Docs / Glossary

Glossary

Every word the portal and the emails use, in plain words. Search by the word on screen, the idea behind it, or even the internal name from a trace.

62 terms

The asks — what the system proposes

Buyalso: buy signal

A first-time purchase of a stock you don't hold, proposed by the Opportunity Finder after a qualified name dips and the dip's quality clears the bar.

Seen in: Opportunity Brief · Approval email · Approve
Add

Buying more of something you already hold. The Control Tower proposes it only through gates — trend strength, a short-term health check, the position cap, and a healthy market.

Seen in: Daily Brief · Approval email
Trim a bitalso: TRIM_LIGHT · trim light

Sell a quarter of the position. The ladder's lightest sell — scale back, keep most of the exposure.

Seen in: Daily Brief · Approval email · Records
Trim halfalso: TRIM_HEAVY · trim heavy

Sell half. A decisive de-risk that still keeps a runner in case the position recovers.

Seen in: Daily Brief · Approval email · Records
Sell allalso: FULL_EXIT · full exit

Close the whole position — the ladder's verdict that the original reason for owning it is gone.

Seen in: Daily Brief · Approval email · Records
Time-stopalso: TIMESTOP_EXIT · TIMESTOP_TRIM

An exit triggered by age, not by loss: a dip-buy on the agent book still open after its maximum holding period is asked out, profitable or not. Labelled separately so discipline is never confused with a risk breach.

Seen in: Daily Brief · Records · Trace
Protective stopalso: stop price · stop

A pre-set exit slightly below the 200-day line, attached to anything you keep after a trim. If the trend truly breaks, the position leaves without a new debate.

Seen in: Approval email · Trace
Measured add

A deliberately small top-up on a market dip — sized by rule, never by enthusiasm.

Seen in: Daily Brief

Your verdicts — what you did with an ask

Agreedalso: approve · approved

You said yes. On the agent account that executes the trade; on the main account it records your commitment to trade by hand. Graded from your actual fill forward.

Seen in: Scorecard · Records · Trace
Rejectedalso: reject · declined

You said no to the whole ask. Nothing trades. The recommendation is still graded — if it would have lost, your rejection counts in your favour.

Seen in: Scorecard · Trace
Deselected

You approved a batch but left this item out — a per-item no inside an overall yes. Graded like a rejection.

Seen in: Scorecard · Trace
Let it passalso: ignored · lapsed · no response

You didn't respond and the approval link expired. Nothing trades. The scorecard remembers it as silence rather than a decision — and still shows what the ask would have been worth.

Seen in: Scorecard · Approvals · Trace
Approved · not tradedalso: not_agreed

Main-account only: you approved in the app, but no matching trade ever appeared at the broker. Held apart from both agreement and refusal, because it is neither.

Seen in: Scorecard · Trace
Not offeredalso: not_offered

An internal state: the engine generated this recommendation but you were never asked — typically an off-schedule test run. Hidden from your ledger and your metrics; you'd only meet it on a deep-linked trace.

Seen in: Trace (rare)
Record-onlyalso: NOT_SENT_RECORD_ONLY · monitor-only

How Judex treats the main account: it never places orders there. Your approvals are recorded, the trading pen stays in your hand, and the reconciler verifies what you did.

Seen in: Approve · Trace

The grading — how calls and verdicts are measured

The recommendationalso: rec_pnl · value of the recommendation · suggested to now

The recommendation itself, graded forward from the moment it was made: what following it exactly at the suggested price would be worth today. This — not the closed trade's profit — is how the system is judged.

Seen in: Trace · Scorecard
Your decision (fill → now)also: decision_pnl · favoured · your decision

Your verdict graded from your actual fill forward: what agreeing was worth compared to not acting. If you skipped the recommendation instead, your grade is its mirror — skipping a right recommendation cost you, skipping a wrong one saved you. Moves with the price — the trace labels it "so far".

Seen in: Trace · Scorecard
Execution vs suggestedalso: slippage · execution gap

The difference between the price the engine saw and the price you actually got. Manual delay on the main account, and even automatic fills, both create one — and it's recorded, because it's real money.

Seen in: Trace
Trade P&Lalso: realised · realized · lifecycle P&L · actual_pnl

The whole trade's result, buy to sell, in booked money. It mostly grades the original purchase — which is why it lives under "what it meant to your portfolio", not under the recommendation's verdict.

Seen in: Trace · Scorecard · Trades
Estimatealso: counterfactual · hypothetical

For things that didn't happen — a rejected buy, an ignored trim — the honest what-if, computed from the suggested price to now. Always labelled; never real money.

Seen in: Scorecard · Trace
Hit ratealso: system right · strategy quality

Of the recommendations actually delivered to you, how many are currently right, judged forward from their suggested price. Recommendations still too close to their suggestion to grade sit out — of both sides of the ratio. The system grading itself, in public.

Seen in: Scorecard
Too early to gradealso: flat · Recommendation flat so far · dash verdict

A call whose price hasn't yet left a narrow band around the suggestion — most often one made today, still priced off its own bar. Graded neither right nor wrong (the scorecard shows —), and left out of the hit rate until it moves.

Seen in: Trace · Scorecard
Follow ratealso: behaviour

Of everything you were asked, how much you agreed to. Not a target — a mirror. The scorecard pairs it with what following (or not) actually earned.

Seen in: Scorecard
Left on the table

The value of winning calls you skipped — counted once per idea, however many times it re-asked. The price of your no.

Seen in: Scorecard
Episode

One day's asking of one idea. A persistent signal re-asks daily, and each ask is its own row — "if it repeats, it repeats" — because each was a real decision moment.

Seen in: Recommendations · Scorecard
Ideas not taken

Finder buy ideas nobody acted on, shown from your side: what skipping each one saved or cost. Each idea appears once, dated by its latest signal, with its full signal span.

Seen in: Scorecard
First → last · N×also: signal span · episodes count

On an untaken idea: when it first asked, when it last asked, and how many times in between. Persistence you can read at a glance.

Seen in: Scorecard · Ideas not taken

The Control Tower's language

The risk ladderalso: rungs · watch · caution · reduce review · urgent · hard breach

Five pre-agreed rungs — Watch, Caution, Reduce & review, Urgent, Hard breach — by how far a holding is under water. Each rung escalates what you're asked. The thresholds were chosen before the loss, when nobody was upset; the live values are on the Home strategy card.

Seen in: Daily Brief · Trace
The 200-day linealso: MA200 · 200-day average · 200-day moving average

The average closing price over roughly the last ten trading months — the market's most-watched boundary between a healthy long-term trend and a broken one. Closing below it escalates a holding to Urgent, and protective stops anchor to it.

Seen in: Daily Brief · Trace · Opportunity qualification
The 50-day linealso: MA50 · 50-day average

The medium-term trend line. A Finder name must be above it on the day it first qualifies (enter on strength); after that, dipping below it is tolerated — often that is the buyable dip. Qualification is lost only when the moving averages un-stack or the price closes below the 200-day line.

Seen in: Opportunity Brief · Trace
Market regimealso: healthy · broken · regime

The market's overall weather, read from the big indexes: healthy, cautionary, or broken. When it's broken, all new buying stands down — no exceptions for good stories.

Seen in: Daily Brief · Home
Trend score

The Tower's strength bar for adding to a holding. A weak trend blocks the add, and the block names the gate.

Seen in: Trace · Daily Brief
Position capalso: overweight · concentration

No single name may grow past a set share of the account. An overweight position gets its trims bumped one tier heavier — concentration is de-risked first.

Seen in: Daily Brief · Trace
Dust rule

A position too small to be worth managing — tiny both as a share of the book and in absolute money — is exited whole rather than trimmed into crumbs.

Seen in: Trace

The Opportunity Finder's language

Qualifiedalso: watchlist · qualification score

Gate one: strong enough to deserve a dip. Scored on trend, business quality, strength versus the market, and momentum; only high composite scores make the watchlist. Weakness alone never qualifies anything.

Seen in: Opportunity Brief · Trace
Evaluatedalso: dip quality · drop reason · drop shortlist

Gate two: a qualified name dipped, and the dip was examined — market-wide, sector-wide, or company damage? Damage is rejected outright. Every evaluation writes a score and a one-sentence reason you can read in the trace.

Seen in: Opportunity Brief · Trace
Selected

Gate three: the day's best-quality dips — at most a handful — sized and placed in the approval email. The only Finder output that asks for your verdict.

Seen in: Opportunity Brief · Approval email
Pullbackalso: dip · drawdown from high

How far a stock has fallen from its recent high — the Finder's trigger and its sizing input: deeper dips commit more capital, inside hard caps.

Seen in: Opportunity Brief · Trace
Relative strength

Whether the stock has beaten the market itself over recent months. The "strength" the Finder insists on before it will buy weakness.

Seen in: Opportunity Brief · Trace
RSIalso: relative strength index · oversold · overbought

A 0–100 momentum gauge. Healthy momentum qualifies; overbought extremes block buying even in strong names; collapse-grade oversold readings are treated as panic, not opportunity.

Seen in: Trace
Earnings blackout

No buying into an imminent earnings announcement, however attractive the dip — announcement night is a coin flip, and the Finder doesn't flip coins.

Seen in: Trace
Deployment budgetalso: per-brief budget

The daily ceiling on new buying: a maximum number of buys and a maximum share of available cash, however many signals fire. Deferred names re-signal on their next dip.

Seen in: Opportunity Brief
The universealso: Nasdaq-100 · candidates

The pool the Finder scans daily — roughly a hundred large, liquid quality companies. Everything starts here; almost nothing survives the gates on any given day.

Seen in: Opportunity Brief
Tradable / buy-enabled

Whether the broker currently allows the trade at all. A candidate that isn't tradable is flagged rather than offered.

Seen in: Trace

The emails

Daily Brief

The afternoon state of your world: what changed, portfolio health, and any positions on the ladder — each with its reason and a sized action. "No action required" is a real sentence it sends.

Seen in: Email · Emails page
Opportunity Brief

The hunt's daily report in funnel order — Selected, Evaluated, Qualified — each name with its reason. Reading, not homework: the actions live in the approval email.

Seen in: Email · Emails page
Approval emailalso: approval request · review and decide · execution approval

The one email that asks. A single-use link to one screen with every proposed action, its size, and its reason. Approve, reject, or let it lapse — all three are recorded outcomes.

Seen in: Email · Approvals page
Buy / Sell reminders

After you approve a main-account action, gentle nudges follow until the reconciler sees your trade — because approved-but-never-traded is a real state, and it's better caught early.

Seen in: Email
Monthly scorecard email

Once a month, the whole loop closed in one email: what was asked, what you did, what both were worth — the same honest arithmetic as the Scorecard page.

Seen in: Email
Action items

The count of things currently awaiting your verdict, shown on Home and in the briefs. Zero is a perfectly good number.

Seen in: Home · Daily Brief

Accounts & screens

Main accountalso: main

Your primary eToro account. Judex watches it and asks about it but never trades it — every action there is record-only, executed by you.

Seen in: Home · Approve · Scorecard
Agent accountalso: agent · agent book

The account Judex may trade with your approval — where Finder buys execute and the time-stop applies. The experiment runs on the experimental book.

Seen in: Home · Approve · Scorecard
All / Main / Agentalso: scope · account filter · combined

The account filter every page shares. All is the default everywhere; Main and Agent narrow the view. Owner-level things (approvals, emails) only appear under All.

Seen in: Every page
Approvealso: to-approve · decisions

The live queue: everything currently awaiting your verdict, with the same single-use token the email carries. Once decided or expired, items leave this screen — history lives in Records.

Seen in: Portal
Recordsalso: recommendations page · trades page · approvals page · emails page

The history hub: Recommendations (every ask, episode by episode), Trades (your buys and sells), Approvals (your responses), and Emails (everything sent). Each row opens its trace.

Seen in: Portal
Activities

All record types interleaved into one timeline — the story of each idea in order: recommended, you acted, emailed.

Seen in: Portal
Tracealso: decision trace · approval trace · email trace

The drill-down behind any row: what was recommended, the data and rules it used, the run that produced it, the emails that disclosed it, your response, and what it all meant. The audit trail, one click deep.

Seen in: Records · Scorecard · Activities
Askalso: chat · assistant

The built-in assistant, running on your own AI key. It answers from your data — why a signal fired, what a trace means, what's waiting for you — and any action it stages still needs your explicit confirmation.

Seen in: Portal
Suggested pricealso: rec price · price it saw

The price the engine saw at the moment it made the recommendation — the anchor for grading the recommendation, and the reference your execution is compared against.

Seen in: Trace · Approval email
Price now (live)

The current market quote, fetched live when you open a trace — so "so far" verdicts are as fresh as the screen you're reading.

Seen in: Trace
Pipeline runalso: run id

One end-to-end execution of the daily machinery, with one id threading it all — fetch, judge, brief, ask. Every recommendation and email carries its run id, which is why everything is traceable.

Seen in: Trace
Rules in forcealso: rules version · strategy parameters

The exact strategy file a recommendation was computed under, fingerprinted and stored. Rules change over time; every rec remembers which rules judged it. Live values: the strategy card on Home.

Seen in: Trace · Home