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Master Rulebook Trading System

Rules-based options trading across all market regimes. Four plans. Fully automated screening. Backtested edge.

This wiki explains a personal options trading system called Master Rulebook. The core idea is simple: different market environments reward different behaviors, so the system classifies the current regime first, then routes capital to the plan built for that environment. If you are new to trading terms, the Glossary is the best companion page to keep open.

Dec 10 → Feb 28
+812%
$9,650 → $88,000 in 11 weeks
Plan M Backtest PF
1.85
7,020 trades, 56.9% win rate
Plan Alpha PF
2.68
908 trades, 75.1% win rate
Combined Backtest
+$554K
$70K → $624K (2016-2026)

These cards are the high-level proof that the system is not just a collection of ideas. The first shows what happened when the rules were followed in live trading. The others show what the major plans produced in historical testing.

System at a Glance

A regime is just market "weather." Instead of asking, "What do I feel like trading today?", Master Rulebook asks, "What kind of market are we in, and which plan was built for that?" That routing decision is the system's master switch.

Regime SPY 20d Return Active Plan Edge
Choppy -2% to +2% Plan H (day trading) EMA21 pullback on SPY/QQQ
Bull > +2% Plan M (swing trading) OVTLYR signals, 80-delta options
Crash < -4%, RV >= 15% Plan C (shorts) EMA stack shorts on SPY
Crash SPY 20d <= -5% Plan Alpha (calls) RSI(5)<15 mean reversion
Nothing Any SICADFU Park in SGOV, earn yield

Every regime has a plan. No regime is "sit and hope."

Core Philosophy

This system is built around a few simple beliefs:

  1. Rules are the edge. Every dollar lost came from breaking rules, not from the system.
  2. Automate the screening, execute the plan. Screeners run daily on cron. The human decides, the system finds.
  3. No profit targets. Exit when the signal says exit, not when it "feels right."
  4. Risk first. Fixed-fraction sizing (5-6%), hard stops, no exceptions.
  5. Backtest everything. No live trade without historical validation.

In plain English: the system does the repetitive scanning and filtering, then the operator's job is to execute cleanly rather than improvise.

Live Results

These numbers matter because they show both sides of the system: what happened when the rules were followed, and what happened when they were not.

  • Sep - Dec 10: $20K → $9,650 (tuition — no system yet)
  • Dec 10 - Feb 28: $9,650 → $88,000 (~812% in 11 weeks)
  • Current: ~$70,000 (gave back $18K by breaking rules, still up ~625%)

The $18K given back is the proof: the system works, deviation doesn't.

If you want the short path through the wiki, start here: