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The Canadian Bank LEAPS Handbook v4.0

The Official Companion App · Empirically Validated

Run weekly before any new LEAPS entry. All four gates plus a passing score must be confirmed before entering new positions.
Trend — XIU.TO
XIU price ($)
50-day MA ($)
200-day MA ($)
SPY above 200-day?
Volatility
VIX current
VIX 20-day avg
BoC rates
Overnight rate (%)
Direction
CA 10-year yield (%)
TSX sector leadership (30-day %)
Financials XFN
Energy XEG
Technology TXF
Utilities ZUT
Materials XMA
Staples XST
Five-gate calibrated model. Tier A (≤$1.00) base case +1,385% (median of 11 positions). Enter all available strikes under $8 for comparison.
Stock info
Ticker
Current price ($)
Expiry date (YYYY-MM-DD)
Historical returns (Barchart Performance tab)
1-year %
2-year %
3-year %
5-year %
10-year %
Options to analyze Enter all under $8
Strike ($) Ask ($) Open Interest
Capital available Gate 5
Budget for this position ($) — leave blank for tier-default sizing
App calculates max contracts from capital ÷ (ask × 100), then applies tier. Lower of the two wins.
For deep in-the-money LEAPS used as stock substitutes. Keep extrinsic value ≤ 35% of total premium. (Chapter 11)
Contract details
Stock price ($)
Strike price ($)
Option premium / ask ($)
Quarterly dividend per share ($)
Months remaining to expiry
Position details
Stock price ($)
Shares held
Strike price ($)
Premium received ($)
Days to expiry
Quarterly dividend ($)
Ex-dividend date in window?
Portfolio details
Total portfolio value ($)
Archetype (Chapter 5)
Conservative
Balanced
Growth
Option premium per share ($)
Score and rank Canadian bond ETFs as a stability layer alongside your LEAPS strategy. Enter up to 5 ETFs.
Score up to 5 stocks simultaneously. Run before the LEAP Analyzer on any non-bank growth stock.
Total invested
$0
Current value
$0
Total P&L
$0
—
Open positions
0
📸 Import from a holdings screenshot
Snap your broker's holdings screen. Claude reads the rows; you confirm every field before anything is saved. Requires an API key (Settings tab).
Add position
Ticker
Type
Entry ($)
Quantity
Unit
Strike ($)
Expiry (options)
Current ($)
Bid ($)
Ask ($)
Daily chg ($)
Daily chg (%)
Notes / thesis
Prices updated manually. Not financial advice. Educational purposes only.
CCI is the most real-time indicator — catches turning points before MACD and RSI confirm. Three-indicator confluence is the highest conviction entry signal.
Stock & trend
Ticker
Current price ($)
20-day MA ($)
200-day MA ($)
CCI Most real-time
CCI value (14 or 20 period)
CCI signal direction
RSI and MACD
RSI (14-period)
MACD signal
Volume vs avg
Candlestick
TD app market data
Bid ($)
Ask ($)
% Change
IV (%)
Open interest
Write your rationale before you place the trade — not after. This is the behavioural discipline the journal provides.
Log a trade
Date
Ticker
Action
Strike ($)
Premium ($)
Rationale (write before outcome is known)
Outcome / lesson (fill after close)
App build
Confirms which version is live. If this doesn't match your latest upload, the browser is serving a cached copy or an older file was deployed.
2026-07-03-etfs2
Your thresholds Saved to device

Market Weather Check

VIX normal zone upper limit
default 22
VIX fear zone upper limit
default 30
Strong Bull minimum score
default 75

LEAP Analyzer

Maximum premium ceiling ($)
default $5.00
Tier A ceiling ($)
default $1.00
Tier B ceiling ($)
default $3.00
Minimum edge ratio
default 3×

CCI / RSI thresholds

CCI overbought
default +100
CCI oversold
default -100
RSI overbought
default 70
RSI oversold
default 35

Deep Dive conviction tiers

High conviction minimum
default 80
Medium conviction minimum
default 65
Watchlist minimum
default 50
✓ Settings saved
Data export
Excel and CSV open in Excel, Numbers, and Google Sheets. SheetJS Community Edition — Apache 2.0 licence.
🔒 Privacy & data protection

Your data never leaves your device. All portfolio positions, trade journal entries, settings, and personal information are stored only in your browser's local storage. No data is transmitted to any server at any time.

Data is encrypted at rest. Information stored on your device is protected using AES-256-GCM encryption via your device's built-in Web Crypto API. Raw trade data is not readable without the device-specific encryption key.

No tracking or analytics. The app contains no advertising, no analytics scripts, no tracking cookies, and no third-party data collection of any kind.

External scripts (first load only). On first load the app fetches two open-source libraries from Cloudflare's public CDN: SheetJS for Excel export and Chart.js for charts. After that it works fully offline. No user data is included in these requests.

Best practice. Keep your device locked. Export your portfolio regularly as a backup. Download the app only from the official Gumroad page to ensure the file has not been modified.

Make it yours. Your name, photo, colours, and font are saved to this device permanently.
Identity

Profile photo

👤
Upload any photo. Appears in the header alongside your name.

Your name

Tagline (optional)
Appearance

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Dark background, light text

Accent colour

Background

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Dots
Gradient

Font family

System
Georgia
Mono

Text size

Small
Medium
Large
X-Large
✓ Saved — preferences active
Chain Scanner. Enter the full option chain and the app scores every strike simultaneously — ranked, colour-coded, crossover identified.
Stock and performance
Ticker
Current price ($)
Expiry date (YYYY-MM-DD)
1-yr %
5-yr %
10-yr %
Option chain No limit on rows
Strike ($) Ask ($) Open Int
Calculate the full economics of rolling a LEAPS position. Shows net debit/credit, new scenario analysis, and five-gate assessment on the new position.
Existing position (closing leg)
Ticker
Current stock price ($)
Current strike ($)
Entry premium ($)
Current bid ($)
Contracts held
Current expiry
New position (opening leg)
New strike ($)
New ask ($)
New expiry date
New contracts
1-yr %
5-yr %
10-yr %
Position alerts. Set reminders and return targets. Checked every time you open the app.
Add alert
Ticker
Alert type
Target date or value
Days warning before
Note
Active alerts
Auto-alerts from portfolio
Alerts check when you open the app. No push notifications — check this tab weekly.
Your personal performance record. Aggregates all positions to show win rate, returns by tier, and comparison against calibrated benchmarks. Improves with every position you close.
Sunday evening ritual. One tap generates your complete weekly briefing — market conditions, portfolio alerts, position milestones, and what to watch this week.
Weekly briefing inputs
Current Weather Check score
Market conditions result
Key observation this week (optional)
AI Gate Checker — describe a position in plain English or take a photo of your options chain. Requires an Anthropic API key.
Your Anthropic API key
Verifies your key and the model before you rely on AI features.
Enter your key above and tap Save.
Option 1 — Take a photo or upload a screenshot
Tip: Zoom in on 8-12 rows before photographing for best results.
Option 2 — Describe a position in plain English
Tap the mic and speak naturally. Tap again to stop.
Find Similar Positions — compare your candidate against the 28-position live portfolio. No API key needed.
Your candidate
Average cost / share ($)
Ticker
Portfolio Health Monitor — AI reviews your saved positions for attention items. Requires an Anthropic API key.
Your Anthropic API key
Same key as AI Gate Check.
Capital Transition Strategy — for a deep in-the-money LEAPS, compare exercising, selling, moving into a TFSA, or rolling. Pick a saved position to auto-fill it, then add today’s stock price. Illustrative only, not tax advice.