Balanced Swing Research
Multi-Day Momentum & Trend Continuation
Scans for clean trend continuation patterns across high-relative-volume equities. Generates complete trade plans with precise entry triggers, profit targets, and dynamic trailing stops before routing.
- Time horizon
- 2 to 5 days
- Markets
- US Equities, High Relative Volume Names
- Evidence
- accumulating
See the approach work through a decision
Fictional inputs illustrate the research process, from starting assumptions to a decision.
Starting assumptions. Fictional Cedar Instruments trades at $50. Its 20 EMA is above its 50 EMA, breakout volume is 1.6 times its recent average, support is $49, and daily ATR is $2.
An assumed $50 entry is $1 above support, within one ATR. With an assumed $48 stop, planned loss is $2 per share. A $100 research risk budget permits 50 shares before fees and slippage, with $2,500 allocated to the position. Allocation and planned loss are different numbers.
What to check next. Check a later, untouched date range before treating the pattern as useful. An overnight gap through $48 can exceed the planned $100 loss; ATR describes volatility, not direction.
Setup criteria to review
- 1.Daily 20 EMA > 50 EMA trend alignment
- 2.Consolidation breakout on > 1.5x 20-day average volume
- 3.Risk-adjusted entry within 1 ATR of structural support
Exit & Risk Management
- 1.2.5x ATR trailing chandelier exit
- 2.Partial scale at 1.5R with stop moved to breakeven
- 3.5-day maximum hold bar expiration
Research this in BrokerBridge
- Ask Chat to explain the setup using supplied daily bars and timestamps. Include: "Do not place, approve, or change any order." Verify the price and volume inputs.
- Compare the proposed entry, invalidation level and sizing math against your risk budget. Include costs and overnight gaps in any historical test.
- For a later trade, use the app to review the exact account, destination and approval scope. Follow order status and confirmed fills before treating a plan as a position.
An explicit buy, sell or close-now request in Chat can authorize action without another approval click. Live permission can remain valid for later requests in the same chat and destination. Use the research wording above and read the Chat permissions lesson before requesting a trade.
Method and source references
The sources explain the concepts used here. Template criteria and fictional examples do not establish an edge or reproduce a named investor’s complete process.
- Fidelity: Average True Range (ATR)
Defines true range, including price gaps, and explains that ATR measures volatility without predicting direction. The entry thresholds here are research template choices.
Choose how you approve
These are the approval options listed for this strategy. Review its availability and limits in the app before enabling it.
- Approve each tradeReview the complete plan before sending that trade.
- Confirm from an alertReview the alert and confirm before its approval window closes.
Choose the risk budget for the research template explicitly. Check actual account limits and position size in the app before granting trade authority.
Known Failure Modes & Limitations
- Whipsaw markets causing premature trailing stop exits
- Broad index gap-downs breaching overnight stops
Playbook template for research and practice. Requires individual trade confirmation by default.