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How-to

Use WickedDesk every day

A fixed order for preparation: market, groups, watchlist, chart, and plan.

Trading is complicated enough. WickedDesk should not be another screen to click through. It gives you an order.

Start with the market, review the strongest groups, build a short watchlist from scanner and matrix, and open the chart only after that. The first ticker does not decide your day.

20 min
A short watchlist with checked names, alerts, and clear risk.
WickedDesk dashboard with market picture and daily routine
01

Start with the market picture

Check market signal, breadth, indexes, and the most important news first. The goal is not to find a stock immediately. The goal is to know whether the market supports new ideas.

When breadth, indexes, and news diverge, keep the watchlist shorter. In stronger phases, you can search more broadly. In yellow or red phases, demand more confirmation.

Open dashboard
WickedDesk group view with performance map and timeframes
Area shows the strength of the move. Colour and period provide the context.
02

Read groups before single stocks

Next come sectors, themes, and industries. Strong stocks often do not stand alone. If a stock looks strong but its group does not confirm, it stays on observation.

The group view shows where momentum, breadth, and relative strength line up. Compare today, one week, one month, three months, and six months to see whether a move is starting or only interrupting a weak period.

Open groups
WickedDesk scanner with prioritized hits
03

Review scanner hits

The scanner shows stocks with strength, volume, proximity to highs, or a setup. A hit is not a setup. It is a name for the next check.

Choose the right scanner: leaders, EP, breakout, pullback, tight range, or ADR. Then check RS, volume, proximity to highs, ADR/ATR, catalyst, and group context. For long setups, keep one rule fixed: price above the SMA 200. In WickedDesk, the red line in the chart is the SMA 200 by default.

Open scanner
WickedDesk matrix with stocks near highs
04

Use matrix for proximity to highs

The matrix shows stocks near 52-week highs or all-time highs. Many strong setups start from strength pausing, not from deep weakness.

Use filters for RS, ADR, price, market cap, and dollar volume. What remains should be names you actually want to check in the chart.

Open matrix
WickedDesk Chart with sidecar and earnings table
Actual, estimate, and surprise stay in the same workspace as the chart.
05

Check chart, sidecar, and checklist together

The chart is where a watchlist name becomes a plan or gets removed. Price, volume, next earnings, news, events, related stocks, group context, and checklist stay together.

For earnings, do not stop at the reported result. Compare EPS and sales with the prior estimate and read the surprise. The goal is not to draw more lines. You want to see entry, stop, risk, and invalidation.

Open chart
WickedDesk menu for observation, entry, exit, and post-trade review
Saved stages connect the first observation with the later review.
06

Save chart states as a history

Save the first observation, pre-entry check, entry, exit, and post-trade review as stages of the same idea. Timeframe, visible range, indicators, and drawings remain available.

View then opens the saved chart. Continue today applies its settings to current price data. The full workflow is covered in the guide to chart history, Model Book, and journal.

Open chart history guide
WickedDesk on iPhone with chart and watchlist context
07

Keep the watchlist short

A good watchlist is short. If you need to re-check twenty names every evening, the watchlist is too wide.

Place alerts at the prices where the decision changes. Until then, the alert watches, not you.

Open watchlist
WickedDesk journal with linked chart history
From the journal, open the saved chart or continue the review with current prices.
08

Tie the review back to preparation

After the trade, profit and loss are not enough. The real question is whether the entry matched your preparation.

Journal and reports show which setups, hours, symbols, and mistakes repeat. The linked chart history also shows what you had seen and drawn when you made the decision.

Open reports

Workflow

1

Check the market picture

Read signal, breadth, indexes, and news.

2

Rank groups

Read sectors, themes, and industries by strength.

3

Tighten the watchlist

Reduce scanner and matrix to a few checkable names.

4

Control the chart

Combine trend, volume, events, group context, and risk.

5

Write the plan

Capture watchlist, alert, entry, stop, and invalidation.

6

Review the trade

Afterward, check whether the process worked.

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