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Main Analysis Area

This is the core intelligence section of Neo.

For every active symbol, Neo builds a multi-layer analysis structure with different selectable Tools displayed on cards .

In the example dashboard:

  • EOG
  • JHX

are currently active with each a unit of 4 tool cards.

Each symbol receives:

  1. Fundamentals
  2. Market State
  3. Trade Quality
  4. Execution Engine

These tools work together as a decision framework.

Fundamentals Tool card

The Fundamentals module evaluates:

  • Valuation
  • Growth
  • Balance sheet quality
  • Profitability
  • Risk

Typical metrics include:

Metric Meaning
PE Ratio Price relative to earnings
PEG Ratio PE adjusted for growth
PEGY PEG adjusted for dividends
EPS Growth Earnings growth trend
Revenue Growth Business expansion
ROE Return on equity
D/E Ratio Debt-to-equity leverage

Purpose of Fundamentals

Neo does not use fundamentals alone.

Instead, fundamentals act as:

  • Quality filters
  • Risk filters
  • Long-term context
  • Probability modifiers

Examples:

Strong Fundamentals

Can:

  • Increase trade confidence
  • Improve long-term probabilities
  • Reduce risk penalties

Weak Fundamentals

Can:

  • Reduce scoring
  • Trigger caution states
  • Lower execution quality

EPS Score

The EPS score is designed to summarize:

  • Earnings consistency
  • Earnings acceleration
  • Earnings stability

A higher score generally indicates:

  • Better operational quality
  • Stronger business execution
  • Improved long-term sustainability

Market State Panel Tool Card

The Market State engine is one of Neo’s core systems.

Its purpose is to answer:

“What environment is this stock currently in?”

Neo evaluates:

  • Trend
  • Structure
  • Volatility
  • Extension
  • Participation

instead of relying on simple bullish/bearish labels.

Market State Components

Minimum Extreme

Represents the lower structural reference level.

Usually derived from:

  • Pivot lows
  • Support zones
  • Structural extremes

Current Position

Shows where the current price sits inside the active range.

This helps identify:

  • Cheap vs extended pricing
  • Compression zones
  • Breakout risk
  • Breakdown risk

Maximum Extreme

Represents upper structural resistance.

Usually derived from:

  • Pivot highs
  • Resistance levels
  • Historical extremes

Composite States

Neo combines multiple market dimensions into composite states.

Examples:

  • Markup
  • Markdown
  • Accumulation
  • Distribution
  • Impulse Up
  • Pullback
  • Compression
  • Re-accumulation

These states form the foundation for:

  • Trade timing
  • Risk control
  • Execution planning

Trade Quality Panel Tool Card

Trade Quality evaluates whether a setup is:

  • Attractive
  • Dangerous
  • Weak
  • High probability
  • Extended
  • Structurally broken

This is different from direction.

A stock can:

  • Trend upward
  • But still be a poor trade

Neo separates:

  • Market direction
  • Trade opportunity quality

Trade Quality Score

Example:

  • 79/100
  • Grade C

The score reflects:

  • Structural quality
  • Risk/reward
  • Volatility behavior
  • Momentum alignment
  • Support/resistance positioning
  • Probability alignment

Quality Metrics

Neo internally evaluates:

  • Range quality
  • Trend consistency
  • Compression behavior
  • Momentum quality
  • Volume participation
  • Structural confirmation
  • Reward-to-risk potential

The goal is to avoid:

  • Chasing extended moves
  • Buying weak structures
  • Entering poor asymmetry trades

Execution Engine Tool Card

The Execution Engine transforms analysis into actionable plans.

This layer answers:

  • Where to enter
  • Where to stop
  • Where to take profit
  • What invalidates the setup
  • How to scale positions

This is one of Neo’s most important systems.

Entry & Trigger

Defines:

  • Entry price
  • Trigger condition
  • Pullback zones
  • Breakout confirmations

Example:

  • Limit order on pullback
  • Breakout above resistance
  • EMA reclaim
  • Volume confirmation

Stop & Invalidation

Defines:

  • Structural failure point
  • Stop-loss logic
  • Trade invalidation

Neo prefers:

  • Structural stops
  • ATR-aware stops
  • Market-state-aware exits

instead of arbitrary percentage stops.

Management & Targets

Defines:

  • Target levels
  • Partial exits
  • Trailing stops
  • Scaling logic

Examples:

  • Sell 50% at Target 1
  • Trail stop under EMA20
  • Move stop to break-even after confirmation

This helps turn analysis into executable trading behavior.