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SEPA Workstation Manual

This workstation screens stocks using configurable rules inspired by Mark Minervini's SEPA methodology. It separates trend quality from an actionable trade setup.

Quick start

1.Use Screener for the ranked SEPA trend universe; it is separate from your personal list.
2.Open Watchlist and search by ticker or company name, then add with one click.
3.You can also select the star beside a ticker in the screener.
4.Open a ticker such as NVDA to inspect the chart and every passed or failed rule.
5.Treat OBSERVE as a research category—not an instruction to buy.

What the fields mean

Trend Score

Percentage of the ten configurable trend rules currently passing.

RS Percentile

Weighted 1M/3M/6M/12M performance rank within the cached universe; this is not RSI.

VCP candidate

The trailing 60 sessions pass the configured tests for successive range contraction, a tight final contraction, ATR contraction, volume dry-up, controlled depth, and proximity to the pivot.

Net price

Your personal watchlist threshold, saved in this browser. REACHED appears when the latest cached price is at or below it; it is separate from strategy invalidation.

Pivot

The highest price in the prior 50 sessions, excluding today's bar to prevent look-ahead.

Trigger

Pivot plus a 0.1% confirmation buffer.

Confirmed breakout

A new close through the trigger with volume at least 1.5× the prior 20-session average.

Invalidation

The higher of the recent 10-session low or 7% below the pivot; a research risk reference, not a personalized stop.

OBSERVE

Trend quality passed, but the complete breakout rule has not passed.

NOT QUALIFIED

One or more important trend conditions are currently absent.

What universe is analyzed

The cache contains the current S&P 500 constituent snapshot, SPY and QQQ benchmarks, and selected extras such as SMH. While the backend is running, prices refresh automatically at 6:15 p.m. Toronto time each weekday. The market-session date and exact time of the latest successful refresh are shown separately. Data is end-of-day cached research data, not a live quote feed.

How the analysis works

Daily adjusted OHLCV is processed into SMA 20/50/150/200, ATR, volume averages, and 52-week bounds. After trend qualification, the VCP stage divides the trailing 60 sessions into three chronological segments and tests whether their price ranges contract. It also checks final tightness, normalized ATR, volume dry-up, base depth, and pivot proximity. The breakout stage remains separate.

Current limitations

This first setup model is deterministic and intentionally conservative; it does not visually recognize every VCP nuance. Fundamentals, intraday/live feeds, market-regime filters, paper trading, and backtesting remain later milestones. Current S&P membership must not be used for historical backtests because that would introduce survivorship bias.

Safe interpretation

A confirmed breakout or invalidation reminder means only that a configured rule passed on cached end-of-day data. It is not a live alert, automatic sell order, or personalized advice. Confirm the current price and your own plan before acting; validate with point-in-time data and paper trading before considering real capital.