Hi Richard,. . . I'll answer what I can when I can. I have other things to do, including helping someone with a live session this afternoon and most especially trading myself for my living.
I do not read PMs for the reasons I gave early in this thread, only emails. There are still a growing list of unread PMs.............
It sounds to me as if you need a secretary; someone who has a reasonable understanding of the U.S. equity market as well as a good grounding in your style of trading and methodology. I shall send you a PM with my CV attached. Sorry, I mean e-mail, silly me!