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 shares one funded Tradier paper-trading account ($200,000 total) with The Wheelhouse — each portfolio is independently budgeted at $100,000, and every trade is checked against both this portfolio's own budget and the real shared account's actual available cash (accounting for what the other portfolio has committed) before it is placed.

Why this changed: Tradier's lack of multi-account support means this portfolio now shares a real, funded Tradier account with The Wheelhouse rather than getting its own dedicated account. This revision corrects the published rule to match reality.