User guidance
Settings Should Control The Whole System
Set account size, risk limits, liquidity limits, and preferred strategies before trusting any recommendation.
The scanner, options quality gate, portfolio risk checks, and paper ticket sizing all use the same constraints.
Limits are too loose, account size is wrong, or avoided tickers/sectors are not defined.
Risk and scanning constraints
User Settings
Market Universe
Options Quality
Risk Limits
What these controls change
System Impact Preview
Stock screener
Filters market cap, volume, sector inclusion, avoided tickers, and always-monitor names.
Options scanner
Blocks weak open interest, low volume, wide spreads, and strategies outside your preference list.
AI scoring
Caps risk score, reduces sizing, and pushes high-risk ideas into watch/reject states.
Portfolio
Checks daily loss, weekly loss, open positions, concentration, and options expiration risk.