Danielle Shay

VP of Options


“The expert in anything was once a beginner.”
- Rutherford B. Hayes

Who is Danielle?

Danielle Shay is a self-made trader, market analyst, and expert commentator. She originally got into trading on a quest for financial freedom, with the goal of living wherever she pleased and taking care of her young son. She is now the VP of Options at Simpler Trading where she trades, runs analysis in the trading room, teaches classes and webinars, and writes on a weekly basis. As a former teacher with a passion for trading, it’s her goal is to help traders grasp the basics that make trading simpler — no matter their skill level.

Danielle is a frequent expert guest in the media, on CNBC, Fox News, Nasdaq TradeTalks, Fox Business, Yahoo Finance, Cheddar, StockCharts.com, and more. You can find her story and key focus of analysis, the Five Star Setup, in her contributing chapters in John Carter’s 3rd Edition of Mastering the Trade. As a momentum trader, her primary focus is identifying relative strength trading setups, and trading them using equity options, stocks, and ETFs. Using her step-by-step, top-down approach, it’s her goal as a former teacher, to help traders go from zero to trading — just like she once did. Her motto is, “If I can do it, you can do it!”.

For education and trades, you can find her daily in the options room at Simpler Trading in addition to her personal trade alert service, the Stacked Profits Mastery program. She also teaches classes in which she teaches her methods to others. She connects directly with her traders via her free newsletter at www.FiveStarTrader.com, and on her social media channels where she shares tips, tricks and trades!

Where can I find Danielle at Simpler?

The Simpler Trading Team is unlike any other. We have 100+ years of combined market experience. While most other services offer ‘hypothetical’ trades and theories, we share our actual trading ideas in real-time.

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Join Danielle in her exclusive options picking service, where she leverages low priced options and varying options strategies, for low risk, high reward trades using her ‘Stacked Profits’ methodology.

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Want to walk the path to trading success together? Join Danielle’s “Five Star Trader” E-Letter for market insights, tips, tricks, and special bonuses — all for free.

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Danielle’s Courses

Exploit Every Earnings Season With ‘Quarterly Profits Formula’

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Make consistent, profitable picks in less time. Learn how Danielle finds hot picks for explosive moves

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Ignite Your Trading Portfolio By Revealing The Most Profitable Stocks

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How to Make Extraordinary Gains from All-Time Highs

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Danielle’s Trading Plan

I’m trading for financial independence. Having a method of building wealth, both by trading and by investing, is a critical life skill. I want the peace of mind of knowing that whatever happens, I know I can invest my own money in the stock market. I don’t want to depend on a job, a partner, or anything else in this life. I know as long as I have an internet connection, I can use my skills to improve my future.

I approach investing on a regular basis. I continually add long term stock picks to my portfolios to grow them over time.

For my options accounts, I look for high probability moments in time where I have an edge. I only trade setups in which I have an edge.

I don’t have specific goals. I can only trade and I can only make what the market can give me. Sometimes the market has a ton of momentum – other times it lingers for weeks or months. Giving yourself monthly or quarterly goals is a poor idea as it becomes a mental game and can really become a blocker.

My goal is to identify high probability setups and trade them with precision. If you focus on being a better trader, the profits will come. If you focus on making money, that’s when you get in trouble.

But, that being said, usually I can 3-5x an account relatively easily when the market conditions are right, so that’s what I aim for. The time frame though, varies.

My objective is to continue growing as a trader and educator. I strive to constantly learn, as well as teach new methods and strategies, while maintaining the foundation I’ve built. I strive to continue to grow my investment and trading accounts overtime.

​I trade US equities and commodities. I trade stocks, options, and futures.

  • For investments, these are long term – I plan to hold them for 5-10 years or more.
  • For options trades, typically I trade between 1-30 DTE or less.
  • When trading futures, these are day trades

I trade a variety of setups. I trade: Finding Phoenix (identifying relative strength buys after a dip), the Run into Earnings (pre-earnings momentum), the Short Squeeze (an explosion at the highs), Earnings trades (trading the actual earnings report), the Squeeze (multi-time frame, combo with any other trades, triple squeeze), and intraday futures setups.

The rules are different for each setup, but overall I prefer to enter on pullbacks to the 34 EMA on the daily chart. I like to see confirmation of a shift in momentum to the upside, such as a high volume move, VZO buy, or moving average cross to confirm the direction.

On trades below a certain risk level, I don’t use stops, especially with butterflies. On more expensive trades, I’ll use either a 50% stop or a stop below the 50 SMA on the daily chart.

I like to scale out on the way up. I like to take profits at resistance levels, then new high, and then at the Fibonacci extension targets. Sometimes I take profits based on percentage gains.

  • Risk less on lower probability trades; risk more on higher probability trades in a strong market. Risk less when the market’s shaky or extended. Risk more when the market pulls back into support.
  • Risk per position fluctuates between 1-5% on a trade.

Read the news. See what happened overnight around the world. Check on any earnings reports that happened before the close, the night before, or before the open that day. Check to see what’s moving. Look at the indexes. How are they trading? Is there a gap from the night before? Is the gap up or down? What’s the current market condition? How do my trades look?

My post market activity is to relax. When the market’s closed, it’s time to spend time with my family.

What Tools will I use for my trading business? ​I use a combination of trading tools that are absolutely necessary: SqueezePro, TurboVZO, Phoenix Finder, Index Grid, TrendStrength Turbo Candles.

I have a variety of subscription services: Chaikin Analytics, Likefolio, CML Viz.

I also use paid news sources: Wall Street Journal, Barrons, New York Times, LA Times, MarketWatch, and more.

Per trade:

I review trades every Tuesday on my newsletter at www.Fivestartrader.com. I look at the entry and exit, my targets, if I managed the trade correctly, and if I could’ve made improvements.

Per year:

I do an overview every year in December to look for key themes. I want to know what I did best, what I did worst, and how I can adjust what I’m doing to maximize my potential for the next year.

I read for about 4-5 hours every day, at least. I’m always looking for new ideas, new collaborators, and ways in which to improve my methods.

My biggest challenge, and also one of the most important aspects in trading, is to continue to fit your trading into your life. When I do that, I can be disciplined. When I don’t, my discipline slips. In order to trade, you must be calm and at peace, and that’s something you can’t do when you can’t focus.

Ensuring that I build my life to fit within my trading career is critical for me.

1. I’ll be disciplined every day, and in every trade.

2. I’ll be my own trading “self”, never trading another’s plan.

3. I love taking small losses.

4. I’ll always earn the right to trade bigger.

5. I’m not addicted to trading just to see what happens.

6. I’ll only trade high reward setups that have the probabilities in their favor.

7. I’ll be a bricklayer – making the same types of trades over and over again.

8. Once I find a setup, I don’t hesitate; once in a trade, I don’t overanalyze.

9. I’ll always keep a detailed trading log/journal and will act upon what it tells me.

10. I’ll review my work and shift over time to adjust for what’s working and what isn’t.

Everything I do will be for the success of my trading business.

NEVER FORGET: This is the “You Are Screwed” Trading Mindset

1. You have no trading plan.

2. You have no money management rules.

3. You’re prone to emotional swings.

4. You’re nervous when in a trade.

5. You try to predict rather than react.

6. You revenge trade.

7. You don’t cut your losses fast enough.

8. You watch every tick.

9. You never review your trades.

10. You’re losing MONEY!

Danielle’s Must Read Books:

Fibonacci Trading

Carolyn Boroden shows you how Fibonacci patterns studies can be used as an extremely effective method for achieving greater profitability.

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3rd Edition: Mastering the Trade

One of today’s most successful traders, John F. Carter has made his popular guide more relevant and effective than ever.

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Follow The Smart Money

Jon and Pete give you and inside look at their proprietary Heat Seeker algorithm, which sorts through all option trades looking for trades that are unusually large.

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Trading in the Zone

Douglas uncovers the underlying reasons for lack of consistency and helps traders overcome the ingrained mental habits that cost them money.

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Business Leaders and Success

Discover what it takes to become a global business leader and the success secrets you can use on your own road to the top.

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Mental Toughness Secrets of the World Class

Is it possible for a person of average intelligence and modest means to ascend to the throne of the world class? YES! Not only is it possible - it’s being done everyday.

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Here are some of Danielle’s favorite products:

Adjustable Computer Desk

Adjustable Electric Desk allows you to find that needed healthy balance between sitting and standing up throughout the day.

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Under Desk Electric Treadmill

Helps to improve your cardiovascular fitness, boost your health, and burn fat, and regulate lower body muscles. This is a great way to exercise and relax.

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Anti Fatigue Balance Board

Fortify Core Strength and Stability – This stand-on wobble board keeps your legs, core, and body active to help improve focus, reduce fatigue, and relieve foot tension.

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Cardioid Condenser USB Microphone

Condenser microphone with USB output for digital recording and high quality A/D converter with 16 bit, 44.1/48 kilohertz sampling rate for superb audio

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Blue Light Blocking Glasses

Oiamik blue light glasses with resin lens coated green film defend your eyes against the harmful blue light from digital screen, so that you can enjoy your game, drama and work time without eye fatigue and headaches.

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Sensyne LED Circle Lights with Phone Holder

Sensyne selfie ring light features a high sensitivity touch panel design that has a longer life than traditional mechanical buttons.

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Media Appearances

Momentum trading creates oversold conditions, money-making opportunities

April 6, 2021

FOX Business’ Charles Payne, TJM Institutional Services Director Jim Luorio, Belpointe Chief Strategist David Nelson, and Simpler Trading Director of Options Danielle Shay discuss momentum trading and today’s markets.

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Strategist predicts bull market despite stock gyrations

March 8, 2021

BMO Capital Markets chief strategist Brian Belski, Simpler Trading Director of options Danielle Shay and Peapack Private Wealth Management managing principal David Dietze provide insight into market movements, the Federal Reserve, inflation and promising stocks.

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Recent market rebound is a little ‘suspicious’: Trader

March 1, 2021

Simpler Trading director of options Danielle Shay provides insights into recent market moves, earnings and which stocks are ‘hot’ right now.

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SPACs have taken Wall Street by storm: Payne

February 23, 2021

OX Business’ Charles Payne discusses special purpose acquisition companies (SPACs) and investing with Simpler Trading director of options Danielle Shay.

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Danielle's Classes:

Danielle's Indicators: