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Position Trading and CAN SLIM Workflow Tools

Position trading and CAN SLIM style research routines with the screeners and tools that support them.

What Does a Position Trading Routine Look Like?

  1. STEP 01

    Weekend Screening

    Run the weekly scan and shortlist tight consolidations. A few minutes a week, not all day.

    Financial Wisdom breakout scanner, about $42/mo on the annual plan

    As taught by Financial Wisdom · Source

    Showing the routine for Weekend Screening

  2. STEP 02

    Market Check

    The evening before, review index and leader action, check open positions, and update candidate levels.

    IBD Digital $44.95/moStock Market Today (free video)

    As taught by Investor's Business Daily · Source

    Showing the routine for Market Check

  3. STEP 03

    Watchlist Prep

    Inspect market and industry groups on daily and weekly charts, then prune the list to a ranked watchlist. A watchlist is not a buy list.

    MarketSurge $149.95/mo

    As taught by David Ryan, IBD · Source

    Showing the routine for Watchlist Prep

  4. STEP 04

    Entry Plan

    Set the stop first, then size the position from account risk. Take the breakout early, and skip it if it is already extended.

    TC2000 from $24.99/moFinvizPosition-size calculator

    As taught by Adam Khoo · Source

    Showing the routine for Entry Plan

  5. STEP 05

    Manage

    Sell into resistance and strength. When the thesis is wrong, take the loss instead of hoping.

    thinkorswimWebull

    As taught by Ricky Gutierrez · Source

    Showing the routine for Manage

  6. STEP 06

    Earnings Review

    Before earnings, check the loss rule from your actual cost, the profit zone, 50-day and 10-week support, and the report date. Then hold, trim, or exit.

    MarketSurgeIBD SmartSelect ratings

    As taught by Investor's Business Daily · Source

    Showing the routine for Earnings Review

  7. STEP 07

    Portfolio Review

    Export your broker trades, compare holding periods and long versus short, and hunt for the mistake you keep repeating.

    Broker CSV exportAI-built dashboard (Claude and Codex)

    As taught by Humbled Trader · Source

    Showing the routine for Portfolio Review

Which Educators Teach Position Trading?

  • William J. O'Neil, founder of Investor's Business Daily and creator of CAN SLIM

    William J. O'Neil (1933 to 2023), IBD founder. He does not present the current videos referenced on this page.

    CAN SLIM Growth Investing

    Since 1984

    Investor's Business Daily (CAN SLIM)

    IBD teaches CAN SLIM, a growth-stock process that pairs earnings and sales research with relative strength, chart bases, and a market-direction check before any buy. Here is the research stack its presenters use, and the tools that can do parts of the same jobs.

    184K subscribers · 2026

    Watch on YouTube
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  • Brendan of AI Pathways, AI-assisted trading research educator

    AI-Assisted Research / Systematic Trading

    Rising educator

    AI Pathways

    Brendan builds trading research systems with AI and shows the plumbing: data, backtests, alerts, and trade audits, with the honest caveat that asking an AI for a profitable strategy does not produce one. Here is the stack behind those workflows, what each piece needs to run (code, an API key, or a server), and the tools that can do the same jobs.

    81K subscribers · 2026

    Watch on YouTube
    Get the Full Stack
  • Rayner Teo, systematic trading educator from Singapore

    Rule-Based Swing Systems

    Rayner Teo

    Rayner teaches rule-based systems: momentum, mean reversion, and Bollinger Band pullbacks, each with entry, exit, and allocation rules he tests on years of data and walks through on TradingView. His channel covers several markets; this page keeps the stock lessons. Here is the stack behind those systems, and the tools that can do the same jobs.

    2.2M subscribers · 2026

    Watch on YouTube
    Get the Full Stack
  • Adam Khoo, stock trading and investing educator

    Stock Selection, Value, and Breakouts

    Adam Khoo

    Adam teaches how to pick and value stocks, size positions from account risk and stop distance, and trade breakouts without chasing extended moves. He separates a trade from a long-term investment in nearly every lesson. Here is the stack behind that process, and the tools that can do the same jobs.

    1.1M subscribers · 2026

    Watch on YouTube
    Get the Full Stack
  • Financial Wisdom channel logo

    Channel logo. Financial Wisdom is a channel, not a single personal brand.

    Weekly Breakout Swing Trading

    Financial Wisdom

    Financial Wisdom is a channel that studies how famous traders trade, from Minervini to Darvas and O'Neil, and teaches a weekly breakout system built on those lessons: a tight weekly box, a stop inside the pattern, a smaller position when the box is wide, and a few minutes of work a week. Here is the stack behind that system, and the tools that can do the same jobs.

    319K subscribers · 2026

    Watch on YouTube
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Which Tools Does a Position Trading Routine Need?

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  1. 01

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    Price changes and live promos on the tools traders actually use, monthly and annual side by side, so you stop overpaying.

  3. 03

    Workflow Teardown

    One educator's routine taken apart: the scan, the chart, the tools, and the free swap for every paid one.

  4. 04

    Scan of the Week

    Exact scanner settings you can copy, pulled from the educator's own lesson with the timestamp.

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