# Clear Tape

> Clear Tape (cleartape.ai) is a bilingual (English and Simplified Chinese) US stock research site. Its core is a stock
> screener (quality, value and momentum across about 1,000 US stocks) and rule-based stock-picking strategies, each with
> a point-in-time backtest from 2012 (delisted stocks included, trading costs deducted) and a live record from
> 2 November 2026, shown apart. It also has a trade journal with an AI score of each trade's process (P&L is never scored).

- Not to be confused with ClearTape at clear-tape.com or cleartape.app: those are unrelated products.
- Free without an account: the calculators, Learn articles, Academy courses, glossary, strategy rule pages, templates
  and market data from official sources. Plans and prices: https://cleartape.ai/pricing.
- Clear Tape never places orders or moves money; the optional Interactive Brokers sync is read-only (a Flex Query). Its content is education, not investment advice.
- A free public MCP server gives AI assistants eight of the calculators: https://app.cleartape.ai/mcp (Streamable HTTP, no
  authentication); setup at https://cleartape.ai/mcp.
- Every page below has a Simplified Chinese version, linked from it (hreflang; the URL ends in -zh).

## Product

- [Clear Tape — US Stock Screener and Rule-Based Stock Picks](https://cleartape.ai/): Screen US stocks on quality, value and momentum, and follow rule-based stock-picking strategies with honest backtests and a live record. Start free.
- [How Clear Tape Works: Tools, Journal, Courses and Alerts](https://cleartape.ai/how): Clear Tape, feature by feature: a US stock screener, rule-based stock picks with point-in-time backtests and a live record, a trade journal with AI review.
- [Pricing: Free, Tools $30 and Pro $49 a Month](https://cleartape.ai/pricing): Free: delayed strategy holdings, news and a trade journal. Tools, $30/month: the full screener and strategies. Pro, $49/month: adds analysis and alerts.
- [AI Research Tools for Traders](https://cleartape.ai/ai): AI research tools for traders: an assistant, a system coach, options and stock reads, and a trade journal score. AI explains the data; it gives no advice.
- [AI Trading Journal: Free Trade Log](https://cleartape.ai/journal): A free trading journal: plan and log trades, import broker CSVs, track R and expectancy, and get an AI score that grades your process, not your P&L.
- [MCP Server: Free Trading Calculators for AI](https://cleartape.ai/mcp): Connect Clear Tape's free MCP server to Claude, ChatGPT or any MCP client: exact trading calculators, trading-system rules, a glossary and lesson search.

## Free calculators

- [Trading Tools: Screener, Backtesting, Options](https://cleartape.ai/tools): US stock tools: rule-based stock picks with point-in-time backtests, a screener, trading systems with backtests, options analytics and calculators.
- [Position Size Calculator for Stocks](https://cleartape.ai/tools/position-size-calculator): Free position size calculator for stocks: enter account size, risk %, entry and stop to get the number of shares, the dollar risk and the position value.
- [Risk Reward Ratio and R Multiple Calculator](https://cleartape.ai/tools/risk-reward-calculator): Free risk/reward calculator: enter entry, stop and target to get the R:R ratio and the break-even win rate, and turn any exit price into an R multiple.
- [Trading Expectancy Calculator: Win Rate & Payoff](https://cleartape.ai/tools/expectancy-calculator): Free expectancy calculator: combine win rate, average win and average loss to see expectancy per trade, the break-even win rate and the profit factor.
- [ATR Stop-Loss Calculator: Volatility-Based Stops](https://cleartape.ai/tools/atr-stop-calculator): Free ATR stop-loss calculator: enter the entry, the ATR (or recent daily ranges) and a multiple to get a volatility-based stop and its distance.
- [Drawdown Recovery Calculator: Gain Needed Table](https://cleartape.ai/tools/drawdown-recovery-calculator): Free drawdown recovery calculator: the gain needed to recover a loss, a loss recovery table, and how many losing trades in a row cause that drawdown.
- [Kelly Criterion Calculator for Stock Trading](https://cleartape.ai/tools/kelly-criterion-calculator): Free Kelly criterion calculator for trading: full and fractional Kelly risk per trade from win rate and payoff ratio, with the formula’s limits explained.
- [Trading Cost Calculator: Fees, Spread, Slippage](https://cleartape.ai/tools/trading-cost-calculator): Free trading cost calculator for US stocks: the round-trip cost of commissions, the bid-ask spread and slippage, in dollars, in R and per year.
- [Losing Streak Probability Calculator & Table](https://cleartape.ai/tools/losing-streak-calculator): Free losing streak calculator: the probability of consecutive losses over any number of trades at your win rate, and the longest streak to expect.
- [Iron Condor & Credit Spread Calculator](https://cleartape.ai/tools/iron-condor-calculator): Free iron condor calculator: max profit, max loss, breakevens, return on risk and the P/L at expiry at each strike. Bull put and bear call spreads too.
- [Expected Move Calculator: IV to Price Range](https://cleartape.ai/tools/expected-move-calculator): Free expected move calculator: the 1 and 2 standard deviation price ranges to expiry from implied volatility, and the move implied by a straddle price.
- [Trade History Analyzer: Free Trade X-Ray](https://cleartape.ai/tools/trade-history-analyzer): Trade history analyzer: add your broker's CSV and see the habits behind your P&L: losers held too long, trades after a loss, size creep. Free, no sign-up.

## Learn

- [Learn: Trading, Risk and Options Guides](https://cleartape.ai/learn): Guides to trading plans, journals, risk and position sizing, options, volatility and market breadth, each with a worked example, plus free calculators.
- [ATR stop: setting stop-losses by volatility](https://cleartape.ai/learn/atr-stop): An ATR stop places the stop-loss a multiple of the average true range away from price. The formula, common multiples, the chandelier exit and pitfalls.
- [Backtesting: method and common biases](https://cleartape.ai/learn/backtesting): A backtest replays a trading system's rules on past prices. How to set one up, which statistics matter, and look-ahead, survivorship and overfitting bias.
- [Cash-Secured Put: Max Profit, Breakeven and Risks](https://cleartape.ai/learn/cash-secured-put): A cash-secured put sells a put with cash set aside to buy the shares at the strike. Formulas, a worked example, assignment risk and common mistakes.
- [Covered Call: Max Profit, Breakeven and Risks](https://cleartape.ai/learn/covered-call): A covered call sells a call against 100 shares you own for income, capping the upside. Formulas, a worked example, assignment risk and common mistakes.
- [Credit Spreads: Bull Put and Bear Call Spreads](https://cleartape.ai/learn/credit-spreads): A credit spread sells one option and buys a further one for protection. Bull put and bear call formulas, a worked example and early assignment risk.
- [Dealer hedging: how options can pin or push price](https://cleartape.ai/learn/dealer-hedging): Options market makers hedge by trading the stock. How delta hedging works, why it can pin price near a strike or push it further, and its limits.
- [Economic Cycles: Kitchin, Juglar, Kuznets, Kondratiev](https://cleartape.ai/learn/economic-cycles): The four economic cycles (Kitchin, Juglar, Kuznets, Kondratiev) and the investment clock: drivers, data to watch, debates, and the latest US readings.
- [Edgewonk Alternative with a Free Plan](https://cleartape.ai/learn/edgewonk-alternative): Edgewonk vs Clear Tape: prices, free plans, markets, imports, AI and what each does better, for traders looking for an Edgewonk alternative.
- [Expected move: the range options price in](https://cleartape.ai/learn/expected-move): The expected move is the price range implied by options over a set period. How to calculate it from IV or the at-the-money straddle, and how to use it.
- [Fear and greed index: inputs and how to read it](https://cleartape.ai/learn/fear-and-greed-index): What goes into a fear and greed index such as CNN’s: how momentum, breadth, volatility and bond demand become a 0–100 score, and how to read the extremes.
- [Fidelity Trading Journal: Import Fidelity Trades](https://cleartape.ai/learn/fidelity-trading-journal): Keep a Fidelity trading journal: download your Fidelity account history as a CSV, import it, and review each trade against its plan in R.
- [FOMC and CPI: how Fed and inflation data move stocks](https://cleartape.ai/learn/fomc-and-cpi): When CPI and FOMC decisions are released (ET), why the surprise moves stocks more than the number itself, and how to plan positions around event days.
- [Funding rate and open interest in perpetual futures](https://cleartape.ai/learn/funding-rate): How perpetual futures funding rates work, who pays whom, how to annualize them, and how to read funding together with open interest.
- [Gamma exposure (GEX): how dealer gamma works](https://cleartape.ai/learn/gamma-exposure): Gamma exposure (GEX) estimates how much stock options dealers must trade to stay hedged as price moves. The formula, sign conventions and how to read it.
- [Gamma flip: the zero-gamma level explained](https://cleartape.ai/learn/gamma-flip): The gamma flip is the price where estimated net dealer gamma turns from positive to negative. How it is calculated, how to read it and its limits.
- [Historical vs Implied Volatility (HV vs IV)](https://cleartape.ai/learn/historical-vs-implied-volatility): Historical volatility measures how much a stock has moved; implied volatility prices how much it may move. How to compare the two and read the premium.
- [Implied Volatility (IV): What It Is and How to Read It](https://cleartape.ai/learn/implied-volatility): Implied volatility is the volatility priced into an option. How IV is derived, how to turn it into an expected move, and how to judge if it is high or low.
- [Import Broker Trades into a Journal from a CSV](https://cleartape.ai/learn/import-trades-csv): Import trade history from any broker's CSV into a trading journal: the columns it needs, mapping them once, how fills become trades, common problems.
- [Interactive Brokers Trading Journal: IBKR Import](https://cleartape.ai/learn/interactive-brokers-trading-journal): Keep an Interactive Brokers trading journal: export your IBKR trades as an Activity Statement or Flex Query CSV, import them, and review each trade in R.
- [Iron Condor: Max Profit, Max Loss and Breakevens](https://cleartape.ai/learn/iron-condor): An iron condor sells a put spread and a call spread to profit from a range. Max profit, max loss, breakevens, a worked example and assignment risk.
- [IV Crush: Why Options Lose Value After Earnings](https://cleartape.ai/learn/iv-crush): IV crush is the drop in implied volatility after earnings or another scheduled event. How it works, how to size the move priced in, and a worked example.
- [MAE and MFE: maximum adverse and favorable excursion](https://cleartape.ai/learn/mae-mfe): MAE and MFE show how far a trade moved against and for the entry before the exit: how to compute them in R and use them to judge stops and exits.
- [Market breadth indicators: A/D line, highs and lows](https://cleartape.ai/learn/market-breadth): Market breadth measures how many stocks take part in a move. The advance/decline line, the share above moving averages, and new highs vs new lows.
- [Max drawdown: what it means and how to calculate it](https://cleartape.ai/learn/max-drawdown): Max drawdown is the largest peak-to-trough fall in an equity curve. How to calculate it, the gain needed to recover, losing streaks and risk of ruin.
- [Max Pain in Options: Calculation, Use and Limits](https://cleartape.ai/learn/max-pain): Max pain is the strike where expiring options would pay their holders the least. How it is calculated, how to read it, a worked example and its limits.
- [Moving averages: SMA, EMA and how to read them](https://cleartape.ai/learn/moving-averages): A moving average smooths price into a trend line. How SMA and EMA are calculated, the 20-, 50- and 200-day averages, crossovers, and their limits.
- [Open interest vs volume in options](https://cleartape.ai/learn/open-interest): Open interest counts option contracts still open; volume counts contracts traded today. How each changes, how to read them together and their limits.
- [Options Greeks: Delta, Gamma, Theta and Vega](https://cleartape.ai/learn/options-greeks): The options Greeks measure how an option's price responds to the stock, time and volatility. Delta, Gamma, Theta and Vega explained for stock traders.
- [Options wall: call wall and put wall explained](https://cleartape.ai/learn/options-wall): A call wall and a put wall are the strikes with the most open interest above and below price. How they form, how to read them and where they fail.
- [Overfitting a trading strategy: how to avoid it](https://cleartape.ai/learn/overfitting): Overfitting: a trading strategy fitted to noise in past prices. Warning signs, in-sample vs out-of-sample tests, walk-forward analysis and how to avoid it.
- [Position sizing methods: from fixed to Kelly](https://cleartape.ai/learn/position-sizing-methods): Position sizing methods compared: fixed amount, fixed fractional risk, volatility-based sizing and the Kelly criterion, with limits and one worked example.
- [How to read a pre-market analysis](https://cleartape.ai/learn/pre-market-analysis): What a pre-market analysis covers, from index futures and overnight news to economic data and key levels, and how to turn it into a plan for the open.
- [Profit factor: formula, good values and limits](https://cleartape.ai/learn/profit-factor): Profit factor is gross profit divided by gross loss. The formula, how win rate and payoff set it, what counts as a good profit factor, and the pitfalls.
- [Profit turnaround: reading net income in SEC filings](https://cleartape.ai/learn/profit-turnaround): A profit turnaround is quarterly net income turning positive after a loss. How to check it in 10-Q and 10-K filings, XBRL basics, and the one-off traps.
- [Put/Call Ratio: How to Read It and Its Limits](https://cleartape.ai/learn/put-call-ratio): The put/call ratio divides put activity by call activity to gauge options sentiment. Volume vs open interest, contrarian readings, an example and limits.
- [Relative strength: measuring a stock against the market](https://cleartape.ai/learn/relative-strength): Relative strength compares a stock's performance with a benchmark or with other stocks. The RS line, RS ratings, how it differs from RSI, and its limits.
- [Risk-reward ratio: targets, stops and win rate](https://cleartape.ai/learn/risk-reward-ratio): The risk-reward ratio compares a trade's potential gain with its potential loss. The formula, the break-even win rate, expectancy, and common mistakes.
- [Robinhood Trading Journal: Import Your Trades](https://cleartape.ai/learn/robinhood-trading-journal): Keep a Robinhood trading journal: generate the account activity report as a CSV, import it, and review each trade against its plan in R.
- [RSI: how the Relative Strength Index works](https://cleartape.ai/learn/rsi): The RSI measures the speed of recent price changes on a 0–100 scale. Wilder's formula, overbought and oversold levels, divergences, and common mistakes.
- [Schwab Trading Journal: Import Schwab Trades](https://cleartape.ai/learn/schwab-trading-journal): Keep a Charles Schwab trading journal: export your Schwab transaction history as a CSV, import it, and review each trade against its plan in R.
- [Sector rotation: how money moves between sectors](https://cleartape.ai/learn/sector-rotation): Sector rotation is the shift of capital between market sectors. How to track it with relative strength, what the business-cycle model says, and its limits.
- [Stop-loss and position sizing: risk per trade and R](https://cleartape.ai/learn/stop-loss-and-position-sizing): How to size a position from its stop: account risk divided by per-share risk, why traders risk 0.5–2% per trade, and how R multiples measure results.
- [Stop-loss placement: where to put a stop](https://cleartape.ai/learn/stop-loss-placement): Where to put a stop loss: structure, ATR, percentage and time stops compared, why the stop comes before the size, and how gaps affect stop orders.
- [Stop vs stop-limit order: the key differences](https://cleartape.ai/learn/stop-vs-stop-limit): A stop order becomes a market order and exits even through a gap; a stop-limit order caps the price but may not fill. How each works, with examples.
- [Straddle vs Strangle: Breakevens, Risks, Examples](https://cleartape.ai/learn/straddle-and-strangle): A straddle buys a call and put at one strike; a strangle uses two out-of-the-money strikes. Breakevens, a worked example, IV crush and assignment notes.
- [Support and resistance: how key levels form](https://cleartape.ai/learn/support-and-resistance): Support is a price area where buying tends to appear; resistance, where selling does. How levels form, how to draw them, role reversal and false breakouts.
- [IV Term Structure: Contango and Backwardation](https://cleartape.ai/learn/term-structure): The volatility term structure plots implied volatility by expiry. What contango and backwardation mean, how events show up, and how to read the curve.
- [Weekly trading review: how to review trades](https://cleartape.ai/learn/trade-review): A weekly trading review routine: collect trades, grade process apart from outcome, check win rate, R and rule breaks, find patterns and set one focus.
- [Tradervue Alternative with an AI Trade Score](https://cleartape.ai/learn/tradervue-alternative): Tradervue vs Clear Tape: prices, free plans, markets, imports, AI and what each does better, for traders looking for a Tradervue alternative.
- [Free TradeZella Alternative for Stock Traders](https://cleartape.ai/learn/tradezella-alternative): TradeZella vs Clear Tape: prices, markets, imports, AI and what each does better, for US stock traders looking for a TradeZella alternative.
- [Trading checklist: 10 checks before each trade](https://cleartape.ai/learn/trading-checklist): A pre-trade checklist for stocks: events, setup rules, entry, stop, target, size from risk %, earnings, liquidity, total open risk and a post-trade check.
- [Trading expectancy: formula and win rate table](https://cleartape.ai/learn/trading-expectancy): Trading expectancy is the average result per trade over many trades. The formula in $ and R, a win rate vs risk-reward table, and sample size.
- [How to keep a trading journal: what to record](https://cleartape.ai/learn/trading-journal): How to keep a trading journal: what to record before, during and after each trade, plan versus actual, how often to review, and a free spreadsheet.
- [Common trading mistakes and how to avoid them](https://cleartape.ai/learn/trading-mistakes): Twelve common trading mistakes, from no written plan and moved stops to revenge trading: why each costs, the rule that fixes it and how to spot it.
- [Trading performance metrics: what to track](https://cleartape.ai/learn/trading-performance-metrics): Trading performance metrics to track: win rate, payoff, expectancy in $ and R, profit factor, drawdown, streaks, rule-following and small-sample traps.
- [How to write a trading plan, section by section](https://cleartape.ai/learn/trading-plan): How to write a trading plan: goals, markets, schedule, systems, risk limits per trade, day and week, a pre-trade checklist, review and drawdown rules.
- [Trading psychology: biases and discipline rules](https://cleartape.ai/learn/trading-psychology): Trading psychology: loss aversion, the disposition effect, overconfidence, revenge trading, and how written rules, limits and a journal build discipline.
- [How to build a trading system and test it](https://cleartape.ai/learn/trading-system): How to build a trading system: the parts of a rules-based method, from universe and setup to stops, exits and sizing, and how to test and measure it in R.
- [Trailing stop: how it works and how to set one](https://cleartape.ai/learn/trailing-stop): A trailing stop follows the price up and never moves down. Trailing stop orders in % or $, chart-based trails, how to set the distance, and the giveback.
- [Unusual options activity: volume vs open interest](https://cleartape.ai/learn/unusual-options-activity): Unusual options activity is trading far above a contract's normal level, usually measured as volume ÷ open interest. How to read it and why it misleads.
- [Unusual volume: what a volume spike means](https://cleartape.ai/learn/unusual-volume): Unusual volume compares a stock's volume with its 50-day average. What relative volume tells you, what it does not, and how to read it with price.
- [VIX Volatility Index: What It Measures, How to Read It](https://cleartape.ai/learn/vix): The VIX is Cboe's index of 30-day implied volatility for the S&P 500. How it is calculated, what levels mean, a worked example and common mistakes.
- [Volatility Skew: Why Puts Cost More Than Calls](https://cleartape.ai/learn/volatility-skew): Volatility skew is how implied volatility varies by strike. Why puts usually carry higher IV, how to measure it with 25-delta options and what it signals.
- [The Wheel Strategy: Cash-Secured Puts to Covered Calls](https://cleartape.ai/learn/wheel-strategy): The wheel sells cash-secured puts, then covered calls if assigned. How each phase works, the key formulas, a worked example and the risks.
- [Trading Glossary: Key Terms Defined](https://cleartape.ai/learn/glossary): A trading glossary in plain English: R multiple, expectancy, ATR, drawdown, Wyckoff, breakouts, implied volatility and more, each linked to a full guide.

## Academy

- [Academy: Free Structured Trading Courses](https://cleartape.ai/academy): Six free structured courses: price action and Wyckoff, trend following, swing trading, growth stocks, options income and quantitative trading.
- [Quantitative trading](https://cleartape.ai/academy/quant-trading): A course on rule-based trading: writing testable rules, honest backtests, test periods, parameter sweeps, data traps and going live.
- [What quantitative trading is, and what it is not](https://cleartape.ai/academy/quant-trading/what-quant-trading-is): Rules instead of judgment: what a rule-based, tested approach can and cannot do for an individual trader, and what to expect from research.
- [Turning a trading idea into testable rules](https://cleartape.ai/academy/quant-trading/ideas-into-rules): Write entry, exit and sizing rules from price, moving averages, RSI, ATR and volume, and remove the ambiguity that quietly biases a backtest.
- [How a backtest works: data, costs and the key numbers](https://cleartape.ai/academy/quant-trading/how-a-backtest-works): How a backtest replays rules on history, why the benchmark and costs matter, and how to read CAGR, the Sharpe ratio, drawdown, exposure and trade count.
- [Overfitting and the test period](https://cleartape.ai/academy/quant-trading/overfitting-and-the-holdout): Why a backtest that fits the past can fail on new data, how fixed rule and test years protect you, and what the four Clear Tape verdicts mean.
- [Parameter sweeps: plateaus versus isolated peaks](https://cleartape.ai/academy/quant-trading/parameter-sweeps): Why the best of many parameter settings is flattered by luck, and how to read a sweep heat map with the plateau rule instead of picking the top cell.
- [Data traps: survivorship, look-ahead and adjustments](https://cleartape.ai/academy/quant-trading/data-traps): Survivorship bias, look-ahead bias, split and dividend adjustments, delisted stocks and point-in-time data: how each inflates a backtest, and the fix.
- [From backtest to live trading](https://cleartape.ai/academy/quant-trading/from-backtest-to-live): Start a tested rule at small size, compare your journal with the backtest, decide in advance when to drop a strategy, and recognize a regime change.
- [Hands-on: a two-period test and a parameter sweep](https://cleartape.ai/academy/quant-trading/hands-on-in-clear-tape): Pick a System library system, run the two-period test and a parameter sweep, read the verdict and heat map, and save the study to your research journal.
- [Growth stocks and relative strength](https://cleartape.ai/academy/growth-relative-strength): Seven lessons on US growth leaders: earnings growth, relative strength, the market backdrop, buy points, selling rules and a weekly routine.
- [What makes a market leader: growth stock traits](https://cleartape.ai/academy/growth-relative-strength/what-makes-a-market-leader): The traits big winners tend to share before their largest advances: earnings growth, institutional demand, industry leadership and relative strength.
- [Relative strength in practice: RS line and rating](https://cleartape.ai/academy/growth-relative-strength/relative-strength-in-practice): How to use the RS line and the RS rating to find leaders: RS new highs before price, ranking against all stocks, and why relative strength is not absolute.
- [Reading earnings growth: acceleration and margins](https://cleartape.ai/academy/growth-relative-strength/reading-earnings-growth): How growth traders read quarterly results: year-over-year EPS and revenue, acceleration, margins, turnarounds, SEC filings, surprises and guidance.
- [The market and sector backdrop for growth stocks](https://cleartape.ai/academy/growth-relative-strength/the-market-and-sector-backdrop): Why most leaders fall with the market: reading the index trend, heavy-volume selling, confirmation days, breadth and group rankings, and setting exposure.
- [Buy points for leaders: bases, breakouts and gaps](https://cleartape.ai/academy/growth-relative-strength/buy-points-for-leaders): Where to buy a growth leader: sound bases, breakouts from tight ranges on volume, early volume pivots, earnings gaps and pullbacks, each with its stop.
- [Selling rules and risk for growth stocks](https://cleartape.ai/academy/growth-relative-strength/selling-rules-and-risk): When to sell a growth stock: loss limits, sizing from the stop, concentration, selling into strength, climax runs and exits below the 50-day average.
- [A weekly routine for trading growth leaders](https://cleartape.ai/academy/growth-relative-strength/a-weekly-leader-routine): A repeatable weekly process for growth stocks: read the market and groups, screen, build a watchlist with written plans, execute, then review every trade.
- [Price Action and Wyckoff](https://cleartape.ai/academy/price-action-wyckoff): Read charts without indicators: market structure, support and resistance, candles, breakouts and the Wyckoff method, in eight lessons with quizzes.
- [Market structure: swing highs, swing lows and trend](https://cleartape.ai/academy/price-action-wyckoff/market-structure): Define uptrends, downtrends and ranges from swing highs and lows, mark swings by a fixed rule, read several timeframes and spot real structure breaks.
- [Support and resistance: zones, role reversal, quality](https://cleartape.ai/academy/price-action-wyckoff/support-resistance): Where support and resistance come from, why they are zones rather than lines, how broken levels switch roles, and a consistent way to draw and grade them.
- [Candles in context: reading price bars at key levels](https://cleartape.ai/academy/price-action-wyckoff/candles-in-context): What a candle records, rules for pin bars, engulfing, inside and outside bars and doji, and why location, trend and volume matter more than shape.
- [Breakouts and false breakouts: rules and trade plans](https://cleartape.ai/academy/price-action-wyckoff/breakouts-and-false-breakouts): What separates a valid breakout from a trap: closes, range expansion and volume, retests, measured moves, and entry, stop and target rules for both trades.
- [Wyckoff foundations: laws, cycle and method](https://cleartape.ai/academy/price-action-wyckoff/wyckoff-foundations): Who Richard Wyckoff was, the composite operator, his three laws, the four-stage market cycle and the five steps for selecting and timing trades.
- [Wyckoff accumulation: events, phases and entries](https://cleartape.ai/academy/price-action-wyckoff/wyckoff-accumulation): The accumulation schematic step by step: PS, SC, AR, ST, spring, test, SOS, LPS and back-up, phases A to E, volume clues, entries, stops and targets.
- [Wyckoff distribution: events, phases and misreads](https://cleartape.ai/academy/price-action-wyckoff/wyckoff-distribution): The distribution schematic step by step: PSY, BC, AR, ST, UT, UTAD, SOW and LPSY, phases A to E, re-distribution versus re-accumulation and misreads.
- [Volume, spread and a written Wyckoff trade plan](https://cleartape.ai/academy/price-action-wyckoff/volume-and-trade-plan): Read effort versus result bar by bar, spot no-demand and no-supply bars, and turn structure, levels and Wyckoff context into a written trade plan.
- [Swing trading: pullbacks and mean reversion](https://cleartape.ai/academy/swing-pullbacks-mean-reversion): A seven-lesson course on swing trading US stocks: trend pullbacks, moving-average crosses, RSI(2) dips, volatility squeezes, risk and testing.
- [What swing trading is: two styles and when they work](https://cleartape.ai/academy/swing-pullbacks-mean-reversion/what-swing-trading-is): Swing trading holds stocks for days to weeks. Learn the two main styles, trend pullbacks and mean reversion, and how market regime decides which one fits.
- [Buying pullbacks in trends: the 21-day EMA setup](https://cleartape.ai/academy/swing-pullbacks-mean-reversion/buying-pullbacks-in-trends): How to buy pullbacks in an uptrend: the 21-day EMA setup, how deep a normal pullback runs, confluence with support, and exact entry, stop and exit rules.
- [Moving-average crosses: the 10/20 EMA system](https://cleartape.ai/academy/swing-pullbacks-mean-reversion/moving-average-crosses): What a 10/20 EMA cross captures, why crossover systems whipsaw in sideways markets, which filters help, and exact entry, stop and exit rules.
- [Short-term mean reversion: RSI(2) dips in uptrends](https://cleartape.ai/academy/swing-pullbacks-mean-reversion/short-term-mean-reversion): Buying sharp short-term dips in stocks in long-term uptrends: the RSI(2) idea, exits on strength, and why stops work differently in mean reversion.
- [Volatility contraction: squeezes, NR7 and inside days](https://cleartape.ai/academy/swing-pullbacks-mean-reversion/volatility-contraction): Why quiet markets tend to precede larger moves: the Bollinger Band squeeze, NR7 and inside days, the head-fake, and rules for trading the expansion.
- [Risk and trade management for swing traders](https://cleartape.ai/academy/swing-pullbacks-mean-reversion/risk-and-trade-management): Stops versus time exits, sizing positions from the stop, gaps and earnings, correlation across positions, and how to manage a swing trade once it is open.
- [Building and testing a swing-trading routine](https://cleartape.ai/academy/swing-pullbacks-mean-reversion/building-and-testing-a-swing-routine): A daily swing routine from scan to review, how to read a backtest, expectancy and profit factor, and how to avoid overfitting before trading a system live.
- [Trend following and breakouts](https://cleartape.ai/academy/trend-following-breakouts): A seven-lesson course on trend following in US stocks: defining the trend, breakout entries, bases, ATR stops, volatility sizing, exits and testing.
- [Why trend following works](https://cleartape.ai/academy/trend-following-breakouts/why-trend-following-works): The evidence behind trend following, why its trades are positively skewed, how win rate and payoff interact, and the psychology of a low-win-rate system.
- [Defining the trend: structure, averages and leaders](https://cleartape.ai/academy/trend-following-breakouts/defining-the-trend): Three objective ways to define an uptrend: swing structure, moving-average slope and order, and relative strength, joined in an eight-check filter.
- [Breakout entries: channels and 52-week highs](https://cleartape.ai/academy/trend-following-breakouts/breakout-entries): How to trade 20- and 55-day channel breakouts and 52-week-high breakouts: the Donchian and Turtle rules, volume confirmation, stops and failed breakouts.
- [Bases and pivots: tight ranges before breakouts](https://cleartape.ai/academy/trend-following-breakouts/bases-and-pivots): How bases form after an advance, why tight ranges and drying volume precede breakouts, and how to enter at the pivot, on an NR7 day or at a volume pivot.
- [Stops and position sizing for trend trades](https://cleartape.ai/academy/trend-following-breakouts/stops-and-position-sizing): ATR-based stops, volatility sizing with the Turtles’ N, risk per trade, the rules and risks of pyramiding, and portfolio limits for trend followers.
- [Exits and trade management for trends](https://cleartape.ai/academy/trend-following-breakouts/exits-and-trade-management): Trailing exits for trend trades: channel lows, moving averages and ATR trails, their giveback, time stops, partial profits and managing open trades.
- [Testing and running a trend-following system](https://cleartape.ai/academy/trend-following-breakouts/testing-and-running-the-system): Write a complete trend-following rule set, test expectancy and drawdowns honestly, check robustness, plan for streaks and run it as a weekly routine.
- [Options income strategies](https://cleartape.ai/academy/options-income): Seven lessons on selling options premium: the Greeks, covered calls, cash-secured puts, the wheel, spreads, volatility and risk control.
- [Selling Options Premium: What You Are Paid For](https://cleartape.ai/academy/options-income/options-income-basics): What an option seller is actually paid for, the variance risk premium behind it, and why premium income always comes with tail risk.
- [The Greeks for Option Sellers: Theta, Delta, Gamma](https://cleartape.ai/academy/options-income/the-greeks-for-sellers): How Theta, Delta, Gamma and Vega work for a short option, and how to use them to choose days to expiry, strike delta and when to exit.
- [Covered Calls and Cash-Secured Puts in Practice](https://cleartape.ai/academy/options-income/covered-calls-and-cash-secured-puts): Strike and expiry selection, assignment, dividends and early exercise, and taxes in general terms for covered calls and cash-secured puts.
- [The Wheel Strategy: Process, Rules and Failure Modes](https://cleartape.ai/academy/options-income/the-wheel): Run the wheel as a process: stock selection, put and call rules, a full cycle in numbers, and why it fails in falling markets and concentrated books.
- [Credit Spreads and Iron Condors: Defined Risk](https://cleartape.ai/academy/options-income/credit-spreads-and-iron-condors): Width, credit and probability in credit spreads and iron condors, when to adjust or close, and how pin risk can turn a capped loss into a larger one.
- [Volatility and Event Risk for Option Sellers](https://cleartape.ai/academy/options-income/volatility-and-event-risk): Judge whether options are rich with IV rank, IV percentile and realized volatility, use the expected move, and handle earnings, IV crush and binary events.
- [Position Sizing and a Trading Plan for Short Options](https://cleartape.ai/academy/options-income/position-sizing-and-a-trading-plan): Size short-option trades by maximum or stress loss, manage portfolio delta and margin, set rolling rules, keep a journal and know when to stop.

## Trading strategies

- [11 Swing Trading Strategies for Stocks (Rules)](https://cleartape.ai/strategies): Eleven swing trading strategies for stocks with exact entry, stop and exit rules: breakouts, pullbacks, crossovers, mean reversion and leadership signals.
- [Minervini Trend Template Rules (8 Criteria)](https://cleartape.ai/strategies/leader-trend-filter): The Minervini trend template as exact rules: 8 trend template criteria for Stage 2 stocks, relative strength vs SPY, a trailing stop and the exit.
- [Donchian Channel Breakout: 20-Day Turtle Rules](https://cleartape.ai/strategies/20-day-breakout): A Donchian channel breakout strategy with exact rules: buy a close above the 20-day high, stop at 2 ATR, exit on a 10-day low. Turtle rules compared.
- [52-Week High Breakout Strategy (Exact Rules)](https://cleartape.ai/strategies/52-week-high-breakout): A 52 week high breakout strategy with exact rules: buy the first close above the 52-week high on 1.5× average volume, with a stop, a trail and an exit.
- [Flat Base Breakout: Buy Point and Volume Rules](https://cleartape.ai/strategies/volume-base-breakout): A flat base breakout strategy with exact rules: the buy point at the base high, a 5% buy zone, 1.4× average volume, an 8% stop and a +20% target.
- [21 EMA Pullback Strategy: Rules and 2R Target](https://cleartape.ai/strategies/21-ema-pullback): A 21 EMA pullback strategy with exact rules: in an uptrend, buy the close above the high of the day that dipped to the 21 EMA, with a 2R target.
- [EMA Crossover Strategy: 10/20 EMA Rules](https://cleartape.ai/strategies/10-20-ema-crossover): An EMA crossover strategy with exact rules: buy when the 10 EMA crosses above the 20 EMA over the 200-day SMA, with an ATR stop and a cross-back exit.
- [RSI 2 Strategy: Larry Connors Rules and Exits](https://cleartape.ai/strategies/rsi-2-strategy): The RSI 2 strategy as exact rules: buy when RSI(2) closes at 5 or lower above the 200-day SMA, sell above the 5-day SMA, with a disaster and a time stop.
- [Bollinger Band Squeeze Strategy: Breakout Rules](https://cleartape.ai/strategies/bollinger-band-squeeze): A Bollinger Band squeeze strategy with exact rules: BandWidth at a 6-month low, buy a close above the upper band, stop and exit at the middle band.
- [Pocket Pivot Buy Point: Volume Rules and Exit](https://cleartape.ai/strategies/pocket-pivot): Pocket pivot buy point as exact rules: an up day on more volume than any down day of the last 10, near the 10-day SMA, with a stop and a 50-day exit.
- [NR7 and Inside Day Breakout Strategy (Rules)](https://cleartape.ai/strategies/nr7-inside-day-breakout): An NR7 and inside day breakout strategy with exact rules: a narrow day in an uptrend, buy a close above its high, stop under its low, 2R target and trail.
- [RS Line New High Strategy (Exact Rules)](https://cleartape.ai/strategies/rs-line-new-high): RS line new high strategy with exact rules: buy when a stock's ratio to SPY hits a 52-week high, ideally before the price does, with an ATR trailing stop.

## Templates

- [Free Trading Journal Template (Excel & Sheets)](https://cleartape.ai/templates/trading-journal-template): Free trading journal template for Excel and Google Sheets: formulas for risk %, R:R, R multiple and P&L, and a win rate and expectancy summary. No sign-up.
- [Free Trading Plan Template (Excel & PDF)](https://cleartape.ai/templates/trading-plan-template): Free trading plan template: ten sections of questions, risk limits with formulas, a position size helper and a pre-trade checklist. Excel, print or PDF.
- [Trading Rules Template: Write Rules You Can Check](https://cleartape.ai/templates/trading-rules-template): Free trading rules template for Excel & Google Sheets: write checkable rules for setups, entry, exit, risk and conduct, then check each trade against them.

## Market data from official sources

- [Market Data: CPI, Jobs, FOMC and Economic Calendar](https://cleartape.ai/markets): Free market data from official sources: CPI and jobs figures from BLS, the FOMC schedule and fed funds range, the economic calendar and earnings estimates.
- [Economic Calendar: US Release Dates and Times (ET)](https://cleartape.ai/markets/economic-calendar): US economic release dates and times in ET: CPI, the jobs report, GDP, PCE, retail sales, FOMC decisions and jobless claims, from official agency schedules.
- [Earnings Calendar: Estimated Dates for Large US Stocks](https://cleartape.ai/markets/earnings-calendar): Estimated next earnings dates for large US companies, derived from their SEC 8-K results filings, with the likely window and links to EDGAR.
- [Official Market News: Fed, BEA, SEC and FDA Releases](https://cleartape.ai/markets/official-news): The latest press releases from the Federal Reserve Board, BEA, SEC and FDA, with headlines as published and links to the original releases.
- [Bitcoin Network: Fees, Mempool, Hashrate, Difficulty](https://cleartape.ai/markets/bitcoin-network): Bitcoin network status: recommended transaction fees in sat/vB, mempool backlog, block height, hashrate and the estimated next difficulty adjustment.
- [Next CPI Report: 2026 Release Dates & Latest Data](https://cleartape.ai/markets/cpi): US CPI inflation from BLS: the latest headline and core CPI, month over month and year over year, 13 months of history and the next CPI release dates.
- [Jobs Report 2026: Next Date, Payrolls & Unemployment](https://cleartape.ai/markets/jobs-report): The US jobs report from BLS: the latest nonfarm payrolls change, unemployment rate and wage growth, 13 months of history and the next release dates.
- [FOMC Meeting Schedule 2026–2027 & Current Fed Rate](https://cleartape.ai/markets/fomc): FOMC meeting dates for 2026 and 2027, the current federal funds target range, the next Fed rate decision and every rate change since 2015.