{
  "schema": 1,
  "note": "Hand-authored trading plan one-liners distilled from each strategy's RTF description + config. Source: scripts/build_research.py + Marwood Research RTF lecture set + The Chartist Day-Trade Long US guide.",
  "author_map": {
    "day_trade_long_us": "The Chartist Pty Ltd",
    "_default": "Marwood Research"
  },
  "plans": {
    "nuggets": {
      "author": "Marwood Research",
      "entry_long":  "BarStrength of NUGT < 0.20 (close in bottom 20% of bar range).",
      "entry_short": "$VIX declining AND NUGT close crosses above MA(3).",
      "exit":        "Time-based: exit 2 bars after entry.",
      "stop":        "No hard stop — time exit only.",
      "target":      "No fixed target — held to 2-bar time exit.",
      "universe":    "Single ticker: NUGT.",
      "cadence":     "Daily (one signal/check at close).",
      "sizing":      "1 position × 50% bankroll.",
      "position_dollar_50k": "$25,000",
      "client_id":   "MQ-NUG-001",
      "ibkr_account_flag": "paper"
    },
    "vix_trio": {
      "author": "Marwood Research",
      "entry_long":  "RSI(4) of $VIX > 82 — buy SPY, TLT, GLD on fear spike (cash variant).",
      "entry_short": "—",
      "exit":        "RSI(4) of $VIX < 8 (overbought VIX), or +2% profit target intraday.",
      "stop":        "No hard stop — VIX-RSI exit only.",
      "target":      "+2% intraday on each leg.",
      "universe":    "SPY, TLT, GLD (cash) or NUGT, SPXL, TMF (leveraged variant).",
      "cadence":     "Daily.",
      "sizing":      "Max 2 positions × 50% each (fully invested when both fire).",
      "position_dollar_50k": "$25,000 per leg",
      "client_id":   "MQ-VXT-001",
      "ibkr_account_flag": "paper"
    },
    "vol_trader": {
      "author": "Marwood Research",
      "entry_long":  "VXX leg: Bollinger-band breakout. SVXY leg: VXX up but below MA(20).",
      "entry_short": "—",
      "exit":        "Time-based: 4 bars after entry.",
      "stop":        "No hard stop — time exit only.",
      "target":      "No fixed target — held to 4-bar time exit.",
      "universe":    "VXX + SVXY (mutually exclusive signals).",
      "cadence":     "Daily.",
      "sizing":      "1 position × 50% bankroll.",
      "position_dollar_50k": "$25,000",
      "client_id":   "MQ-VOL-001",
      "ibkr_account_flag": "paper"
    },
    "morning_trend": {
      "author": "Marwood Research",
      "entry_long":  "09:30 ET bar range < 90th-percentile of last 500 bars AND 10:30 ET bar closes higher than it opens.",
      "entry_short": "—",
      "exit":        "Time exit at 15:30 ET bar close.",
      "stop":        "1% intraday hard stop.",
      "target":      "None — held to 15:30 close.",
      "universe":    "SPY + TLT.",
      "cadence":     "Intraday 60-min bars (entry around 10:30 ET, exit 15:30 ET).",
      "sizing":      "Max 2 positions × 50% each.",
      "position_dollar_50k": "$25,000 per leg",
      "client_id":   "MQ-MOR-001",
      "ibkr_account_flag": "paper"
    },
    "sixty_min_gaps": {
      "author": "Marwood Research",
      "entry_long":  "Hourly bar gaps up (low > prior bar high) — buy at open of gap-up bar.",
      "entry_short": "—",
      "exit":        "Reverse gap: hourly bar gaps down (high < prior low).",
      "stop":        "0.5% close-based stop-loss.",
      "target":      "None — held until reverse-gap exit.",
      "universe":    "SPY, DIA, QQQ, TLT.",
      "cadence":     "Intraday 60-min.",
      "sizing":      "Max 4 positions × 25% each.",
      "position_dollar_50k": "$12,500 per leg",
      "client_id":   "MQ-60G-001",
      "ibkr_account_flag": "paper"
    },
    "sector_stragglers": {
      "author": "Marwood Research",
      "entry_long":  "S&P 500 stock with RSI(4) low (oversold) AND its sector ETF RSI(4) > 60 (sector strong).",
      "entry_short": "—",
      "exit":        "Same-week close (weekly cadence, weekly-open-to-weekly-close holding).",
      "stop":        "None — weekly close exit.",
      "target":      "None — weekly close exit.",
      "universe":    "S&P 500 PIT (rank by lowest RSI(4)).",
      "cadence":     "Weekly.",
      "sizing":      "10 positions × 10% each.",
      "position_dollar_50k": "$5,000 each",
      "client_id":   "MQ-SST-001",
      "ibkr_account_flag": "paper"
    },
    "large_cap_timing": {
      "author": "Marwood Research",
      "entry_long":  "Monthly close > 10-month SMA (long-only timing), top 10 by RSI(14).",
      "entry_short": "—",
      "exit":        "Monthly close drops below 10-month SMA.",
      "stop":        "None — monthly trend exit.",
      "target":      "None.",
      "universe":    "S&P 100 PIT.",
      "cadence":     "Monthly.",
      "sizing":      "10 positions × 10% each.",
      "position_dollar_50k": "$5,000 each",
      "client_id":   "MQ-LCT-001",
      "ibkr_account_flag": "paper"
    },
    "classic_trend": {
      "author": "Marwood Research",
      "entry_long":  "252-day breakout in bull market (SPX > MA(90)). Rank by lowest 21-day beta to SPX.",
      "entry_short": "—",
      "exit":        "Parabolic SAR trailing stop (approx 20% trail).",
      "stop":        "Parabolic SAR / 20% trail.",
      "target":      "None — trend-follow until stop.",
      "universe":    "Russell 2000 PIT (sub: S&P 500).",
      "cadence":     "Daily.",
      "sizing":      "25 positions × 4% each.",
      "position_dollar_50k": "$2,000 each",
      "client_id":   "MQ-CT-001",
      "ibkr_account_flag": "paper"
    },
    "second_time_lucky": {
      "author": "Marwood Research",
      "entry_long":  "S&P 500 stock hits second RSI(3) oversold dip (RSI<15 again within 3 bars of a prior cross-up) AND price > MA(200) AND volume confirmation.",
      "entry_short": "—",
      "exit":        "RSI(3) crosses above 50.",
      "stop":        "2% hard stop.",
      "target":      "None.",
      "universe":    "S&P 500 PIT.",
      "cadence":     "Daily.",
      "sizing":      "5 positions × 20% each.",
      "position_dollar_50k": "$10,000 each",
      "client_id":   "MQ-2TL-001",
      "ibkr_account_flag": "paper"
    },
    "five_rule": {
      "author": "Marwood Research",
      "entry_long":  "Relative-volume gap-down in uptrend with low ATR (5 conditions). Rank by relative volume.",
      "entry_short": "—",
      "exit":        "20% trailing stop.",
      "stop":        "20% trail.",
      "target":      "None.",
      "universe":    "S&P 500 PIT.",
      "cadence":     "Daily (intraday stops).",
      "sizing":      "20 positions × 5% each.",
      "position_dollar_50k": "$2,500 each",
      "client_id":   "MQ-5R-001",
      "ibkr_account_flag": "research-only"
    },
    "follow_money": {
      "author": "Marwood Research",
      "entry_long":  "Stock crosses 2× its 10-day average dollar turnover AND in uptrend AND bull market. Rank by lowest ATRP.",
      "entry_short": "—",
      "exit":        "20% trailing stop.",
      "stop":        "20% trail.",
      "target":      "None.",
      "universe":    "S&P 500 PIT.",
      "cadence":     "Daily (intraday stops).",
      "sizing":      "20 positions × 5% each.",
      "position_dollar_50k": "$2,500 each",
      "client_id":   "MQ-FTM-001",
      "ibkr_account_flag": "research-only"
    },
    "out_of_favor": {
      "author": "Marwood Research",
      "entry_long":  "ATRP at new 50-day low AND price > MA(200). Quiet stocks in uptrends.",
      "entry_short": "—",
      "exit":        "Dynamic ATRP-based trailing stop (approx 20%).",
      "stop":        "ATRP trail.",
      "target":      "None.",
      "universe":    "Russell 3000 PIT (sub: S&P 500).",
      "cadence":     "Daily.",
      "sizing":      "25 positions × 4% each.",
      "position_dollar_50k": "$2,000 each",
      "client_id":   "MQ-OOF-001",
      "ibkr_account_flag": "research-only"
    },
    "perfect_pullbacks": {
      "author": "Marwood Research",
      "entry_long":  "SPY above slow MA (uptrend) AND below fast MA (pullback). WFO-optimised SlowMA × FastMA.",
      "entry_short": "—",
      "exit":        "Price retakes the fast MA.",
      "stop":        "None — MA-cross exit.",
      "target":      "None.",
      "universe":    "Single ticker: SPY (leveraged variant: SPXL @ 2× notional).",
      "cadence":     "Daily.",
      "sizing":      "1 position × 100% (cash) or 200% notional (2× lev).",
      "position_dollar_50k": "$50,000 (cash) / $100,000 notional (lev)",
      "client_id":   "MQ-PP-001",
      "ibkr_account_flag": "research-only"
    },
    "trend_pilot": {
      "author": "Marwood Research",
      "entry_long":  "SPY closes above 200-MA for N consecutive days (WFO).",
      "entry_short": "—",
      "exit":        "SPY closes below 200-MA for M consecutive days (WFO).",
      "stop":        "None — MA-cross exit.",
      "target":      "None.",
      "universe":    "Single ticker: SPY.",
      "cadence":     "Daily.",
      "sizing":      "1 position × 100%.",
      "position_dollar_50k": "$50,000 (all-in)",
      "client_id":   "MQ-TP-001",
      "ibkr_account_flag": "research-only"
    },
    "triple_bottom": {
      "author": "Marwood Research",
      "entry_long":  "Stock shows 3+ price troughs near the 252-day low (within 3% tolerance).",
      "entry_short": "—",
      "exit":        "1-bar time exit on close.",
      "stop":        "None — 1-bar exit.",
      "target":      "None — 1-bar exit.",
      "universe":    "S&P 500 PIT (rank by lowest ATRP).",
      "cadence":     "Daily.",
      "sizing":      "1 position × 100%.",
      "position_dollar_50k": "$50,000",
      "client_id":   "MQ-3BT-001",
      "ibkr_account_flag": "research-only"
    },
    "micro_longs": {
      "author": "Marwood Research",
      "entry_long":  "250-day breakout, BarStrength > 0.8, 4-day momentum < 10%. Rank by 20-day ROC.",
      "entry_short": "—",
      "exit":        "10-day low break OR 50% profit stop.",
      "stop":        "10-day low.",
      "target":      "+50% (profit stop).",
      "universe":    "Russell MicroCap PIT.",
      "cadence":     "Daily.",
      "sizing":      "5 positions × 20% each.",
      "position_dollar_50k": "$10,000 each",
      "client_id":   "MQ-MIC-001",
      "ibkr_account_flag": "research-only"
    },
    "mid_cap_winners": {
      "author": "Marwood Research",
      "entry_long":  "Price AND turnover simultaneously at 20-day lows (mean reversion).",
      "entry_short": "—",
      "exit":        "20% trailing stop OR +20% profit target.",
      "stop":        "20% trail.",
      "target":      "+20%.",
      "universe":    "S&P MidCap 400 PIT.",
      "cadence":     "Daily.",
      "sizing":      "10 positions × 10% each.",
      "position_dollar_50k": "$5,000 each",
      "client_id":   "MQ-MCW-001",
      "ibkr_account_flag": "research-only"
    },
    "five_bar_strength": {
      "author": "Marwood Research",
      "entry_long":  "BarStrength < 0.20 AND $VIX rising. Rank by RSI(14).",
      "entry_short": "—",
      "exit":        "BarStrength > 0.90 (strong close).",
      "stop":        "5-bar ATR hard stop.",
      "target":      "None.",
      "universe":    "S&P 500 PIT.",
      "cadence":     "Daily.",
      "sizing":      "5 positions × 20% each.",
      "position_dollar_50k": "$10,000 each",
      "client_id":   "MQ-5BS-001",
      "ibkr_account_flag": "research-only"
    },
    "trading_for_yield": {
      "author": "Marwood Research",
      "entry_long":  "RSI(4) of 10Y or 5Y Treasury yield < 20. PositionScore = 100 − RSI(4).",
      "entry_short": "—",
      "exit":        "RSI(4) of either yield > 70.",
      "stop":        "None.",
      "target":      "None.",
      "universe":    "S&P 500 PIT (signal from $UST10Y/$UST5Y).",
      "cadence":     "Daily.",
      "sizing":      "5 positions × 40% each (2× margin, 200% notional).",
      "position_dollar_50k": "$20,000 notional each",
      "client_id":   "MQ-TFY-001",
      "ibkr_account_flag": "research-only"
    },
    "day_trade_long_us": {
      "author": "The Chartist Pty Ltd",
      "entry_long":  "Close > MA(200) AND ADX(5) > 40 AND close in lower 50% of range. Limit entry below prior low by 0.75 × ATR(5).",
      "entry_short": "—",
      "exit":        "MOC same day (same-bar exit).",
      "stop":        "Intraday: limit fill OR no fill (no separate stop).",
      "target":      "MOC.",
      "universe":    "Russell 1000 PIT.",
      "cadence":     "Daily (intraday limit + MOC exit).",
      "sizing":      "10 positions × 10% each, 1× leverage.",
      "position_dollar_50k": "$5,000 each",
      "client_id":   "TC-DTL-001",
      "ibkr_account_flag": "research-only"
    },
    "profitable_stocks": {
      "author": "Marwood Research",
      "entry_long":  "S&P 500 momentum stock with positive EV/EBITDA (operating income > 0). Rank by 200-day ROC.",
      "entry_short": "—",
      "exit":        "EV/EBITDA turns negative.",
      "stop":        "50% trailing stop.",
      "target":      "None.",
      "universe":    "S&P 500 PIT + Massive fundamentals (EV/EBITDA).",
      "cadence":     "Daily.",
      "sizing":      "20 positions × 5% each.",
      "position_dollar_50k": "$2,500 each",
      "client_id":   "MQ-PFS-001",
      "ibkr_account_flag": "research-only"
    }
  }
}