Minervini Trend Index Workflow

This skill helps you work with the Minervini Trend Index project, a real-time synthetic stock index based on Mark Minervini's trend template criteria for stock selection.

Project Overview

The Minervini Trend Index is a Node.js application that:

**Tech Stack**: Node.js, SQLite, Polygon.io API, WebSocket

Core Workflow Steps

1. Initial Data Setup

Before running any screening, initialize the stock universe:

```bash

Fetch NYSE/NASDAQ tickers from Polygon

npm run get-tickers

Initialize stock universe database

npm run setup-universe

```

**Key files**: `src/scripts/getTickerList.js`, `src/data/Database.js`

2. Daily Screening Process

Run the screening to find stocks meeting Minervini's criteria:

```bash

Full screening process

npm run screen

Create synthetic ticker from qualifying stocks

npm run create-synthetic

Test with sample stocks (AAPL, MSFT, etc.)

npm run test-synthetic

```

**Key files**: `src/scripts/dailyScreen.js`, `src/scripts/createSyntheticTicker.js`, `src/core/StockScreener.js`

3. Understanding Minervini's 8-Point Trend Template

The screener evaluates stocks against these criteria:

1. **Price above moving averages**: Current price > 150-day MA AND 200-day MA

2. **MA alignment**: 150-day MA > 200-day MA

3. **Uptrend confirmation**: 200-day MA trending upward (past 30 days)

4. **Short-term strength**: 50-day MA > 150-day MA AND 200-day MA

5. **Near highs**: Price within 25% of 52-week high

6. **Above lows**: Price at least 30% above 52-week low

7. **Relative strength**: RS rating > 70

8. **Liquidity**: Daily volume > 100,000 shares

**Documentation**: https://www.minervini.com/stock-selection-criteria

4. Working with the Database

**Database location**: `./data/minervini_index.db`

**Tables**:

**Database operations**: `src/data/Database.js`

5. Polygon.io API Integration

**Key endpoints used**:

**Rate limits**:

**Configuration**: Adjust `rateLimiter` in `src/api/PolygonAPI.js`

**API Documentation**: https://polygon.io/docs/stocks

6. Development Workflow

```bash

Start development server with hot reload

npm run dev

Production start

npm run start

Testing

npm run test-polygon # Test Polygon API technical indicators

npm run test-synthetic # Test with sample stocks

Code quality

npm run lint

npm run format

```

Environment Configuration

Create a `.env` file with these required variables:

```env

POLYGON_API_KEY=your_api_key_here

NODE_ENV=development

LOG_LEVEL=info

PORT=3001

DB_PATH=./data/minervini_index.db

INDEX_BASE_VALUE=1000

REBALANCE_TIME=16:30

MIN_STOCK_PRICE=15.00

EXCHANGES=XNYS,XNAS

```

Common Tasks and Solutions

Add New Stocks to Universe

```bash

npm run get-tickers

```

Run Daily Screening

```bash

npm run create-synthetic

```

Check Screening Results

Look in `./data/` directory for database and output files.

Modify Screening Criteria

Edit `src/core/StockScreener.js` - adjust thresholds, add/remove criteria, or change weighting.

Debug API Issues

1. Verify API key in `.env`

2. Check rate limits in Polygon.io dashboard

3. Review `src/api/PolygonAPI.js` rate limiter settings

Reset Database

```bash

rm ./data/minervini_index.db

npm run setup-universe

```

Troubleshooting

**No qualifying stocks found**:

**API rate limit errors**:

**Database locked errors**:

Key File Reference

| File | Purpose |

|------|---------|

| `src/api/PolygonAPI.js` | Polygon.io API integration and rate limiting |

| `src/core/StockScreener.js` | Minervini criteria evaluation logic |

| `src/core/MinerviniTrendIndex.js` | Main index orchestration |

| `src/data/Database.js` | SQLite database operations |

| `src/scripts/createSyntheticTicker.js` | Synthetic ticker generation |

| `src/scripts/getTickerList.js` | Fetch active stocks from Polygon |

| `src/scripts/dailyScreen.js` | Daily screening automation |

Additional Resources

Best Practices

1. **Rate limiting**: Always respect Polygon.io API limits to avoid throttling

2. **Data freshness**: Run daily screens during after-hours to avoid market volatility

3. **Criteria tuning**: Adjust thresholds in `StockScreener.js` based on market conditions

4. **Database backups**: Regularly backup `./data/minervini_index.db`

5. **Monitoring**: Track qualification rates over time to validate screening logic