Full Cycle Investing — a working process, not a forecast

The Three-Layer Toolkit

Regime → Signal → Execution. GIP quadrant model, a live Risk Range approximation via Yahoo Finance, and the position sizing rules — built from the process in Master The Market.

Step 1 — Identify the regime

Ask two questions about the rate of change, not the level: is growth accelerating or slowing, and is inflation accelerating or slowing? Tap a quadrant, or use the toggles.

Step 2 — What the quadrant favors
Step 1 — Look up a ticker

Enter a stock or ETF ticker to pull its last N trading days from Yahoo Finance. Tries /api/ticker (Vercel) first — cached in Redis for 1 hour so repeat lookups don't re-hit Yahoo — then falls back to a /yf/ proxy path (uncached) if you're hosting this behind nginx instead.

Ticker
Trading days

Trade = last 15 days, Trend = last 63, Tail = last 756. Load at least 756 trading days (~3 years) for a real Tail read — fewer than that and the Tail card will show as unavailable rather than guess.

Or paste prices manually

Oldest price first, most recent last, comma-separated. Useful offline or for testing before you deploy the lookup endpoint.

Step 1 — Set the position
Portfolio value
Asset class
Step 2 — Min / Max sizing
Step 3 — When you're wrong
  • Breaks TRADE + TREND support → out entirely.
  • Lower highs forming → start reducing size.
  • Lower highs + breaks TRADE → cut to your minimum.
  • Holding TRADE + TREND with higher highs/lows → add in increments.
The three layers, in order

This tool mirrors the process in Master The Market: figure out what regime you're in (GIP), check where price sits within its recent range (Risk Range), then decide how much to bet and when to cut it (Position Sizing). Work the tabs in that order — regime first, sizing last.

01 · GIP Regime
  • Answer two rate-of-change questions: is growth accelerating or slowing, is inflation accelerating or slowing.
  • Tap the matching quadrant (or use the toggles) to see what's historically favored and what to avoid — asset classes, sectors, and style factors.
  • This is a reference table from the book's back-tested data, not a live signal — you supply the growth/inflation read yourself, or bring it from your Regime Tracker dashboard.
02 · Risk Range
  • Type a ticker and days, hit Look up — it pulls closes and volume from Yahoo Finance and fills the price box automatically. Or paste your own comma-separated series (oldest → newest) if you're offline; without volume data, levels fall back to a simple average.
  • Position shows where the current price sits in its full range: under 25% is near the low (a "buy the damn dip" zone per the book), over 75% is near the high.
  • Tail / Trend / Trade are levels over fixed windows off the end of the cached history — Trade = last 15 closes, Trend = last 63, Tail = last 756 (~3 years) — using a volume-weighted average (VWAP) when volume is available, or a simple average (SMA) otherwise. Levels use the full cached history for the ticker even if you're only displaying a shorter slice, so Tail can resolve on a 100-day lookup as long as the symbol has 756+ days of history behind it.
  • Each card is color-coded: green means the current price sits above that level, red means below, blue means within ±0.01% of it (essentially sitting right on the level).
  • The formation banner uses the exact same above/below comparison as the cards: bullish only when price is above every available level, bearish only when below every one, mixed otherwise — so the banner and the card colors never disagree.
  • Repeat lookups for the same ticker are served from a 1-hour Redis cache (if configured) rather than re-fetching Yahoo — see the deployment note below.
  • Remember: this is an educational approximation, not Hedgeye's proprietary Risk Range™ signal.
03 · Position Sizing
  • Enter your portfolio value and pick an asset class to get the book's min/max sizing bands and the dollar amounts they translate to.
  • Buy or sell in the 50–150bps increments shown, rather than moving to a full position all at once.
  • Pick a stop-loss rule before you're in the trade, not after — the toggle lets you compare the book's current (−6% at max size) and legacy (−12%) versions.
  • The checklist at the bottom is the exit logic: reduce on lower highs, cut to minimum if TRADE support breaks, exit entirely if TREND support breaks too.
Deployment note

Ticker lookups need either the /api/ticker serverless function (Vercel) or a /yf/ reverse-proxy path (self-hosted) — see the README. Set UPSTASH_URL and UPSTASH_TOKEN as Vercel env vars to enable 1-hour Redis caching of Yahoo lookups; without them, /api/ticker still works, it just fetches live every time. Without either deployed, the manual paste box still works fully offline.

Not investment advice. This is an educational tool for practicing a process described in a book, not a live trading signal. Data comes from an undocumented Yahoo Finance endpoint that can change or rate-limit without notice. Do your own research and size positions accordingly.