Platform Guide

How to use AXLFI as a market navigation system

AXLFI is built to answer three questions in sequence: is the market supportive, which names are leading, and what supporting evidence confirms or challenges the trade.

System Blueprint

Read the market first, then deploy the stock basket

The regime layer decides whether the platform should be long or flat. When the regime is long, the AXLFI strategy focuses on an equal-weight basket of 6 market-leading stocks. Those names can be held while the regime stays long, or managed more actively with stop losses and target profits.

1. Market Filter

Regime Strat

Defines the allowed posture, shows the active tier, and answers whether risk should be deployed at all.

2. Leader Selection

AXLFI Strat

Ranks the leaders and builds the top-6 equal-weight basket when the regime is in a long state.

3. Confirmation

Research Stack

Factors, clusters, sectors, option walls, and dark pools add timing, confirmation, and risk-location context.

Start with the market

The system first answers whether conditions support taking risk. If the market is hostile, the rest of the workflow becomes defensive.

Then find leadership

Once the regime is supportive, AXLFI shifts to stock selection and ranks the names showing the strongest leadership profile.

Use research as confirmation

Factors, clusters, sector rotation, option walls, and dark pools are supporting evidence. They help confirm the trade, refine risk, and improve timing.

Daily Operating Loop

A practical way to move through the platform

Read the regime

Check if the market is long or flat, and note the active tier before committing capital.

Select the leaders

If the regime is long, AXLFI focuses on the top 6 names as an equal-weight basket.

Manage the trade

The default posture is to hold while the regime stays long, but the names can also be traded with stops and target profits.

Cross-check evidence

Use factor, cluster, sector, option, and dark-pool pages to understand why a name is working and where risk may be concentrated.

Execution Note

The platform is designed so the regime decides whether the system should be exposed, while the stock pages help decide what to own. Support pages are there to improve judgment, not to replace the primary workflow.

Themes

Narratives become symbol lists and trade context

Themes organize related stocks around a market narrative, then separate active symbols into long and short trade decisions. A theme detail page shows linked symbols, related themes, and the price setup behind each trade.

Narrative

Defines the market story and the related symbol universe.

Decision

Classifies symbols as long or short when setup logic is active.

Setup

Shows entry, stop, target, and swing context for risk/reward.

Charts

The review and execution workspace

The chart page is where watchlists, market lists, symbol search, indicators, drawings, and setup context meet. Clicking a name from a list loads the symbol and preserves the list context.

Lists

Market screens and personal watchlists keep the review queue close to the chart.

Indicators

Stage, Artemis, volume, and standard indicators can be added, hidden, configured, or removed.

Context

Theme entries, factor stats, and cluster expected returns can appear beside the chart when relevant.

Reference

What each page is for

Start with posture, move into selection, use lists and themes to understand why a symbol is present, then confirm and manage risk on the chart.

Core System

These pages run the top-down decision engine: market posture first, stock selection second.

Market Overview

Dashboard

The fastest place to read the current state of the platform. Use it as the daily starting screen before drilling deeper.

Best use

Open this first each day to get the market read, top strips, and broad context.

Regime filter state and whether risk is on or off
Index and breadth context that frames the rest of the session
Quick links into the pages that need deeper inspection

Market Regime

This is the market direction layer. It tells you whether the system wants to be long or flat and shows the regime tier driving the posture.

Best use

Use this before entering AXLFI positions and anytime market conditions look unstable.

Current long or flat posture
Regime tier and the context behind it
Associated backtest and QQQ behavior to understand how the filter acts

Strategy

AXLFI Strategy

The main stock-picking engine. When the regime is long, the system goes long an equal-weight basket of the top 6 ranked names.

Best use

Use this after the regime confirms risk-on conditions.

Top-ranked names and performance metrics
The active top-6 equal-weight basket when the regime is long
Leader-quality names that can be held with the regime or managed with stops and targets

Strategy

Global Asset Allocation

A macro allocation view across SPY, QQQ, GLD, and TLT. It helps frame whether risk appetite is concentrated in equities, bonds, or defensive assets.

Best use

Use this when you want a slower macro overlay in addition to the faster regime signal.

Relative strength across major asset sleeves
Whether capital is flowing into risk or defense
Macro trend confirmation for the broader risk environment

Charting

Charts Workspace

The chart workspace brings symbol search, watchlists, market lists, price history, indicators, and drawing tools into one daily review screen.

Best use

Use this after a symbol appears in a model, theme, cluster, factor, relative-strength, or stage list.

Daily candlestick chart with log scale, volume, and configurable indicators
Market lists and personal watchlists on the right sidebar
Context panels for selected themes, factors, and clusters

Market Context

These pages explain where leadership is rotating, which themes are active, where flows are concentrating, and how the tape is behaving beneath the surface.

Narratives

Themes

Themes group related stocks into market narratives and show which symbols have active long or short trade decisions.

Best use

Use this when you want to move from a broad market story into concrete symbols with entries, stops, targets, and swing context.

Long and short theme trade decisions
Theme detail pages with linked symbols and related narratives
Entry, stop, target, and swing high/low context used on the theme charts

Relative Rotation

Sector Rotation

Shows where sector leadership is rotating across the major index universes. Use it to understand which groups are improving, weakening, or already extended.

Best use

Use this to align stock picks with the parts of the market already taking leadership.

Leading and lagging sectors
Relative momentum shifts across quadrants
Whether your stock ideas live in strong or weak groups

SPDR Sector ETFs

Sector Performance

A return and seasonality lens across the SPDR sector ETFs. It helps answer whether the current tape favors certain groups across short and intermediate horizons.

Best use

Use this to validate the strength or weakness seen in sector rotation.

Cross-horizon leadership and dispersion
Monthly and seasonal tendencies
Whether a sector tailwind supports the trade

Options Positioning

Option Walls

Shows likely support and resistance pressure zones derived from delta-adjusted open interest. It is a timing and risk-location tool more than a directional system by itself.

Best use

Use this before entries to understand where dealer positioning may pin or reject price.

Nearby call and put walls
Expiration clusters that could create pressure zones
Potential friction areas for entries, stops, and targets

FINRA Short Volume

Dark Pools

Tracks net short volume and cumulative off-exchange activity. It helps reveal where non-displayed flow is building in the background.

Best use

Use this when you want additional evidence on accumulation, pressure, or unusual participation in a symbol.

Net short volume trends
20-day cumulative net volume behavior
Whether off-exchange activity supports or challenges the visible price trend

Stock-Level Research

These tools help explain why a single stock is interesting right now and what its historical pattern distribution looks like.

Signal Scanner

Factor Universe

A broad scanner for the latest daily and weekly factor signals. It is useful when you want to search the universe instead of starting from a single symbol.

Best use

Use this to discover names, then jump into the stock view for detail.

Fresh daily and weekly factor signals
Regime-quality filters to clean the candidate list
Fast handoff into single-stock factor analysis

Pattern Recognition

Clusters

Groups recurring return and volatility patterns for the active symbol, then compares the current setup with the historical distribution of that cluster.

Best use

Use this when you want pattern-based context for a stock already on your radar.

The cluster the stock is currently trading in
How similar historical states behaved afterward
Distribution-based context for continuation or failure

Pattern Recognition

Cluster Universe

A universe scanner for cluster-based setups. It helps rank names by horizon and keeps the selected preview path in view while you work the table.

Best use

Use this to find symbols with attractive cluster behavior before reviewing them one by one.

Cluster-ranked symbols across the universe
Prediction paths and horizon ranking
Historical rows and preview behavior for the selected name

Learning

These pages help users turn signals into a repeatable process and deepen the investing concepts behind the platform.

Research

Blog

The educational library behind the product. It covers investor playbooks, systematic ideas, risk concepts, and labeling methods that make the rest of the platform easier to understand.

Best use

Use this when you want to deepen the theory behind a signal, pattern, or portfolio rule.

Investor playbooks and breakout frameworks
Risk management, sizing, and trend concepts
Quant labeling and research methods that feed systematic workflows

Reference

Glossary

A reference manual for chart indicators and platform terms. It documents the indicators available in the chart workspace.

Best use

Use this when you want to understand how a chart indicator is calculated or what its values mean.

Stage WMA and Artemis Oscillator documentation
Standard indicators such as RSI, MACD, Stochastic, moving averages, ATR, ADX, and OBV
Default parameters, colors, and interpretation notes

Blog Skill Map

Articles that explain the playbook

The blog is the theory shelf behind the product. Use it to build the pattern-recognition, risk, and execution vocabulary that makes the signals more useful.

Investor Playbooks

Peter Lynch's Investing Approach: Growth, Valuation, and Simple Business Math

A breakdown of Lynch's simple business math, how he classified stocks, and why Magellan's track record still matters.

12 min read

growth at a reasonable pricebusiness quality framingsimple valuation heuristics

Fundamental Valuation GARP

Investor Playbooks

CANSLIM: O'Neil's Formula for Finding Big Stock Market Winners

A breakdown of O'Neil's seven-letter framework, why it combines fundamentals with price action, and how the sell discipline makes it work.

15 min read

breakout screeningearnings accelerationleadership confirmation

Momentum Fundamental Risk Rules

Trading Systems

Turtle Trading: The Original Breakout System Built on Rules, Not Prediction

A breakdown of the original Turtle system: channel breakouts, volatility-based sizing, pyramiding into winners, and why the edge was discipline, not prediction.

14 min read

trend-following rulesbreakout executionposition scaling

Momentum Systematic Risk Management

Position Sizing

The Kelly Criterion: The Math of Betting Big When the Odds Are in Your Favor

A breakdown of the Kelly criterion: the math behind optimal bet sizing, why overbetting destroys edges, and how fractional Kelly protects against estimation error.

15 min read

position sizingedge versus volatilityrisk budget discipline

Quantitative Risk Management Position Sizing

Trading Systems

Nicolas Darvas: The Dancer Who Turned Momentum Into a Trading System

A breakdown of the Darvas Box system: consolidation boxes, breakout entries, trailing stops, and why a dancer’s method still maps to modern momentum trading.

13 min read

box breakoutstight risk definitiontrend continuation structure

Momentum Breakout Risk Management

Factor Investing

Relative Strength Investing: Buying the Market’s Leaders Instead of Its Bargains

A deep look at relative strength and momentum: the RS line, decile performance, leader rotation, and why buying winners works better than most investors expect.

14 min read

leadership rankingbenchmark-relative selectionrebalancing leaders

Momentum Factor Investing Relative Strength

Factor Investing

The 52-Week High Effect: Why Stocks Near Their Highs Often Keep Winning

Why nearness to the 52-week high predicts future returns, how it relates to momentum, and the behavioral logic of anchoring to prior peaks.

14 min read

momentum persistencenear-high screeningabsolute trend filters

Momentum Quantitative Behavioral

Trading Systems

Stan Weinstein’s Stage Analysis: How Great Trends Often Begin Before the Big Move

A breakdown of Weinstein’s four-stage cycle: basing, advancing, topping, and declining — and why the Stage 1 to Stage 2 transition is where the biggest winners often begin.

15 min read

stage identificationbase and breakout contexttrend deterioration cues

Momentum Systematic Risk Management

Market Internals

Marty Zweig’s Trend + Breadth Approach: Why the Best Bull Moves Often Begin With Broad Participation

Zweig’s framework combines price trend with breadth participation to identify higher-quality market advances.

16 min read

breadth confirmationinternal market participationmacro override context

Market Breadth Momentum Regime

Trading Systems

Mark Minervini’s Volatility Contraction Pattern: Why Tightening Price Action Often Precedes Explosive Breakouts

The VCP identifies leading stocks that tighten in price and volume before breaking out, exploiting supply exhaustion in strong uptrends.

15 min read

volatility contraction patternsvolume dry-up readspivot timing

Momentum Breakouts Risk Rules

Trading Systems

Ed Seykota's Trend Following: Why Big Money Often Comes From Riding a Few Large Trends

Seykota's rules-based trend following: ride major trends, cut losses quickly, and let a few outsized winners drive long-run performance.

14 min read

trend disciplinecutting lossesletting winners compound

Systematic Momentum Risk Rules

Trading Systems

Jesse Livermore: Why the Big Money Is Often Made at the Right Moment, Not at the Lowest Price

Livermore's pivotal point theory says the best entries come from buying strength at key levels where the market proves its intent, not from bottom-fishing.

14 min read

pivotal entriespyramiding into strengthleader selection

Momentum Breakouts Risk Rules

Factor Investing

The Post-Earnings Announcement Drift: Why Earnings Surprises Often Keep Moving Stocks After the News

A breakdown of PEAD: why earnings surprises keep moving stocks long after the announcement, how it connects to momentum, and why the anomaly persists.

14 min read

event-driven momentumsurprise rankingdrift-window holding periods

Quantitative Fundamental Momentum

Quantitative Research

Trend Scanning: Adaptive Labeling for Financial Time Series

An adaptive labeling method that picks the look-ahead horizon where trend evidence is strongest, avoiding the arbitrary window choices that plague most financial ML pipelines.

14 min read

adaptive labelstrend horizon selectionresearch pipeline design

Quantitative Machine Learning Labeling

Quantitative Research

The Triple Barrier Method: A Better Way to Label Trades Than Using a Fixed Horizon

A labeling framework that asks “which barrier gets hit first?” instead of “where is price at time t+h?” — producing labels that reflect actual trade outcomes.

12 min read

label engineeringmeta-labeling inputsevent-based exit logic

Quantitative Machine Learning Labeling