ARX
ARX Quantitative Research GroupInstitutional Review Board

Authored & Audited by Chartered Financial Analysts (CFA) & Econometric Systems Engineers

Topic: Institutional Decision Intelligence & Algorithmic Execution
Audited: September 2026

Methodology Standard: All mathematical models, statutory STOCK Act disclosures, and execution geometries are continuously audited via automated Kupiec POF backtests and walk-forward RMSE tracking.

⚡ PLAIN ENGLISH TRADER FIELD MANUAL• Version 2.10.0 Specification
Active Mode:💬 Plain English

The No-BS Trader Field Manual: How to Use This Terminal

A crystal-clear, zero-jargon handbook for everyday traders and long-term investors. Learn exactly where to buy, how to size your bets so you never blow up, how to copy politician trades legally, and how to verify setups before risking a single dollar.

🗂️

Chapter 1: The 4 Power Workspaces & Mobile Navigation

Old financial websites clutter your screen with 50 complicated widgets that make your head spin. We organized everything into 4 clean workspaces located right below the live chart:

🎯Where to Buy & Where to Exit (Execution)

Answers: 'Where do I enter, where is my safety stop, and when do I take profit?' Houses exact buy zones, the position sizer, and volatility bands.

🏛️What Big Money is Doing (Insiders & Congress)

Answers: 'What are US politicians, CEOs, and big institutional funds buying?' Shows legal House/Senate STOCK Act filings and Form 4 C-Suite insider purchases.

📊How Healthy the Company Is (Financial DNA)

Answers: 'Is this company printing real cash or drowning in hidden debt?' Displays the 5-point quality radar, clean-accounting scores, and interest rate trends.

🛡️Crash Risk & Contagion (Worst-Case Test)

Answers: 'If the market crashes or a major supplier collapses, how much could I lose?' Tests worst-case single-day losses and supply chain ripple risks.

📱 Mobile Experience & Fast Ticker Switching

On mobile phones, the terminal places the chart, current price, and buy/sell levels right at the top so you don't have to scroll. The watchlist collapses into clean swipeable pills that automatically close once you pick a stock.

🌐 Asset Coverage: Pre-Built High-Conviction Stocks vs. Search Any Ticker

ARCHITECTURE SCOPE

Why does the terminal highlight a focused group of stocks, and can you search your own favorites? Here is how our 4-tier engine works:

1. Master Catalog (38 Core Assets)HYBRID

Pre-audited high-conviction companies (NVDA, LLY, PLTR, CPRX, etc.) with verified balance sheets and live spot price hydration.

2. Multi-Factor Screener (35 Assets)100% DYNAMIC

Dynamically scans and calculates buy zones, stop losses, and multi-bagger criteria on every refresh.

3. Pre-Rendered Pages (94 Static Routes)HYBRID (SSG)

Dedicated landing pages pre-compiled for instant <10ms loading speed, social previews, and Google search indexing.

4. Universal Omnisearch (Unlimited)100% DYNAMIC

Type ANY ticker (e.g. COIN, AMD, DIS, BTC) into the search bar (press '/') to pull live charts and calculate buy zones on demand.

📈

Chapter 2: The Live Interactive Chart (Day Trader vs. Long-Term)

The platform includes a live institutional candlestick chart that automatically adjusts its indicators and timelines based on your trading style:

⚡Day Trader Fast Scalp ModeINTRADAY
  • Timeframes: 1m (fast scalps), 5m (session trends), 15m (multi-hour momentum).
  • Key Line: VWAP (Volume-Weighted Average Price) in amber line. The benchmark price paid by institutional algorithms today. Buying below VWAP means you got a discount; selling above it is strength.
🏛️Long-Term Wealth Building ModeMACRO
  • Horizons: 1M, 6M, 1Y, 3Y, 5Y multi-year compounding cycles.
  • Key Line: 20-Day Exponential Moving Average (20 EMA) in sky blue. Acts as a dynamic safety trampoline where winning stocks find support during pullbacks.

🎯 Never Mix Up Today's Change vs. Your Total Multi-Month Return

To prevent confusing daily noise with big long-term trends, the terminal clearly labels two separate return numbers:

Watchlist Badge (Today's 24-Hour Change)

Measures strictly how much the stock gained or lost today relative to yesterday's closing bell (e.g. +2.65% 24H).

Chart Header Badge (Total Period Return)

Measures the total profit or loss across the entire timeline selected on your chart (e.g. +28.40% 1Y or +0.80% 5M).

🧮

Chapter 3: Where to Buy, Sizing Your Trades & The 4 Zones

Never guess where to enter or panic when price dips. The terminal calculates exact entry corridors, stop losses, and profit targets using historical volatility:

📐 1. The Position Sizing Safety Formula (Never Risk >1%)

The number one reason retail traders lose money is risking too much on a single bad trade. We calculate the exact number of shares to buy so that if you hit your stop loss, you only lose 1% of your total account:

Shares to Buy = (Total Account Capital * Risk % Budget) / (Entry Price - Stop Loss Price)

Example: With a \$50,000 account risking 1% (\$500 max loss) buying NVDA at \$213.05 with a Stop Loss at \$201.35 (\$11.70 risk per share), the calculator tells you to buy exactly 42 shares.

⚡ 2. The 4 Clear Trade Zones (When to Buy & When to Walk Away)

Every stock in the scanner is automatically sorted into one of four distinct color-coded zones:

🟢 IN BUY ZONE (Great Price to Accumulate)

Price is sitting comfortably on support with low risk. Best time to enter.

🔵 ON THE MOVE (Heading to Profit Target)

Trade is working nicely and climbing toward the first profit scale-out target.

🟡 DON'T CHASE (Wait for the Pullback)

Price has spiked too high above support. Buying here is risky; wait for a healthy dip.

🔴 GET OUT (Trade Invalidated / Cut Loss)

Support has broken. Cut the trade immediately to protect your capital.

🔍 3. The 6 Screener Presets Explained

⚡ Best Profit vs RiskHigh Upside & In Buy Zone

Only shows stocks currently in the buy zone with >=2x upside.

🧪 Cash Machine (Greenblatt)ROIC ≥ 28.0%

Generates massive cash returns on every dollar invested.

📈 Bargain Growth (Peter Lynch)0 < PEG ≤ 1.05

Fast revenue growth without paying an absurd valuation.

🔥 Market LeadersGross Margin ≥ 65.0%

Companies with huge profit margins that competitors can't touch.

🚀 Heavy Volume SurgesRVOL ≥ 2.5x

Trading volume is 2.5x higher than normal. Big money is active.

💥 Short Squeeze AlertShort Float ≥ 6.0%

Heavy short sellers trapped if the stock breaks out upward.

🏛️

Chapter 4: Tracking US Politicians & The 45-Day Delay Penalty

Under US Federal Law (the STOCK Act of 2012), members of Congress and the Senate must legally disclose all stock trades. We track these trades directly from official Capitol Hill disclosures:

⚖️ 1. The Politician Alignment Score (0 to 100)

ALGORITHM

Measures whether the politician sits on a committee that directly regulates or awards government contracts to the stock they bought:

  • Committee Oversight Overlap (+16 to +32 pts): e.g. Armed Services members buying Defense Tech, or Energy & Commerce members buying semiconductor chips.
  • Big Dollar Bet Size (+5 to +15 pts): Gives higher points to massive trades ($250k to $1M+) vs minor $1,000 purchases.
  • Politician's Historical Win Rate (+4 to +10 pts): Factors in the politician's multi-year track record of beating the S&P 500.

⏱️ 2. The Delay Penalty (Don't Buy Stale Old Trades!)

RISK PROTECTION

Politicians have up to 45 days to disclose their trades. If a politician bought 40 days ago, the stock has probably already moved! We penalize old disclosures so you don't chase stale trades:

⚡ Brand New (<15 Days Lag)

0 point penalty. Trade is fresh and actionable.

⏳ Standard (16–30 Days Lag)

-5 point penalty. Standard disclosure speed.

⚠️ Aging Trade (31–45 Days Lag)

-16 point penalty. Price move may already be priced in.

🛑 Late Filer Warning (>45 Days Lag)

-32 point penalty. High risk of buying the top of old news.

📊

Chapter 5: The 5-Point Quality Score & Clean Accounting Check

We summarize hundreds of balance sheet data points into clear scores from 0 to 100:

1. Revenue & Cash Growth (0-100)

Measures 3-year sales expansion and free cash flow generation.

2. Business Moat & Profit Margins (0-100)

High Return on Capital (ROIC > 20%), fat profit margins, and low debt.

3. Price & Valuation Discount (0-100)

Compares stock price against expected growth (PEG ratio & fair cash value).

4. Piotroski BS Detector (0–9)

Scores 8-9 mean squeaky clean accounting books. Scores <= 3 mean avoid!

🛡️

Chapter 6: Managing Crash Risk & Worst-Case Downside

Most websites assume stock market drops follow a smooth bell curve. In real life, market crashes are violent. Our risk engine accounts for real-world crash spikes (fat tails):

The Worst-Case Day Crash Formula (VaR 95% & 99%):

Max Estimated 1-Day Loss = Account Capital * (Volatility * Adjusted Shock Factor)

VaR 95% means: 'On 19 out of 20 trading days, your losses won't exceed this dollar amount.' It gives you peace of mind before entering a position.

💎

Chapter 7: Fed Interest Rates, Real Insiders & Live Alerts

Looking at charts alone creates false signals when the broader market is under stress. The terminal combines 4 live intelligence feeds into one unified conviction score (0 to 100):

🏛️ Federal Reserve FRED DataMACRO REGIME

Tracks US Treasury Yield Curve spreads and corporate bond stress. Automatically warns you to reduce bet sizes when credit conditions tighten.

🏢 SEC Form 4 (CEO & Director Buys)LEGAL INSIDERS

Filters real open-market purchases (>= $100k) by CEOs and Directors under strict 2-day mandatory SEC disclosure rules.

💬

Chapter 8: The No-BS Plain-English Jargon Buster

Wall Street loves complicated words because it lets them charge high management fees. Here is what all that technical jargon actually means in plain, unfiltered human English:

Value at Risk (VaR)HUMAN TRANSLATION

The Worst-Case Crash Test

If the market has a terrible day tomorrow, how much money will you actually lose? VaR 95% means “19 out of 20 days, your losses won’t exceed this number.”

Piotroski F-Score (0–9)HUMAN TRANSLATION

The BS & Accounting Truth Detector

A 9-point checklist created by a Stanford professor to see if a company is secretly drowning in debt or actually printing real cash. A score of 8 or 9 means their financial books are squeaky clean.

ROIC (Return on Capital)HUMAN TRANSLATION

Money-Making Efficiency

If you hand the CEO \$100, how many dollars do they bring back? An ROIC of 25% means they turn every \$100 of invested cash into \$25 of pure profit every single year.

STOCK Act Filing LagHUMAN TRANSLATION

The Politician Delay Penalty

US politicians are legally allowed up to 45 days to tell the public what stocks they bought. If a politician bought 35 days ago, you are seeing old news — beware of chasing green candles late.

🧠

Chapter 9: The 4 Trade Co-Pilots (Your Safety Check Before Buying)

Before you execute any trade, the terminal runs 4 automated co-pilot checks to keep your capital safe:

✈️1. The 5-Point Green Light ChecklistEXECUTION GATE

A strict 5-item safety check that must give you 5/5 passes before you pull the trigger:

  • Trend & Support: Price is resting above key moving averages.
  • Coiled Spring Base: Volatility has contracted, sellers are exhausted.
  • Smart Money Backing: Insiders are buying without sneaky distribution traps.
  • No Impending Earnings Trap: Zero binary earnings or FDA announcements in the next 48 hours.
  • Calm Market Floor: Overall market fear index (VIX) is strictly below 26.
📡2. Smart Money vs. Retail Trap RadarORDER FLOW

Catches when retail price and big institutional money are doing opposite things:

  • Stealth Accumulation (Bullish): Price is flat, but big institutions and CEOs are quietly loading shares.
  • Distribution Trap (Bearish Warning): Price is pumping, but executives and funds are dumping shares into the hype.
📊3. Track Record Edge ScorecardTRACK RECORD

Shows historical backtested win rates (>65%) and profit factors across 5 quantitative patterns so you understand past performance before risking capital. (Based on historical backtesting; past performance does not guarantee future results.)

🌪️4. Portfolio Crash Test SimulatorPORTFOLIO SHOCK

Simulates what happens to your stocks if the market tanks -5%, yields spike, or volatility explodes, and tells you exactly how much cash to hold as a safety buffer.

⚡ One-Click Language Switcher & Speed Shield

Instant Language Switcher

Toggle between Plain English (no-BS explanations) and Pro Quant (institutional math) instantly via the top navigation bar.

Edge Speed & Zero-Cookie Privacy

Supercharged with Cloudflare edge caching for fast cached query responses, with 100% cookieless privacy and zero tracking cookies.