Limitup tools: one process from idea to journal

A process, not a pile of tools

Earlier lessons covered most of the analysis: fundamentals, levels, risk and sizing, demo and the journal. But knowledge used at random gives random results: today a stock pops up in the screener, tomorrow another one on Telegram, the day after a third that is "flying".

In this lesson we chain the Limitup tools together. Each step answers its own question:

1. Is it halal? — the halal pages.
2. What should I look at? — the screener.
3. Which ones do I watch closely? — the watchlist.
4. Where do I enter, and where do I know I'm wrong? — the chart.
5. When does price get there? — alerts.
6. Is a risky event coming up? — the calendar.
7. How much do I buy? — the calculators.
8. How do I execute? — demo or broker.
9. What did I learn? — the journal.

Important: Limitup is an analysis and practice platform, not a broker. Real trades happen at your broker; on Limitup you build the plan, test it on demo and analyse the results.

1. The halal check

Every idea starts here. The halal stocks list is screened under AAOIFI Standard No. 21: business activity first, then three financial ratios — interest-bearing debt below 30% of market cap, interest-bearing assets below 30%, and impermissible income below 5% of revenue. Every stock has its own page showing which checks it passed, its ratios and the last screening date. The method is described on the methodology page.

Halal status changes: if a company takes on debt or its business changes, the stock can leave the list (why halal status changes). Turn on "Halal status changes" in signal settings: when a stock in your watchlist, demo or halal portfolio joins or leaves the list, you get a Telegram message with the reason. Other pages: halal dividends, ETF overlap and halal stocks vs the S&P 500. If you receive dividends, don't forget purification.

2. Narrowing down: the screener

The screener picks a handful of stocks out of thousands. Switch on the halal filter first, then add your own criteria. It has sector, P/E, forward P/E, PEG, P/S, P/B, P/FCF, EV/EBITDA, dividend yield, ROE/ROA/ROIC, margins, current ratio, revenue and EPS growth, free cash flow, debt/equity, short interest, RSI, distance from the SMA, performance and relative volume.

Ready-made presets work in one click: "Halal · low debt", "Quality business", "Growth", "Cheap & quality", "Oversold", "Momentum", "Liquid · not penny" and more. Better still is your own saved preset. For example, "Quality growth":

• halal;
• revenue growth > 10%;
• operating margin > 15%;
• debt/equity < 0.5;
• price above the 50-day SMA.

Save the preset and turn on its alert: after each trading day's close, you are notified when a new stock enters the filter. That way you don't have to open the screener by hand every day. If the filter is too broad (too many matches), notifications only start once it narrows, which is itself a hint to tighten your filter.

3. Tracking: the watchlist

Add the candidates that pass the screener to your watchlist. A watchlist is not a "buy now" list; it is a "watching" list. You can create several lists, for example "Long term" and "Swing setups". Each list shows live price, daily and 1-hour change and volume, and every row offers "Buy in demo" and "Set a price alert".