, trade count, and focus still match the tape.
Market is hot, A+ names are holding, spreads are workable. Consider whether planned risk is too conservative.
Spikes are failing, names are rolling over, or volume is fading. Reduce size, trade count, or new attempts.
No A+ candidates, repeated failed breakouts, revenge entries, or rule drift. Preserve focus for the next window.
Prompt a 60-second check: what is the market doing, what am I doing, and do those still match?
Say it / write it check-in
The coach is not an oracle. It is a sounding board that helps the trader pause, name what they see, and write down the decision they are about to make before FOMO turns into another trade.
Say the tape out loud: hot, fading, selective, choppy, theme-driven, or no clean edge.
Name the state before it drives the next click: calm, FOMO, impatient, frustrated, confident, tired.
Write the next action in plain language: wait, size up, size down, stop, or take only A+ setups.
Check alignment between market condition, candidate quality, risk, and your current behavior.
Timed coaching prompts
Future reminders can act like mentor check-ins at natural market moments. The tone should be brief and practical: reflect, reassess, and decide whether to keep pressing or go home green on a cold day.
How did pre-market go? What are the A+ names, active themes, and first rule for the open?
How did the opening bell session go? Are you green in a cold tape, chasing, or still seeing quality?
Is the market still paying, or is this becoming churn? Should risk come down until power hour?
What did you capture, miss, or avoid? What carries into tomorrow's plan?
Five pillars of stock selection
$1-$20
<10M shares
>=5x
>=10%
Required
Priority 3: review and accountability
Broad green, outlier-carried, churn-heavy, payoff-led, tail-caused, or other coach label.
Did the trader follow the active rule? Did it help? Should it continue, change, or expire?
Compare actual trades against top gainers and A+ candidates.
Future automation boundary
Paste or import top gainer rows before direct provider integration.
Future checkpoint: import latest trades, update market context, and regenerate orientation.
Useful later, but requires a trusted market data source.
News tagging should start manual to avoid noisy automated labels.
Manual focus resets first; live intraday evaluation only after data flow is reliable.