[isatrader]

Some subtle changes to the Stage Analysis Screener filters/buttons layout to make it easier to use.

• Filters section is now collapsable by clicking on the filters top bar
  
• Table/Charts buttons have move just above the table for easier switching on mobile
  
• Focus Mode, Save List, Export list have been combined into a new button with a dropdown menu called Actions, which I can now add more too. Export to CSV maybe?
  
• Search Bar has moved into the filters section in the bottom row
  
• Presets
  

   

[John K]

Per the 7-Sept-25 video, just a vote for keeping the filters visible. I tend to look at various options with them when I am doing a screen. The minimize button as it stands is a nice feature though. Thanks for all you do

[isatrader]

Yeah, I'm the same I like to see them all in view, but once the daily indictors are added there will be twice as many, which is a problem as will take up the whole screen. So I'll need to find a solution. Maybe tabs where you have the option to see all at a once or different types. It is a tricky one. But thanks for letting me know as it helps when I'm thinking about these things.

Per the 7-Sept-25 video, just a vote for keeping the filters visible. I tend to look at various options with them when I am doing a screen. The minimize button as it stands is a nice feature though. Thanks for all you do

[John K]

Understood. Tab-switching from daily to weekly might work.

[isatrader]

I've added a number features this week. Lots of minor tweaks to the buttons and dropdown menu above the table in the screener and mobile view improvements. But the biggest new feature was the addition of the checkboxes in the top left corner of each mini-chart, which allow you to select multiple individual stocks, and then add to the search bar as a temporary list, or copy the ticker to your clipboard, or save as a new list etc. So it's really useful addition for quickly refining the results and selecting stocks of interest for further study.

[Wheeler]

Hi David,

I have a request. Can you bring back the color yellow on your charts and for Tradingview to indicate a stock is in Stage 3 instead of having blue as neutral for stocks in either a Stage 1 or Stage 3? This would be much easier to read and see when a stock enters Stage 3.

Thanks

[isatrader]

No, I spent 2 years automating the Stages and determined that the combined neutral approach is the most accurate way of doing it. As Stage 1 and 3 are almost identical in terms of the technical attributes (it's the historical price action that helps differentiate them and external factors not on the chart, but when a stock chops around in a broad base for many months, and sometimes years, the historical differences disappear), and so other platforms that attempt to show them separately almost always get them wrong. And constantly have stocks in Stage 3 on every significant pullback in Stage 2, and also rarely in Stage 1. And when they base for long periods they get it completely wrong.

So determining Stage 1 and Stage 3 separately is a discretionary part of the method that still requires the human eye, as you need to assess the price, volume, relative strength and much more in the developing base structure, as well as its historical price action to help to determine if its distribution or a re-accumulation base, as well as numerous external factors such as the various market breadth indicators, group strength and the Stage and position of the overall market (i.e. the forest to the trees approach). This is an advanced skill that takes years to develop. So automating it would only be possible with much more advanced AI in my opinion. But nothing that's available currently could do it accurately. As there's too many variables, from multiple sources, to consider that only the humans can do currently.

The other issue is the implied bias that it adds. As if something says it's Stage 3, then the user makes the assumption that it is the top, and so will be looking for reasons to sell. But a lot of neutral periods are just pauses in a longer term advance, and so end up resolving to the upside. As the distribution is absorbed and turns back to re-accumulation, and then makes a continuation breakout to new highs. And vice versa in Stage 1.

So combining Stage 1 and 3 into a single Neutral Stage is significantly more useful and accurate for an automated approach. As it gives the user a chance to assess the base structure properly without the implied bias of calling it Stage 3.

It also simplifies things into just 3 major periods:
Uptrend = Stage 2
Downtrend = Stage 4
Neutral = Stage 1/3

I think this why other sites have failed to automate the Stages accurately, as there's still a discretionary element in determining Stage 1 and Stage 3, that current technology can't achieve yet. Maybe it will be able to in future. 10+ years ago on this forum, I always said that automating the Stages wasn't possible because of the discretionary element required. But automating Stage 2 and Stage 4 has always been possible. But automating Stage 1 and Stage 3 "accurately" still requires the human eye and judgement for the time being. So combining them was the compromise necessary to achieve the most accurate automated Stages available.

Hi David,

I have a request. Can you bring back the color yellow on your charts and for Tradingview to indicate a stock is in Stage 3 instead of having blue as neutral for stocks in either a Stage 1 or Stage 3? This would be much easier to read and see when a stock enters Stage 3.

Thanks

[Wheeler]

Thank you for the full explanation. Makes perfect sense. Keep up the good work!