Welcome to CHART BOOK

CHART BOOK is a visual investment research platform designed to help investors organize research, evaluate technical structure, and identify opportunities through a consistent process.

It combines technical analysis, market structure, risk management, projected targets, and the underlying investment thesis into one research environment. Instead of switching between multiple charts, watchlists, research notes, and analysis tools, every opportunity is evaluated using the same structured workflow.

As CHART BOOK continues to evolve, features may be added, refined, or retired to improve the research experience and better serve investors.

CHART BOOK organizes the research.

You make the final investment decision.

How CHART BOOK Thinks

Every investment idea is evaluated using the same sequence:

1. Technical Structure
2. Risk
3. Risk / Reward
4. Targets
5. Thesis

Beginning with the technical evidence before reading the company story creates a more disciplined and consistent investment process.

The company may be outstanding.

The technical picture determines whether today offers an attractive opportunity.

Image 01Welcome to CHART BOOK

Your Daily Workflow

A productive review begins with focus, establishes risk, and only then considers the upside.

Start here each day:

1. Open Top Picks to begin with the strongest current research ideas.
2. Review Buy Box for opportunities near more attractive decision areas.
3. Open one company and read its technical story.
4. Find the risk levels before considering the reward.
5. Decide whether the potential return justifies the planned risk.
6. Review T-1, T-2, and T-3.
7. Read the Thesis to understand why the company deserves attention.
8. Move directly to the next opportunity.

This routine keeps every decision grounded in the same evidence. Start with price. Then earn the right to believe the story.

Image 02Your Daily Workflow

Understanding the Collections

Collections organize research by purpose instead of ticker.

Each one gives you a different starting point depending on the question you want to answer.

Top Picks

Top Picks represent the highest-conviction research ideas currently in CHART BOOK.

Use this collection to begin with the strongest combination of company quality, technical structure, and potential reward. Every opportunity should still be evaluated using its trigger, risk levels, and risk/reward before an investment decision is made.

Image 03Finding the Best Ideas

Starter Suggested

Starter Suggested highlights developing opportunities where a small beginning position may fit the current evidence.

These setups have a defined trigger and risk plan, with more confirmation still ahead. An empty Starter list simply means patience is the best current choice.

Buy Box

The Buy Box identifies a price area where the balance between risk and potential reward becomes more attractive.

Use it to focus your entry review. The trigger, stop, and risk/reward determine whether the opportunity qualifies.

Shopping List

The Shopping List keeps strong companies close while you wait for better price, structure, or confirmation.

It turns patience into a repeatable process. The research remains ready when the setup improves.

Punchcard Stocks

Punchcard Stocks are businesses worth understanding across a larger investment cycle.

Use this collection to develop conviction before the ideal entry appears. Long-term quality and disciplined timing work together.

Image 04Understanding Collections

Understanding Action Ratings

Action Ratings show where each opportunity stands in the research process.

They help direct attention toward the ideas that matter most today.

Listed

Listed companies belong in the research universe and remain available for future review.

Use this rating to preserve awareness without crowding the daily decision list.

Watch

Watch identifies opportunities approaching an important technical decision point.

This is where preparation becomes valuable: know the trigger, risk levels, and preferred entry area before conditions change.

Accumulate

Accumulate identifies a constructive area where building a position can be evaluated under a defined risk plan.

The setup still earns its place through confirmation and an acceptable risk/reward ratio.

Hold

Hold means the original investment thesis and technical structure remain intact.

Use the existing risk plan to judge whether the opportunity continues to behave as expected.

Trim

Trim highlights conditions where reward has compressed, price has become extended, or technical risk is increasing.

It prompts a fresh review of exposure, gains, and the remaining upside.

Archive

Archive preserves completed, replaced, or inactive research outside the daily workspace.

The history remains available without competing with current opportunities.

Image 05Understanding Action Ratings

Reading the Technical Story

Select an image once to open the full research view.

The price study appears beside the analysis. Read the opportunity in the order below.

One-Minute Read

Begin with the short summary.

It tells you what is happening now and whether the opportunity deserves a deeper review.

Technical Structure

Technical Structure establishes the foundation for every investment decision.

It shows how price is behaving around important highs, lows, support, resistance, and the current pattern. From this foundation, you can judge whether the setup is advancing, repairing, consolidating, reclaiming, or failing.

Momentum

Momentum measures the strength behind price movement.

It helps confirm a healthy move and often provides an early warning when conditions begin changing.

Evidence

Evidence keeps conclusions grounded in measurable market behavior rather than opinion.

Relative strength, volume, technical events, and market context help show whether the market is confirming the interpretation.

Trigger

The trigger separates interesting ideas from actionable opportunities.

It defines the confirmation price must provide before the planned entry becomes relevant.

Buy Box

The Buy Box focuses attention on the area where entry risk becomes easier to define relative to the upside.

Combine the location with the trigger and Risk Ladder to judge the complete setup.

Risk Ladder

Read every risk level before looking at the targets.

The ladder shows how confidence changes as price moves away from the original plan.

Risk / Reward

Compare the planned loss with the realistic upside.

This turns an attractive story into a measurable decision.

Targets

T-1, T-2, and T-3 outline the path price may follow when the setup works.

Thesis

Finish with the company story.

Reading the Thesis last lets the technical evidence stand on its own before business conviction enters the decision.

Image 06Reading the Technical Story

Understanding the Risk Ladder

Risk develops in stages.

Every level lower on the ladder represents additional technical damage and less confidence in the original thesis.

Buy Box

The Buy Box is the preferred decision area.

Price is close enough to meaningful support that the planned risk can be compared clearly with the projected reward.

Suggested Stop

The Suggested Stop defines the planned exit for the specific entry.

It protects capital before deeper structural damage develops and may sit above the larger failure levels.

Structure Weakens Below

Below this level, the setup is no longer behaving as expected.

Confidence decreases, and the evidence deserves a fresh review before the original path is trusted.

Invalidation

Invalidation means a central assumption behind the setup has failed.

The original path and targets lose authority. The opportunity now requires new evidence.

Hard Stop

The Hard Stop represents complete technical failure.

At this point, the original thesis should no longer guide the decision. Price is often entering a larger corrective phase that calls for a new analysis rather than simply adjusting expectations.

Understanding the full ladder before entry makes each later decision clearer, calmer, and more consistent.

Image 07Understanding the Risk Ladder

Understanding Risk vs Reward

Risk/reward compares the amount planned for loss with the amount available if price reaches its objective.

Great investors don't simply look for large gains. They look for situations where the potential reward is significantly larger than the planned risk.

What 1:1 means

If you risk $1 to make $1, the risk/reward is 1:1.

• Risk: $1
• Potential reward: $1
• Risk/reward: 1:1

This offers little margin for missed targets, imperfect timing, or normal trading costs. One full loss offsets one full gain.

What stronger ratios mean

At 1:2, you risk $1 for a potential $2 gain.

At 1:3, you risk $1 for a potential $3 gain.

At 1:5, you risk $1 for a potential $5 gain.

The larger ratio improves the potential payoff relative to the planned loss. The target remains an objective rather than a guarantee.

CHART BOOK screening rules

Minimum ratios help reserve the highest-conviction collections for opportunities with enough potential reward:

Opportunities below these levels remain part of the research library. A better entry, tighter risk boundary, or stronger target path can improve the ratio later.

Image 08Understanding Risk vs Reward

Understanding Technical Targets

Targets create a roadmap for measuring progress when the setup behaves correctly.

T-1

T-1 is the first realistic objective.

It often marks the nearest meaningful resistance level or technical projection.

T-2

T-2 is the second objective.

Reaching it provides stronger evidence that the trend is continuing beyond the first move.

T-3

T-3 is the extended objective.

It represents the largest current projection and generally requires the strongest continuation.

Targets are probabilities rather than promises. Use them to measure progress, reassess risk, and compare the remaining upside with changing conditions.

Image 09Understanding Technical Targets

Understanding the Thesis

The technical picture explains: What is price doing?

The Thesis explains: Why does this company deserve attention?

The research may include:

• The business and how it creates value
• The industry it competes in
• Important catalysts
• Its competitive position
• Market themes supporting demand
• The long-term outlook

The Thesis develops conviction in the company. Technical structure brings discipline to timing.

Image 10Understanding the Thesis

Moving Through Charts Quickly

Research speed matters when the opportunity set is large.

CHART BOOK lets you review hundreds of ideas without returning to the directory after each one.

Press Down Arrow for the next opportunity and Up Arrow for the previous one.

Turn on Tab to use Tab for the next selection and Shift+Tab for the previous selection.

The review continues through the collection or filtered group you opened, keeping your original purpose intact.

Use D, W, and M to compare available Daily, Weekly, and Monthly views for the same company.

Select the large price image to study it by itself. Select a clear area of the analysis to focus on the written research.

Press Esc to return to the combined view. Press Esc again to return to the directory.

Image 11Moving Through Charts Quickly

Finding Charts Fast

As your research library grows, quickly finding the right opportunity becomes just as important as analyzing it.

Enter a ticker, company name, theme, or sector. Results update instantly as you type.

Ticker search takes you directly to a known symbol. Company search helps when the symbol is less familiar. Theme and sector searches reveal related opportunities across the library.

Image 12Finding Charts Fast

Narrowing the Market

Professional investors narrow the opportunity set so their attention stays on the most relevant evidence.

Filters turn a broad market into a focused research session:

• Action Rating focuses on the current research state.
• Rotation Bucket focuses on where market leadership and money are moving.
• S&P Sector focuses on a broad part of the economy.
• Asset Class groups stocks, funds, indexes, and other investments.
• Theme Grouping focuses on a shared investment idea.
• Ranking Tier focuses on leadership quality.
• Timeframe focuses on the period under review.
• Setup focuses on a particular technical pattern.

Each choice works with the others to create a more precise list. Select Reset when you are ready to begin a new review.

Image 13Narrowing the Market

Organizing Your Research

Sorting changes your perspective—not your research.

Choose the order that fits the question:

• Priority creates the normal daily review order.
• Ticker creates an alphabetical directory.
• S&P Sector places comparable companies together.
• Last Updated brings the freshest work forward.
• Composite Score compares overall theme leadership.

The underlying rating stays the same. Only your point of view changes.

Image 14Organizing Your Research

Exporting Your Research

Saving the work creates a durable record for deeper review, discussion, or future comparison.

Use Print / PDF above the directory to export the collection or filtered list currently on screen.

Open one opportunity for a focused export.

Use Print Chart / PDF to save the full price study on an 11 x 8-inch landscape page.

Use Print Analysis / PDF to save the written research on 8 x 14-inch portrait pages. Longer work continues onto the next page so the complete analysis remains together.

Choose Save as PDF in the browser's print window to save the file to your computer.

Image 15Exporting Your Research

Using CHART BOOK Anywhere

Your research process remains consistent when you move from a desk to a smaller screen.

Tap an image to open the complete research view. Tap the price study again to focus on it, or tap a clear area of the analysis to focus on the written work.

Timeframe, search, filter, and close controls remain available in the compact layout, allowing the same review to continue wherever you are.

Image 16Using CHART BOOK Anywhere

Helpful Definitions

Every research term should be understandable at the moment it matters.

Select the small i beside a CHART BOOK term for a plain-English explanation. Select Close, click outside the explanation, or press Esc when you are ready to continue.

Research Reports

Research Reports provide the longer story behind a company or market theme.

Use them to connect business quality, industry change, competitive position, and long-term catalysts with the technical opportunity. Select Charts to return to the research desk.

Beta Access

Register for Beta to receive early access to new CHART BOOK capabilities as they become available.

Choose the areas that interest you and enter the requested contact information. Text-message consent is optional.

Remember These Five Principles

1. Research before emotion.
2. Understand the risk before considering the reward.
3. Wait for confirmation before acting.
4. Great companies still require disciplined entry points.
5. CHART BOOK organizes the research. You remain responsible for every investment decision.