Builder — Node Reference

Trigger Node

Defines when the workflow runs. Choose schedule or event triggers. Typical fields:

• Schedule: cron-like or interval selection

{
  "type": "trigger",
  "config": { "schedule": "0 9 * * 1-5" }
}

Scanner Node

Scans the market using Finviz-like filters. Use this node to produce a list of tickers that match criteria.

• Sector — select sector(s)
• Market Cap — min/max selection
• Price — price range
• Average Volume
• PE Ratio, EPS Growth, Performance
• Signal — prebuilt filters (gapper, pullback)

{
  "type": "scanner",
  "config": { "sector": "Technology", "price": {"min": 5, "max": 200}, "signal": "Gappers" }
}

Logic / Filter Node

Applies indicator-based logic to incoming ticker lists. Three filter types available:

Technical Indicator Filter

Traditional technical analysis indicators:

• Indicator (e.g., SMA, EMA, RSI)
• Period — lookback period for calculation
• Condition (greater/less/equals)
• Value — threshold value

VCP Score Filter

Volatility Contraction Pattern analysis for breakout setups:

• Minimum VCP Score — 0-7 scale (7 = perfect, 6 = dream, 5 = elite)
• Publish VCP Score — pass score data to downstream nodes

VCP Score Guide:

• 7 = Perfect Monster Setup
• 6 = Minervini Dream Setup
• 5 = Elite VCP Pattern
• 4+ = Consider Trading
• <4 = Not Ready

Inside Day Pattern Filter

Identifies stocks showing inside day patterns (consolidation setups):

• Ticker Symbol — single ticker to check

What is an Inside Day?

An inside day occurs when today's trading range is completely contained within yesterday's range:

• Today's High < Yesterday's High
• Today's Low > Yesterday's Low

This pattern indicates consolidation and often precedes breakout moves. The filter returns detailed pattern data including high/low values for both days.

{
  "type": "filter",
  "filterType": "technical|vcp|insideDay",
  "config": { 
    "indicator": "EMA", 
    "period": 20, 
    "condition": ">", 
    "value": 50 
  }
}

{
  "type": "filter", 
  "filterType": "vcp",
  "config": { "min_score": 6, "publish_score": true }
}

{
  "type": "filter",
  "filterType": "insideDay", 
  "config": { "ticker": "COIN" }
}

Condition Node

Evaluate arbitrary conditions, including values from upstream Market Sentiment nodes. Common fields:

• Metric — choose a metric or reference upstream node
• Evaluator — >, <, =
• Threshold
• Action — go/stop routing

{
  "type": "condition",
  "config": { "metric": "advancing_pct", "op": ">", "threshold": 60 }
}

Market Sentiment Node

Collects breadth and market-level metrics used by Condition nodes or downstream logic.

• Multi-select breadth metrics: advancing_pct, declining_pct, new_high_pct, etc.

{
  "type": "market_sentiment",
  "config": { "metrics": ["advancing_pct","new_high_pct"] }
}

Market Breadth Node

Collects advanced breadth indicators and market health metrics for trend analysis and timing decisions.

Breadth Indicators Available

• Nasdaq 5-Day MA Percentage — % of Nasdaq stocks above 5-day moving average
• Nasdaq 20-Day MA Percentage — % of Nasdaq stocks above 20-day moving average
• McClellan Oscillator — breadth momentum indicator for NYSE
• McClellan Summation Index — cumulative breadth trend indicator

Interpretation Guide

5/20 DMA Percentages:

• >80% = Overbought, potential pullback risk
• <20% = Oversold, potential bounce opportunity
• Crossing above/below 50% = Trend change signals

McClellan Oscillator:

• Positive = Bullish breadth momentum
• Negative = Bearish breadth momentum
• Extreme readings (+100/-100) = Overbought/Oversold

McClellan Summation Index:

• Above zero = Bullish breadth trend
• Below zero = Bearish breadth trend
• Direction changes = Major trend shifts

Use these metrics in Condition nodes to filter trades based on market health or to time entries/exits.

{
  "type": "market_breadth",
  "config": { 
    "indicators": ["nasdaq_5dma_pct", "nasdaq_20dma_pct", "mcclellan_oscillator"],
    "update_frequency": "daily"
  }
}

Import Prebuilt List Node

Loads a curated list of tickers such as prebuilt pullbacks or gapper lists.

{
  "type": "import_list",
  "config": { "list_type": "20_EMA_pullback" }
}

Generate Trading Levels Node

Produces support/resistance/ema levels for tickers; useful for charting or alerts.

{
  "type": "generate_levels",
  "config": { "level_type": "support_resistance", "params": {} }
}

Action Node

Performs an action when a ticker passes upstream logic. Actions include alerts, publish to dashboard, or trade orders.

• Action Type — alert or trade
• Alert fields: message, email recipients
• Trade fields: order type (market/limit), size

{
  "type": "action",
  "config": { "action_type": "alert", "message": "Ticker matched" }
}

Publish To Dashboard Node

Sends results to the dashboard as widgets. Configure title and display type.

{
  "type": "publish_dashboard",
  "config": { "widgetTitle": "New Matches", "displayType": "table" }
}

Strategy Screen Node

Runs one of 12 built-in pattern strategies and returns matching stock candidates with scores. Each strategy uses a specialised screening algorithm from the signal pipeline.

• Strategy — dropdown with 13 options: holy_grail, turtle_breakout, vcp_patterns, san_ku, ttm_squeeze, reversal_2b, mean_reversion, bottom_picker, waterfall_decline, inside_day, strength_list, vix_reversal, weinstein_stage2

{
  "step": "source",
  "type": "strategy_screen",
  "params": { "strategy_name": "holy_grail" }
}

Market Context Node

Returns a comprehensive market diagnosis with no configuration required. Includes VIX levels, market breadth, ADX trend strength, McClellan Oscillator/Summation Index, and current hot sectors. Feed the output into a Condition node to gate downstream actions on market regime.

{
  "step": "source",
  "type": "market_context",
  "params": {}
}

Data Source Node

Flexible data retrieval node with 6 source types. The configuration fields change dynamically based on the selected source.

Source Types

• ETF Rankings (etf_rankings) — relative-strength ETF rankings. Params: limit, category (all/equity/sector/bond/commodity), direction (best/worst)
• Sub-Industries (sub_industries) — top-performing sub-industry groups. Params: limit, sort_by (performance/volume/market_cap)
• Hot Sectors (hot_sectors) — sector rotation heat map. No extra params.
• Twitter Recommendations (twitter_recommendations) — social-media stock picks. Params: sentiment (bullish/bearish/all), min_confidence (0-100)
• VIX Signal (vix_signal) — current VIX analysis and levels. No extra params.
• Inside Day Patterns (inside_day_patterns) — stocks showing inside-day consolidation. No extra params.

{
  "step": "source",
  "type": "etf_rankings",
  "params": { "limit": 20, "category": "all", "direction": "best" }
}

{
  "step": "source",
  "type": "twitter_recommendations",
  "params": { "sentiment": "bullish", "min_confidence": 70 }
}

Watchlist Filter Node

Filters an upstream ticker list against a user-defined watchlist. Two modes control how aggressively the filter acts:

• Strength — strict (only keep watchlist tickers) or prioritize (boost watchlist tickers by +2.0 score, keep all)
• Tickers — comma-separated list of symbols (e.g. AAPL, NVDA, MSFT)

{
  "step": "logic",
  "type": "watchlist_filter",
  "params": {
    "strength": "prioritize",
    "tickers": ["AAPL", "NVDA"]
  }
}