Universe: a fixed, sector-diverse candidate pool of liquid growth and momentum names, auto-curated daily — before each trading day, every candidate is automatically rechecked against price ($5-$1,000), average daily volume (≥1,000,000 shares), market cap (≥$300 million), and volatility (14-day ATR 1.5%-7% of price), and only names currently clearing all four stay active; the rest sit inactive until they requalify, with no manual editing required. Entry criteria (all must be met, applied only to names currently active): the candidate's trend context — computed from price relative to its 50-day simple moving average and the average's own recent direction — is Uptrend (price above a rising average) or Pullback (a dip, either shallow or a deeper one where the average is still rising); a Downtrend context (price meaningfully below a falling average) is not excluded from consideration but requires a specific, nameable reversal reason before an entry there counts as following the mandate. 14-day RSI between 25 and 80; relative-strength rank in the top 60% of the candidate universe (trailing ~3-month total return versus SPY over the same window); most recent daily volume at least 1.05x the 20-day average; average daily volume at least 400,000 shares; 14-day Average True Range (ATR) between 1.5% and 7% of the current share price. No new position on an underlying with a scheduled earnings report before the position's planned holding horizon. Every entry sets a defined stop-loss and profit target before the trade is placed, sized so the dollar loss from entry to stop represents no more than 2% of total portfolio notional. Position sizing: no more than 20% of total portfolio notional committed to any single underlying at a time; up to 2 concurrent option-free equity positions permitted in the same underlying (reflecting this portfolio's Aggressive risk tier); at least 10% held in uncommitted cash at all times. Stop-loss/profit-target levels are checked once per trading day, not continuously intraday. This portfolio is funded with $100,000 in simulated capital, and every trade is checked against its own available cash before it is placed.

Why this changed: Documents the new daily auto-curation job (see StrategyPortfolioWatchlistItem/SwingUniverseCurationBackgroundService) that replaced the fixed hardcoded candidate list — the pool itself now rotates automatically based on objective liquidity/price/market-cap/volatility checks, not just the entry-signal criteria applied on top of it. Entry criteria, position sizing, and risk limits are unchanged from revision 4.

Universe: a live-screened pool of liquid, optionable-adjacent large/mid-cap growth and momentum names (re-evaluated fresh against the criteria below every trading day — daily qualifying-list membership is not fixed), screened at a numeric bar set by this portfolio's risk tier (Aggressive). Entry criteria (all must be met): the candidate's trend context — computed from price relative to its 50-day simple moving average and the average's own recent direction — is Uptrend (price above a rising average) or Pullback (a dip, either shallow or a deeper one where the average is still rising); a Downtrend context (price meaningfully below a falling average) is not excluded from consideration but requires a specific, nameable reversal reason before an entry there counts as following the mandate. 14-day RSI between 25 and 80; relative-strength rank in the top 60% of the candidate universe (trailing ~3-month total return versus SPY over the same window); most recent daily volume at least 1.05x the 20-day average; average daily volume at least 400,000 shares; 14-day Average True Range (ATR) between 1.5% and 7% of the current share price. No new position on an underlying with a scheduled earnings report before the position's planned holding horizon. Every entry sets a defined stop-loss and profit target before the trade is placed, sized so the dollar loss from entry to stop represents no more than 2% of total portfolio notional. Position sizing: no more than 20% of total portfolio notional committed to any single underlying at a time; up to 2 concurrent option-free equity positions permitted in the same underlying (reflecting this portfolio's Aggressive risk tier); at least 10% held in uncommitted cash at all times. Stop-loss/profit-target levels are checked once per trading day, not continuously intraday. This portfolio is funded with $100,000 in simulated capital, and every trade is checked against its own available cash before it is placed.

Why this changed: Replaced the hard 'price must be above its 50-day average' requirement with a trend-context classification (Uptrend/Pullback/Downtrend) so the portfolio can trade a healthy pullback, not only a breakout already in progress — the prior rule structurally could not surface a candidate in anything but an established uptrend, which works against a mandate meant to trade through up, down, and sideways conditions. Also widened the RSI band (45-72 to 25-80), relative-strength bar (top 35% to top 60%), and volume-spike confirmation (1.3x to 1.05x the 20-day average) to a RiskTier-driven Aggressive threshold profile, and raised the same-underlying position limit from 1 to 2 to reflect this portfolio's Aggressive tier concretely rather than only as a label. The stop-loss/profit-target discipline, per-trade risk cap, and cash-reserve floor are unchanged.

Universe: a live-screened pool of liquid, optionable-adjacent large/mid-cap growth and momentum names (re-evaluated fresh against the criteria below every trading day — daily qualifying-list membership is not fixed). Entry criteria (all must be met): price above the 50-day simple moving average; 14-day RSI between 45 and 72; relative-strength rank in the top 35% of the candidate universe (trailing ~3-month total return versus SPY over the same window); most recent daily volume at least 1.3x the 20-day average; average daily volume at least 500,000 shares; 14-day Average True Range (ATR) between 2% and 5% of the current share price. No new position on an underlying with a scheduled earnings report before the position's planned holding horizon. Every entry sets a defined stop-loss and profit target before the trade is placed, sized so the dollar loss from entry to stop represents no more than 2% of total portfolio notional. Position sizing: no more than 20% of total portfolio notional committed to any single underlying at a time; at least 10% held in uncommitted cash at all times. Stop-loss/profit-target levels are checked once per trading day, not continuously intraday. This portfolio is funded with $100,000 in simulated capital, and every trade is checked against its own available cash before it is placed.

Why this changed: Eased the technical screen (RSI band 40-60 to 45-72, relative-strength bar top 20% to top 35%, volume-spike confirmation 2x to 1.3x the 20-day average) after 3 consecutive trading days with zero qualifying candidates across the 24-symbol universe — requiring a neutral RSI, top-quintile relative strength, and a same-day volume spike simultaneously was an almost-impossible confluence, since a genuine momentum leader's RSI is often already above 60. The trend filter, ATR band, and liquidity floor are unchanged.

Universe: a live-screened pool of liquid, optionable-adjacent large/mid-cap growth and momentum names (re-evaluated fresh against the criteria below every trading day — daily qualifying-list membership is not fixed). Entry criteria (all must be met): price above the 50-day simple moving average; 14-day RSI between 40 and 60; relative-strength rank in the top 20% of the candidate universe (trailing ~3-month total return versus SPY over the same window); most recent daily volume at least 2x the 20-day average; average daily volume at least 500,000 shares; 14-day Average True Range (ATR) between 2% and 5% of the current share price. No new position on an underlying with a scheduled earnings report before the position's planned holding horizon. Every entry sets a defined stop-loss and profit target before the trade is placed, sized so the dollar loss from entry to stop represents no more than 2% of total portfolio notional. Position sizing: no more than 20% of total portfolio notional committed to any single underlying at a time; at least 10% held in uncommitted cash at all times. Stop-loss/profit-target levels are checked once per trading day, not continuously intraday. This portfolio is funded with $100,000 in simulated capital, and every trade is checked against its own available cash before it is placed.

Why this changed: This revision adds an explicit statement of the portfolio's fixed budget and per-trade cash check to the published rule text.