Member Reference

HOW TO USE
EVERY TOOL

Step-by-step instructions for all 12 member tools — when to run them, what to do with results, and how they connect to the Sunday night system.

Sunday Night Protocol — Tools in Order (75 min total)
6:50 PMTool 12 — Gate Scanner — paste last week's watchlist tickers (2 min)
6:55 PMTool 10 — Earnings Calendar — check all 6 Wheel stocks (3 min)
7:00 PMTool 3 — Regime Scorer — 5 questions (5 min)
7:10 PMTool 4 — RS Tracker — note top 3 sectors (5 min)
7:20 PMTool 1 — Scanner A in TOS (40 min)
8:00 PMPaste TOS results into Tool 12 — Gate Scanner — instant scoring
8:10 PMTool 9 — Wheel Simulator — check CSP entries (10 min)
8:20 PMTool 2 — Trade Journal — log watchlist (10 min)
Jump to any tool
01 Scanner 02 Journal 03 Regime 04 RS Tracker 05 Breakout Drill 06 Options Checklist 07 Chart Practice 08 TOS Scripts 09 Wheel Simulator 10 Earnings Calendar 11 Position Sizing 12 Gate Scanner ★ NEW
01 📡 OPERATOR Scanner A Sunday + Weekdays
Run: Sunday 7:20 PM · Weekdays 9:45–10:30 AM
Sunday night setup
Open ThinkorSwim → Scan tab → Stock Hacker
Set Scan In to S&P 500 — never All Stocks
Add stock filters: Last $2–$20 · Volume min 500,000 · Vol Index min 1.50%
Add custom study filter — paste Scanner A code from Tool 8 (TOS Scripts)
Set study filter value to 65 (cold market: raise to 80)
Sort by study value descending — highest scores first
Copy your results and paste into Tool 12 (Gate Scanner) for instant scoring
Weekday morning (Red Day)
Switch to Red Day scanner tab — paste Red Day script from Tool 8
Run after 9:45 AM only — first 15 minutes too volatile
Set filter to 75+ for Red Day scanner
Results = stocks down 1.5–5% with elevated volume
Cold market rule: When Regime Scorer returns NEUTRAL or BEAR raise threshold to 80. Fewer results = system protecting your capital.
969 results? Change Scan In from All Stocks to S&P 500. Raise score threshold to 75. Fixes instantly.
Zero results on S&P 500? The market is telling you to stand aside. Switch to Wheel Pass 1 scanner only.
Paste Results → Gate Scanner →
02 📋 Trade Journal Every Trade
Use: Before every trade · After every trade closes · Every Sunday review
Before entering a trade — exact steps
1
Click + New Trade
2
Enter: Ticker · Entry price · Stop price · Target price
3
Write Gate 5 thesis in the notes field: "[TICKER] at $X — [setup type] at [support], stop $Y, target $Z"
4
Check all 6 gate boxes — R:R calculates automatically
5
If R:R shows below 2:1 — do not enter. Adjust target or skip.
Rule: If you cannot fill in every field before entering — you are not ready to trade it.
After a trade closes
1
Find the trade → click Edit → mark Won / Lost / Scratched
2
Enter exact exit price and exit date
3
Write one specific lesson — not "I need to be more patient" — something concrete: "Gate 2 showed borderline support — next time skip borderline"
After 30 trades look for: Which gate do you fail most? Win rate on fully gate-compliant trades vs partial. Average actual R:R vs planned. These three numbers tell you exactly what to fix.
Open Trade Journal →
03 📊 Market Regime Scorer Sunday + Monday
Run: First thing every Sunday · First thing every Monday morning
Where to find the data before scoring
QuestionWhere to look
VIX levelfinance.yahoo.com/quote/^VIX or TOS watchlist
SPY vs moving averagesSPY daily chart in TOS — add SMA 50 and SMA 200
Market this weekSPY weekly % change in TOS or Yahoo Finance
RSP vs SPY breadthCompare RSP chart vs SPY chart in TOS
Sectors positiveYour RS Tracker results from Tool 4
Open Regime Scorer — answer each of the 5 questions honestly
Scorer outputs BULL / NEUTRAL / BEAR with a score 0–125
Write down the result before opening TOS
ResultScanner thresholdPosition sizeWheel
BULL 75+65+Standard 1%All 6 stocks active
NEUTRAL 45–7480+Reduce 20%Prefer Ford + AT&T
BEAR below 45No new swingsMinimumCovered calls only
The rule: If you disagree with the scorer output — the scorer wins. Your feelings about the market are Gate 4. The scorer removes the emotion.
Open Regime Scorer →
04 📈 RS Tracker Sunday
Run: Sunday immediately after Regime Scorer (5 minutes)
Option A — TOS watchlist columns (fastest)
Open your OPERATOR-Sectors watchlist in TOS (ET, PBR, F, T, MO plus all 11 SPDR ETFs)
Look at the RS 1M column — sort descending
Note top 3 tickers — these are your sectors this week
Note bottom 3 — do not trade stocks in these sectors
Option B — Web RS Tracker tool
Open RS Tracker tool below
Select 1 Week tab
Enter each ETF's weekly % change from TOS or Yahoo Finance
Click Rank All ETFs — tool sorts and color-codes instantly
Top 3 green = your sectors this week
Key rule: Every scanner result must be in a top-3 sector. A stock scoring 90 on Scanner A in a bottom-3 sector still gets skipped. Sector rank overrides scanner score.
Energy leading? ET and PBR get priority for Wheel entries. Technology leading? Look for INTC if regime is BULL.
Open RS Tracker →
05 🎯 Breakout Drill Daily Practice
Use: 10 min before market open · Anytime to sharpen pattern recognition
How to run one drill session
1
A historical chart appears stopped at a random point in time
2
Before clicking anything — mentally run Gate 2: Is there clear support visible?
3
Decide: Would I take this trade? If yes — where is entry, stop, and target?
4
Calculate R:R mentally before clicking Next
5
Click Next — see what the chart did. Track your result.
Target: 10 drills per week minimum. After 50 drills total you will see setups 3× faster. Pattern recognition is a trainable skill.
Best use: Run 5 drills before opening TOS on Sunday night. Primes your eye to see support levels clearly before you scan.
Open Breakout Drill →
06 Options Checklist Before Every Options Trade
Use: Before selling any cash-secured put or covered call — every single time
Enter IV rank (find in TOS → Options chain → IV Rank or use Market Chameleon free)
Enter open interest on your target strike
Enter bid-ask spread (bid minus ask in dollars)
Enter DTE (days to expiration)
Read the verdict: Sell options / Wheel puts only / Stock only / Avoid
MetricPassWarningFail
IV Rank25+18–24Below 18
Open Interest500+300–499Below 300
Bid-Ask SpreadUnder $0.10$0.10–$0.15Above $0.15
DTE14–30 days7–13 or 31–45Below 7
Why this matters: A $0.20 bid-ask spread on a $0.40 premium means you lose 50% of your income on the fill alone. The checklist catches this before you enter.
Open Options Checklist →
07 🕯 Chart Practice Daily
Use: Daily — 10 minutes builds the pattern recognition that wins trades
Enter any ticker in the search box — start with your 6 Wheel stocks to learn their behavior
Select timeframe: Daily for swing trades · Weekly for Wheel stocks · Monthly for context
Replay candles forward one at a time using the play controls
Toggle EMA 9/21/50 and volume overlays on and off
Before each new candle ask: Where is support? Would this pass Gate 2?
Start with Ford (F) and AT&T (T) — they are the most predictable of your 6 Wheel stocks. Learn to read their range behavior before practicing on swing candidates.
Advanced practice: Load a ticker from your Sunday scan results. Replay the last 3 months. Where would you have entered? Where would your stop have been? This is the fastest way to develop chart reading skill.
Open Chart Practice →
08 🛠 TOS Script Library One-Time Setup
Use: One time to install all scanners · Reference when adding new scripts
How to install any scanner script in TOS
1
TOS → Scan tab → Stock Hacker
2
Click Add Study Filter → Edit → Custom
3
Select ALL existing code → Delete it entirely
4
Copy the script from the library → Paste it in
5
Click OK → set the filter value in the number box
6
Save the scan with a name (OPERATOR-A, OPERATOR-Wheel, etc.)
ScannerFilter ValueBest Time
Scanner A (Swing Gate)>= 65 (bull) · >= 80 (neutral)Sunday 7:20 PM
Red Day Momentum>= 75Weekdays 9:45 AM
Wheel CSP Pass 1>= 65Sunday 8:00 PM
Red Day CC Pass 2>= 65Weekdays on red days
Jeff Momentum Scanner>= 60Weekdays 9:30–10:30 AM
Jeff Wheel Scanner>= 70Sunday 8:00 PM
Invalid statement error: Use ATR(Length=14) not Average(TrueRange(...)) · Use == 0 / == 1 not ! operator · Remove declare lower line · Remove all AddLabel() lines
Open TOS Script Library →
09 Wheel Income Simulator Sunday + Before Entries
Use: Before any Wheel entry · When comparing stocks · Sunday planning
Sunday night Wheel planning walkthrough
1
Select the stock you are considering (ET, PBR, Ford, AT&T, MO, or INTC)
2
Set your account capital (your total IRA value)
3
Set strike % below price — start at 7% for conservative
4
Set delta to your target (sweet spot: 0.25–0.40)
5
Set DTE to your planned expiration (target: 14–30 days)
6
Set IV rank — find this in TOS options chain or at marketchameleon.com
7
Click Compare All Stocks — see all 6 stocks side by side at your settings
Use the comparison to decide between two Wheel candidates. Numbers remove the guesswork.
Cold market tip: In NEUTRAL regime run the simulator on Ford (F) and AT&T (T) first. They generate income in flat markets where other stocks do not.
Warning appears: IV rank below 20 = wait for better entry. Delta above 0.40 = assignment risk too high. Follow the warnings.
Open Wheel Simulator →
10 📅 Earnings Calendar Gate 6
Run: Sunday 6:55 PM before scanning · Before any options trade
All 6 Wheel stocks load automatically — verify their dates at earningswhispers.com
Click the date field on any card to update the earnings date
Add your Sunday scanner results by typing tickers in the add box
Read the color coding — Red = do not trade, Amber = caution, Green = safe
Any Red stock is automatically off your watchlist this week — no gate check needed
ColorDays to EarningsAction
🔴 Danger0–14 daysSkip entirely — do not sell any options
🟡 Caution15–21 daysShort DTE only — must expire before earnings
🟢 Clear22+ daysFull strategy eligible
Best practice: Run this tool before opening TOS on Sunday. Any Danger stocks are immediately removed from your scan focus. Saves time and prevents the most common Gate 6 mistake.
Dates in this tool are estimates. Always verify at earningswhispers.com before trading — earnings dates shift by 1–3 days right before announcement.
Open Earnings Calendar →
11 ⚖️ Position Sizing Calculator Gates 1 + 3
Use: Before every trade — before the order goes in
Swing trade walkthrough
1
Select Swing Trade tab
2
Enter account size — your full IRA value
3
Set risk % to 1.0 — never change this above 2%
4
Enter your entry price (where you plan to buy)
5
Enter your stop price (just below support)
6
Enter target price — R:R calculates automatically
7
Read Gate 1 and Gate 3 compliance. Both must show PASS.
If Gate 3 shows R:R below 2:1 — adjust your target or skip the trade. Never override the calculator.
Survival math table: Scroll down to see what 10, 20, or 50 consecutive losses does to your account at 1% vs 2% vs 5% risk. This is why 1% is non-negotiable.
Open Position Sizing →
12 🔍 Gate Scanner NEW Sunday Core Tool
Use: After TOS scan — paste results for instant gate scoring · Works on any device · No TOS required
What it does

Paste any list of tickers — from your TOS scan, from Reddit, from a watchlist — and the tool fetches live data from Yahoo Finance and scores every stock against 4 auto-detectable gates instantly. No TOS needed. Works on your phone Sunday night.

Sunday night walkthrough — step by step
1
Run Scanner A in TOS — note all results (you had 42 last Sunday)
2
Open Gate Scanner → select mode: Swing for swing setups · Wheel CSP for Wheel entries · Momentum for morning gappers
3
Copy your TOS results — ticker symbols only — and paste into the input box:
F ET GPRE AVO TK ZBIO RCKT SD AAPL MGTX
4
Click Score All Tickers — tool fetches real data and scores in seconds
5
Results appear sorted by gate score — green cards pass all auto gates
6
Click any card to expand — see detailed gate-by-gate breakdown
7
For every green card — complete Gate 3 (R:R) manually in position sizing tool and verify Gate 6 earnings at earningswhispers.com
8
Log gate-compliant setups in Trade Journal
What used to take 40 minutes of manual gate checking now takes 5 minutes. The scanner does the work — you make the final call on R:R and thesis.
Understanding the gate results
GateWhat it checksAuto or Manual
G1 LiquidityVolume 500K+ · Relative volume 1.5×+Auto ✓
G2 Structure/TrendPrice vs 50-day and 200-day MA (swing) · Gap % (momentum)Auto ✓
G3 R:R RatioMinimum 2:1 reward to riskManual — needs your stop + target
G4 RSI + ContextRSI in sweet spot · ATR% for volatility checkAuto ✓
G5 ThesisOne sentence why you are enteringManual — write it before entering
G6 NVTS + EarningsAuto-checks if stock moved 18%+ recently · Reminds you to verify earningsPartial — earnings always manual
Score card colors explained
ColorAuto GatesWhat to do
🟢 Green — Pass4 of 4 passComplete G3 + G5 manually then enter if thesis works
🟡 Amber — Watch3 of 4 passClick to see which gate failed · May be salvageable
🔴 Red — Skip2 or fewerSkip immediately · Move to next ticker
Three scan modes
ModeGate 2 checksGate 4 RSI rangeBest for
SwingAbove 50-day AND 200-day35–65Sunday night scan setups
Wheel CSPAbove 50-day MA28–62Cash-secured put candidates
MomentumGap or change % today50–82Weekday morning gappers
Best Sunday workflow: Run Earnings Calendar first (3 min) → mark any Danger stocks → paste remaining scanner results into Gate Scanner → only green cards go to chart review. Cuts your Sunday work by 30 minutes.
Works on phone: Open this tool on your phone Sunday night. Paste tickers. See green cards in seconds. No computer needed for the initial gate filter.
Data shows as zero or missing? Yahoo Finance occasionally throttles requests. Wait 60 seconds and retry. If a ticker shows no data it may be a non-US stock or delisted — skip it.
✓ Gate Scanner uses free Yahoo Finance data — 15-minute delayed during market hours. On Sunday nights all data is from Friday's close — fully accurate for Monday planning.
Open Gate Scanner →