Charlie's evening brief
I reviewed your Schwab status, MarketSurge, and market quotes. IBD is optional right now.
6 items need your attention. Stop-loss and risk cleanup can move now; new buys wait for deeper required source coverage.
Brief generated 5:09pm PT using the synced data above.
Today's action
VOO, WMB, GOOGL, NVDA are current holdings, but Schwab.com Order Status did not show an OPEN stop or trailing-stop row mapped to them. This is risk cleanup, not a buy signal.
Use the stop cleanup controls below. Draft the missing stop tickets here before adding new shares.
Set stops nowNeeds attention
Ranked by what Mike can actually do today: stop cleanup first, then real buy/add candidates, then source or article tasks.
Other useful actions
86 recommendation(s) are saved, but Mike has not marked enough actions done yet. Hit-rate scoring stays pending rather than invented.
Review Charlie's history ›See how Charlie thinksView the decision policy and evidence stack in Setup without crowding Mike's morning checklist.
View rules and evidence ›Review source briefCheck IBD, MarketSurge, articles, and source freshness when Mike wants the deeper explanation.
Open IBD brief ›Stop cleanup
Charlie checked Schwab.com Order Status and matched the open stop rows he could see. These positions still do not have an open stop row mapped in Helm.
Schwab API order feeds were checked, but they returned no open stop mapped to VOO. Use the browser verifier if Dad sees the stop on Schwab.com.
Pick fixed stop or trailing stop. Nothing goes to Schwab unless Mike approves.
Enter the stop price. Optional limit price turns it into a stop-limit draft if Mike wants a minimum sell price.
Schwab API order feeds were checked, but they returned no open stop mapped to WMB. Use the browser verifier if Dad sees the stop on Schwab.com.
Pick fixed stop or trailing stop. Nothing goes to Schwab unless Mike approves.
Enter the stop price. Optional limit price turns it into a stop-limit draft if Mike wants a minimum sell price.
Schwab API order feeds were checked, but they returned no open stop mapped to GOOGL. Use the browser verifier if Dad sees the stop on Schwab.com.
Pick fixed stop or trailing stop. Nothing goes to Schwab unless Mike approves.
Enter the stop price. Optional limit price turns it into a stop-limit draft if Mike wants a minimum sell price.
Schwab API order feeds were checked, but they returned no open stop mapped to NVDA. Use the browser verifier if Dad sees the stop on Schwab.com.
Pick fixed stop or trailing stop. Nothing goes to Schwab unless Mike approves.
Enter the stop price. Optional limit price turns it into a stop-limit draft if Mike wants a minimum sell price.
Schwab API order feeds were checked, but they returned no open stop mapped to AMZN. Use the browser verifier if Dad sees the stop on Schwab.com.
Pick fixed stop or trailing stop. Nothing goes to Schwab unless Mike approves.
Enter the stop price. Optional limit price turns it into a stop-limit draft if Mike wants a minimum sell price.
Schwab API order feeds were checked, but they returned no open stop mapped to WMT. Use the browser verifier if Dad sees the stop on Schwab.com.
Pick fixed stop or trailing stop. Nothing goes to Schwab unless Mike approves.
Enter the stop price. Optional limit price turns it into a stop-limit draft if Mike wants a minimum sell price.
New candidates
Charlie keeps new ideas separate from current-holding cleanup. A stock only belongs here when Schwab shows no current position and the source evidence is worth watching.
Charlie has current holdings and source reads to review, but no non-owned stock has cleared the bar as a new-position candidate yet. The next useful move is to keep stops visible, read the IBD/MarketSurge brief, and let the next scan look for a cleaner setup.