ideasfromnelson.org · hub-based trading workflow

Trading workflow map

The site is now organised around a small number of hubs. Use this page as the route map: check market context, choose the right hub, inspect the candidate, open the linked strategy inside the hub where available, then size and manage the trade.

Core rule → Market context first · correct hub second · candidate chart third · strategy/rules fourth · size the trade · manage from portfolio.
A scanner result, including EP, Turtle, microcap, IPO or crypto, is never a trade by itself.

Start with market context — permission before action

Context hub

Market Context

The combined market page. It now houses the EP / Market Dashboard, S&P 500 / SPY Breadth, and NASDAQ Breadth in one tabbed workspace.

→ use first to set risk appetite

Equities hub

Stock Hub

Daily Cockpit, Stock Analyser, EP Scan, Turtle, Microcaps, Signal Archive and Toolkit are now together in one place.

→ main active stock workflow

Crypto hub

Crypto Hub

Crypto Daily Cockpit, analyser, MEXC screener, paper trader and bubble strategy now sit inside one tabbed crypto workspace.

→ use for MEXC / crypto decisions

Decision gate: if Market Context is poor, tighten all criteria, reduce size, or do nothing. Good context does not create a trade; it only gives permission to inspect candidates.

Choose the correct hub — do not hunt through scattered pages

Stocks

Stock Hub

Use for Daily Cockpit triage, individual stock checks, EPs, Turtle trades, microcaps, signal archive and the calculator/toolkit.

→ Daily Cockpit → relevant screen → analyser → toolkit

Options

Options Hub

Use after the underlying stock idea is already valid. Contains call analyser, target worksheet, growth calls strategy and calls guide.

→ target first, contract second

IPO

IPO Hub

Lifecycle dashboard, tracker, screener, watchlist, lifecycle map, strategy and methodology are handled inside the IPO area.

→ wait for structure, not day-one excitement

Crypto

Crypto Hub

Use for crypto climate, individual coin checks, MEXC scan candidates, paper-trader evidence and the bubble strategy.

→ cockpit first, coin second

Research and portfolio hubs

Holdings

Portfolio

Use for the live holdings view and account-linked portfolio picture. Trade memory no longer belongs in the old toolkit.

→ what do I already own?

Themes

Futurology Hub

Research home for themes, watchlist context and long-duration ideas. Elements Metrics and theme pages should live from here, not the main menu.

→ research before watchlist

Universe

Companies

The Futurology company table/universe remains a core research page and feeds watchlist thinking.

→ find names, then analyse

Inside Stock Hub — tool first, strategy beside it

Default tab

Daily Cockpit

The first stop for active stock decisions. Its Strategy button opens Profit Harvesting & Rebuy Zones in the same tab.

→ context → shortlist → plan exits

Chart check

Stock Analyser

Use for candidate validation. Its Strategy button opens the 5-Minute ORB strategy in the same tab.

→ clear invalidation or reject

Risk

Toolkit

Now simplified to calculator, position sizer, stop guidance, risk/reward and checklist. It also links to the remaining broad strategy guides at the bottom.

→ size after setup is valid

Stock screens and their paired strategies

EP Scan

EP candidates now sit inside Stock Hub. The Strategy button opens the EP Strategy in the same tab.

→ EP Scan → Strategy → Stock Analyser → Toolkit

Trend

Turtle

Turtle scanner now sits inside Stock Hub. The Strategy button opens Turtle Trade Strategy in the same tab.

→ breakout quality before entry

Growth

Microcaps

Microcap screen now sits inside Stock Hub. The Strategy button opens Growth Strategy in the same tab.

→ growth quality before chart enthusiasm

Hard rule: a hub tab makes pages easier to reach; it does not remove the need for rejection. If the chart cannot define invalidation, the trade is not ready.

Use Strategy menu only for strategy libraries, not every individual page

Strategy

Strategy Library

The top-level strategy landing page remains in the Strategy menu. Individual strategy pages are now mostly reached through relevant hubs and calculators.

→ browse/refactor later

Strategy hub

Pullback Strategy Hub

The pullback family remains its own hub because it contains several linked pages: current playbook, Martin's pullback, equities/crypto pullbacks and archives.

→ use before buying pullbacks or dips

Menu rule: individual strategy pages should be found in context. The Strategy dropdown should stay light: Strategy Library and Pullback Strategy Hub only.

Size, manage, and review — account data has superseded old trade memory

Calculator

Stock Hub → Toolkit

The old Portfolio Toolkit no longer saves trades or calculates portfolio heat. It is now a position-size and risk/reward calculator inside Stock Hub.

→ use before entry

Portfolio

Portfolio Cockpit

Use account-linked pages for holdings and real portfolio state instead of old manual saved trades.

→ review exposure and live holdings

Evidence

Signal Archive

Still inside Stock Hub. Use it for scanner evidence and performance review rather than emotional memory.