FIX

Industrials · Construction

1728.01

+2.53% · 2026-10-02

Wait

pending buy on trigger

reward/riskportfolio limit

Trade priority: #12 · 69.9

Data coverage: 90%

Setup: no setup · 2026-10-02

News: mixed

Next catalyst: Earnings in 13 sessions

Trade plan

PRE_BREAKOUT_SWING_V1_1 · valid until close of 2026-10-05, a material event, or strategy invalidation · shared by every portfolio profile

Action: WAITblocked: reward/risk, portfolio limit
Trigger: 1710.22retracement to breakout level · close 1.0% above the retracement limit
Entry zone: 1675.89–1710.22reference 1710.22
Initial stop: 1607.216.0% · risk 103.01/sh
Target 1: 1881.90+10.0% · R:R 1.67 (below minimum)
Target 2: 2019.25+18.1% · R:R 3.00
Risk per share: 103.01strategy-owned; the portfolio panel sizes it per profile
Invalidation: 1607.21a close below 1 ATR under the level invalidates the setup before entry

Level 1675.89 (resistance of the PRE_BREAKOUT on 2026-09-29); ATR14 68.67 on 2026-10-02. Stop: 1 ATR below the breakout level 1675.88. Targets: ATR projections 3 / 5 ATR above the level. R:R quality below minimum to T1 (hard minimum 2.0; 3R would be 2019.25, T2 supports 3.00R). Targets are structural and are never moved to reach an R multiple.

Record the fill after you enter: add position. The strategy then manages the stop, targets and the next action.

Your portfolio · San

profile-specific: quantity, risk budget, exposure, cash impact

Profile: Sanequity 2,000.00 USD · whole shares
Current holding: noneno open position in this profile
Recommended quantity: too large for this portfolioone 1-share increment at 1710.22 exceeds the max position value (0.3508 shares allowed)
Risk budget: 10.000.5% of 2,000.00
Portfolio risk: 0.00 openremaining 40.00
Exposure: 0 / 3 positionsIndustrials: 0 / 2 · 0.00 of 1,000.00 cap
Cash impact: 2,000.00derived from the ledger
Eligibility: WAITsame as the strategy view

Entry, stop, targets and R:R are strategy-owned and identical for every profile; only this portfolio's quantity, risk, exposure and cash differ. Manage profiles · record a fill

Quality gates

hard entry gates of the strategy · PASS / FAIL / UNKNOWN

Gate	Verdict	Detail
Data freshness	PASS	0 completed session(s) behind the calendar
Price	PASS	close 1728.01 at or above the 10 floor
Market cap	PASS	market cap 59.31B (finnhub, 2026-10-02)
Liquidity	PASS	ADV20 512.4M (STRONG_LIQUIDITY)
Sector	PASS	sector Industrials (finnhub_industry)
Regime	PASS	regime RISK_ON
Earnings	PASS	earnings in 13 sessions (2026-10-22)
News / event risk	PASS	news context MIXED
Chase protection	PASS	1.16 ATR above EMA20, session move 0.62 ATR
R:R	FAIL	reward/risk to target 1 is 1.67 (below minimum) · reward/risk
Portfolio capacity	FAIL	0 shares: one 1-share increment exceeds the max position value of this portfolio (POSITION_TOO_LARGE_FOR_PROFILE) · portfolio limit
Data quality	PASS	current session data, valid technical snapshot, trigger and ATR; critical facts known

Primary blocker: reward/risk · also portfolio limit

Why this action

Technical

breakout on 2026-10-01 is extended; buy only on a retracement into 1675.89-1710.22
reward/risk 1.67 to target 1 is below the 2 minimum; the target is structural and is not moved
the position is too large for this portfolio profile (MAX_POSITION_VALUE); the strategy setup itself is unchanged
RS20 vs SPY 9.8%, vs QQQ 4.9%

Options

options context missing (missing data) (missing data, not a negative)

News and events

news context mixed (12 canonical items in window)
earnings 2026-10-22 (13 sessions, finnhub); event risk low
other · low · negative: Terex, Regal Rexnord, Resideo, Comfort Systems, and WESCO Stocks Trade Up, What You Need T
other · low · positive: Comfort Systems (FIX) Exceeds Market Returns: Some Facts to Consider
other · low · positive: $100 Invested In Comfort Systems USA 20 Years Ago Would Be Worth This Much Today
other · low · mixed: Comfort Systems vs. EMCOR: Which Stock Is the Better Buy?

Market and risk

regime RISK ON: SPY: trend UP, volatility NORMAL; QQQ: trend UP, volatility NORMAL
gate reward/risk blocks a new entry
gate portfolio limit blocks a new entry
news context mixed

Chart

252 sessions · EMA20 / SMA50 / SMA150 / SMA200 default · strategy levels drawn when a plan exists

2026-10-02O 1714.05H 1750.39L 1706.44C 1728.01 +2.53%Vol 276,860RVOL20 0.89SMA50 1656.88SMA150 1692.85SMA200 1555.93EMA20 1648.37RSI14 60.5MACD 10.704 / -3.070 / 13.774ATR14 68.67RS20 SPY 9.8% · QQQ 4.9%

Indicator history is derived from the stored bars with the accepted M3 functions (WORKSTATION_SERIES_V1); the scanner’s persisted values remain authoritative. Reconciliation at the scan session: 8 match.

Trade priority

operational attention ranking, not a forecast

Rank #12 · priority 69.9 / 100 · coverage 90%

technical readiness23/30
structure quality10/10
relative strength15/15
participationn/a
risk reward3/15
news context4/10
event risk5/5
urgency3/5

operational attention priority not a return forecast. Missing inputs lower coverage, never the score.

Setup evidence · PRE_BREAKOUT_V1

Setup state: NO_SETUP
Resistance: 1,826.4
Distance: 5.39%
Close: 1,728.01
SMA50: 1,656.88
SMA150 / SMA200: 1,692.85 / 1,555.93
RSI14: 60.5
EMA20 extension: 1.16 ATR
RS20 vs SPY: +9.8%
RS20 vs QQQ: +4.9%

Hard requirements · 7/8 passed

PASS
Confirmed resistance
resistance=1,826.4 exists eligible=true
FAIL
Distance to resistance
distance_pct=5.3871 · resistance=1,826.4 · close=1,728.01 inclusive_between min=0 · max=3
PASS
Close above SMA50
close=1,728.01 · sma50=1,656.8788 > right_operand=sma50
PASS
SMA150 ≥ SMA200
sma150=1,692.8535 · sma200=1,555.9299 >= right_operand=sma200
PASS
RSI14 band
rsi14=60.4699 inclusive_between min=50 · max=70
PASS
EMA20 extension (ATR)
extension_atr=1.1598 · close=1,728.01 · ema20=1,648.3688 · atr14=68.6678 <= max=1.5
PASS
RS20 vs SPY or QQQ
SPY=0.0981 · QQQ=0.0491 OR > SPY=0 · QQQ=0
PASS
Resistance quality
distinct_touches=3 policy_and_minimum_touches min=2

Supporting evidence · 4/6 passed

PASS
ATR compression
current_atr_pct=0.0397 · median_previous_60_atr_pct=0.0586 · ratio=0.6782 < right_operand=median_previous_60_atr_pct
FAIL
Volume contraction
recent_volume=297,857.8425 · baseline_volume=329,160.6347 · ratio=0.9049 < max=0.85
PASS
Higher lows
low_1=1,505.7301 · low_2=1,545.21 · low_3=1,570 low_3 > low_2 > low_1 required_pivots=3
FAIL
Full MA alignment
sma50=1,656.8788 · sma150=1,692.8535 · sma200=1,555.9299 sma50 > sma150 > sma200
PASS
RS20 vs SPY positive
SPY=0.0981 > min=0
PASS
RS20 vs QQQ positive
QQQ=0.0491 > min=0

PRE_BREAKOUT_V1 · scan run 413 · session 2026-10-02 · evaluated as of 2026-10-04T13:22:49.796150Z. Supporting evidence never changes the trigger; UNKNOWN is never collapsed into false.

Intelligence timeline

12 canonical of 12 items in window · duplicates collapsed

2026-10-0300:54 UTC
Terex, Regal Rexnord, Resideo, Comfort Systems, and WESCO Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Treasury yields, easing borrowing-cost pressure across the sector.
YahooTier 3 · providerotherlow materialitynegativereported fact
2026-10-0120:50 UTC
Comfort Systems (FIX) Exceeds Market Returns: Some Facts to Consider
In the most recent trading session, Comfort Systems (FIX) closed at $1, indicating a +1.89% shift from the previous trading day.
YahooTier 3 · providerotherlow materialitypositivecommentary
2026-09-3011:45 UTC
$100 Invested In Comfort Systems USA 20 Years Ago Would Be Worth This Much Today
Comfort Systems USA (NYSE:FIX) has outperformed the market over the past 20 years by 19.32% on an annualized basis producing an average annual return of 28.41%. Currently, Comfort Systems USA has a market capitalization
BenzingaTier 3 · providerotherlow materialitypositivereported fact
2026-09-2912:48 UTC
Comfort Systems vs. EMCOR: Which Stock Is the Better Buy?
Can FIX's faster growth outshine EME's lower valuation, broader diversification and stronger earnings-estimate revisions?
YahooTier 3 · providerotherlow materialitymixedcommentary
2026-09-2816:10 UTC
Why Hunt Electric Could Be a Strong Deal for Comfort Systems
FIX's $206M Hunt Electric deal adds Western electrical scale, $250M in annualized revenue and cross-selling potential as technology demand holds.
YahooTier 3 · providerotherlow materialitypositivecommentary
2026-09-2810:50 UTC
Is Comfort Systems Stock Outperforming the S&P 500?
Comfort Systems has significantly outperformed the S&P 500 over the past year, and analysts are highly optimistic about the stock’s prospects.
YahooTier 3 · providerotherlow materialitypositivecommentary
2026-08-2620:12 UTC
COMFORT SYSTEMS USA INC: 144 filed
SEC EDGARTier 1 · primaryotherlow materialityunknownfact+1 duplicate report
hidden
6 provider-tagged items never name the company and are kept as context only.

canonical items of the last 10 sessions; analyst/industry/macro commentary and social sources excluded from the direction tally; gating uses tier 1-3 HIGH items within 3 (negative) / 2 (unknown direction) sessions

Catalysts and filings

Event	Date	In	Materiality	Source
Earnings	2026-10-22	13 sessions	high	finnhub · Tier 3 · provider

Options activity

MISSING_DATA · selected contracts, delayed

No options activity has been persisted for this symbol (MISSING_DATA).

Flow

Flow events—

Clusters—

Sweep candidates—

Block candidates—

Aggressor candidates—

Premium coverage—

Flow engine is ready. Trades and Quotes are not available with the current provider capabilities; this area populates automatically from the same M11 engine when real persisted facts exist. Synthetic fixture flow is never shown.

Evidence alerts

1 · ALERT_POLICY_V1

Category	Alert	Previous	Current	Sessions	Workflow	Actions
Changed	Distance to resistance narrowed	7.73	5.39	2026-10-01 → 2026-10-02	New

Decision trace

PRE_BREAKOUT_SWING_V1_1 · generated 2026-10-04 18:51 UTC · strategy 073b221a9cd0…

setup_eligiblePASSPRE_BREAKOUT on 2026-09-29; close above its resistance 1675.88 on 2026-10-01
trigger_statePASSTRIGGERED but EXTENDED: the close is beyond the entry zone or the EMA20 extension limit; entry only on a retracement into the zoneclose=1728.01 · entry_zone_high=1710.22 · extension_atr=1.16 | threshold breakout_max_extension_atr=2
data_freshnessPASS0 completed session(s) behind the calendarsessions_behind=0 | threshold max_sessions_behind=1
price_gatePASSclose 1728.01 at or above the 10 floorclose=1728.01 | threshold min_price=10
market_cap_gatePASSmarket cap 59.31B (finnhub, 2026-10-02)market_cap_usd=59312648328.52 | threshold min_market_cap_usd=1000000000
liquidity_gatePASSADV20 512.4M (STRONG_LIQUIDITY)adv_dollar=512409777.8 · strong_liquidity=true | threshold min_adv_dollar=25000000, strong_adv_dollar=50000000
sector_gatePASSsector Industrials (finnhub_industry)
market_regime_gatePASSregime RISK_ONregime=RISK_ON · risk_multiplier=1
event_risk_gatePASSearnings in 13 sessions (2026-10-22)earnings_sessions_away=13 | threshold earnings_block_sessions=5
news_gatePASSnews context MIXED
chase_gatePASS1.16 ATR above EMA20, session move 0.62 ATRextension_atr=1.16 | threshold breakout_max_extension_atr=2
risk_rewardFAILreward/risk to target 1 is 1.67 (below minimum)reward_risk_1=1.67 · reward_risk_2=3 | threshold min_reward_risk_1=2
portfolio_gateFAIL0 shares: one 1-share increment exceeds the max position value of this portfolio (POSITION_TOO_LARGE_FOR_PROFILE)binding_constraint=MAX_POSITION_VALUE · size_status=POSITION_TOO_LARGE_FOR_PROFILE · share_increment=1
data_qualityPASScurrent session data, valid technical snapshot, trigger and ATR; critical facts known
finalPASSWAIT (blocked by REWARD_RISK, PORTFOLIO_LIMIT; primary REWARD_RISK)

Snapshot history: 2026-10-02 WAIT · 2026-10-01 BUY_NOW · 2026-09-30 BUY_NOW

Actions are generated from the configured trading strategy and current available market/intelligence data. They are not guarantees of future performance.