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Create a long-only trade plan for common stocks with point-in-time NASDAQ-100 membership. Look for financially strong stocks that dip below monthly S2 support, then recover above weekly S2.
WhaleRiderCreated and validated PIVOT_SPRING_TRADE_PLAN with the sequential pivot setup, fundamental thresholds, and ATR controls.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | +0.37% | -0.52% | +4.68% | +1.38% | +0.88% | -1.55% | +7.87% | +2.47% | +3.23% | -2.49% | +2.25% | +3.22% | +23.59% |
| 2017 | +2.07% | +3.61% | +2.66% | +4.35% | -1.14% | +0.97% | -2.33% | -0.63% | +1.09% | +2.85% | -2.33% | +3.22% | +15.05% |
| 2018 | +7.93% | +0.37% | -0.82% | +3.64% | +5.52% | +2.25% | +6.14% | +2.00% | -0.93% | -17.43% | +1.05% | -3.67% | +3.56% |
| 2019 | +8.26% | +2.83% | -5.41% | +11.42% | -6.13% | +8.12% | +1.06% | -6.88% | +2.39% | +0.94% | -3.79% | +3.11% | +14.88% |
| 2020 | +4.04% | +4.45% | -14.70% | +19.82% | +14.59% | +0.92% | +10.36% | +3.06% | +3.58% | +2.51% | +7.42% | 0.00% | +66.64% |
| 2021 | +7.87% | +0.04% | +5.71% | +2.30% | +8.74% | +7.01% | +8.31% | -3.89% | -3.58% | +1.64% | +0.92% | +4.18% | +45.65% |
| 2022 | -18.25% | +6.52% | +9.86% | -13.83% | -1.82% | -4.26% | +9.49% | +2.58% | -2.87% | +6.88% | +9.53% | -0.48% | -1.52% |
| 2023 | +4.20% | +6.63% | +7.87% | +2.25% | +3.33% | +0.43% | +0.57% | -4.10% | -5.58% | +2.16% | +11.77% | +13.07% | +49.52% |
| 2024 | +5.03% | +0.76% | +4.78% | -3.87% | +3.56% | +5.48% | +6.32% | -3.07% | +9.17% | +3.03% | +1.29% | -6.28% | +28.14% |
| 2025 | +6.74% | +2.13% | -2.19% | +13.03% | +5.92% | +10.22% | -0.06% | +3.89% | +0.85% | +0.55% | -1.90% | +9.29% | +58.83% |
| 2026* | +8.67% | -11.00% | +0.16% | +7.96% | -11.28% | -5.32% | , | , | , | , | , | , | -12.15% |
Green: positive · Red: negative · 0.00%: no change ·, : outside simulation period
| Ticker | Entry date | Exit date | Entry price | Exit price | P&L | Return |
|---|---|---|---|---|---|---|
| 2016-01-11 | 2016-01-27 | $78.57 | $81.16 | +$981.61 | +3.30% | |
| 2016-01-11 | 2016-02-09 | $16.94 | $15.82 | -$1,967.84 | -6.61% | |
| 2016-01-11 | 2016-01-15 | $25.05 | $24.20 | -$1,011.50 | -3.39% | |
| 2016-01-11 | 2016-01-27 | $25.96 | $26.95 | +$402.93 | +3.81% | |
| 2016-01-15 | 2016-02-08 | $45.67 | $41.87 | -$2,378.80 | -8.32% | |
| 2016-01-27 | 2016-02-29 | $95.09 | $97.42 | +$738.61 | +2.45% | |
| 2016-01-27 | 2016-02-05 | $86.59 | $81.24 | -$727.60 | -6.18% | |
| 2016-02-05 | 2016-02-11 | $51.52 | $48.40 | -$667.68 | -6.06% | |
| 2016-02-08 | 2016-02-18 | $143.26 | $151.07 | +$1,421.42 | +5.45% | |
| 2016-02-09 | 2016-02-23 | $29.07 | $31.52 | +$2,332.40 | +8.43% |
* Showing the first 10 of 1,114 completed trades. Select a ticker to view its candlesticks. Explore the complete trade list in WhaleRider chat.
Create a long-only SPY trade plan. Enter when daily IBS is below 0.1 and RSI(2) is below 35. Exit when IBS rises above 0.8, with a maximum holding period of 60 calendar days.
WhaleRiderCreated and validated WEAK_IBS_TRADE_PLAN with the daily IBS and RSI entry rules, IBS exit, and 60-calendar-day holding limit.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | -0.74% | +3.31% | +3.14% | +1.36% | 0.00% | +1.26% | 0.00% | +0.37% | +0.76% | +1.09% | -0.38% | +0.55% | +11.16% |
| 2017 | +0.78% | 0.00% | -1.38% | +0.43% | +2.30% | -0.11% | 0.00% | +0.08% | 0.00% | 0.00% | 0.00% | +1.87% | +3.99% |
| 2018 | 0.00% | -0.37% | -3.34% | 0.00% | +0.43% | -1.21% | +1.23% | 0.00% | 0.00% | +2.72% | +0.27% | +3.22% | +2.81% |
| 2019 | +1.73% | 0.00% | 0.00% | +2.01% | -0.52% | +1.09% | +3.28% | +2.79% | 0.00% | +4.02% | 0.00% | 0.00% | +15.23% |
| 2020 | 0.00% | 0.00% | -5.50% | 0.00% | -0.23% | +3.74% | 0.00% | 0.00% | +1.01% | -1.10% | +12.48% | +0.53% | +10.50% |
| 2021 | 0.00% | 0.00% | +2.09% | 0.00% | +1.30% | +0.92% | +1.52% | +3.15% | -0.70% | +3.28% | +0.35% | -0.75% | +11.64% |
| 2022 | -6.02% | -1.57% | +4.31% | -0.11% | +3.28% | -2.89% | -1.37% | 0.00% | -4.40% | +11.21% | +4.28% | +3.79% | +9.72% |
| 2023 | +1.91% | +0.61% | -2.04% | +1.39% | +5.30% | +0.45% | +0.22% | +0.67% | -0.90% | 0.00% | -1.01% | +1.37% | +8.07% |
| 2024 | +0.81% | +0.96% | +0.35% | +0.57% | +2.00% | -0.01% | -0.43% | -2.53% | +0.27% | 0.00% | +2.65% | +0.95% | +5.65% |
| 2025 | 0.00% | +0.84% | -1.03% | +3.56% | 0.00% | 0.00% | +0.39% | 0.00% | 0.00% | +1.15% | +1.32% | +1.03% | +7.43% |
| 2026* | +1.14% | +1.04% | 0.00% | -2.67% | 0.00% | +1.20% | , | , | , | , | , | , | +0.66% |
Green: positive · Red: negative · 0.00%: no change ·, : outside simulation period
| Ticker | Entry date | Exit date | Entry price | Exit price | P&L | Return |
|---|---|---|---|---|---|---|
| 2016-01-04 | 2016-01-05 | $199.77 | $201.67 | +$950.00 | +0.95% | |
| 2016-01-11 | 2016-01-25 | $192.74 | $189.51 | -$1,689.29 | -1.68% | |
| 2016-02-11 | 2016-02-16 | $182.81 | $188.87 | +$3,284.52 | +3.31% | |
| 2016-03-01 | 2016-03-02 | $194.81 | $198.02 | +$1,688.46 | +1.65% | |
| 2016-03-09 | 2016-03-14 | $199.21 | $202.13 | +$1,527.16 | +1.47% | |
| 2016-04-12 | 2016-04-13 | $204.49 | $207.28 | +$1,442.43 | +1.36% | |
| 2016-06-14 | 2016-06-17 | $208.62 | $206.87 | -$897.75 | -0.84% | |
| 2016-06-27 | 2016-06-29 | $200.63 | $204.88 | +$2,248.25 | +2.12% | |
| 2016-08-17 | 2016-08-18 | $217.51 | $218.32 | +$404.19 | +0.37% | |
| 2016-09-12 | 2016-09-13 | $213.10 | $214.71 | +$822.71 | +0.76% |
* Showing the first 10 of 145 completed trades. Select a ticker to view its candlesticks. Explore the complete trade list in WhaleRider chat.
Create a long-only QQQ trade plan. Enter when MFI(2) is below 10 and RSI(14) is above 50. After the daily wait signal, exit when the close exceeds the previous daily high or RSI exceeds 70. Hold for at most 5 calendar days.
WhaleRiderCurrent validated MFI_PULLBACK_TRADE_PLAN uses daily MFI and RSI rules, a sequential exit, and a 5-calendar-day holding limit.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | 0.00% | +1.76% | +4.49% | +1.26% | -2.62% | -1.52% | 0.00% | +0.39% | +1.78% | +0.81% | -2.22% | +0.66% | +4.69% |
| 2017 | +0.94% | +0.12% | +1.88% | -1.18% | +0.71% | 0.00% | 0.00% | -0.08% | 0.00% | +2.33% | +0.75% | +0.43% | +6.01% |
| 2018 | +0.91% | 0.00% | -1.20% | 0.00% | -0.18% | +1.58% | -1.61% | +2.14% | +0.53% | 0.00% | 0.00% | 0.00% | +2.15% |
| 2019 | +1.85% | +2.84% | +3.92% | 0.00% | 0.00% | 0.00% | +3.80% | -5.73% | -0.83% | -0.02% | +2.56% | +3.06% | +11.64% |
| 2020 | +1.81% | +3.18% | -6.92% | +3.40% | +4.01% | +5.28% | +6.30% | +1.85% | +1.11% | -2.11% | +4.44% | +1.90% | +26.25% |
| 2021 | +5.55% | -3.06% | 0.00% | +1.90% | -2.71% | +3.97% | +1.16% | +2.22% | -1.38% | 0.00% | +2.10% | 0.00% | +9.81% |
| 2022 | +0.27% | 0.00% | 0.00% | -0.25% | 0.00% | 0.00% | +2.45% | -4.40% | 0.00% | 0.00% | +0.30% | +3.50% | +1.70% |
| 2023 | +2.59% | +0.67% | -1.07% | +0.76% | +3.21% | +2.64% | +0.01% | -0.59% | +0.96% | 0.00% | 0.00% | 0.00% | +9.46% |
| 2024 | +2.03% | +6.18% | +5.48% | +0.09% | 0.00% | +0.95% | 0.00% | 0.00% | -0.88% | +0.15% | -2.74% | +0.28% | +11.77% |
| 2025 | +1.11% | +1.02% | 0.00% | 0.00% | +1.06% | +1.63% | +1.34% | +0.78% | +2.03% | 0.00% | 0.00% | -0.20% | +9.10% |
| 2026* | +0.27% | 0.00% | 0.00% | +0.78% | +1.09% | +1.16% | , | , | , | , | , | , | +3.34% |
Green: positive · Red: negative · 0.00%: no change ·, : outside simulation period
| Ticker | Entry date | Exit date | Entry price | Exit price | P&L | Return |
|---|---|---|---|---|---|---|
| 2016-02-25 | 2016-02-26 | $102.23 | $104.03 | +$1,760.40 | +1.76% | |
| 2016-03-09 | 2016-03-14 | $104.32 | $106.28 | +$1,911.00 | +1.88% | |
| 2016-03-28 | 2016-03-30 | $107.08 | $109.83 | +$2,662.00 | +2.57% | |
| 2016-04-11 | 2016-04-14 | $109.42 | $110.80 | +$1,339.98 | +1.26% | |
| 2016-04-25 | 2016-05-02 | $108.82 | $105.97 | -$2,818.65 | -2.62% | |
| 2016-06-06 | 2016-06-07 | $110.31 | $110.46 | +$142.50 | +0.14% | |
| 2016-06-09 | 2016-06-15 | $110.11 | $108.29 | -$1,734.46 | -1.65% | |
| 2016-08-18 | 2016-08-24 | $117.06 | $117.52 | +$405.72 | +0.39% | |
| 2016-08-26 | 2016-09-01 | $116.99 | $116.72 | -$239.22 | -0.23% | |
| 2016-09-21 | 2016-09-22 | $117.41 | $118.80 | +$1,223.20 | +1.18% |
* Showing the first 10 of 148 completed trades. Select a ticker to view its candlesticks. Explore the complete trade list in WhaleRider chat.
Develop rule-based trading strategies, backtest them against historical market and financial data, and analyze performance, trades, and drawdowns. WhaleRider brings algorithmic strategy research into your preferred AI workflow.
Use MCP trading tools for LLM trading research and AI-assisted backtesting in ChatGPT, Claude, or Grok.
Develop and edit systematic trading strategies with schema-aware completion, hover documentation, and strategy validation through the WhaleRider VS Code plugin.
Automate strategy validation, historical simulation, and portfolio simulation from your terminal.
Define rule-based strategies with technical indicators, signals, entry and exit rules, and risk controls. Turn natural-language strategy definitions into precise, validated artifacts.
Combine historical market and financial data, including price bars, financial statements, analyst grades, company rating scores, institutional ownership, Treasury yields, and macroeconomic indicators.
Run stock backtesting and portfolio simulation, then explore strategy performance, trade analysis, risk analysis, drawdown analysis, and equity curves.