IBD Growth Strategy — Technical Methodology
A quantitative investment system: Investor’s Business Daily (IBD) momentum and quality rankings combined with CAPM/WACC risk analytics.
How this book is organized¶
Executive Summary — problem, audience, IP vs data layer
System Architecture — data flow and pipeline roles
Two-Strategy Framework — IRA / Brokerage / Aggressive sleeves
Scoring Formulas — Leader Score, CAPM, WACC, enhancements
Data Sources — IBD exports, broker CSVs, yfinance
File Reference — Python modules
Weekly Workflow — operational checklist and entry rules
Output Schema — reports and watchlists
Performance & KPIs — tracking against SPY
Dashboard Guide — institutional dashboard usage
Developer Handoff — notes for a future web/SaaS version
Configuration — constants and defaults
Future Enhancements — roadmap items
Version Roadmap — release history
Academic Foundation — Barber-Odean, Carhart, PMI
Margin Strategy — hurdle rates and broker optimization
Methodology Statement — plain-language summary
Media Gallery — sample educational charts
Relationship to the private codebase¶
The live operator pipeline lives in a private repository. This public book is the methodology layer — formulas, workflow, and design — suitable for sharing without exposing credentials, raw broker exports, or account balances.
Source¶
Adapted from IBD Strategy System — Technical Guide (internal). Restructured into MyST Markdown / Jupyter Book 2 in the same style as the NYC Volunteer Fire Department and Pizza Place demos.