Disclaimer

About the plans

Daily LONG and SHORT entry plans generated by a quant model. Every plan is for the next TSX/TSXV trading day after its data session, and is priced from that session's close. Levels are snapped to the exchange's minimum tick. A card is the complete record for its ticker.

Prices and data

Every plan on this site is generated by a quant model. It is priced from its session's close and is a snapshot, never a live quote. Data shown is the model's own; anything it did not measure is marked — rather than filled in.

ETFs

ETF swing plans, hold lists and target-year models are priced from their session's close, like the stock plans. A cash fund is a place to hold cash, not a trade.

Examples

The examples page shows three ready-made picks from today's plans: one to hold for years, one for a few weeks, one for a few days. The same table is shown to everyone; there are no input forms and nothing is tailored to anyone.

Options

Option values on this site are estimates, before spread.

Target-year models

Target-year models are illustrative mixes, the same table shown to everyone. RESP rules and government grants are set by the Government of Canada. No tax advice is given here.

Track record

Each published plan resolved against daily prices two ways. First exit (the paper tracker's outcome logic): the whole position at the first exit, the stop, a time limit for longs, or the end of the hold window; the stop wins a tie. Full ladder (as shown on the plans): 40/30/20% at tiers 1/2/3 and the last 10% held to the stop, the time limit, or the end of the hold, whichever comes first; the stop wins a same-day stop+tier tie; a bar that opens beyond the stop exits the remainder at the open. A session is a profit day when the sum of its resolved plans' returns is positive — equal weight per plan, before commissions and slippage. OPEN plans are unfinished and excluded. Only sessions produced by the current algorithm (entry-11) count toward the verdicts and totals; earlier sessions are listed for the record, marked previous algorithm.

How to check this: each session's entry, stop-loss, and target levels are on that session's day page, and every published session is resolved here, including losses. Resolutions are paper resolutions against daily prices, before commissions and slippage, not filled trades. There is no third-party audit. The strongest check is forward-testing: record a session's plans before the trading day and resolve them yourself.

Results are paper results from daily prices. Costs are an estimate of 0.10% per side (0.20% round trip) per plan. A resolved plan is a rule's outcome on historical prices, not a filled trade.

Not advice

Research output, not advice. A plan is a model output, not a recommendation. Nothing on this site is tailored to anyone, and nothing here is advice.