Trading Playbook Hub

Strategy Library

A cleaner library page for the trading strategies on IdeasFromNelson. The tabs are grouped by strategy family, so the page stays readable while still making the individual strategy guides easy to reach.

PurposeLibrary

Main families8

Use caseBefore trade

Statusv2

Library map

Choose the right strategy family

The page is now a library first, not a taxonomy exercise. The tabs are the main places you would naturally look.

Fresh catalyst + volumeEP Strategy. Use when a stock has news, gap, volume and institutional-looking demand. Strong move already happenedPullbacks. Use for better-risk entries after a clean move starts to reset. Quiet base near highsBreakouts. Use Turtle or growth breakout logic rather than predicting the move. Intraday opening setupDay Trading. Use ORB only when you can monitor and the risk is defined. Defined-risk upsideOptions. Use calls when the underlying stock setup already justifies the trade. Already in profitExits. Use harvesting and rebuy rules before emotion takes over. Crypto momentumCrypto. Use crypto-specific rules and MEXC tools. Investment / IPO thesisLong-Term / IPO. Use for slower research, Futurology and IPO lifecycle ideas.

Best use: keep this page as the visible library. The full guides remain separate, which avoids one giant heavy page and keeps the existing work intact.

1. Identify the situationCatalyst, pullback, breakout, day trade, options, crypto, exit, or long-term thesis.

2. Open the matching tabEach tab contains the main guide plus the closely related pages and tools.

3. Check trigger and invalidationThe card gives the quick decision points before opening the full guide.

4. Use the deeper page only when neededThe full strategy pages remain available without cluttering the main menu.

Catalyst trades

EP Strategy

The main episodic pivot approach: catalyst, gap, RVOL, price strength, then a structured entry rather than chasing.

EP Strategy

Core

The main post-catalyst momentum playbook.

Use whenFresh news + volume

Avoid whenMove is late or loose

EntryORB or controlled pullback

InvalidationLoD / failed base

Best for asymmetric catalyst moves.
Needs volume confirmation.
Connects directly to the EP scanner.

Open guide EP scan

EP Weekly Scan

Scanner

The scanning layer for finding potential EP candidates.

Use whenLooking for setups

CheckGap, RVOL, catalyst

This is not a guide; it is the signal source.
Should live near EP Strategy in the library.

Open EP scan

Reset entries

Pullbacks

This tab collects the pullback pages together, which is better than giving every older/supporting pullback page equal weight in the menu.

Pullback Entry Playbook

Current

The main current guide for entering after a strong move resets.

Use whenTrend intact

Avoid whenBreakdown volume expands

EntryEMA reclaim / HL base

InvalidationBase low / 20EMA failure

Most useful swing-entry guide.
Better suited to after-school/evening checks than chasing the open.

Open current guide

Martin's Pullback Technique

Variant

A specific pullback method that belongs inside the pullback family.

Use whenClean trend + reset

InvalidationSetup low fails

Useful as a focused variant.
Should sit beside, not above, the main playbook.

Open guide

Related pullback pages

TV Equities Pullback Setup TV Crypto Pullback Crypto Pullback Entry Playbook v1 Archive Pullback Guide #2 Book

Range expansion

Breakouts

For quiet bases, Donchian/Turtle breakouts, and growth-stock technical expansion.

Turtle Trade Strategy

Core

Trend-following breakout framework using defined highs/lows.

Use whenClean base / 55D high

Avoid whenChoppy false breaks

EntryDonchian breakout

InvalidationExit channel / failure

Objective breakout structure.
Works well with scanner output.

Open guide Turtle scanner

Growth Strategy

Research

Broader growth-stock framework supporting which breakouts deserve attention.

Use whenGrowth + setup

Avoid whenStory only

Useful bridge between Research and trading execution.

Open guide

Intraday

Day Trading

Intraday strategies need tighter execution and should be clearly separated from swing approaches.

5-Minute ORB Strategy

Day trade

Opening range breakout approach for fast intraday moves.

Use whenFresh momentum at open

Avoid whenStop is too wide

Entry5-min ORB break

InvalidationLoD / ORB failure

Useful only when you can monitor.
Risk to LoD must be acceptable.

Open ORB guide

Day Trading Strategy

General

General day-trading background.

Use whenNeed principles

Avoid whenYou need a precise setup

Secondary to the ORB guide for practical use.

Open guide

Defined risk

Options

This tab groups options theory and options tools together, which makes more sense than scattering them across Theory and Tools.

Growth Calls Strategy

Strategy

Rules for using calls on growth setups rather than buying calls randomly because a stock is moving.

Use whenUnderlying setup is strong

Avoid whenIV / timing is poor

EntryPullback or breakout trigger

InvalidationUnderlying setup fails

Options must follow the stock thesis.
DTE, IV and target need to be explicit.

Open strategy Growth calls guide

Options Tools

Tools

The execution layer for checking break-even, targets and whether the call idea is worth taking.

Use whenBefore placing trade

Avoid whenNo invalidation

Call analyser for contract sanity-checks.
Target worksheet for expected move and confluence.

Call analyser Target worksheet

Crypto

Crypto-specific setups and supporting tools. These should be tied to the crypto cockpit and MEXC scanner rather than treated as ordinary stock strategies.

Crypto Bubbles Strategy

Core

Crypto momentum/bubble behaviour and how to avoid buying random spikes.

Use whenCrypto climate favourable

Avoid whenBTC gate hostile

EntryMomentum / pullback trigger

InvalidationTrend fails

Use with MEXC scanner and crypto cockpit.

Open guide Crypto cockpit MEXC scanner

TV Crypto Pullback

Crypto-specific pullback reference.

Use whenCoin is trending

Avoid whenLiquidity poor

May eventually be absorbed into the main pullback model.

Open guide

Trade management

Exits

Exit decisions are different from entry decisions, so they deserve their own place in the library.

Profit Harvesting & Rebuy Zones

Core

The main guide for trimming, harvesting profits and planning rebuy zones.

Use whenTrade is working

Avoid whenPanic-selling

ActionHarvest / trail / rebuy

InvalidationPlan breaks

Prevents emotional exits.
Belongs beside portfolio management.

Open guide Portfolio cockpit

Swing Trading

Management

General swing-trade management background.

Use whenHolding multi-day

Avoid whenNo stop or thesis

Useful for deciding whether a position is still a swing or just hope.

Open guide

Investing

Long-Term / IPO

This tab keeps slower research and investment strategy separate from active trading execution.

Long-Term Investing Strategy

Investing

Rules for positions where thesis and compounding matter more than short-term chart triggers.

Use whenLong-term thesis

Avoid whenCalling a trade an investment

EntryValuation / setup

InvalidationThesis breaks

Connects to Futurology and Research.

Open guide Futurology hub

IPO Strategy

IPO

Rules for IPO-related setups and avoiding low-quality new-listing hype.

Use whenIPO lifecycle matters

Avoid whenNo liquidity / no base

EntryLifecycle / setup trigger

InvalidationLifecycle fails

Pairs with IPO Tracker and Lifecycle Methodology.

Open guide IPO lifecycle Methodology

Reference