One worksheet, five questions — the same framework the Portfolio Sweep app applies to every asset on a watchlist. Print it, write the holding's name at the top, and answer in pencil.
Holding: ______________________________________ Date: ______________
Is the price above or below its 200-day average? Above means the long-term drift is up; below means it is leaning down.
What did the broad market do over the same stretch — and is this move market-wide, mostly this asset, or against the market?
Where is the RSI — running hot (over ~70), fell hard (under ~30), or neither?
What is its volatility — Low, Medium, or High — and is today's move big for this asset, or just a normal day for it?
Why am I watching this, and over what time horizon? (This is the question the app's journal asks — the worksheet ends where the journal begins. New to the vocabulary? The glossary has every term.)
Last reviewed: November 8, 2026