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MIS Entry Pad — Canonical Column Reference

docs/MIS_ENTRY_PAD_REFERENCE.md · last changed (pre-VM history) · rendered from GitHub master

MIS Entry Pad — Canonical Column Reference

Status: LIVING reference. Canonical target for FSE Session 2 (Brain Restore).
Source: Sam's Schwab zGoogle Finance Investment Tracker (1QUIJQBLTSk...), screenshots taken 2026-04-28 captured 2026-04-30.
Purpose: Lock the column structure Sam actually scans when reading per-ticker. The MIS Snapshot/Entry Pad area should mirror this structure. NOT for SMS — this is the MIS rebuild target.
Why this doc exists: Sam tried having "something like this" before — likely abandoned Tab #34 (Entry/Action signals, 277 rows, schema 9 cols, last data Apr 3). Per FSE Architecture doc the Snapshot tab was downgraded 28→14 cols. The Schwab Entry Pad is the working version Sam uses; MIS should match.


Two views captured in screenshots

View 1 — "Quiet Alpha" research grid (Schwab Entry Pad / Tracker)

Per-ticker scan card. 16 columns, one row per ticker:

# Column What it means Notes
1 Quiet Alpha Composite quiet-tape ranking header column, sortable
2 Ticker INTC, STX, AMD, etc.
3 Stock Name "Intel Corp", "Seagate Technology"
4 Current % Change Today's % move
5 Current Price Live price
6 Alpha Conviction Score (SACS) 0-100 conviction composite the SACS canonical name
7 Vol Stress Meter (VSM) volatility stress 0-3+
8 Flow Proxy Accumulating / Distributing / Rotating / Mixed
9 Intraday Price Quality (IPQ) data quality / freshness %
10 Action Flag ✅ In Sync / 🚫 Avoid / etc.
11 Final % Risk @ 1.3× ATR per-trade risk % the risk gate
12 Reward Score Walkaround_31 reward composite
13 Beta Dynamic Risk beta-adjusted risk score
14 Trade Conclusion HIGH CONVICTION BUY / REJECT Risk Too High / etc. the verdict
15 Sector Health Care, Technology, Semiconductors, etc.
16 Sector Avg_RS sector relative-strength avg

View 2 — "Execution Playbook v1" — header + per-ticker table

Header (top of sheet):
- Time stamp
- Header Date (e.g., "Monday, April 27, 2026")
- VIX block: Current · Change · % High of Day · Low of Day · % From High (Cool)
- Regime: NORMAL (color-coded)
- Regime Factor: 1.00
- Mode (action flag for the day, e.g., "In Sync")
- Wide DEs Stop Table

Per-ticker table (10 columns):

# Column Notes
1 Ticker
2 Name "Intel Corp"
3 Price live
4 Current % Change today
5 Entry Signal "Starter" / "Lean In" / blank
6 Stop absolute price
7 Stop @ 1.3× ATR computed from ATR
8 Risk % (entry - stop) / entry
9 Target % (target - entry) / entry
10 Target Price absolute

Example rows (from screenshot Apr 27 9:32 PM):

Ticker Name Price Chg Entry Stop Stop@1.3 Risk% Target% Target
INTC Intel Corp 84.99 +2.91% Starter 82.33 3.14% 7.84% 91.65
NEE NextEra En 94.81 -0.67% Starter 87.97 2.07% 5.18% 99.72
USO United States 114.72 +1.75% Starter 116.55 13.43% 33.73% 180.16
CEG Constellation 135.17 +0.53% Starter 304.86 3.27% 8.18% 340.94
UNH Unite Health 354.69 -0.08% Starter 471.01 4.28% 10.70% 392.65
STX Seagate Tech 595.86 +1.64% Starter 564.86 5.20% 13.01% 673.13
AMD AMD 334.49 -3.83% Starter 325.71 2.61% 6.53% 356.13
AEP American El 135.27 +0.55% Starter 132.95 1.57% 3.94% 140.37
AMZN Amazon 200.01 -1.11% Starter 254.71 2.43% 6.09% 276.94
BLK BlackRock 1056.86 +1.41% Starter 1040.34 1.56% 3.91% 1098.17
TFC Truist Financial 51.23 +0.99% Starter 50.07 2.26% 5.65% 54.12
DHI DR Horton 103.28 -0.36% Starter 153.86 3.44% 8.59% 173.10
PG Procter & G 148.4 +0.13% Starter 145.76 1.78% 4.45% 155.04
SCHG Schwab US Large 50.41 -0.27% Starter 32.30 2.17% 5.42% 34.80
NU Micron Tech 524.56 +0.65% Starter 504.87 3.75% 9.39% 553.79
OKLO Oklo Inc 75.93 +6.94% Starter 71.99 5.19% 12.97% 85.78
LIN Linde PLC 510.75 +0.09% Starter 497.86 2.62% 6.55% 544.23
NVO Novo Nordis 41.2 +0.05% Starter 39.82 3.34% 8.36% 44.65
CAT Caterpillar 828.79 -0.24% Starter 806.95 2.64% 6.59% 884.95

What this gives FSE Session 2

Brain Restore target: Snapshot tab needs to mirror the Execution Playbook v1 schema (10 cols per ticker + the header block above). Per FSE Architecture doc §4 the Snapshot was downgraded from 28 → 14 cols — needs to come back to ~28 cols matching the structure here.

The Quiet Alpha 16-col grid is the OTHER view — that's a research/discovery surface (filter + sort by SACS / Action Flag / Trade Conclusion). The Execution Playbook is the per-ticker decision card.

Both should re-emerge in MIS post-Brain-Restore. The SMS INTC Sam-only command (FSE Session 8) becomes a compressed view of the Playbook v1 row.


Per-ticker SMS reply template (future, FSE Session 8)

When Sam texts INTC to the Twilio number, the reply should be:

INTC ↑ +2.91% @ $84.99 · Tech
SACS 84.99 / VSM 0.5 / Flow Acc
Stop $82.33 (3.14%) / Tgt $91.65 (7.84%)
R:R 2.50 · Verdict: HIGH CONVICTION BUY
Sector: Tech (Avg RS 14.55)

~5 lines, ~150 chars per part. Mirrors the Playbook v1 row + adds the Quiet Alpha verdict.


Source trail

Source trail · docs/MIS_ENTRY_PAD_REFERENCE.md @ master · rendered 2026-07-02 7:23 PM EDT by scripts/build-docs.py · the .md in the repo is the truth; this page is the phone-readable view